Bumble vs Nerdwallet
Bumble is the larger business, with $966m of revenue in fiscal 2025 against $837m for Nerdwallet (1.2 times as much). Nerdwallet grew faster (21.7% against -9.9%). Nerdwallet kept more of each dollar of sales as profit: a net margin of 5.8% against -71.8%. Nerdwallet carries less debt relative to equity (1.8% against 103.6%).
| Latest fiscal year | BumbleBMBL, 2025 | NerdwalletNRDS, 2025 |
|---|---|---|
| Revenue | $966m | $837m |
| Revenue growth | -9.9% | 21.7% |
| Net income | −$693m | $48.7m |
| Operating margin | -83.4% | 7.8% |
| Net margin | -71.8% | 5.8% |
| Return on equity | -99.4% | 13.2% |
| Free cash flow | — | $130m |
| Cash | $176m | $98.3m |
| Total debt | $591m | $6.9m |
| Debt to equity | 103.6% | 1.8% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $28.7m | $70.2m |
| Employees | 580 | — |
| Market value | $784m | $692m |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 63 (Moderate) | 39 (Weak) |
| Insider trades, 12 months | 0 buys, 143 sales | 0 buys, 22 sales |