MTCH vs BMBL Stock Comparison: AI Score, Valuation, Performance and Upside
MTCH is the dominant online dating company with a diversified multi-brand portfolio led by Tinder and the fast-growing Hinge, while BMBL is a smaller challenger with a differentiated women-first brand but has faced more growth and profitability challenges. Both face industry-wide questions about dating app fatigue among younger users.
MTCH vs BMBL is a comparison of the dominant online dating platform operator against a smaller, differentiated challenger working to establish sustainable growth and profitability.
MTCH and BMBL are closely matched — they split the tracked metrics evenly. MTCH has delivered stronger 1-year price return (+17.11% vs -43.62%), though BMBL trades at the lower forward P/E (2.95x vs 8.23x). Analyst consensus implies meaningfully more upside for BMBL (+46.68%) than for MTCH (+17.68%).
- →Want exposure to the dominant, diversified online dating market leader
- →See Hinge as a key growth driver offsetting Tinder's maturation
- →Value strong free cash flow and capital return potential
- →Believe Bumble's differentiated brand positioning can drive a turnaround
- →See value in its smaller scale offering more room for percentage growth
- →Are comfortable with higher execution and competitive risk
| Metric | MTCH | BMBL |
|---|---|---|
| AI score | 38.5 | 22.3 |
| AI rank | #1274 | #4226 |
| Latest close | $35.45 | $2.96 |
| 1M return | +0.28% | -6.33% |
| 6M return | +9.04% | -14.20% |
| 1Y return | +17.11% | -43.62% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MTCH | BMBL |
|---|---|---|
| 1Y ago | $11.7K (+17.0%) started 2025-06-18 | $5.64K (-43.6%) started 2025-06-18 |
| 5Y ago | $2.33K (-76.7%) started 2021-06-21 | $589.17 (-94.1%) started 2021-06-18 |
| 10Y ago | $27.19K (+171.9%) started 2016-06-20 | $420.99 (-95.8%) started 2021-02-11 |
Hypothetical — past performance does not guarantee future results.
| Metric | MTCH | BMBL |
|---|---|---|
| Market cap | $8.14B | $448.97M |
| Trailing P/E | 13.32 | N/A |
| Forward P/E | 8.23 | 2.95 |
| Price/Sales | N/A | 0.48 |
| EV/Revenue | 3.15 | 0.93 |
| Analyst target | $41.06 | $4.34 |
| Target upside | +17.68% | +46.68% |
| Metric | MTCH | BMBL |
|---|---|---|
| Revenue growth | 3.90% | -14.10% |
| Earnings growth | 52.00% | 169.80% |
| EPS growth | +52.00% | +169.80% |
| FCF margin | +22.87% | +25.21% |
| Operating margin | 27.37% | N/A |
| Profit margin | 18.83% | -71.04% |
| ROIC proxy | N/A | -82.56% |
| Return on equity | N/A | -82.56% |
| Dividend yield | 2.29% | 0.00% |
| Beta | 1.32 | 1.88 |
| Debt/equity | N/A | 81.23 |
| Current ratio | 1.57 | 1.22 |
| Quick ratio | 1.45 | 1.09 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MTCH | BMBL |
|---|---|---|---|
| 1Y | Growth | +17.00% | -43.62% |
| CAGR | +17.02% | -43.64% | |
| Sharpe ratio | 0.51 | -0.44 | |
| Max drawdown | 25.46% | 68.49% | |
| Max daily drop | 8.37% | 21.77% | |
| Max wkly drop | 8.89% | 27.95% | |
| 5Y | Growth | -76.96% | -94.11% |
| CAGR | -25.48% | -43.24% | |
| Sharpe ratio | -0.55 | -0.54 | |
| Max drawdown | 84.42% | 95.50% | |
| Max daily drop | 17.87% | 30.31% | |
| Max wkly drop | 20.58% | 37.98% | |
| 10Y | Growth | +155.19% | -95.79% |
| CAGR | +9.83% | -44.70% | |
| Sharpe ratio | 0.34 | -0.57 | |
| Max drawdown | 84.42% | 96.58% | |
| Max daily drop | 22.09% | 30.31% | |
| Max wkly drop | 24.87% | 37.98% |
| Category | MTCH | BMBL |
|---|---|---|
| Company | Match Group, Inc. | Bumble Inc. |
| Sector | Communication Services | Communication Services - Online Dating & Social |
| Industry | N/A | N/A |
| Core business | Match Group owns a large portfolio of dating apps including Tinder, Hinge, Match.com, and OkCupid, making it the dominant player in the global online dating market by revenue and user base. | Bumble operates the Bumble dating app, known for its women-first messaging approach, along with the Badoo dating app with significant international users, positioning itself as a smaller challenger to Match Group's dominance. |
| Investor focus | Investors track Tinder's user growth and monetization trends (its largest and most mature brand), Hinge's continued rapid growth, and overall payer trends across the portfolio. | Investors track Bumble app user and revenue growth, profitability improvement initiatives, and the company's ability to differentiate against Match Group's larger portfolio. |
- →Dominant multi-brand portfolio covering diverse dating app demographics and use cases
- →Hinge has emerged as a strong growth driver complementing a maturing Tinder
- →Strong free cash flow generation supports buybacks and capital returns
- →Differentiated women-first brand positioning resonates with a specific user segment
- →Smaller scale provides more room for percentage-based user and revenue growth
- →Badoo provides additional international user base diversification
- →Tinder, the largest brand, has faced user growth deceleration and competitive pressure
- →Online dating fatigue and changing social app usage patterns among younger users
- →Regulatory and app store fee dynamics affect monetization economics
- →Significantly smaller scale than Match Group limits competitive resources
- →Has faced slower growth and profitability challenges relative to expectations
- →Intense competitive pressure from Match Group's larger, more diversified portfolio
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