BMBL - Bumble Inc.
Price:
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$3.25
DETAILS
HIGH:
$3.50
LOW:
$3.00
MEDIAN:
$3.25
CONSENSUS:
$3.25
DOWNSIDE:
45.38%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
80% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
17.6%
12.0%
3.0%
Key Value Driver
FCF growth rate (18% base case)
Terminal Value % of EV
40%
Implied Market Multiple
4.8x
Market is pricing in (growth)
-10.2%
vs our 17.6% base
Plain-Language Summary
Using a two-stage FCF DCF with 18% growth decelerating over 15 years, discounted at 12%, the base-case intrinsic value is $59.42 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (23 analysts)
$3.25
Analyst Range
$3.00 – $3.50
Divergence from AlphaVal
1728%
Warnings
Wall Street's average price target is $3.25 (from 23 analysts). Our estimate is 1728% above the consensus -- consider that gap carefully.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions