BMBL
Bumble Inc.
BMBL trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over BMBL overall, supported by stronger fundamentals and stronger valuation.
BMBL Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Strong | |
| Healthy |
BMBL's cash flow and balance sheet are currently healthy, but its revenue and profitability are under pressure.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
BMBL PE Valuation
BMBL has no meaningful PE right now: it lost money over the past year.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
BMBL Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Decline | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect BMBL's earnings and revenue to decline, with profitability weakening. However, they disagree widely on these estimates.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over BMBL on the outlook, with more favorable earnings and revenue expectations.
BMBL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.63 | — |
| Q3 2026 | -$4.26 | -$2.36 |
| Q2 2026 | -$4.13 | +$3.21 |
| Q1 2026 | -$5.74 | -$1.07 |
| Q4 2025 | -$5.95 | -$1.34 |
| Q3 2025 | -$1.90 | +$2.99 |
| Q2 2025 | -$7.34 | -2259% |
| Q1 2025 | -$4.67 | -2847% |
| Q4 2024 | -$4.61 | -$4.58 |
BMBL is still losing money, but less than at its worst: $4.26 per share over the past year, against $7.34 at its worst in mid-2025.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over BMBL on earnings quality, reporting a profit while its opponent remains loss making.
BMBL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $207.1M | -16% |
| Q2 2026 | $210.5M | -15% |
| Q1 2026 | $212.4M | -14% |
| Q4 2025 | $224.2M | -14% |
| Q3 2025 | $246.2M | -10% |
| Q2 2025 | $248.2M | -7.6% |
| Q1 2025 | $247.1M | -7.7% |
| Q4 2024 | $261.6M | -4.4% |
BMBL's revenue has slid since its 2023 peak: $207M last quarter, down 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 26% | +0.5 points |
| Q2 2026 | -53% | +83 points |
| Q1 2026 | 31% | +13 points |
| Q4 2025 | -257% | -271 points |
| Q3 2025 | 26% | +332 points |
| Q2 2025 | -136% | -156 points |
| Q1 2025 | 18% | -0.1 points |
| Q4 2024 | 14% | +17 points |
BMBL's operating margin was 26% last quarter, about level with the same quarter a year ago, near the top of its range since 2019.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over BMBL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over BMBL on profitability, with a higher operating margin.
BMBL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $56M | -27% |
| Q2 2026 | $53.6M | -25% |
| Q1 2026 | $77.2M | +79% |
| Q4 2025 | $59.1M | +$64.5M |
| Q3 2025 | $76.8M | -18% |
| Q2 2025 | $71.2M | +116% |
| Q1 2025 | $43.2M | +1687% |
| Q4 2024 | -$5.4M | -109% |
BMBL generated $246M in free cash flow over the past year, up 32% from the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over BMBL on cash flow, with more consistent year-over-year improvement.
BMBL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.1% | +1.4M shares |
| 1 year | +28% | +28.9M shares |
| 3 years | +0.4% | +497K shares |
| 5 years | +19% | +20.7M shares |
BMBL has 132M diluted shares, up 28% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $28.7M |
| Q4 2024 | $40.3M |
BMBL hasn't bought back shares in the past year.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has the edge over BMBL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
BMBL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2024 | 1.7x | Healthy |
| Q1 2024 | 2.2x | Moderate |
| Q4 2023 | 2.2x | Moderate |
| Q3 2022 | 1.9x | Healthy |
| Q2 2022 | 2.6x | Moderate |
| Q1 2022 | 3.0x | Elevated |
| Q4 2020 | 9.0x | High |
| Q3 2020 | 4.2x | High |
BMBL's net debt is about 1.7 years of its operating earnings (EBITDA), down from 2.6 years a year ago.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has more cash than debt.
BMBL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 77.0 | Overbought |
| Stochastic | 99.3 | Overbought |
BMBL's weekly RSI is 77 (overbought) and its Stochastic is 99 (overbought).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
BMBL PE vs Technology Sector
| Metric | BMBL | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
BMBL has no meaningful PE right now: it lost money over the past year.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to the Technology sector's median of 28x.
BMBL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.70 | 28% above |
| 20 week MA | $3.61 | 66% above |
| 50 week MA | $3.47 | 73% above |
| 100 week MA | $4.71 | 28% above |
| 200 week MA | $9.16 | 34% below |
BMBL has the edge over MU on trend strength, trading above more of its moving averages.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
BMBL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $75.5 | $34.9 | -54% |
| 2022 | $34.9 | $20.9 | -40% |
| 2023 | $20.9 | $14.7 | -30% |
| 2024 | $14.7 | $8.02 | -46% |
| 2025 | $8.02 | $3.52 | -56% |
| 2026 YTD | $3.52 | $6.01 | +71% |
BMBL has finished every year since 2021 lower, and it's up 71% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over BMBL on returns for 2026, with the stronger performance.