Comprehensive Stock Comparison
Compare Bumble Inc. (BMBL) vs Lyft, Inc. (LYFT) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | LYFT | 9.2% revenue growth vs BMBL's 1.9% |
| Value | BMBL | Lower P/E (3.9x vs 21.5x) |
| Quality / Margins | LYFT | 45.0% net margin vs BMBL's -19.8% |
| Stability / Safety | LYFT | Beta 1.40 vs BMBL's 1.49, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | LYFT | +3.7% vs BMBL's -41.5% |
| Efficiency (ROA) | LYFT | 31.5% ROA vs BMBL's -9.1%, ROIC -7.1% vs -23.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Bumble operates a dating app ecosystem where women must initiate conversations, creating a safer environment for online dating. It generates revenue primarily through subscription tiers — Bumble Premium and Bumble Boost — along with in-app purchases for features like Spotlight and SuperSwipes. Its key advantage is the women-first brand positioning that differentiates it in the crowded dating app market and attracts a more intentional user base.
Lyft operates a digital ridesharing platform connecting passengers with drivers through a mobile app. It generates revenue primarily from taking a commission — typically 20-25% — on each ride fare, supplemented by subscription fees from its Lyft Pink membership program and enterprise transportation solutions. Its competitive advantage lies in its established two-sided network effect — a large driver base attracts more riders, which in turn attracts more drivers — and its brand recognition in North America.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
LYFT leads in 4 of 6 categories (Financial Metrics, Profitability & Efficiency). BMBL leads in 1 (Valuation Metrics).
Financial Metrics (TTM)
LYFT is the larger business by revenue, generating $6.3B annually — 6.3x BMBL's $1.0B. LYFT is the more profitable business, keeping 45.0% of every revenue dollar as net income compared to BMBL's -19.8%. On growth, LYFT holds the edge at +2.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BMBLBumble Inc. | LYFTLyft, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.0B | $6.3B |
| EBITDAEarnings before interest/tax | -$154M | -$57M |
| Net IncomeAfter-tax profit | -$199M | $2.8B |
| Free Cash FlowCash after capex | $174M | $1.1B |
| Gross MarginGross profit ÷ Revenue | +70.6% | +41.5% |
| Operating MarginEBIT ÷ Revenue | -19.2% | -3.0% |
| Net MarginNet income ÷ Revenue | -19.8% | +45.0% |
| FCF MarginFCF ÷ Revenue | +17.3% | +18.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -10.0% | +2.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +107.0% | -100.0% |
Valuation Metrics
| Metric | BMBLBumble Inc. | LYFTLyft, Inc. |
|---|---|---|
| Market CapShares × price | $61 | $5.5B |
| Enterprise ValueMkt cap + debt − cash | $425M | $5.1B |
| Trailing P/EPrice ÷ TTM EPS | -0.66x | 2.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 3.86x | 21.45x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 0.00x | 0.88x |
| Price / BookPrice ÷ Book value/share | 0.27x | 1.77x |
| Price / FCFMarket cap ÷ FCF | 0.00x | 4.97x |
Profitability & Efficiency
LYFT delivers a 86.9% return on equity — every $100 of shareholder capital generates $87 in annual profit, vs $-19 for BMBL. LYFT carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to BMBL's 0.47x. On the Piotroski fundamental quality scale (0–9), BMBL scores 5/9 vs LYFT's 4/9, reflecting solid financial health.
| Metric | BMBLBumble Inc. | LYFTLyft, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -19.2% | +86.9% |
| ROA (TTM)Return on assets | -9.1% | +31.5% |
| ROICReturn on invested capital | -23.9% | -7.1% |
| ROCEReturn on capital employed | -24.3% | -6.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.47x | 0.41x |
| Net DebtTotal debt minus cash | $425M | -$1.6B |
| Cash & Equiv.Liquid assets | $204M | $1.8B |
| Total DebtShort + long-term debt | $630M | $1.4B |
| Interest CoverageEBIT ÷ Interest expense | -4.71x | 80.43x |
Total Returns (with DRIP)
A $10,000 investment in LYFT five years ago would be worth $2,414 today (with dividends reinvested), compared to $408 for BMBL. Over the past 12 months, LYFT leads with a +3.7% total return vs BMBL's -41.5%. The 3-year compound annual growth rate (CAGR) favors LYFT at 11.4% vs BMBL's -49.9% — a key indicator of consistent wealth creation.
| Metric | BMBLBumble Inc. | LYFTLyft, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -16.0% | -30.1% |
| 1-Year ReturnPast 12 months | -41.5% | +3.7% |
| 3-Year ReturnCumulative with dividends | -87.4% | +38.4% |
| 5-Year ReturnCumulative with dividends | -95.9% | -75.9% |
| 10-Year ReturnCumulative with dividends | -95.7% | -82.3% |
| CAGR (3Y)Annualised 3-year return | -49.9% | +11.4% |
Risk & Volatility
LYFT is the less volatile stock with a 1.40 beta — it tends to amplify market swings less than BMBL's 1.49 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LYFT currently trades 54.2% from its 52-week high vs BMBL's 35.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BMBLBumble Inc. | LYFTLyft, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 1.40x |
| 52-Week HighHighest price in past year | $8.64 | $25.54 |
| 52-Week LowLowest price in past year | $2.61 | $9.66 |
| % of 52W HighCurrent price vs 52-week peak | +35.2% | +54.2% |
| RSI (14)Momentum oscillator 0–100 | 49.1 | 38.8 |
| Avg Volume (50D)Average daily shares traded | 2.3M | 12.9M |
Analyst Outlook
Wall Street rates BMBL as "Hold" and LYFT as "Hold". Consensus price targets imply 64.5% upside for BMBL (target: $5) vs 43.4% for LYFT (target: $20).
| Metric | BMBLBumble Inc. | LYFTLyft, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $5.00 | $19.85 |
| # AnalystsCovering analysts | 23 | 59 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +100.0% | +9.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 21 | Feb 26 | Change |
|---|---|---|---|
| Bumble Inc. (BMBL) | 100 | 4.75 | -95.2% |
| Lyft, Inc. (LYFT) | 100 | 30.1 | -69.9% |
Lyft, Inc. (LYFT) returned -76% over 5 years vs Bumble Inc. (BMBL)'s -96%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Bumble Inc. (BMBL) | $360M | $1.1B | +197.6% |
| Lyft, Inc. (LYFT) | $343M | $6.3B | +1739.9% |
Lyft, Inc.'s revenue grew from $343M (2016) to $6.3B (2025) — a 38.2% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Bumble Inc. (BMBL) | -6.0% | -52.0% | -769.8% |
| Lyft, Inc. (LYFT) | -198.9% | 45.0% | +122.6% |
Lyft, Inc.'s net margin went from -199% (2016) to 45% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Bumble Inc. (BMBL) | -0.19 | -4.61 | -2326.3% |
| Lyft, Inc. (LYFT) | -2.87 | 6.81 | +337.3% |
Lyft, Inc.'s EPS grew from $-2.87 (2016) to $6.81 (2025).
Chart 5Free Cash Flow — 5 Years
Bumble Inc. generated $97M FCF in 2024 (+6% vs 2021). Lyft, Inc. generated $1B FCF in 2025 (+717% vs 2021).
BMBL vs LYFT: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BMBL or LYFT a better buy right now?
Lyft, Inc. (LYFT) offers the better valuation at 2.0x trailing P/E (21.5x forward), making it the more compelling value choice. Analysts rate Bumble Inc. (BMBL) a "Hold" — based on 23 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BMBL or LYFT?
On forward P/E, Bumble Inc. is actually cheaper at 3.9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — BMBL or LYFT?
Over the past 5 years, Lyft, Inc. (LYFT) delivered a total return of -75.9%, compared to -95.9% for Bumble Inc. (BMBL). A $10,000 investment in LYFT five years ago would be worth approximately $2K today (assuming dividends reinvested). Over 10 years, the gap is even starker: LYFT returned -82.3% versus BMBL's -95.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BMBL or LYFT?
By beta (market sensitivity over 5 years), Lyft, Inc. (LYFT) is the lower-risk stock at 1.40β versus Bumble Inc.'s 1.49β — meaning BMBL is approximately 6% more volatile than LYFT relative to the S&P 500. On balance sheet safety, Lyft, Inc. (LYFT) carries a lower debt/equity ratio of 41% versus 47% for Bumble Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — BMBL or LYFT?
Lyft, Inc. (LYFT) is the more profitable company, earning 45.0% net margin versus -52.0% for Bumble Inc. — meaning it keeps 45.0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LYFT leads at -3.0% versus -65.4% for BMBL. At the gross margin level — before operating expenses — BMBL leads at 70.2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is BMBL or LYFT more undervalued right now?
On forward earnings alone, Bumble Inc. (BMBL) trades at 3.9x forward P/E versus 21.5x for Lyft, Inc. — 17.6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BMBL: 64.5% to $5.00.
07Which pays a better dividend — BMBL or LYFT?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is BMBL or LYFT better for a retirement portfolio?
For long-horizon retirement investors, Lyft, Inc. (LYFT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Both have compounded well over 10 years (LYFT: -82.3%, BMBL: -95.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BMBL and LYFT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: BMBL is a small-cap quality compounder stock; LYFT is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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