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Bumble ($BMBL) or Match ($MTCH)
Someone is giving you $1,000 but you can only use it to buy shares of Bumble or Match and you can't sell those shares for 10 years. Have to pick one as a long-term hold. Curious what the sentiment is.

Very brief overview of each:
  • Match is the current industry leader. Profitable and plenty of free cash flow and a track record that shows they should be able to maintain it. Growing the top line at ~19% the past 3 years, but paying user growth is decelerating. Has a huge suite of dating apps in its portfolio but Tinder is the big dog.
  • Bumble has 1/4 the revenue at 1/4 the market cap of Match. Just turned profitable in Q1 although there's no track record they can maintain it. FCF positive every year since 2019 with FCF/S increasing the past 2 years. Gross margins currently better than Match. Badoo is a drag on them but the Bumble app is growing paid users well and recently expanded in Europe with Fruitz acqusition.
Bumble ($BMBL) or Match ($MTCH)?
27%Bumble
72%Match

18 VotesPoll ended on: 5/27/2022

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