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Rumble Inc. (RUM)

NEUTRAL
Communication ServicesInternet Content & InformationUnited States

基本面

32

价格

$10.41

市值

$4.66B

第一部分 · 这家公司值多少

概览

RUM Group Inc. provides video sharing and cloud services platform in the United States, Canada, and internationally. The company offers Rumble Video, a free and subscription-based video sharing platform; Rumble Studio, a multi-platform livestreaming and monetization service for creators; Rumble Advertising Center, an in-house advertising marketplace; and Rumble Wallet, a non-custodial crypto wallet integrated directly into the Rumble platform enabling audiences to tip creators natively in crypto. It also provides Rumble Cloud, an infrastructure as a service that offers a portfolio of compute, storage, security, and networking offerings. In addition, the company offers banner/display advertising, video pre-roll/mid-roll advertising, and creator sponsorships, as well as subscriptions, pay-per-view, tipping services, and develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions. RUM Group Inc. was formerly known as Rumble Inc. and changed its name to RUM Group Inc. in June 2026. RUM Group Inc. was founded in 2013 and is headquartered in Longboat Key, Florida.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

资产负债表与流动性

营收

$142M

最近12个月(截至2026/6/30)

净利润

$-158M

最近12个月(截至2026/6/30)

自由现金流

$-74M

股东权益合计

$275M

负债合计

$62M

流动比率

2.12

利息覆盖率

-

债务/EBITDA

-

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

被低估

公允价值

$22.00

当前价格

$10.41

安全边际

+52.7%

公允价值区间

$20.90 - $23.10

估算方法

Analyst Target:$22.00
DCF:-
PE-based:-
Graham Growth:-
EPV:-
分析师共识:买入 (4B / 3H / 0S)
最近财报超预期:-65.02%

估值指标

市盈率(P/E)

-

ROE

-29.8%

市净率(P/B)

1.81

P/FCF

-

毛利率

25.0%

ROIC

-7.1%

盈利能力雷达图

Value Creation (Economic Moat)

ROIC

-7.1%

WACC

9.8%

ROIC − WACC

-17.0 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

基本面分析标准

通过(7)

  • P/B Ratio 1.81
  • Debt/Equity ratio
  • Current Ratio
  • Revenue Growth 5Y 85.7%
  • Analyst Consensus 57% Buy
  • Net Margin Trend -111.7% vs -376.6%
  • Piotroski F-Score 5/9

未通过(12)

  • EPS shows upward trend
  • Price CAGR -3.53%
  • ROIC -7.1%
  • Gross Margin 25.0%
  • Operating Margin -122.4%
  • Positive Free Cash Flow
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Unknown)
  • ROE -38.4%
  • Earnings Surprise avg -37.6%
  • Share Dilution 25.5%

不可用(8)

  • P/FCF NaN
  • Dividend Payout NaN%
  • CapEx intensity
  • Interest Coverage
  • Debt/EBITDA
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-评分

5/9

信号混杂:部分领域需关注

score
criteria

盈利质量

-

低质量:需深入审查会计处理

股权稀释

25.5%

正在发行新股,稀释所有权

公司治理

管理团队

姓名职位年龄
Mr. Christopher PavlovskiFounder, Chairman & CEO40
Mr. Wojciech HlibowickiChief Technology Officer42
Mr. Michael MasciChief Financial Officer40
Dr. Tyler HughesChief Operating Officer40
Shannon DevineExecutive of Investor Relations-
Mr. Maurice F. Edelson J.D.General Counsel & Corporate Secretary61
Mr. Claudio RamoloChief Content Officer37
Mr. Assaf LevPresident of Locals-
Mr. Greg SherrillPresident of Sales of Rumble Advertising-

审计风险

9

董事会风险

9

薪酬风险

9

股东权利风险

10

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for RUM, sourced from Markets Gazette.

  • 6/17/2026NEUTRAL
    Rumble gets 22,000 Nvidia chips, but the video company’s CEO insists this isn’t a fad-like pivot

    Rumble has secured 22,000 Nvidia H100 GPUs, a significant investment in its artificial intelligence infrastructure. This move signals a strategic pivot towards AI services, aiming to compete in the burgeoning AI cloud market. While the acquisition of cutting-edge hardware is a positive step, the company's CEO insists this is not a temporary trend, drawing parallels to Elon Musk's ventures rather than short-lived fads. Investors will be watching closely to see if Rumble can effectively leverage these resources to generate sustainable revenue growth in the competitive AI landscape.

  • 6/4/2026POSITIVE
    Rumble Stock Climbs On $270 Million Nvidia-Powered Cloud Deal

    Rumble Inc. shares surged on Thursday following the announcement of a significant multi-year cloud services agreement valued at $270 million. The deal, secured with an undisclosed third-party cloud customer, will leverage Nvidia's advanced AI infrastructure, underscoring Rumble's strategic investment in high-performance computing. This substantial contract is expected to bolster Rumble's revenue streams and solidify its position in the competitive cloud services market. Investors are likely to view this as a strong indicator of future growth and operational expansion, potentially leading to increased demand for RUM stock.

  • 4/16/2026POSITIVE
    Why Rumble Stock Is Trading Higher Today: Northern Data Deal Fuels AI Infrastructure Story

    Rumble Inc. (NASDAQ: RUM) experienced a notable surge in its stock price on Thursday, driven by investor enthusiasm surrounding a new AI infrastructure deal. The company's recent prospectus has fueled a narrative that positions Rumble as a key player in the burgeoning AI infrastructure sector. This development suggests that the market is increasingly factoring in potential growth from strategic partnerships and technological advancements, moving beyond Rumble's core video platform business. Investors are likely reacting positively to the prospect of diversified revenue streams and enhanced market positioning within the high-growth AI landscape.

  • 3/5/2026NEUTRAL
    Rumble Reports Weak Q4, But Company Says It's At An Inflection Point

    Rumble Inc. reported its fourth-quarter financial results, revealing weak performance that has raised concerns. However, the company stated it is at an "inflection point," suggesting future optimization of strategies and operational outcomes. While current data is not exciting, the prospect of imminent improvement might interest speculative investors. The dual nature of the news – disappointing results but a positive outlook – renders the signal neutral pending concrete confirmation of a turnaround.

via Markets Gazette