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Rumble Inc. (RUM)

Undervalued
Communication ServicesInternet Content & InformationUnited States

Fundamental

30

Price

$7.56

Market Cap

$3.75B

Part 1 · What the company is worth

Overview

RUM Group Inc. engages in the online video platform, and cloud and artificial intelligence infrastructure businesses in the United States, Canada, El Salvador, 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, and tipping services; develops and operates high-performance computing solutions; and operates AI data centers. 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.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$142M

Trailing 12 months (through 6/30/2026)

Net Income

$-158M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$-74M

Total Equity

$275M

Total Liabilities

$62M

Current Ratio

2.12

Interest Coverage

-

Debt/EBITDA

-

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

General caseUndervalued

Fair Value

$22.00

Current Price

$7.56

Margin of Safety

+65.6%

Fair Value Range

$20.90 - $23.10

Spread across the valuation methods used, not a statistically calibrated confidence interval.

Estimation Methods

Analyst price target:$22.00
Discounted cash flow (DCF):Not enough data to compute it
Earnings multiple (P/E):Not enough data to compute it
Graham growth formula:Not enough data to compute it
Earnings power value (EPV):Not enough data to compute it
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:$0.85
Analyst Consensus:Buy (4B / 3H / 0S)
Last Earnings Surprise:-208.03%

Valuation Metrics

P/E Ratio

-

ROE

-29.8%

P/B Ratio

-

P/FCF

-

Gross Margin

25.0%

ROIC

-7.1%

Profitability Radar

Value Creation (Economic Moat)

ROIC

-7.1%

WACC

10.3%

ROIC − WACC

-17.4 pp

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

Fundamental Analysis Criteria

Passed (6)

  • 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

Failed (12)

  • EPS shows upward trend
  • Price CAGR -5.25%
  • 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 -29.3%
  • Earnings Surprise avg -73.4%
  • Share Dilution 25.5%

Unavailable (9)

  • P/FCF NaN
  • P/B Ratio 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-Score

5/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

-

Low quality: investigate accounting

Share Dilution

25.5%

Issuing new shares, diluting ownership

Institutional Holdings

No institutional filings reported for this company.

Governance

Executive Team

NameTitleAge
Mr. Christopher PavlovskiFounder, Chairman & CEO40
Mr. Wojciech HlibowickiChief Technology Officer42
Mr. Michael MasciChief Financial 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-

Audit Risk

8

Board Risk

9

Compensation Risk

9

Shareholder Rights Risk

10

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Documents

  • Annual Report (10-K)

    A yearly overview of the business, its financial results, and the risks it faces.

    Filed on 2026-03-05

    View document
  • Quarterly Report (10-Q)

    A snapshot of financial performance for the most recent three-month period.

    Filed on 2026-08-10

    View document
  • Current Report (8-K)

    An announcement of a major event, such as a leadership change or big news.

    Filed on 2026-09-10

    View document

via SEC EDGAR

Income History

via SEC EDGAR

Latest News

Recent headlines for RUM, sourced from Markets Gazette.

  • 17d agoPOSITIVE
    RUM Group schizza su per accordo Anthropic da $13,7 miliardi: durerà il rialzo?

    RUM Group (formerly Rumble) shares surged over 20% to $8.73, their highest since September 4th, following reports of a monumental $13.7 billion cloud computing deal with AI firm Anthropic. This agreement positions RUM Group as a major player in the global neocloud sector. The news contrasts with declines in other major tech companies, highlighting RUM Group's specific strategic advantage. Investors are likely reacting positively to the significant revenue potential and market positioning implied by this substantial partnership, potentially signaling a new growth phase for the company.

  • 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