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IBTA Ibotta, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-04, not restated
Communication Svcs

Scale

Market cap
$781m
Revenue TTM
$343m
Net income TTM
$-11m
Free cash flow
$74m
Composite score
55.4
Sector rank
#2174

Valuation

P / E
EV / EBITDA
EV / sales
1.8
FCF yield
9.54%
Earnings yield vs 10-yr
-6.14pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-3.2%
EBITDA margin
-0.6%
ROE
-4.6%
ROIC
-12.8%
Revenue growth
-6.7%

Insider activity, last 90 days

Net open-market
$-26.14m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

This growth was driven primarily by increases in offer supply and third party publisher redeemers, as well as the launch of new publishers, namely DoorDash, which substantially launched in the second quarter of 2025. The decrease was driven by the quantity and quality of offers available to each D2C redeemer and a decrease in D2C redeemers. This growth was driven primarily by organic growth at existing third-party publishers, which benefited from an increase in offer supply, as well as the launch of new publishers, namely DoorDash, which substantially launched in the second quarter of 2025. The decrease was driven by the quantity and quality of offers available to each D2C redeemer. …Ibotta, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-04

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