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Ibotta, Inc.

IBTA

Companies in Services-Advertising

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Financial Statements

Values in Millions ($)
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
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Subscriber-only column
Deferred Revenue
33-0-0652-14
User Redemption Liability
6366-1-27274-1-283
Assets
Assets Current
Cash And Cash Equivalents At Carrying Value
16518722325129734934131879
Restricted Cash
-00000---
Accounts Receivable Net Current
183209213209206221228209206
Prepaid Expense And Other Assets Current
1313192324117714
Assets Current
361408455483528582576534300
Property Plant And Equipment Net
232320942222
Capitalized Computer Software Net
262422191816151414
Equity Securities F V N I Noncurrent
555555555
Deferred Income Tax Assets Net
545556747373---
Other Assets Noncurrent
111111011
Assets
480526569601639678598556322
Liabilities And Stockhold…
Liabilities Current
Accounts Payable Current
7111511117858
Accrued Liabilities Current
202017181518191715
Other Liabilities Current
212556444
Liabilities Current
201208207204197204211190182
Long Term Debt Noncurrent
-----00065
Liabilities Noncurrent
Derivative Liabilities Noncurrent
-----00027
Operating Lease Liability Noncurrent
25262525250---
Other Liabilities Noncurrent
-----17964
Unrecognized Tax Benefits
--81817----
Liabilities
231238240247238221220196278
Temporary Equity Carrying Amount Attributable To P…
-0---0000
Stockholders Equity
Preferred Stock Value
00000000-
Treasury Stock Common Value
-313-268-212-173-105-31-16--
Additional Paid In Capital
709692678664646629610594244
Common Stock Value
-----0000
Retained Earnings Accumulated Deficit
-147-137-136-137-140-140-217-234-200
Stockholders Equity
24928833035440145737836044
Liabilities And Stockholders Equity
480526569601639678598556322
Common Class A
20212300000-
Common Class B
33300000-
Allowance For Doubtful Accounts Receivable
12---4---
Accumulated Depreciation Depletion And Amortizatio…
43---10---
Capitalized Computer Software Accumulated Amortiza…
2624---18---
Preferred Stock Par Or Stated Value Per Share
00---0---
Preferred Stock Shares Authorized
100100---100---
Preferred Stock Shares Issued
00---0---
Preferred Stock Shares Outstanding
00---0---
Treasury Stock Common Shares
97---1---

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Earnings Market Reaction

Fiscal Year
Q1 1 Month
Q1 2 Month
Q1 3 Month
Q2 1 Month
Q2 2 Month
Q2 3 Month
Q3 1 Month
Q3 2 Month
Q3 3 Month
Q4 1 Month
Q4 2 Month
Q4 3 Month
2026-7.43%-8.22%----------
2025-18.03%-39.46%-42.35%-18.80%-11.69%-4.78%-6.93%-8.33%-17.29%4.06%33.78%16.93%
2024-27.71%-33.45%-52.16%19.76%47.87%73.44%16.26%3.17%10.60%14.70%40.22%67.60%

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Performance and Valuation Metrics

Metrics
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
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Liquidity Ratios
Current Ratio
1.80
1.96
2.21
2.37
2.69
2.85
2.72
2.81
1.65
Quick Ratio
1.73
1.90
2.11
2.25
2.56
2.79
2.69
2.77
1.57
Working Capital
160.08M
200.17M
248.93M
278.61M
331.48M
377.58M
364.59M
344.07M
118.47M
Leverage & Debt
Debt to Equity
0.93
0.83
0.73
0.70
0.59
0.48
0.58
0.55
6.30
Interest Coverage TTM
-1.03
-0.08
1.06
2.16
0.62
2.14
-
-
-
Debt Ratio
0.48
0.45
0.42
0.41
0.37
0.33
0.37
0.35
0.86
Efficiency & Turnover
Asset Turnover TTM
0.61
0.57
0.60
0.64
0.77
0.54
-
-
-
Days Sales Outstanding TTM
208.73
228.98
228.29
207.52
203.78
219.53
-
-
-
Receivables Turnover TTM
1.75
1.59
1.60
1.76
1.79
1.66
-
-
-
Per Share Metrics
Diluted EPS TTM
-0.30
0.12
2.75
3.17
1.81
2.56
-
-
-
Free Cash Flow Per Share TTM
3.49
2.64
2.73
3.55
3.70
4.77
-
-
-
Dividend Per Share TTM
0.00
0.00
0.00
0.00
0.00
0.00
-
-
-
Margin Metrics
Gross Profit Margin TTM
78.43%
79.25%
80.89%
83.04%
84.66%
86.35%
-
-
-
Operating Profit Margin TTM
-2.61%
-0.25%
3.91%
8.74%
2.49%
7.60%
-
-
-
Net Profit Margin TTM
-2.15%
1.04%
22.92%
26.24%
16.24%
18.72%
-
-
-
Growth Metrics
Net Revenue Growth (1Y)
-7.90%
-6.77%
-
-
-
-
-
-
-
Net Income Growth (1Y)
-112.17%
-94.80%
-
-
-
-
-
-
-
EPS Growth (1Y)
-115.51%
-95.58%
-
-
-
-
-
-
-
Valuation Metrics
P/E TTM
-99.10
180.36
9.66
10.81
21.65
22.84
-
-
-
P/B TTM
2.91
2.24
2.37
2.94
3.24
3.43
5.00
5.36
-
P/S TTM
2.13
1.88
2.21
2.84
3.52
4.28
-
-
-
Market Cap
723.63M
644.78M
779.68M
1.04B
1.30B
1.57B
1.89B
1.93B
-
Enterprise Value
559.03M
458.16M
556.33M
791.76M
1.00B
1.22B
1.55B
1.61B
-
Calculated Values
Free Cash Flow TTM
84.32M
74.98M
76.47M
101.21M
113.80M
115.05M
-
-
-
Net Debt
-164.60M
-186.61M
-223.35M
-250.61M
-297.53M
-349.69M
-341.27M
-317.86M
-14.23M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-23Sale
Owner: Leach, Bryan
Title: CEO AND PRESIDENT
Shares: 3,955
Price/Share: $30.31
Value: $119,876.05
Shares Owned: 866,484
Relationship: Director,Officer,TenPercentOwner
Ownership: Direct
2026-06-09Sale
Owner: Leach, Bryan
Title: CEO AND PRESIDENT
Shares: 4,748
Price/Share: $31.96
Value: $151,746.08
Shares Owned: 916,484
Relationship: Director,Officer,TenPercentOwner
Ownership: Direct
2026-06-04Sale
Owner: Swanson, Luke Roy
Title: CHIEF TECHNOLOGY OFFICER
Shares: 5,940
Price/Share: $33.28
Value: $197,683.20
Shares Owned: 495,844
Relationship: Officer
Ownership: Direct
2026-05-18Sale
Owner: Lehrman, Thomas D
Title: -
Shares: 19,788
Price/Share: $32.11
Value: $635,392.68
Shares Owned: 32,981
Relationship: Director
Ownership: Indirect
2026-05-13Sale
Owner: Lehrman, Thomas D
Title: -
Shares: 12,663
Price/Share: $32.96
Value: $417,372.48
Shares Owned: 88,750
Relationship: Director
Ownership: Direct

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Institutional Ownership

No data available for chart
2026-03-31
57.89%
Inst. Shares: 13,978,006
Shares Outstanding: 24,145,066
2025-12-31
51.77%
Inst. Shares: 14,686,755
Shares Outstanding: 28,366,770
2025-09-30
65.34%
Inst. Shares: 18,293,656
Shares Outstanding: 27,995,708
2025-06-30
64.49%
Inst. Shares: 18,366,249
Shares Outstanding: 28,479,977
2025-03-31
58.95%
Inst. Shares: 18,144,947
Shares Outstanding: 30,779,430

Ibotta, Inc. (IBTA) — SEC Financial Statements & Analysis

Ibotta, Inc. (IBTA) is a services-advertising company, incorporated in DE. Ibotta, Inc. trades on IBTA: NYSE as: IBTA. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), Ibotta, Inc. reported a -7.90% year-over-year revenue growth, a Gross Profit Margin of 78.43% (TTM), a Debt-to-Equity ratio of 0.93x, a Price-to-Sales (P/S) ratio of 2.13x (TTM), a Price-to-Book (P/B) ratio of 2.91 (TTM), at a market cap of $723.63M. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y
-7.90%
Gross Profit Margin TTM
78.43%
Debt To Equity
0.93x
P/S TTM
2.13x
P/B TTM
2.91
Market Cap
$723.63M

Data as of 2026-03-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Ibotta, Inc. in?

Ibotta, Inc. (IBTA) operates in the Services-Advertising industry.

What is IBTA's market cap?

Ibotta, Inc. (IBTA) has a market capitalization of $723.63M as of 2026-03-31.

What exchange does IBTA trade on?

Ibotta, Inc. (IBTA) trades on the IBTA: NYSE.

Where is Ibotta, Inc. incorporated?

Ibotta, Inc. is incorporated in DE.

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Ibotta, Inc. (IBTA) financial data sourced directly from SEC EDGAR filings — including the latest 10-K annual report, 10-Q quarterly filings, insider transactions (SEC Form 4), institutional ownership (SEC Form 13F), Earning Marker Reaction Heat Map and 50+ calculated financial metrics like Price to Earnings Ratio (P/E), Return on Equity (ROE), Debt to Equity (D/E), Free Cash Flow Per Share (FCF/S), and Return on Invested Capital (ROIC). Unlike platforms that rely on third-party data aggregators, GeminIQ parses raw SEC filings directly — delivering institutional-grade accuracy at a fraction of the cost of Bloomberg Terminal or S&P Capital IQ.