Ibotta, Inc.

NYSE:IBTA Stock Report

Market Cap: US$597.3m

Ibotta Past Earnings Performance

Past criteria checks 3/6

Ibotta has been growing earnings at an average annual rate of 91.4%, while the Media industry saw earnings growing at 11.2% annually. Revenues have been growing at an average rate of 14.8% per year. Ibotta's return on equity is 24.5%, and it has net margins of 22.9%.

Key information

91.35%

Earnings growth rate

73.65%

EPS growth rate

Media Industry Growth13.17%
Revenue growth rate14.82%
Return on equity24.50%
Net Margin22.92%
Last Earnings Update30 Sep 2025

Recent past performance updates

Additional Considerations Required While Assessing Ibotta's (NYSE:IBTA) Strong Earnings

Aug 21
Additional Considerations Required While Assessing Ibotta's (NYSE:IBTA) Strong Earnings

Recent updates

Investors Aren't Buying Ibotta, Inc.'s (NYSE:IBTA) Earnings

Nov 18
Investors Aren't Buying Ibotta, Inc.'s (NYSE:IBTA) Earnings

Ibotta: Performance Worsens In Q3

Nov 17

Ibotta (NYSE:IBTA) Has Some Way To Go To Become A Multi-Bagger

Sep 30
Ibotta (NYSE:IBTA) Has Some Way To Go To Become A Multi-Bagger

Additional Considerations Required While Assessing Ibotta's (NYSE:IBTA) Strong Earnings

Aug 21
Additional Considerations Required While Assessing Ibotta's (NYSE:IBTA) Strong Earnings

Ibotta, Inc. (NYSE:IBTA) Shares Could Be 40% Below Their Intrinsic Value Estimate

Aug 15
Ibotta, Inc. (NYSE:IBTA) Shares Could Be 40% Below Their Intrinsic Value Estimate

Returns Are Gaining Momentum At Ibotta (NYSE:IBTA)

Jun 10
Returns Are Gaining Momentum At Ibotta (NYSE:IBTA)
User avatar

CPG Sales Shifts Will Struggle Amid Margin Pressure

Profitability may decline due to investment in system overhauls and operational expenditures outweighing short-term cost savings from workforce reductions.

Ibotta Is Rethinking Its Competitiveness After Hitting A Speed Bump

Mar 25

Ibotta: Scaling Growth With Strong Retailer Partnerships

Jan 20

Ibotta: A Story Worth Keeping An Eye On

Dec 02

Ibotta's Fundamentals Haven't Changed: Market Dip Is A Growth Opportunity

Oct 15

Ibotta: Trading Down, Added To Our Position As Valuation Is Attractive

Aug 16

Ibotta: Promotion Player On Sale Itself

Jun 10

Ibotta: Not Buying The I-Bought-A Play Yet

Apr 19

Revenue & Expenses Breakdown

How Ibotta makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:IBTA Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 253528120362
30 Jun 253689620364
31 Mar 253706023166
31 Dec 243676922263
30 Sep 243691121561
30 Jun 24355221757
31 Mar 243455217352
31 Dec 233203816650
31 Dec 22211-5515942

Quality Earnings: IBTA has a high level of non-cash earnings.

Growing Profit Margin: IBTA's current net profit margins (22.9%) are higher than last year (3%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: Insufficient data to determine if IBTA's year-on-year earnings growth rate was positive over the past 5 years.

Accelerating Growth: Insufficient data to compare IBTA's past year earnings growth to its 5-year average.

Earnings vs Industry: IBTA earnings growth over the past year (620%) exceeded the Media industry 9.5%.


Return on Equity

High ROE: IBTA's Return on Equity (24.5%) is considered high.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/30 04:07
End of Day Share Price 2025/12/29 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ibotta, Inc. is covered by 14 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Curtis NagleBofA Global Research
Nitin BansalBofA Global Research
Andrew MarokCGS International