- ISIN
- US4510511060
- CUSIP
- 451051106
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Apr 18, 2024
Highlights
- Market Cap
- $740.77M
- Enterprise Value
- $601.49M
- EPS (TTM)
- -$0.26
- Total Revenue (TTM)
- $340.30M
- Gross Profit (TTM)
- $266.89M
- EBITDA (TTM)
- $4.39M
- Year Range
- $19.10 - $41.14
- Target Price
- $81.38
- ROA (TTM)
- -1.52%
- ROE (TTM)
- -2.93%
Share Price Chart
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Performance
IBTA Performance Chart
Ibotta, Inc (IBTA) is up 35.0% since the beginning of the year. At $31 per share, IBTA is trading 25.4% below its 52-week high of $41.
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Returns By Period
Ibotta, Inc (IBTA) has returned 34.98% so far this year and -19.98% over the past 12 months.
Ibotta, Inc
- 1D
- -0.10%
- 1M
- -4.78%
- YTD
- 34.98%
- 6M
- 38.51%
- 1Y
- -19.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IBTA Monthly Returns History
Based on dividend-adjusted daily data since Apr 18, 2024, IBTA's average daily return is -0.13%, while the average monthly return is -2.86%.
Historically, 41% of months were positive and 59% were negative. The best month was Mar 2025 with a return of +26.4%, while the worst month was Feb 2025 at -53.9%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IBTA closed higher 50% of trading days. The best single day was Feb 26, 2026 with a return of +28.5%, while the worst single day was Feb 27, 2025 at -46.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.11% | 20.86% | 20.02% | 17.45% | -2.70% | -10.42% | 34.98% | ||||||
| 2025 | 11.40% | -53.94% | 26.39% | 15.64% | 2.44% | -26.79% | -0.68% | -25.89% | 3.38% | 15.83% | -26.04% | -4.74% | -65.07% |
| 2024 | -12.59% | -5.03% | -22.62% | -10.54% | -14.95% | 7.73% | 18.96% | -0.20% | -11.02% | -44.38% |
Benchmark Metrics
Ibotta, Inc has an annualized alpha of -41.75%, beta of 1.12, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since April 18, 2024.
- This stock participated in 68.19% of S&P 500 Index downside but only -115.15% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -41.75%
- Beta
- 1.12
- R²
- 0.06
- Upside Capture
- -115.15%
- Downside Capture
- 68.19%
Return for Risk
Risk / Return Rank
IBTA ranks 31 for risk / return — below 31% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Ibotta, Inc (IBTA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBTA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.32 | ||
| Sortino ratioReturn per unit of downside risk | -2.72 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.37 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 2.78 | -3.17 |
| Martin ratioReturn relative to average drawdown | -0.64 | 12.44 | -13.08 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Ibotta, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Ibotta, Inc was 83.55%, occurring on Feb 5, 2026. The portfolio has not yet recovered.
The current Ibotta, Inc drawdown is 73.78%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -83.55%Feb 2026 | 1y 9mo | — | 2y 2moApr 2024 - now |
Drawdown Indicators
| IBTA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.55% | -56.78% | -26.77% |
Max Drawdown (1Y)Largest decline over 1 year | -52.01% | -9.10% | -42.91% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -73.78% | -1.80% | -71.98% |
Average DrawdownAverage peak-to-trough decline | -58.57% | -10.71% | -47.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.04% | 2.03% | +29.01% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Ibotta, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Ibotta, Inc is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for IBTA relative to other companies in the Software - Application industry. Currently, IBTA has a P/S ratio of 2.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for IBTA in comparison with other companies in the Software - Application industry. Currently, IBTA has a P/B value of 3.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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