Ibotta Inc（IBTA）の財務IBTAIbotta Inc

Ibotta, Inc. (IBTA) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Redemption revenue, accounting for 90.2% of total sales, equivalent to $80.20M. Another important revenue stream is Ad & other revenue. Understanding this composition is critical for investors evaluating how IBTA navigates market cycles within the Online Services industry.

Evaluating the bottom line, Ibotta, Inc. maintains a gross margin of 76.34%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at -2.11%, while the net margin is -1.38%. These profitability ratios, combined with a Return on Equity (ROE) of -3.70%, provide a clear picture of how effectively IBTA converts its operational activities into shareholder value.

In the context of the broader market, IBTA competes directly with industry leaders such as GTM and RSKD. With a market capitalization of $1.11B, it holds a significant position in the sector. When comparing efficiency, IBTA's gross margin of 76.34% stands against GTM's 82.18% and RSKD's 45.56%. Such benchmarking helps identify whether Ibotta, Inc. is trading at a premium or discount relative to its financial performance.

Ibotta reported Q2 2026 revenue of $88.9 million, a 3% year-over-year increase, but net income has been negative in recent quarters, with a net loss of $10.32 million in Q1 2026 and $1.23 million in Q2 2026. The gross margin is currently at 76.34%, down from 83.70% in Q4 2024, indicating declining profitability.