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Upturn AI SWOT - About
IBTA 
Ibotta, Inc. (IBTA)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: IBTA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $29.86
1 Year Target Price $29.86
| 2 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -30.33% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 794.47M USD | Price to earnings Ratio 7.73 | 1Y Target Price 29.86 |
Price to earnings Ratio 7.73 | 1Y Target Price 29.86 | ||
Volume (30-day avg) 9 | Beta - | 52 Weeks Range 22.50 - 79.80 | Updated Date 10/17/2025 |
52 Weeks Range 22.50 - 79.80 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.07 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.24% | Operating Margin (TTM) 2.09% |
Management Effectiveness
Return on Assets (TTM) 3.75% | Return on Equity (TTM) 27.03% |
Valuation
Trailing PE 7.73 | Forward PE 24.69 | Enterprise Value 595950878 | Price to Sales(TTM) 2.16 |
Enterprise Value 595950878 | Price to Sales(TTM) 2.16 | ||
Enterprise Value to Revenue 1.62 | Enterprise Value to EBITDA 14.61 | Shares Outstanding 25261362 | Shares Floating 12832275 |
Shares Outstanding 25261362 | Shares Floating 12832275 | ||
Percent Insiders 42.96 | Percent Institutions 52.61 |
Upturn AI SWOT
Ibotta, Inc.
Company Overview
History and Background
Ibotta was founded in 2011 by Bryan Leach. It started as a mobile app that provides cashback rewards for purchasing products both in-store and online. Over time, it has evolved into a platform connecting brands, retailers, and consumers.
Core Business Areas
- Consumer Rewards: Provides a mobile app and platform for consumers to earn cashback on purchases at grocery stores, pharmacies, online retailers, restaurants, and more.
- Retailer Solutions: Offers marketing and data analytics tools to retailers to drive sales, customer engagement, and loyalty.
- Brand Partnerships: Connects brands with consumers through targeted offers and promotions, helping brands increase product awareness and sales.
Leadership and Structure
Bryan Leach is the Founder and CEO. Ibotta has a typical corporate structure with departments for technology, marketing, sales, finance, and operations. Leadership team is responsible for setting strategic direction and managing day-to-day operations.
Top Products and Market Share
Key Offerings
- Ibotta App: Mobile app that provides cashback rewards to consumers. No credible market share data is publicly available. Major competitors include Rakuten (formerly Ebates), Honey, and Coupons.com.
- Ibotta Performance Network: A network of partners that allows Ibotta to distribute offers and rewards through various channels. No specific revenue or market share data is publicy available. Competitors include traditional ad networks and other cashback platforms.
Market Dynamics
Industry Overview
The digital coupon and cashback rewards industry is growing rapidly, driven by increasing consumer adoption of mobile shopping and digital offers. Retailers and brands are investing in digital marketing strategies to reach consumers and drive sales.
Positioning
Ibotta is positioned as a leading cashback rewards platform, offering a wide range of offers and partnerships with major retailers and brands. Its competitive advantage lies in its user-friendly app, extensive network, and data-driven marketing capabilities.
Total Addressable Market (TAM)
The TAM for digital advertising and promotions is estimated to be hundreds of billions of dollars. Ibotta is positioned to capture a significant portion of this market by providing targeted offers and rewards to consumers.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large user base
- Extensive retailer and brand partnerships
- User-friendly mobile app
- Data-driven marketing capabilities
Weaknesses
- Dependence on partnerships with retailers and brands
- Competition from other cashback rewards platforms
- Potential for fraud and abuse
- Lack of publicly available market share data
Opportunities
- Expansion into new markets and product categories
- Increased adoption of mobile shopping and digital offers
- Growing demand for personalized marketing and rewards
- Potential for strategic acquisitions and partnerships
- Development of new data analytics and marketing tools
Threats
- Increasing competition from other cashback rewards platforms
- Changes in consumer behavior and preferences
- Economic downturn and reduced consumer spending
- Data security and privacy concerns
- Changes in regulations and policies
Competitors and Market Share
Key Competitors
- RAKUTEN
- SHOP
- COUP
Competitive Landscape
Ibotta's advantages are its user-friendly app and strong brand partnerships. Disadvantages include intense competition from larger players and lack of publicly available financial data.
Major Acquisitions
Rosie
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquired Rosie app to increase digital presence in the grocery sector.
Growth Trajectory and Initiatives
Historical Growth: Ibotta has experienced significant growth in users and revenue since its founding. This growth has been driven by the increasing adoption of mobile shopping and digital offers.
Future Projections: Industry analysts expect Ibotta to continue to grow in the coming years, driven by the increasing demand for cashback rewards and personalized marketing. Growth rates are expected to be high, but specific projections are not publicly available.
Recent Initiatives: Recent initiatives include expanding partnerships with retailers and brands, launching new features in the Ibotta app, and investing in data analytics and marketing capabilities.
Summary
Ibotta is a strong player in the cashback rewards space, leveraging its user-friendly app and partnerships to connect brands and consumers. While it faces intense competition, its focus on data-driven marketing provides a competitive edge. Maintaining strong partnerships and adapting to evolving consumer behavior are critical for future success. The lack of publicly available data makes complete judgements difficult but there is high opportunity for growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Estimates
- Press Releases
- Third-party market research
Disclaimers:
The information provided is based on publicly available data and analyst estimates, which may not be entirely accurate. Financial information is limited due to Ibotta being a private company. This analysis is for informational purposes only and should not be considered financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ibotta, Inc.
Exchange NYSE | Headquaters Denver, CO, United States | ||
IPO Launch date 2024-04-18 | Founder, President, CEO & Chairman Mr. Bryan W. Leach | ||
Sector Technology | Industry Software - Application | Full time employees 816 | Website https://www.ibotta.com |
Full time employees 816 | Website https://www.ibotta.com | ||
Ibotta, Inc., a technology company, provides digital promotion services to clients in the United States. The company sources digital promotions from its clients primarily consumer packaged goods brands and distributes these promotions to consumers through its network of publishers enabled by Ibotta Performance Network (IPN), a technology platform. It offers promotional services to publishers, retailers, and advertisers through the IPN, including direct-to-consumer mobile, web, and browser extension properties, as well as third-party publisher properties. The company also provides various digital ad products, such as display ads, tiles, sponsored offers, newsletters, and feature placements. The company was formerly known as Zing Enterprises, Inc. and changed its name to Ibotta, Inc. in 2012. Ibotta, Inc. was incorporated in 2011 and is headquartered in Denver, Colorado.
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