Stock Ratings / Communication Services / IBTA / financials

MNTN (75) CRTO (69) GRPN (53) STGW (60) ⌘ Pro Terminal →

Ibotta Inc. (Class A) (IBTA) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$49.40 +2.00% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $49.48

Ibotta Inc. (Class A) (IBTA) carries a Roarable Rating of C (Hold) with 63/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 63/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.9% avg 90D alpha vs SPY) →

ROARABLE C • HOLD / WATCH Cap $1.14B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $49.48 (+0.17%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 21.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 63/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.9% avg 90D alpha vs SPY • 54.8% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C- · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+2.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IBTA)Realized 20D OHLCV Swing Band: ±9.6%

Deterministic 5-Pillar Attribution (63/100 Composite)

🔍 WHY IBTA SCORES 63/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+14/20 pts (22% of score)

Altman Z-Score 3.62 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9

▲ #2 Bullish Driver: Cash Engine Quality+13/20 pts (21% of score)

SEC XBRL FY 2025 (10-K): 21.9% FCF Margin ($75.0M FCF) & 79.2% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning11/20 pts (-9 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-9 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C$43.07+11.1% Next Q

Q2 (-2Q)

Grade C$47.84+1.6% Next Q

Q3 (-1Q)

Grade C$48.61+1.6% Next Q

Current

Grade C$49.40+0.9% Hist 90D α

Trajectory: C (55) → C (63)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the IBTA Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 63/100 (C) score, IBTA faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) — any gross margin slip below 76.7% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($42.23) or 200D SMA ($32.85) invalidates the momentum regime and cuts Target Base ($50.51) toward Bear Floor ($39.40).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $IBTA• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “IBTA Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 63%NO 37%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How IBTA Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$75.0M (21.9% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $320.0M

FY24

Rev $367.3M

FY25

Rev $342.4M

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$342.4M	79.2%	-0.2%	$3.6M	$75.0M	-0.7%
FY 2024	$367.3M	86.4%	7.6%	$68.7M	$115.0M	20.4%
FY 2023	$320.0M	79.2%	17.5%	$38.1M	$22.7M	-0.7%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring IBTA)

✓Walkthrough of IBTA's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

IBTA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +40.34%📐 HORIZONTAL RANGE

2026-10-30O $50.29H $50.29L $48.06C $49.40VOL 186.0K

RES: $51.73SUP: $18.22SMA50: $42.23SMA200: $32.85

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

IBTA Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 IBTA Butterfly Map → + Track IBTA →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. -6.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on IBTA today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for IBTA. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for IBTA today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IBTA)

Communication Services Rank #28 of 132 ⚔️ MNTN vs IBTA Full Matrix →

1. Head-to-Head Communication Services Peer Comparison (IBTA vs. MNTN, CRTO, GRPN, STGW)

Industry: Advertising (23 Tracked Issuers)

Across 132 tracked Communication Services securities in the Roarable RQD universe, Ibotta Inc. (Class A) (IBTA) ranks #28 by composite RQD confidence (63/100, grade C) and #63 by equity capitalization ($1.14B). Within this direct 5-issuer industry benchmark cohort, CRTO leads on earnings valuation at 4.9x trailing P/E, while GRPN leads on capital efficiency and profitability with 56.5% ROIC and 90.8% gross margin. MNTN currently holds the highest overall quantitative score in the immediate peer group at 75/100 (B) compared with IBTA at 63/100 (C).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
IBTA ACTIVE Ibotta Inc. (Class A)	C	63/100	—	79.2%	-0.7%	+2.00%	$1.14B	Benchmark Subject
MNTN MNTN Inc. (Class A)	B	75/100	—	77.2%	19.9%	+1.65%	$736.1M	/mntn-vs-ibta →
CRTO Criteo S.A.	C+	69/100	4.9x	54.0%	19.8%	+2.97%	$729.6M	/crto-vs-ibta →
GRPN Groupon Inc.	D+	53/100	—	90.8%	56.5%	-0.97%	$661.2M	/grpn-vs-ibta →
STGW Stagwell Inc. (Class A)	C-	60/100	79.4x	36.5%	6.3%	+12.68%	$2.43B	/stgw-vs-ibta →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001538379

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Ibotta Inc. (Class A) (IBTA) reported GAAP revenue of $342.4M (-6.8% vs. FY2024 revenue of $367.3M , and +7.0% cumulative change since FY2023) , GAAP net income of $3.6M, operating cash flow of $95.3M, and free cash flow of $75.0M (-34.8% YoY). On the balance sheet, IBTA closed FY2025 with $525.9M in total assets against $0 in total debt (Altman Z-Score: 3.62, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$342.4M	$3.6M	$95.3M	$75.0M	$525.9M	—
FY2024 (FY)	2024-12-31	$367.3M	$68.7M	$115.9M	$115.0M	$678.4M	$0
FY2023 (FY)	2023-12-31	$320.0M	$38.1M	$22.7M	$22.7M	—	—

3. IBTA Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is IBTA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Ibotta Inc. (Class A) (NYSE: IBTA) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $49.40 (+2.00% 1D, market cap $1.14B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 12/20. Across 132 tracked Communication Services issuers, IBTA ranks #28 in composite RQD confidence.

How does IBTA compare to MNTN and CRTO in the Communication Services sector?

Within the Communication Services sector (Advertising), IBTA carries a Roarable C (63/100 RQD), trailing P/E of N/A, gross margin of 79.2%, and ROIC of -0.7%. By comparison, MNTN (MNTN Inc. (Class A)) holds a B grade (75/100 RQD, P/E N/A, ROIC 19.9%, cap $736.1M) and CRTO (Criteo S.A.) posts a C+ grade (69/100 RQD, P/E 4.9x, ROIC 19.8%, cap $729.6M). Among the 5-stock peer group, CRTO leads on earnings multiple (4.9x) while GRPN leads on capital efficiency (56.5% ROIC).

What are the biggest fundamental strengths and SEC risk factors for IBTA?

Per IBTA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001538379), Ibotta Inc. (Class A) generated $342.4M in revenue (-6.8% YoY), $3.6M in net income, and $75.0M in free cash flow against $525.9M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Communication Services with deep daily trading liquidity.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is IBTA trading relative to its 50-day, 200-day, and 52-week technical levels?

IBTA last traded at $49.40 (+2.00% on volume of 189,169 shares), positioning the stock +16.98% above its 50-day simple moving average ($42.23) and +50.38% above its 200-day simple moving average ($32.85). Across its 52-week range of $19.10 to $50.54, IBTA sits at the 96.4% percentile with a 14-day RSI of 66.4 (BULLISH MOMENTUM) and an implied next-earnings move of ±9.6% ($44.66 to $54.14).

IBTA Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Ibotta Inc. (Class A) (IBTA)?

In FY 2025 (10-K), IBTA converted $342.4M of revenue into a 79.2% gross margin, 0% operating margin, and $75.0M in free cash flow (21.9% FCF margin).

Direct Sub-Reports: IBTA RQD Cockpit IBTA 12M Forecast IBTA Earnings & Move IBTA Dividends & DRIP IBTA Insiders & 13F IBTA Whale Options IBTA Profit Sankey IBTA News & Why