IBTA (Ibotta) Return-on-Tangible-Equity: -2.25% (As of Jun. 2026)

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IBTA Ibotta Inc IBTA
18 GF Score
Price $40.31
! 6 Warning Signs
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What is Ibotta Return-on-Tangible-Equity?

Ibotta IBTA +3.02% 18 Return-on-Tangible-Equity is -2.25% as of Jun. 2026. GuruFocus rates IBTA with a GF Score™ of 18/100. The stock has 6 warning signs investors should review. Among 2,479 Software companies, Ibotta ranks worse than 71.8% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Ibotta's annualized net income for the quarter that ended in Jun. 2026 was $-4.9 Mil. Ibotta's average shareholder tangible equity for the quarter that ended in Jun. 2026 was $218.1 Mil. Therefore, Ibotta's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 was -2.25%.

The historical rank and industry rank for Ibotta's Return-on-Tangible-Equity or its related term are showing as below:

IBTA' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -4.11   Med: 15.58   Max: 30.14
Current: -4.11

During the past 4 years, Ibotta's highest Return-on-Tangible-Equity was 30.14%. The lowest was -4.11%. And the median was 15.58%.

IBTA's Return-on-Tangible-Equity is ranked worse than
71.8% of 2479 companies
in the Software industry
Industry Median: 9.9 vs IBTA: -4.11

Ibotta  (NYSE:IBTA) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Ibotta Return-on-Tangible-Equity Related Terms


Ibotta Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Ibotta's Return-on-Tangible-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ibotta Return-on-Tangible-Equity Chart

Ibotta Annual Data
Trend Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
0.00 Negative Tangible Equity 30.14 1.01

Ibotta Quarterly Data
Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.77 1.91 -1.41 -16.99 -2.25

IBTA vs DJCO, MITK, RSKD: Return-on-Tangible-Equity Comparison

For the Software - Application subindustry, Ibotta's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Ibotta Return-on-Tangible-Equity vs Software Industry

For the Software industry and Technology sector, Ibotta's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Ibotta's Return-on-Tangible-Equity falls into.


IBTA
18GF Score
Ibotta Inc IBTA
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Ibotta Return-on-Tangible-Equity Calculation

Ibotta's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=3.575/( (441.082+263.458 )/ 2 )
=3.575/352.27
=1.01 %

Ibotta's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=-4.916/( (222.497+213.609)/ 2 )
=-4.916/218.053
=-2.25 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Jun. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of -2.25% mean?
Ibotta (IBTA) has a Return-on-Tangible-Equity of -2.25% as of Jun. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Ibotta and its competitors. According to the industry distribution chart, Ibotta ranks #1780 out of 2479 companies in the Software industry, placing it in the top 71.8%.
Is Ibotta's Return-on-Tangible-Equity too high?
Ibotta's current Return-on-Tangible-Equity is -2.25%. Based on the distribution chart, Ibotta ranks #1780 out of 2479 companies in the Software industry, which is below the industry midpoint. Overall, Ibotta has a GF Score™ of 18/100, reflecting its overall financial health beyond just this single metric.
How does Ibotta's Return-on-Tangible-Equity compare to DJCO and MITK?
According to the Software industry distribution chart, Ibotta ranks #1780 out of 2479 companies for Return-on-Tangible-Equity. This places Ibotta in the lower half of its industry. The industry median Return-on-Tangible-Equity is 9.90. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for a Software company?
The median Return-on-Tangible-Equity among Software companies is 9.90, based on 2,479 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Ibotta and its competitors. For the Software industry, the median Return-on-Tangible-Equity is 9.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ibotta's current Return-on-Tangible-Equity is -2.25%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ibotta stock overvalued right now?
Ibotta (IBTA) has a current Return-on-Tangible-Equity of -2.25%. The current Return-on-Tangible-Equity is -2.25%. Ibotta's overall GF Score™ is 18/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Ibotta (IBTA), the current Return-on-Tangible-Equity is -2.25% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Ibotta Business Description

Other Exchanges OE6:Germany
Address 1400 16th Street, Suite 400, Denver, CO, USA, 80202
Ibotta Inc operates a digital promotions platform, the Ibotta Performance Network (IPN), which connects consumer packaged goods (CPG) brands with consumers through a network of publishers. It sources digital offers from clients and distributes them via its technology platform, earning revenue when promotions result in consumer transactions. The platform supports offers across grocery and general merchandise categories, including toys, clothing, beauty, electronics, pet, and home products. The majority of its revenues is derived from the fees charged to clients when consumers redeem offers on the IPN by purchasing promoted products.
18GF Score

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Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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