Ibotta, Inc. is classed by the SEC under Services-Advertising (industry code 7310), based in Denver, CO. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $342 million and a profit of $4 million (its filed statements).
Advertising businessServices-AdvertisingDenver, COfilings since 20128 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a advertising business: prior from its industry code (SEC 7310, Services-Advertising); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 7.0 out of ten, 8 of 9 metrics filed and 1 estimated: past 7.4 out of ten, present 7.1 out of ten, future 6.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 8.7 out of ten. No warning events in its filings since 2017. 87th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 7.3 out of ten. +17.6% a year over 4 filed years; profitable in 3 of 4. 73rd percentile among 14 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 5.8 out of ten. Share count grew 51.4% a year. 100% of cash flow returned. Insiders: 115 sales, 1 purchases. 58th percentile among 7 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 6.3 out of ten. ROE 1%: 1¢ of profit per shareholder dollar. Leverage 45%: owes 45¢ per asset dollar. 63rd percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 7.2 out of ten. top 28% of 15 in its family; net margin 1%. 72nd percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 8.2 out of ten. CrossAssetData estimate 8.2/10, confidence 35 of 100 (one part). 82nd percentile among 12 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Room to expand (future): 8.3 out of ten. top 16% of 15 in its family for room to expand. 84th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 6.2 out of ten. top 38% of 14 in its family for growth drivers. 62nd percentile among 14 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 3.8 out of ten. bottom 38% of 11 in its family for expectations against reality. 38th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-04 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-03 (on EDGAR). Newest filing: Form 4, 2026-10-07. Filings on record since 2012. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Redemption Revenue 87%, Ad Other Revenue 13%. As tagged in its annual report (Form 10-K, filed 2026-02-26).
Who runs it
Leach, Bryan (CEO AND PRESIDENT); Chomko, Jared (SR VICE PRESIDENT - ACCOUNTING); Puckett, Matthew H (Chief Financial Officer); Sheppard, Valarie L (Interim CFO); Swanson, Luke Roy (CHIEF TECHNOLOGY OFFICER); Daspit, Marisa (CHIEF PEOPLE OFFICER); El, Tabib Amir (Chief Business Dev. Officer); Riedy, Christopher J (Chief Revenue Officer); Shapiro, David T (CHIEF LEGAL OFFICER); Donahue, Richard I. (CHIEF MARKETING OFFICER); and 6 more. 16 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-07.
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