Ibotta, Inc. operates as a technology company that offers Ibotta Performance Network (IPN) that allows consumer packaged goods brands to deliver digital promoti…
$58.11+0.45%
报价 2026-11-06
市值
$1.19B
EV
$1.06B
PE (TTM)
–
预期 PE (FY2026)
–
52 周区间距高点 -7.8%
$19.25$63.03
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | -0.67 → -0.09 | — |
| FY+32028-12 | 1.2x | -0.67 → 0.16（扭亏） | 357.8 |
毛利率 78% · TTM 收入 $358M · 基数 EPS -0.67（调整后）
电话会信号
辅助标签Q3 20262026-11-02
需求加速
指引 无
信心 4
分析师 4
“We project at least mid-single-digit revenue growth in 2027, with faster growth in core redemption revenue.”
原文引用（1）
- 需求加速：Third-party redemptions per redeemer growth accelerated to 17% year-over-year
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| IBTAIbotta, Inc. | $1.19B | +0.4% | +8.1% | 79.9% | – | 119.9x | 16.4x | |
| YMMFull Truck Alliance Co. Ltd. | $9.58B | +2.6% | – | 73.3% | 13.6x | 11.8x | – | |
| APPSDigital Turbine, Inc. | $1.26B | +7.3% | +19.7% | 49.4% | – | 19.8x | 59.6x | GARP |
| RSKDRiskified Ltd. | $1.13B | +2.8% | +18.7% | 45% | – | 518.5x | 24.9x | GARP |
| RDVTRed Violet, Inc. | $1.12B | -2.8% | +18.0% | 87.1% | 69.4x | 43.3x | 45.1x | |
| DCBODocebo Inc. | $722.7M | -4.7% | – | 79.6% | 14.9x | 17.4x | – | |
| VTEXVtex | $666M | -1.7% | – | 77.5% | 35.3x | 29.5x | – | |
| OPFIOppFi Inc. | $525.7M | -1.6% | +10.5% | 95.1% | 8.1x | 4.7x | 0.4x | Cheap GARP |
| BLNDBlend Labs, Inc. | $229.5M | -13.7% | +7.2% | 74.8% | – | 27.2x | 22.0x | |
| 同行中位数 | – | – | +18.0% | 76.1% | 14.9x | 23.5x | 24.9x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $97.8M | $88.9M | $82.5M | $88.5M | $83.3M | $86M | $84.6M | $98.4M |
| Gross Margin | 79.9% | 78.4% | 74.5% | 79.4% | 78.6% | 79.2% | 79.8% | 84.6% |
| Operating Margin | 4.8% | -2.1% | -13.1% | -1.9% | 2.8% | 1.4% | -3.3% | 13.2% |
| Net Income | $-3.5M | $-1.2M | $-10.3M | $-1M | $1.5M | $2.5M | $555,000 | $76.2M |
| Diluted EPS | -0.15 | -0.05 | -0.43 | -0.04 | 0.05 | 0.08 | 0.02 | 2.27 |
| Operating Cash Flow | $22M | $13.3M | $30.4M | $27.8M | $21.8M | $25.9M | $19.9M | $22M |