Ibotta Etf Performance
| IBTA Etf | USD 22.73 0.40 1.79% |
The etf retains a Market Volatility (i.e., Beta) of 2.48, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Ibotta will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Ibotta has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Etf's basic indicators remain somewhat strong which may send shares a bit higher in February 2026. The current disturbance may also be a sign of long term up-swing for the ETF investors. ...more
1 | Expert Outlook Ibotta Through The Eyes Of 7 Analysts | 10/15/2025 |
2 | Earnings To Watch Ibotta Reports Q3 Results Tomorrow | 11/11/2025 |
3 | Ibottas Q3 CY2025 Sales Top Estimates But Stock Drops 14 | 11/12/2025 |
4 | Fox Run Management L.L.C. Invests 5,000 in Ibotta, Inc. IBTA | 11/13/2025 |
5 | Important Notice to Long-Term Shareholders of Cytokinetics, Inc. enCore Energy Corp. Fluor Corporation Fortrea Holdings, Inc. and Ibotta, Inc. Grabar Law Office... | 11/18/2025 |
6 | Important Notice to Long-Term Shareholders of Cytokinetics, Inc. Fortrea Holdings, Inc. Ibotta, Inc. and Stride, Inc. Grabar Law Office is Investigating Claims ... | 11/19/2025 |
7 | Disposition of 1976 shares by David Shapiro of Ibotta, at 23.86 subject to Rule 16b-3 | 12/01/2025 |
8 | Disposition of tradable shares by Marisa Daspit of Ibotta, at 23.54 subject to Rule 16b-3 | 12/05/2025 |
9 | Is Ibotta, Inc.s ROE Of 24 percent Impressive | 12/17/2025 |
10 | Disposition of 2900 shares by Jared Chomko of Ibotta, at 10.4 subject to Rule 16b-3 | 12/29/2025 |
| Begin Period Cash Flow | 62.6 M | |
| Total Cashflows From Investing Activities | -10.2 M |
Ibotta Relative Risk vs. Return Landscape
If you would invest 2,938 in Ibotta on October 4, 2025 and sell it today you would lose (665.00) from holding Ibotta or give up 22.63% of portfolio value over 90 days. Ibotta is currently does not generate positive expected returns and assumes 4.1855% risk (volatility on return distribution) over the 90 days horizon. In different words, 37% of etfs are less volatile than Ibotta, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Ibotta Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ibotta's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Ibotta, and traders can use it to determine the average amount a Ibotta's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0746
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| Negative Returns | IBTA |
Based on monthly moving average Ibotta is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ibotta by adding Ibotta to a well-diversified portfolio.
Ibotta Fundamentals Growth
Ibotta Etf prices reflect investors' perceptions of the future prospects and financial health of Ibotta, and Ibotta fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ibotta Etf performance.
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.0175 | ||||
| Profit Margin | 0.23 % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 406.27 M | ||||
| Shares Outstanding | 23.45 M | ||||
| Price To Book | 2.32 X | ||||
| Price To Sales | 1.72 X | ||||
| Revenue | 367.25 M | ||||
| EBITDA | 32.58 M | ||||
| Total Debt | 1.55 M | ||||
| Book Value Per Share | 12.16 X | ||||
| Cash Flow From Operations | 115.92 M | ||||
| Earnings Per Share | 3.05 X | ||||
| Total Asset | 678.43 M | ||||
| Retained Earnings | (140.45 M) | ||||
About Ibotta Performance
By analyzing Ibotta's fundamental ratios, stakeholders can gain valuable insights into Ibotta's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Ibotta has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ibotta has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment seeks to track the investment results of the ICE 2021 Maturity US Treasury Index composed of U.S. Ishares Ibonds is traded on NYSEArca Exchange in the United States.| Ibotta generated a negative expected return over the last 90 days | |
| Ibotta has high historical volatility and very poor performance | |
| About 61.0% of the company shares are owned by institutional investors | |
| Latest headline from MacroaxisInsider: Disposition of 2900 shares by Jared Chomko of Ibotta, at 10.4 subject to Rule 16b-3 | |
| The fund retains roughly 73.76% of its assets under management (AUM) in fixed income securities |
Other Information on Investing in Ibotta Etf
Ibotta financial ratios help investors to determine whether Ibotta Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ibotta with respect to the benefits of owning Ibotta security.