Ibotta: Premium Valuation Compared To Peers, With Falling EBITDA

Impact · against what's priced in

IBTA is a hold as the market has already priced in a significant recovery with an 83% YTD surge, leaving little room for error given negative EBITDA growth. The return to revenue growth and the 7-Eleven partnership are positive developments, but they are offset by a premium valuation and unpredictable advertiser budgets.

IBTA−0.20

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In context

The 83% YTD price surge has created a premium valuation that is poorly supported by current negative EBITDA growth and unpredictable revenue streams.

Read from the article alone

• revenue growth
• valuation
• IBTA
• WMT
• communication services
• digital advertising
• ebitda
• fmcg

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