Ibotta, Inc. (IBTA) — Strategic Asset Allocation Index
Ibotta, Inc. (IBTA) has a Strategic Asset Allocation Index of 1.4% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $4.53 Million) total $4.53 Million, measured against net assets of $329.61 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check IBTA cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Ibotta, Inc. Strategic Asset Allocation Index (2023–2024)
This chart shows how Ibotta, Inc.'s Strategic Asset Allocation Index has evolved across 2 annual periods from 2023 to 2024. As of September 2025, the index stands at 1.4%, representing strategic assets of $4.53 Million against net assets of $329.61 Million USD. See IBTA financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Ibotta, Inc. (2023–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Ibotta, Inc. from 2023 to 2024, covering 2 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see IBTA market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 1.0% | $4.53 Million | $- | $4.53 Million | $457.28 Million | ▼ -15.2 pp |
| 2023 | 16.2% | $4.53 Million | $- | $4.53 Million | $27.93 Million | — |