Ibotta, Inc. (IBTA) — Strategic Asset Allocation Index

Latest as of September 2025: 1.4%

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. For live market cap and overall valuation, see IBTA company net worth.

SAAI

1.4%
Strategic Assets / Net Assets

Strategic Assets

$4.53 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$329.61 Million
USD

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 Ibotta, Inc. balance sheet quality to measure how much of total assets are equity-financed.

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. Also explore Ibotta, Inc. equity growth rate to track the company's year-over-year net asset growth rate.

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
pp = percentage points