APP vs IBTA
APP: AppLovin is an AI-driven advertising technology platform that helps businesses automate marketing and maximize revenue across mobile and connected TV environments. IBTA: Ibotta is a performance-based digital promotions platform that connects CPG brands with millions of consumers through retailers like Walmart and Instacart, earning on a per-redemption basis.
Side-by-side fundamentals
| Metric | APP | IBTA | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $412.48 | $27.29 | |
| Market cap as of 2026-07-23 | $138.6B | $635M | |
| P/E as of 2026-07-23 | 34.97 | 177.67 | APP lower |
| PEG as of 2026-07-23 | 0.93 | n/a | |
| Net margin as of 2026-07-23 | +64.3% | -2.1% | APP higher |
| Gross margin as of 2026-07-23 | +88.4% | +78.4% | APP higher |
| Operating margin as of 2026-07-23 | +77.1% | -2.6% | APP higher |
| ROE as of 2026-07-23 | +222.0% | -2.4% | APP higher |
| ROA as of 2026-07-23 | +58.1% | -1.3% | APP higher |
| Debt / equity as of 2026-07-23 | 1.49 | 0.00 | IBTA lower |
| Revenue growth (YoY) as of 2026-07-23 | +40.0% | -7.9% | APP higher |
| Revenue CAGR (3y) SEC XBRL | +24.8% | +17.6% | APP higher |
| Beta as of 2026-07-23 | 2.55 | 0.82 | |
| 1-year return as of 2026-07-22 close | +17.9% | -31.4% | APP higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.