IBTA vs TTD vs TBLA Stock Comparison

Ibotta, Trade Desk and Taboola.com Prices as of Oct 28, 2026 Peers: Industry group
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IBTA Ibotta, Inc.
$48.41 +21.3% 1M +38.0% 1Y
Market cap
$1.14B
P/E
–
Revenue (TTM)
$343.17M
Div. yield
–
Digital Advertising Technology
1 win
TTD Trade Desk, Inc.
$12.76 +3.4% 1M -75.3% 1Y
Market cap
$6.08B
P/E
14.9x
Revenue (TTM)
$2.99B
Div. yield
–
Digital Advertising Technology
3 wins
TBLA Taboola.com Ltd.
$3.48 +2.4% 1M -2.0% 1Y
Market cap
$974.95M
P/E
8.2x
Revenue (TTM)
$1.96B
Div. yield
–
Digital Advertising Technology
5 wins

Head to Head

9 decided of 12

Taboola.com leads on 5 of the 12 questions below (Taboola.com 5, Trade Desk 3, Ibotta 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionIBTATTDTBLALeader
Larger companyMarket capitalisation $1.14B $6.08B $974.95M TTD
Cheaper on earningsLower P/E, profitable companies only -103.5x 14.9x 8.2x TBLA
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 34.5x 8.7x TBLA
Faster revenue growthRevenue growth, trailing twelve months -6.6% +11.6% +8.0% TTD
More profitableNet margin, trailing twelve months -3.2% 13.6% 6.1% TTD
Better return on capitalReturn on invested capital — — 12.1% –
Less leveragedLower net debt / EBITDA — — -0.3x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +38.0% -75.3% -2.0% IBTA
Better 5-year returnAnnualised price return, 5 years — -29.8%/yr -18.0%/yr TBLA
Less volatileAnnualised volatility, 1 year 76.7% 57.8% 57.7% TBLA
Higher overall scoreMean of the five percentile scores vs peers 48/100 74/100 82/100 TBLA

Percentile Scorecard

IBTATTDTBLA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisIBTATTDTBLA
Valuation 40 #100 of 166 80 #34 of 166 95 #9 of 166
Growth 4 #146 of 152 60 #61 of 152 93 #12 of 152
Profitability 50 #77 of 152 85 #23 of 152 68 #49 of 152
Financial Health 58 #76 of 179 53 #85 of 179 60 #72 of 179
Shareholder Returns 86 #14 of 94 90 #10 of 94 93 #8 of 94
Overall 48 74 82
  • IBTA ranked among 185 companies in Internet Platforms
  • TTD ranked among 185 companies in Internet Platforms
  • TBLA ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodIBTATTDTBLASPY
1 month +21.3%+3.4%+2.4% +0.9%
3 months +82.3%-33.2%-32.7% +5.9%
6 months +35.9%-47.6%-7.2% +8.5%
Year to date +113.0%-66.4%-24.5% +13.3%
1 year +38.0%-75.3%-2.0% +12.4%
3 years —-80.9%0.0% +88.1%
3 years, per year —-42.4%0.0% +23.5%
5 years —-83.0%-62.9% +68.2%
5 years, per year —-29.8%-18.0% +11.0%
10 years —+398.4%— +263.4%
10 years, per year —+17.4%— +13.8%

Risk

MeasureIBTATTDTBLASPY
Volatility, 1Y 76.7%57.8%57.7% 12.7%
Downside volatility, 1Y 68.6%60.9%63.4% 12.7%
Beta vs S&P 500, 1Y 1.210.831.00 1.00
Return / volatility, 1Y 0.50-1.30-0.03 0.98
Max drawdown, 5Y -82.5%-91.5%-83.9% -25.4%
From 52-week high -1.2%-75.3%-37.6% -0.9%
52-week high $49.01$51.67$5.58 $779.14
52-week low $19.25$11.92$2.95 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleIBTATTDTBLA
P/E now vs peer median -102.3xmedian 16.8x 14.7xmedian 16.8x 8.2xmedian 16.8x
P/S now vs peer median 3.3xmedian 1.4x 2.0xmedian 1.4x 0.4xmedian 1.4x
EV/EBITDA now vs peer median -535.2xmedian 13.9x 6.3xmedian 13.9x 3.9xmedian 13.9x
P/FCF now vs peer median 15.1xmedian 11.4x 6.9xmedian 11.4x 4.4xmedian 11.4x
P/B now vs peer median 4.7xmedian 1.8x 2.3xmedian 1.8x 0.9xmedian 1.8x
PEG now vs peer median —median 0.36 0.30median 0.36 0.14median 0.36

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsIBTATTDTBLA
Revenue $343.17M $2.99B $1.96B
Gross profit $268.50M $2.30B $583.65M
Operating income -$11.99M $586.32M $126.92M
Net income -$11.02M $406.89M $118.76M
Free cash flow $74.46M $863.05M $200.81M
R&D $57.84M $541.95M $152.62M
EPS (diluted) $-0.47 $0.87 $0.41
Cash & equivalents $148.17M $1.12B $133.05M
Total debt – – $72.00M
Shares (diluted) 23.28M 469.95M 288.76M
Enterprise value $417.61M $441.89M $455.28M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricIBTATTDTBLA
P/E -102.3x 14.7x 8.2x
P/FCF 15.1x 6.9x 4.4x
P/Operating cash flow 12.1x 5.5x 3.5x
P/S 3.3x 2.0x 0.4x
P/B 4.7x 2.3x 0.9x
P/Tangible book 4.7x 2.3x 0.9x
EV/EBITDA -535.2x 6.3x 3.9x
EV/EBIT -81.7x 7.7x 6.4x
EV/Revenue 2.9x 1.5x 0.4x
EV/FCF 13.1x 5.2x 4.1x
EV/Operating cash flow 10.5x 4.2x 3.2x
PEG (3Y EPS CAGR) – 0.30 0.14

Growth

14 metrics
MetricIBTATTDTBLA
Revenue growth (1Y) -6.6% 11.6% 8.0%
Revenue CAGR (3Y) – 20.0% 83.6%
Gross profit growth (1Y) -12.0% 8.0% 3.2%
Gross profit CAGR (3Y) – 17.7% –
Operating income growth (1Y) -137.3% 23.4% 178.6%
Operating income CAGR (3Y) – 58.5% –
Net income growth (1Y) -111.4% -2.5% 773.6%
Net income CAGR (3Y) – 46.5% 53.5%
EPS growth (1Y) -114.9% 2.9% 1,241%
EPS CAGR (3Y) – 49.5% 57.5%
Operating cash flow growth (1Y) -13.1% 16.4% 22.0%
Operating cash flow CAGR (3Y) – 20.0% 51.7%
Free cash flow growth (1Y) -26.4% 14.2% 21.7%
Free cash flow CAGR (3Y) – 17.0% 66.4%

Profitability

14 metrics
MetricIBTATTDTBLA
Gross margin 78.2% 76.9% 29.7%
EBITDA margin -0.5% 23.8% 10.7%
Operating margin -3.5% 19.6% 6.5%
Pretax margin -1.3% 21.5% 6.2%
Net margin -3.2% 13.6% 6.1%
FCF margin 21.7% 28.9% 10.2%
Operating cash flow margin 27.2% 36.2% 12.9%
Return on equity -4.5% 16.2% 12.5%
Return on assets -2.3% 7.1% 7.7%
Return on invested capital – – 12.1%
Return on capital employed -4.5% 19.8% 11.7%
Asset turnover 0.7x 0.5x 1.3x
Cash conversion (OCF / net income) -8.5x 2.7x 2.1x
Stock comp / revenue 14.1% 15.1% 3.1%

Financial Health

11 metrics
MetricIBTATTDTBLA
Debt / assets – – 4.7%
Debt / equity – – 0.1x
Net debt / EBITDA – – -0.3x
Debt / FCF – – 0.4x
Liabilities / assets 50.2% 55.3% 39.4%
Equity / assets 49.8% 44.7% 60.6%
Interest coverage – – –
Current ratio 1.7x 1.7x 1.1x
Quick ratio 1.6x 1.7x 1.0x
Cash ratio 0.7x 0.5x 0.3x
Altman Z-score 3.35 2.23 2.39

Shareholder Returns

7 metrics
MetricIBTATTDTBLA
Dividend yield – – –
Net buyback yield 13.9% 15.7% 17.7%
Shareholder yield 13.9% 15.7% 17.7%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusIBTATTDTBLA
Forward P/E – 34.5xFY2026 8.7xFY2026
EPS, next fiscal year $-0.64FY2026 $0.37FY2026 $0.40FY2026
EPS growth, next FY -633.3%FY2026 -58.9%FY2026 +207.7%FY2026
EPS growth, the year after – -29.7% -20.0%
Revenue, next fiscal year $334.20MFY2026 $2.86BFY2026 $2.06BFY2026
Revenue growth, next FY -2.4%FY2026 -1.5%FY2026 +7.7%FY2026
Revenue growth, the year after +22.9% -12.9% -7.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersIBTATTDTBLA
Held by institutions 69.4% 88.4% 35.4%
Institutions holding 149 683 206
Change in shares held, QoQ -1.6% +1.9% +27.8%
Institutions buying 68 338 141
Institutions selling 48 253 48
Buyers to sellers 1.42 1.34 2.94

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

IBTATTDTBLA
IBTA 1.00 0.21 0.22
TTD 0.21 1.00 0.24
TBLA 0.22 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, IBTA, TTD and TBLA?

Trade Desk (TTD) is the largest by market capitalisation: Ibotta (IBTA) $1.14B, Trade Desk (TTD) $6.08B, Taboola.com (TBLA) $974.95M.

Which stock is cheaper, IBTA, TTD and TBLA?

Taboola.com (TBLA) trades on the lowest price-to-earnings ratio (Ibotta (IBTA) -103.5x, Trade Desk (TTD) 14.9x, Taboola.com (TBLA) 8.2x). On next year's consensus earnings, Taboola.com (TBLA) is cheapest (Trade Desk (TTD) 34.5x, Taboola.com (TBLA) 8.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Trade Desk (TTD) grew revenue fastest over the trailing twelve months: Ibotta (IBTA) -6.6%, Trade Desk (TTD) +11.6%, Taboola.com (TBLA) +8.0%.

Which company is more profitable?

Trade Desk (TTD) has the highest net margin (Ibotta (IBTA) -3.2%, Trade Desk (TTD) 13.6%, Taboola.com (TBLA) 6.1%).

Which stock has performed better?

Over the past year Ibotta (IBTA) returned the most: Ibotta (IBTA) +38.0%, Trade Desk (TTD) -75.3%, Taboola.com (TBLA) -2.0%. Over five years, Taboola.com (TBLA) compounded fastest (Trade Desk (TTD) -29.8%/yr, Taboola.com (TBLA) -18.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Taboola.com (TBLA) has been the steadiest (Ibotta (IBTA) 76.7%, Trade Desk (TTD) 57.8%, Taboola.com (TBLA) 57.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, IBTA, TTD and TBLA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Taboola.com (TBLA) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.