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Asset Utilization RatioAssets AverageEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on Capital EmployedReturn on EquityReturn on Invested CapitalReturn on Sales

iSHARES TRUST (IBTA) Invested Capital (2023 - 2025)

Ibotta's Invested Capital history spans 3 years, with the latest figure at $287.7 million for Q4 2025.

  • For Q4 2025, Invested Capital fell 37.1% year-over-year to $287.7 million; the TTM value through Dec 2025 reached $287.7 million, down 37.1%, while the annual FY2025 figure was $287.7 million, 37.1% down from the prior year.
  • Invested Capital reached $287.7 million in Q4 2025 per IBTA's latest filing, down from $329.6 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $457.3 million in Q4 2024 to a low of -$36.6 million in Q1 2023.
  • Average Invested Capital over 3 years is $226.3 million, with a median of $308.6 million recorded in 2025.
  • Peak YoY movement for Invested Capital: soared 29590.34% in 2024, then plummeted 37.1% in 2025.
  • A 3-year view of Invested Capital shows it stood at $92.4 million in 2023, then skyrocketed by 395.02% to $457.3 million in 2024, then tumbled by 37.1% to $287.7 million in 2025.
  • Per Business Quant, the three most recent readings for IBTA's Invested Capital are $287.7 million (Q4 2025), $329.6 million (Q3 2025), and $354.1 million (Q2 2025).