vs

Side-by-side financial comparison of Ibotta, Inc. (IBTA) and SONIDA SENIOR LIVING, INC. (SNDA). Click either name above to swap in a different company.

SONIDA SENIOR LIVING, INC. is the larger business by last-quarter revenue ($97.7M vs $88.5M, roughly 1.1× Ibotta, Inc.). On growth, SONIDA SENIOR LIVING, INC. posted the faster year-over-year revenue change (6.2% vs -10.0%). Ibotta, Inc. produced more free cash flow last quarter ($20.3M vs $-9.3M). Over the past eight quarters, SONIDA SENIOR LIVING, INC.'s revenue compounded faster (20.3% CAGR vs 3.7%).

Ibotta, Inc. is an American mobile technology company headquartered in Denver, Colorado. Founded in 2011, the company offers cash back rewards on various purchases through its Ibotta Performance Network and direct to consumer app. Ibotta partners with CPG brands and network publishers to provide these rewards. As of 2024, the company operates solely in the United States. The company's rewards-as-a-service offering, the Ibotta Performance Network, went live in 2022.

Sonida Senior Living, Inc. is a leading owner, operator and investor in senior housing communities in the United States in terms of resident capacity. The company and its predecessors have provided senior housing since 1990. As of June 1, 2025, the company operated 96 senior housing communities in 20 states with an aggregate capacity of approximately 10,000+ residents, including 83 senior housing communities that the company owns and 13 communities that the company manages on behalf of third ...

IBTA vs SNDA — Head-to-Head

Bigger by revenue
SNDA
SNDA
1.1× larger
SNDA
$97.7M
$88.5M
IBTA
Growing faster (revenue YoY)
SNDA
SNDA
+16.2% gap
SNDA
6.2%
-10.0%
IBTA
More free cash flow
IBTA
IBTA
$29.6M more FCF
IBTA
$20.3M
$-9.3M
SNDA
Faster 2-yr revenue CAGR
SNDA
SNDA
Annualised
SNDA
20.3%
3.7%
IBTA

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
IBTA
IBTA
SNDA
SNDA
Revenue
$88.5M
$97.7M
Net Profit
$-29.8M
Gross Margin
78.7%
Operating Margin
-1.9%
-30.8%
Net Margin
-30.5%
Revenue YoY
-10.0%
6.2%
Net Profit YoY
-441.0%
EPS (diluted)
$-0.03
$-1.73

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
IBTA
IBTA
SNDA
SNDA
Q4 25
$88.5M
$97.7M
Q3 25
$83.3M
$98.0M
Q2 25
$86.0M
$93.5M
Q1 25
$84.6M
$91.9M
Q4 24
$98.4M
$91.9M
Q3 24
$98.6M
$74.8M
Q2 24
$87.9M
$70.2M
Q1 24
$82.3M
$67.4M
Net Profit
IBTA
IBTA
SNDA
SNDA
Q4 25
$-29.8M
Q3 25
$1.5M
$-26.9M
Q2 25
$2.5M
$-1.6M
Q1 25
$555.0K
$-12.5M
Q4 24
$-5.5M
Q3 24
$17.2M
$-13.8M
Q2 24
$-34.0M
$-9.8M
Q1 24
$9.3M
$27.0M
Gross Margin
IBTA
IBTA
SNDA
SNDA
Q4 25
78.7%
Q3 25
79.4%
Q2 25
79.2%
Q1 25
79.8%
Q4 24
84.6%
Q3 24
87.7%
Q2 24
86.0%
Q1 24
87.2%
Operating Margin
IBTA
IBTA
SNDA
SNDA
Q4 25
-1.9%
-30.8%
Q3 25
2.8%
-27.8%
Q2 25
1.4%
-2.0%
Q1 25
-3.3%
21.9%
Q4 24
13.2%
-6.7%
Q3 24
21.0%
-19.0%
Q2 24
-24.6%
-13.9%
Q1 24
19.3%
22.1%
Net Margin
IBTA
IBTA
SNDA
SNDA
Q4 25
-30.5%
Q3 25
1.8%
-27.4%
Q2 25
2.9%
-1.7%
Q1 25
0.7%
-13.6%
Q4 24
-6.0%
Q3 24
17.5%
-18.4%
Q2 24
-38.6%
-14.0%
Q1 24
11.3%
40.1%
EPS (diluted)
IBTA
IBTA
SNDA
SNDA
Q4 25
$-0.03
$-1.73
Q3 25
$0.05
$-1.56
Q2 25
$0.08
$-0.16
Q1 25
$0.02
$-0.77
Q4 24
$3.04
$-0.86
Q3 24
$0.51
$-0.98
Q2 24
$-1.32
$-0.86
Q1 24
$0.33
$2.16

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
IBTA
IBTA
SNDA
SNDA
Cash + ST InvestmentsLiquidity on hand
$186.6M
$11.0M
Total DebtLower is stronger
$0
$689.7M
Stockholders' EquityBook value
$287.7M
$-11.0K
Total Assets
$525.9M
$844.8M
Debt / EquityLower = less leverage
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IBTA
IBTA
SNDA
SNDA
Q4 25
$186.6M
$11.0M
Q3 25
$223.3M
$17.0M
Q2 25
$250.5M
$14.1M
Q1 25
$297.1M
$14.0M
Q4 24
$349.3M
$17.0M
Q3 24
$341.3M
$24.9M
Q2 24
$317.9M
$9.5M
Q1 24
$79.5M
$24.2M
Total Debt
IBTA
IBTA
SNDA
SNDA
Q4 25
$0
$689.7M
Q3 25
$684.4M
Q2 25
$677.9M
Q1 25
$650.9M
Q4 24
$0
$651.4M
Q3 24
$0
$604.1M
Q2 24
$0
$583.8M
Q1 24
$65.3M
$578.1M
Stockholders' Equity
IBTA
IBTA
SNDA
SNDA
Q4 25
$287.7M
$-11.0K
Q3 25
$329.6M
$29.8M
Q2 25
$354.1M
$56.7M
Q1 25
$401.3M
$58.8M
Q4 24
$457.3M
$71.8M
Q3 24
$378.0M
$77.5M
Q2 24
$359.7M
$-34.1M
Q1 24
$44.1M
$-41.4M
Total Assets
IBTA
IBTA
SNDA
SNDA
Q4 25
$525.9M
$844.8M
Q3 25
$569.4M
$854.8M
Q2 25
$600.8M
$849.8M
Q1 25
$639.3M
$824.5M
Q4 24
$678.4M
$841.9M
Q3 24
$598.3M
$796.2M
Q2 24
$556.0M
$652.2M
Q1 24
$322.1M
$636.3M
Debt / Equity
IBTA
IBTA
SNDA
SNDA
Q4 25
0.00×
Q3 25
22.99×
Q2 25
11.96×
Q1 25
11.08×
Q4 24
0.00×
9.07×
Q3 24
0.00×
7.79×
Q2 24
0.00×
Q1 24
1.48×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
IBTA
IBTA
SNDA
SNDA
Operating Cash FlowLast quarter
$27.8M
$-400.0K
Free Cash FlowOCF − Capex
$20.3M
$-9.3M
FCF MarginFCF / Revenue
22.9%
-9.5%
Capex IntensityCapex / Revenue
8.5%
9.1%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$75.0M
$-8.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IBTA
IBTA
SNDA
SNDA
Q4 25
$27.8M
$-400.0K
Q3 25
$21.8M
$12.0M
Q2 25
$25.9M
$8.9M
Q1 25
$19.9M
$3.8M
Q4 24
$22.0M
$-3.1M
Q3 24
$39.5M
$3.0M
Q2 24
$35.0M
$2.5M
Q1 24
$19.4M
$-4.1M
Free Cash Flow
IBTA
IBTA
SNDA
SNDA
Q4 25
$20.3M
$-9.3M
Q3 25
$14.5M
$3.0M
Q2 25
$22.2M
$1.9M
Q1 25
$18.0M
$-4.5M
Q4 24
$21.8M
$-10.4M
Q3 24
$39.2M
$-5.1M
Q2 24
$34.8M
$-1.7M
Q1 24
$19.2M
$-9.9M
FCF Margin
IBTA
IBTA
SNDA
SNDA
Q4 25
22.9%
-9.5%
Q3 25
17.4%
3.0%
Q2 25
25.8%
2.1%
Q1 25
21.2%
-4.9%
Q4 24
22.1%
-11.3%
Q3 24
39.8%
-6.8%
Q2 24
39.6%
-2.4%
Q1 24
23.3%
-14.6%
Capex Intensity
IBTA
IBTA
SNDA
SNDA
Q4 25
8.5%
9.1%
Q3 25
8.7%
9.2%
Q2 25
4.2%
7.5%
Q1 25
2.2%
9.1%
Q4 24
0.2%
7.9%
Q3 24
0.3%
10.8%
Q2 24
0.2%
5.9%
Q1 24
0.2%
8.5%
Cash Conversion
IBTA
IBTA
SNDA
SNDA
Q4 25
Q3 25
14.19×
Q2 25
10.38×
Q1 25
35.78×
Q4 24
Q3 24
2.29×
Q2 24
Q1 24
2.08×
-0.15×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

IBTA
IBTA

Redemption Revenue$78.5M89%
Ad Other Revenue$10.0M11%
Breakage$2.1M2%

SNDA
SNDA

Health Care Resident Service$86.3M88%
Community Reimbursement Revenue$10.3M11%
Management Service$1.1M1%

Related Comparisons