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IBTA vs LPTH

IBTA
Ibotta, Inc.
BEARISH
Price
$35.60
Market Cap
$848.9M
Sector
Technology
AI Confidence
85%
LPTH
LightPath Technologies, Inc.
BEARISH
Price
$14.41
Market Cap
$831.6M
Sector
Technology
AI Confidence
90%

Valuation

P/E Ratio
IBTA
296.67
LPTH
--
Forward P/E
IBTA
21.22
LPTH
110.85
P/B Ratio
IBTA
3.12
LPTH
10.06
P/S Ratio
IBTA
2.48
LPTH
15.75
EV/EBITDA
IBTA
196.39
LPTH
-283.79

Profitability

Gross Margin
IBTA
79.25%
LPTH
30.04%
Operating Margin
IBTA
-1.56%
LPTH
-6.35%
Profit Margin
IBTA
1.04%
LPTH
-43.45%
ROE
IBTA
0.96%
LPTH
-33.03%
ROA
IBTA
0.19%
LPTH
-4.85%

Growth

Revenue Growth
IBTA
-10.0%
LPTH
120.2%
Earnings Growth
IBTA
--
LPTH
--

Financial Health

Debt/Equity
IBTA
0.09
LPTH
0.09
Current Ratio
IBTA
1.96
LPTH
3.97
Quick Ratio
IBTA
1.91
LPTH
3.36

Dividends

Dividend Yield
IBTA
--
LPTH
--
Payout Ratio
IBTA
0.0%
LPTH
0.0%

AI Verdict

IBTA BEARISH

IBTA exhibits significant valuation disconnects, trading at a massive premium to its Graham Number ($5.55) and Intrinsic Value ($0.84). While the Piotroski F-Score of 4/9 indicates stable financial health and the balance sheet is clean with very low debt (D/E 0.09), these are overshadowed by deteriorating fundamentals. Revenue growth is negative (-10% YoY) and earnings have collapsed (-87.2% YoY), suggesting the current price is speculative rather than data-driven.

Strengths
Strong Gross Margin (79.25%) typical of scalable software models
Very low Debt/Equity ratio (0.09) indicating minimal leverage risk
Healthy liquidity with a Current Ratio of 1.96
Risks
Severe valuation gap: Current price is >6x the Graham Number
Negative revenue growth (-10% YoY and Q/Q)
Collapsing profitability with YoY EPS growth at -87.2%
LPTH BEARISH

LPTH exhibits severe fundamental weakness, highlighted by a critical Piotroski F-Score of 1/9, indicating poor financial health. While the company shows explosive revenue growth of 120%, it remains deeply unprofitable with a profit margin of -43.45% and a history of missing earnings estimates. The valuation is extreme, with a Price/Sales ratio of 15.75 and a Forward P/E of 110.85, which is not supported by the current earnings trajectory. Aggressive insider selling totaling $35.81M further signals a lack of confidence from company leadership.

Strengths
Exceptional YoY revenue growth of 120.20%
Very low Debt/Equity ratio (0.09)
Strong short-term liquidity with a Current Ratio of 3.97
Risks
Critical financial health (Piotroski F-Score 1/9)
Extreme valuation premiums (P/S 15.75, P/B 10.06)
Persistent lack of profitability (ROE -33.03%)

Compare Another Pair

IBTA vs LPTH: Head-to-Head Comparison

This page compares Ibotta, Inc. (IBTA) and LightPath Technologies, Inc. (LPTH) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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