Maplebear's accelerating revenue growth (14.1% YoY in 2026Q2) and robust cash generation (FCF margin of 46.0%) underscore a resilient marketplace model, yet gross margin contraction of 370 bps over two years and rising SBC (averaging $87M per quarter) warrant ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 14.1% YoY in 2026Q2, but gross margin contracted 370 bps to 72.0% from 75.7% two years prior, reflecting mix shift and promotional costs.
Instacart partners with over 300 retailers and grocers, offering a wide selection of products for delivery or pickup.
Maplebear Inc. delivered a strong Q3 2025, indicating robust business growth and financial health.
Instacart is a prominent player in the online grocery shopping industry, serving households across North America.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.45-17.0% vs $0.54 | $1.0B+1.6% vs $1.0B |
Q2 2026 May 6, 2026 | $0.57-1.7% vs $0.58 | $1.0B+1.2% vs $1.0B |
Q1 2026 Feb 12, 2026 | $0.31-40.4% vs $0.52 | $992M+1.9% vs $973M |
Q4 2025 Nov 10, 2025 | $0.51+3.2% vs $0.49 | $939M+0.6% vs $934M |
Costco just handed DoorDash a new same-day delivery deal, and Instacart shareholders took the hit, but the sell-off may have punished the wrong narrative entirely.
Uber Eats and DoorDash struck new partnerships with Costco this week. Both deals increase competition with Instacart.
Maplebear Inc. (CART) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Instacart is the latest app to bake a conversational AI assistant into its platform. The company announced on Wednesday that it's launching a new AI-powered grocery shopping assistant called Clementine that can turn a conversation, grocery list, or recipe into a ready-to-buy cart.
Benchmark CART against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Maplebear Inc. (CART)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $44.41 | $10.44B | 27.76 | 10.78% | 11.95% | 15.93% | — | |
| $192.21 | $83.75B | 90.24 | 27.93% | 5.29% | 8.46% | — | |
| $69.89 | $142.27B | 14.78 | 18.28% | 17.34% | 34.38% | — | |
| $254.98 | $2.74T | 35.56 | 12.38% | 17.44% | 30.5% | — | |
| $110.12 | $877.77B | 40.34 | 4.73% | 3.04% | 21.64% | — | |
| $58.56 | $36.11B | 38.03 | 0.35% | 0.73% | 17.15% | — |
Maplebear Inc. (CART) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Maplebear Inc. (CART) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 29, 2026·SEC
May 6, 2026·SEC
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Maplebear Inc. (CART) stock FAQ — growth, dividends, profitability & financials explained
Maplebear Inc. (CART) reported $3.99B in revenue for fiscal year 2025. This represents a 170% increase from $1.48B in 2020.
Maplebear Inc. (CART) grew revenue by 10.8% over the past year. This is steady growth.
Yes, Maplebear Inc. (CART) is profitable, generating $480.0M in net income for fiscal year 2025 (11.9% net margin).
Maplebear Inc. (CART) has a return on equity (ROE) of 15.9%. This is reasonable for most industries.
Maplebear Inc. (CART) generated $1.18B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
