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CART Maplebear Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Technology

Scale

Market cap
$11.6bn
Revenue TTM
$4.0bn
Net income TTM
$480m
Free cash flow
$1.2bn
Composite score
75.1
Sector rank
#650

Valuation

P / E
24.2
EV / EBITDA
15.3
EV / sales
2.7
FCF yield
10.12%
Earnings yield vs 10-yr
-0.60pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
12.0%
EBITDA margin
17.6%
ROE
20.7%
ROIC
40.0%
Revenue growth
12.6%

Insider activity, last 90 days

Net open-market
$-19.30m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In the second quarter of 2026, orders increased to 90.3 million, or 9% growth, compared to the same period of 2025, driven primarily by new customers and increased engagement of existing customers. We believe that gross profit, gross margin, and gross profit as a percent of GTV are important indicators of the growth and efficiencies of our business. In the second quarter of 2026, gross profit increase d to $751 million , or 11% growth, compared to the same period of 2025, primarily driven by the increase in total revenue. Gross margin decreased by 2% to 72% in the second quarter of 2026, compared to the same period of 2025, primarily due to cost of revenue growing faster than revenue. …Maplebear Inc., 10-Q, period ended 2026-06-30, filed 2026-08-07

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