Top line stable.
+10.8% YoY versus +11.0% prior. 3y CAGR +13.6%.
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Consumer Discretionary · Market Cap: $9.7B
Fundamentals as of 2026-03-31
The Question
How does CART compare?
Bottom line: CART is flagged as overvalued by 1 of 2 legendary models, with 0 BUY and 1 HOLD, but earns a C sector grade (58/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
See exactly where CART ranks
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Sign in to see the rankingYes — Instacart (Maplebear Inc.)'s 18.7% ROE ranks above the S&P 500 median, and D/E 0.36 stays within healthy bounds.
Financial story
Yes — Instacart (Maplebear Inc.)'s 18.7% ROE shows strong capital efficiency, and its 0.36 debt-to-equity stays within healthy bounds.
1 of 2 legendary models say AVOID CART — but Warren Buffett disagrees.
What would legendary investors pay for CART?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
CART sits at #24 in Consumer Discretionary with a C grade (58/100).
CART's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
CART is in the Consumer Discretionary sector. Sector ranking and peer comparison are in the sector tab.
0 of 2 legendary investor models rate CART a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $42. See the per-investor fair-value table in the valuation tab.
CART trades at 22.5x earnings. Sector context and per-investor signals are in the valuation tab.
CART and ALSN differ on P/E, ROE, and revenue growth. See the full CART vs ALSN compare matrix.
+10.8% YoY versus +11.0% prior. 3y CAGR +13.6%.
+10.8%Net margin 11.9% versus 13.5% prior (−1.6pp). Operating 15.4%.
11.9%P/E 23.1x — 9% below the 5y median of 25.2x. Forward 18.2x hints at EPS expansion next year.
23.1x