CART · Maplebear Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $313M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 111M
+36M Provision for income taxes
-5M Interest income
+1M Other expense (income), net
+32M Depreciation and amortization expense
+142M Stock-based compensation expense
+6M Payroll taxes related to stock-based compensation
-13M Certain legal and regulatory accruals and settlements, net
+1M Reserves for sales and other indirect taxes, net
+3M Acquisition-related expenses
= Adjusted EBITDA 313M
|
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| Adjusted EBITDA margin non-GAAP | 30% | Q2 2026 | — |
| Free cash flow non-GAAP | $480M | Q2 2026 | — |
| GTV | $10.35B | Q2 2026 | — |
| Orders | 90.3M | Q2 2026 | — |
| Active brands advertising on platform | 9,000 | Q4 | — |
| Average order value | $110 | 2025 | — |
| Carrot Ads partners | 310 | Q4 | — |
| Customers | 26M | 2025 | — |
| Customers placing at least one order in December | 10M | December | — |
| GTV growth | 14% | Q4 | — |
| Net-new Storefronts launched | 70 | 2025 | — |
| Operating cash flow | $971M | 2025 | — |
| Orders growth | 16% | Q4 | — |
| Retail banners | 2,200 | Q4 | — |
| Storefront-powered grocers | 380 | Q4 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CART
this stock
Maplebear Inc.
|
$11.32B | +8.7% | +10.8% | 26.6 | 6.7% |
|
AMZN
Amazon Com Inc
|
$2.84T | +13.8% | +12.4% | 21.2 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$296.76B | -15.5% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$120.69B | -25.2% | +14.5% | — | 2.4% |
|
DASH
DoorDash, Inc.
|
$94.03B | -4.2% | +27.9% | 113.0 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CART | -2.6% | +6.7% | +35.2% | +9.6% | +8.7% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -3.0% | +2.2% | +21.4% | +5.7% | -5.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.