COMPARE · Reviewed August 3, 2026
CART vs RVLV
Verdict: Side-by-side breakdown using the Bull Rankings model. CART scored 67.4, RVLV scored 66.5 — CART leads.
Compare another set
CART
Maplebear Inc.
67.4
$45.84 · $10.8B
fundamentals as of
Score gap
0.9
CART leads
RVLV
Revolve Group, Inc.
66.5
$25.82 · $1.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CART
stronger →← stronger
RVLV
93
Qualityreturns · margins · balance sheet
61
86
Growthrevenue & earnings expansion
82
39
Valuevaluation vs sector peers
59
CART is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CART
RVLV
$882mC+
FCF
$49mC-
+11.8%B
Rev
+10.0%B
0.01A
D/E
0.06A
25.0xC+
P/E
28.7xC+
2.45C
PEG
1.08B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CART
RVLV
50% below
Price vs fair valuelower is cheaper
190% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~40%/yr
+66%
1-yr DCF upside
-71%
+99%
5-yr DCF upside
-65%
+161%
10-yr DCF upside
-57%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CART
Why this score
- Buying back stock
- Durable high returns
- Short track record
RVLV
No notable signals flagged.
The companies
CARTMaplebear Inc.
Why now
Internet Retail · market cap $10.8b. 14% off the 52-week high of $53.50. Revenue growing +12%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $51.44 (implying +12% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 182% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
RVLVRevolve Group, Inc.
Why now
Internet Retail · market cap $1.8b. 18% off the 52-week high of $31.68. Revenue growing +10%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $29.69 (implying +15% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.64 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.