COMPARE · Data as of August 24, 2026
CART vs W
Verdict: Side-by-side breakdown using the Bull Rankings model. CART scored 66.1, W scored 26.7 — CART leads.
Compare another set
CART
Maplebear Inc.
66.1
$51.78 · $12.0B
fundamentals as of
Score gap
39.4
CART leads
W
Wayfair Inc.
26.7
$103.19 · $14.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCART+12.6%
- Highest qualityCART94 / 100
- Largest discount to fair valueCART-59%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CART
stronger →← stronger
W
94
Qualityreturns · margins · balance sheet
46
81
Growthrevenue & earnings expansion
43
38
Valuevaluation vs sector peers
10
CART is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CART
W
$1.2bC+
FCF
$562mC+
+12.6%B+
Rev
+7.5%B
0.01A
D/E
—
27.3xC+
P/E
—
2.26C
PEG
23.50D
—
P/S
1.1xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CART
W
59% below
Price vs fair valuelower is cheaper
7% above
~-10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
+100%
1-yr DCF upside
-29%
+143%
5-yr DCF upside
-7%
+223%
10-yr DCF upside
+40%
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
W
Why this score
- Diluting shareholders
The companies
CARTMaplebear Inc.
Why now
Internet Retail · market cap $12.0b. Trading near 52-week high of $51.91 — momentum setup, limited technical margin of safety. Revenue growing +13%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $57.56 (implying +11% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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.
WWayfair Inc.
Why now
Internet Retail · market cap $14.1b. 14% off the 52-week high of $119.98. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $123.31 (implying +19% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Currently unprofitable (margin -2.5%) — path to GAAP profitability is the core thesis risk. Beta 2.98 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.
Where CART and W diverge
On the headline score the gap is 39.4 points in favor of CART. The widest single difference is Quality, where CART leads by 47.9 points.
- QualityCART 94.3 · W 46.4CART +47.9
- GrowthCART 80.8 · W 42.5CART +38.3
- ValueCART 37.9 · W 9.7CART +28.2
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.