COMPARE · Data as of August 21, 2026
CART vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. CART scored 66.1, SE scored 80.0 — SE leads.
Compare another set
Different reporting periods. CART's fundamentals are as of June 2026, but SE's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CART
Maplebear Inc.
66.1
$49.83 · $11.5B
fundamentals as of
Score gap
13.9
SE leads
SE
Sea Limited
80
$117.53
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCART27.2x
- Fastest growthSE+33.2%
- Strongest balance sheetCART0.01
- Highest qualityCART94 / 100
- Largest discount to fair valueCART-60%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
CART
SE
$1.2bC+
FCF
$4.5bB
+12.6%B+
Rev
+33.2%A
0.01A
D/E
0.32A-
27.2xC+
P/E
45.4xD
2.30C
PEG
1.70C+
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
SE
60% below
Price vs fair valuelower is cheaper
—
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+108%
1-yr DCF upside
—
+152%
5-yr DCF upside
—
+235%
10-yr DCF upside
—
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
SE
No notable signals flagged.
The companies
CARTMaplebear Inc.
Why now
Internet Retail · market cap $11.5b. 4% off the 52-week high of $51.81. 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 +16% 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
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.
SESea Limited
Why now
Internet Retail · market cap n/a. Down 41% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $155.29 (implying +32% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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
Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 45x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.