Verdict: Side-by-side breakdown using the Bull Rankings model. W scored 24.6, CART scored 73.5 — CART leads.
Compare another set
W
Wayfair Inc.
Internet Retail · Quality-Growth
24.6
$105.74 · $14.5B
fundamentals as of
Score gap
48.9
CART leads
CART
Maplebear Inc.
Internet Retail · Quality-Growth
73.5
$47.76 · $11.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthCART+10.8%
Highest qualityCART94 / 100
Largest discount to fair valueCART-57%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
W
stronger →← stronger
CART
33
Qualityreturns · margins · balance sheet
94
43
Growthrevenue & earnings expansion
82
10
Valuevaluation vs sector peers
51
CART is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
W
CART
$562mC+
FCF
$1.2bC+
+7.5%B
Rev
+10.8%B
Negative equity
D/E
0.01A
1.1xB
P/S
—
23.50D
PEG
1.87C+
—
P/E
26.1xC+
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
W
CART
158% above
Price vs fair valuelower is cheaper
57% below
~32%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-9%/yr
-63%
1-yr DCF upside
+95%
-61%
5-yr DCF upside
+133%
-59%
10-yr DCF upside
+204%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
W
Why this score
Diluting shareholders
CART
Why this score
Buying back stock
Durable high returns
The companies
WWayfair Inc.
Internet Retail · $105.74 · beta 3.02
Why now
Internet Retail · market cap $14.5b. 12% off the 52-week high of $119.98. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $123.72 (implying +17% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.5%) — path to GAAP profitability is the core thesis risk. Beta 3.02 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.
CARTMaplebear Inc.
Internet Retail · $47.76 · beta 0.87
Why now
Internet Retail · market cap $11.3b. 9% off the 52-week high of $52.68. Revenue growing +11%, comfortably above the S&P median. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $58.21 (implying +22% 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 16% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income, mostly because of stock-based pay ($401m) — a real cost to shareholders, paid in shares rather than cash.
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.
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 W and CART diverge
On the headline score the gap is 48.9 points in favor of CART. The widest single difference is Quality, where CART leads by 60.3 points.
QualityW 33.4 · CART 93.7CART +60.3
ValueW 10.5 · CART 51.5CART +41.0
GrowthW 42.5 · CART 82.4CART +39.9
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is CART or W the better stock?
CART scores higher: CART 73.5, W 24.6 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do CART and W differ most?
The widest gap is quality, where CART leads by 60 points on the 0–100 pillar scale. CART leads all three pillars, so the gap is broad rather than a single-measure difference.
How are CART and W scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.