Stock analysis · Bull Rankings model

CART analysis

Maplebear Inc.Internet Retail. Scored on the same transparent model behind the daily rankings.

CART
Maplebear Inc. · Internet Retail
FCF$1.2bC+
Rev+12.6%B+
D/E0.01A
P/E26.7xC+
PEG2.20C
67.6Score
$48.88$11.3B
1Y Target$57.00Analyst consensus · 27 analysts
5Y Target$83.45Compound horizon
10Y Target$123.80Long-dated conviction
FCF$1.2bTTM
C+
FCF $1.2b — respectable but not differentiating
Rev+12.6%TTM YoY
B+
Revenue +12.6% — above sector median, healthy trajectory
D/E0.01
A
D/E 0.01 — least levered decile in Consumer Cyclical (≈10th pctile)
P/E26.7x
C+
P/E 26.7 — above the Consumer Cyclical median (≈75th pctile)
PEG2.20
C
PEG 2.20 — expensive relative to growth rate

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 67.6
Quality94.3
Growth80.8
Value40.6
Why this score
  • Buying back stock
  • Durable high returns
  • Short track record
Entry · Margin of safety
52-week rangeNear 52-week high
4% off the 12-month high
vs DCF fair value61% belowest. fair value ~$125
What the price assumes: free cash flow compounding at ~-11% a year for the next decade — vs the ~18% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability83% · Agross profit ÷ total assets (Novy-Marx)
ROIC20.0% · Areturn on invested capital — not score-weighted

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Internet Retail · market cap $11.3b. 4% off the 52-week high of $51.06. Revenue growing +13%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $57.00 (implying +17% 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.
Horizon
1-3 yr $57.00 (27-analyst consensus) — fundamentals + valuation re-rating. 5 yr $83.45 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $123.80 if current growth sustains into durable earnings power.
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.

CART vs the Top Picks average

PillarCARTBook avgDiff
Quality0.940.84+0.10
Growth0.810.85-0.05
Value0.410.78-0.37

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+2.9 over 42 daily scores
From 64.7 (Jun 22) → 67.6 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
40
Position size
$1,955
3.9% of portfolio
Stop price
$36.66
25% below $48.88
$ at risk if stopped
$488.80
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Maplebear Inc. (CART): score, valuation & FAQ

Maplebear Inc. (CART) is a Internet Retail company that scores 67.6 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are D/E (A) and Rev (B+). On valuation, CART sits about 61% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -11% annual free-cash-flow growth over the next decade.

Is CART a good stock to buy?

Bull Rankings scores CART 67.6 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by D/E (A) and Rev (B+). A score is a quantitative screen of Maplebear Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does CART score 67.6 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). CART earns its highest marks on D/E (A) and Rev (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is CART overvalued or undervalued?

Based on $48.88, CART sits about 61% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -11% annual free-cash-flow growth over the next decade. It trades at a 26.7x P/E (graded C+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in CART?

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.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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