Maplebear (CART) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Wayfair (W) has outperformed Maplebear (CART) over the past year, gaining 25.7% versus a gain of 16.0%. Wayfair is the larger company by market cap ($14.40 billion vs $10.99 billion), about 1.3 times the size, while Maplebear is growing revenue faster (+10.8% vs +5.1%). On valuation, Maplebear trades at a lower forward P/E (9.5x vs 27.1x for Wayfair).
Maplebear converts more of its revenue into profit, with a net margin of 11.9% versus -2.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CART | W |
|---|---|---|
| Share price | $46.30 | $105.13 |
| Market cap | $10.99B | $14.40B |
| 1-day change | +2.41% | +0.63% |
| YTD return | +0.51% | +4.04% |
| 1-year return | +15.95% | +25.69% |
| 5-year return | — | -56.43% |
| P/E ratio (TTM) | 25.30 | — |
| Forward P/E | 9.45 | 27.10 |
| EPS (TTM) | $1.83 | $-2.47 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $3.74B | $12.46B |
| Revenue growth (YoY) | +10.78% | +5.11% |
| Net income (latest FY) | $447.00M | $-313.00M |
| Gross margin | 73.70% | 30.22% |
| Operating margin | 13.31% | 0.14% |
| Net margin | 11.95% | -2.51% |
| 52-week high | $52.68 | $119.98 |
| 52-week low | $32.73 | $55.60 |
| Distance from 52-week high | -12.11% | -12.38% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +25.72% | +17.65% |
| Average volume | 4.03M | 2.86M |
| Shares outstanding | 237.33M | 115.99M |
| Employees | 3,600 | 11,800 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Business Services | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Maplebear is more profitable, keeping 11.9 cents of every revenue dollar as net income versus -2.5 cents for Wayfair.
- Maplebear grew revenue faster in its latest fiscal year (+10.78% vs +5.11%).
About Maplebear
CART stock →Maplebear Inc., doing business as Instacart, operates as a technology and enablement partner for the grocery industry in the United States and internationally. The company offers Instacart Marketplace which helps retailers serve customers' needs by supporting fulfillment options, shopping occasions, and categories; Instacart Enterprise platform, an end-to-end technology solution for retailers across all aspects of business; and Instacart Ads, enables brands to learn more about general consumer behavior from discovery to purchase, offering insights about how to optimize advertising spend.
Consumer Discretionary · Business Services · 3,600 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Discretionary · Catalog/Specialty Distribution · 11,800 employees
CART vs W FAQ
Which is bigger, Maplebear or Wayfair?
Wayfair (W) is larger, with a market capitalization of $14.40B compared with $10.99B for Maplebear (CART).
Which stock has performed better over the past year, CART or W?
W returned +25.69% over the past 12 months, compared with +15.95% for CART (price return, excluding dividends). Past performance does not predict future results.
Are Maplebear and Wayfair in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: Business Services for Maplebear and Catalog/Specialty Distribution for Wayfair.