vs
Side-by-side financial comparison of Maplebear Inc. (CART) and CIRRUS LOGIC, INC. (CRUS). Click either name above to swap in a different company.
Maplebear Inc. is the larger business by last-quarter revenue ($992.0M vs $580.6M, roughly 1.7× CIRRUS LOGIC, INC.). CIRRUS LOGIC, INC. runs the higher net margin — 24.2% vs 8.2%, a 16.0% gap on every dollar of revenue. On growth, Maplebear Inc. posted the faster year-over-year revenue change (12.3% vs 4.5%). CIRRUS LOGIC, INC. produced more free cash flow last quarter ($285.7M vs $171.0M). Over the past eight quarters, CIRRUS LOGIC, INC.'s revenue compounded faster (25.0% CAGR vs 10.0%).
Maplebear Inc., doing business as Instacart, is an American retail media and delivery company based in San Francisco that operates a grocery delivery and pick-up service in the United States and Canada accessible via a website and mobile app. It allows customers to order groceries, and alcohol where legal, from participating retailers with the shopping being done by a personal shopper, who picks, packs, and delivers the order.
Cirrus Logic Inc. is an American fabless semiconductor supplier that specializes in analog, mixed-signal, and audio DSP integrated circuits (ICs). Since 1998, the company's headquarters have been in Austin, Texas.
CART vs CRUS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $992.0M | $580.6M |
| Net Profit | $81.0M | $140.3M |
| Gross Margin | 72.3% | 53.1% |
| Operating Margin | 9.9% | 26.3% |
| Net Margin | 8.2% | 24.2% |
| Revenue YoY | 12.3% | 4.5% |
| Net Profit YoY | -45.3% | 21.0% |
| EPS (diluted) | $0.31 | $2.66 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $992.0M | $580.6M | ||
| Q3 25 | $939.0M | $561.0M | ||
| Q2 25 | $914.0M | $407.3M | ||
| Q1 25 | $897.0M | $424.5M | ||
| Q4 24 | $883.0M | $555.7M | ||
| Q3 24 | $852.0M | $541.9M | ||
| Q2 24 | $823.0M | $374.0M | ||
| Q1 24 | $820.0M | $371.8M |
| Q4 25 | $81.0M | $140.3M | ||
| Q3 25 | $144.0M | $131.6M | ||
| Q2 25 | $116.0M | $60.7M | ||
| Q1 25 | $106.0M | $71.3M | ||
| Q4 24 | $148.0M | $116.0M | ||
| Q3 24 | $118.0M | $102.1M | ||
| Q2 24 | $61.0M | $42.1M | ||
| Q1 24 | $130.0M | $44.8M |
| Q4 25 | 72.3% | 53.1% | ||
| Q3 25 | 73.7% | 52.5% | ||
| Q2 25 | 74.2% | 52.6% | ||
| Q1 25 | 74.8% | 53.4% | ||
| Q4 24 | 75.2% | 53.6% | ||
| Q3 24 | 75.2% | 52.2% | ||
| Q2 24 | 75.7% | 50.5% | ||
| Q1 24 | 74.9% | 51.8% |
| Q4 25 | 9.9% | 26.3% | ||
| Q3 25 | 17.7% | 25.8% | ||
| Q2 25 | 13.6% | 17.8% | ||
| Q1 25 | 12.3% | 20.2% | ||
| Q4 24 | 17.6% | 26.2% | ||
| Q3 24 | 16.2% | 24.3% | ||
| Q2 24 | 6.3% | 12.5% | ||
| Q1 24 | 17.6% | 14.1% |
| Q4 25 | 8.2% | 24.2% | ||
| Q3 25 | 15.3% | 23.5% | ||
| Q2 25 | 12.7% | 14.9% | ||
| Q1 25 | 11.8% | 16.8% | ||
| Q4 24 | 16.8% | 20.9% | ||
| Q3 24 | 13.8% | 18.8% | ||
| Q2 24 | 7.4% | 11.3% | ||
| Q1 24 | 15.9% | 12.1% |
| Q4 25 | $0.31 | $2.66 | ||
| Q3 25 | $0.51 | $2.48 | ||
| Q2 25 | $0.41 | $1.14 | ||
| Q1 25 | $0.37 | $1.30 | ||
| Q4 24 | $0.53 | $2.11 | ||
| Q3 24 | $0.42 | $1.83 | ||
| Q2 24 | $0.20 | $0.76 | ||
| Q1 24 | $0.43 | $0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $687.0M | $778.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.5B | $2.1B |
| Total Assets | $3.7B | $2.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $687.0M | $778.1M | ||
| Q3 25 | $1.7B | $593.5M | ||
| Q2 25 | $1.6B | $548.9M | ||
| Q1 25 | $1.6B | $539.6M | ||
| Q4 24 | $1.4B | $526.4M | ||
| Q3 24 | $1.3B | $445.8M | ||
| Q2 24 | $1.4B | $491.4M | ||
| Q1 24 | $1.5B | $502.8M |
| Q4 25 | $2.5B | $2.1B | ||
| Q3 25 | $3.5B | $2.0B | ||
| Q2 25 | $3.3B | $1.9B | ||
| Q1 25 | $3.2B | $1.9B | ||
| Q4 24 | $3.1B | $2.0B | ||
| Q3 24 | $2.9B | $1.9B | ||
| Q2 24 | $3.0B | $1.8B | ||
| Q1 24 | $3.1B | $1.8B |
| Q4 25 | $3.7B | $2.5B | ||
| Q3 25 | $4.5B | $2.4B | ||
| Q2 25 | $4.4B | $2.3B | ||
| Q1 25 | $4.3B | $2.3B | ||
| Q4 24 | $4.1B | $2.4B | ||
| Q3 24 | $3.9B | $2.4B | ||
| Q2 24 | $4.0B | $2.3B | ||
| Q1 24 | $4.1B | $2.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $183.0M | $290.8M |
| Free Cash FlowOCF − Capex | $171.0M | $285.7M |
| FCF MarginFCF / Revenue | 17.2% | 49.2% |
| Capex IntensityCapex / Revenue | 1.2% | 0.9% |
| Cash ConversionOCF / Net Profit | 2.26× | 2.07× |
| TTM Free Cash FlowTrailing 4 quarters | $910.0M | $614.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.0M | $290.8M | ||
| Q3 25 | $287.0M | $92.2M | ||
| Q2 25 | $203.0M | $116.1M | ||
| Q1 25 | $298.0M | $130.4M | ||
| Q4 24 | $153.0M | $218.6M | ||
| Q3 24 | $185.0M | $8.2M | ||
| Q2 24 | $244.0M | $87.2M | ||
| Q1 24 | $105.0M | $170.5M |
| Q4 25 | $171.0M | $285.7M | ||
| Q3 25 | $272.0M | $88.3M | ||
| Q2 25 | $187.0M | $113.5M | ||
| Q1 25 | $280.0M | $127.0M | ||
| Q4 24 | $141.0M | $211.9M | ||
| Q3 24 | $171.0M | $5.6M | ||
| Q2 24 | $220.0M | $77.2M | ||
| Q1 24 | $91.0M | $163.5M |
| Q4 25 | 17.2% | 49.2% | ||
| Q3 25 | 29.0% | 15.7% | ||
| Q2 25 | 20.5% | 27.9% | ||
| Q1 25 | 31.2% | 29.9% | ||
| Q4 24 | 16.0% | 38.1% | ||
| Q3 24 | 20.1% | 1.0% | ||
| Q2 24 | 26.7% | 20.6% | ||
| Q1 24 | 11.1% | 44.0% |
| Q4 25 | 1.2% | 0.9% | ||
| Q3 25 | 1.6% | 0.7% | ||
| Q2 25 | 1.8% | 0.6% | ||
| Q1 25 | 2.0% | 0.8% | ||
| Q4 24 | 1.4% | 1.2% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 2.9% | 2.7% | ||
| Q1 24 | 1.7% | 1.9% |
| Q4 25 | 2.26× | 2.07× | ||
| Q3 25 | 1.99× | 0.70× | ||
| Q2 25 | 1.75× | 1.91× | ||
| Q1 25 | 2.81× | 1.83× | ||
| Q4 24 | 1.03× | 1.88× | ||
| Q3 24 | 1.57× | 0.08× | ||
| Q2 24 | 4.00× | 2.07× | ||
| Q1 24 | 0.81× | 3.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
CRUS
| Audio Products Segment | $344.5M | 59% |
| High Performance Mixed Signal Products | $236.2M | 41% |
