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Side-by-side financial comparison of Maplebear Inc. (CART) and DuPont (DD). Click either name above to swap in a different company.
DuPont is the larger business by last-quarter revenue ($1.7B vs $992.0M, roughly 1.7× Maplebear Inc.). DuPont runs the higher net margin — 9.8% vs 8.2%, a 1.6% gap on every dollar of revenue. On growth, Maplebear Inc. posted the faster year-over-year revenue change (12.3% vs 4.0%). Over the past eight quarters, Maplebear Inc.'s revenue compounded faster (10.0% CAGR vs -27.2%).
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.
DuPont de Nemours, Inc., commonly shortened to DuPont, is an American multinational chemical company first formed in 1802 by French-American chemist and industrialist Éleuthère Irénée du Pont de Nemours. The company played a major role in the development of the U.S. state of Delaware and first arose as a major supplier of gunpowder.
CART vs DD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $992.0M | $1.7B |
| Net Profit | $81.0M | $164.0M |
| Gross Margin | 72.3% | 35.8% |
| Operating Margin | 9.9% | — |
| Net Margin | 8.2% | 9.8% |
| Revenue YoY | 12.3% | 4.0% |
| Net Profit YoY | -45.3% | — |
| EPS (diluted) | $0.31 | $0.36 |
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.
| Q1 26 | — | $1.7B | ||
| Q4 25 | $992.0M | $-2.5B | ||
| Q3 25 | $939.0M | $3.1B | ||
| Q2 25 | $914.0M | $3.3B | ||
| Q1 25 | $897.0M | $3.1B | ||
| Q4 24 | $883.0M | $3.1B | ||
| Q3 24 | $852.0M | $3.2B | ||
| Q2 24 | $823.0M | $3.2B |
| Q1 26 | — | $164.0M | ||
| Q4 25 | $81.0M | $-126.0M | ||
| Q3 25 | $144.0M | $-123.0M | ||
| Q2 25 | $116.0M | $59.0M | ||
| Q1 25 | $106.0M | $-589.0M | ||
| Q4 24 | $148.0M | $-118.0M | ||
| Q3 24 | $118.0M | $454.0M | ||
| Q2 24 | $61.0M | $178.0M |
| Q1 26 | — | 35.8% | ||
| Q4 25 | 72.3% | — | ||
| Q3 25 | 73.7% | 38.9% | ||
| Q2 25 | 74.2% | 37.3% | ||
| Q1 25 | 74.8% | 37.4% | ||
| Q4 24 | 75.2% | 36.4% | ||
| Q3 24 | 75.2% | 37.4% | ||
| Q2 24 | 75.7% | 37.1% |
| Q1 26 | — | — | ||
| Q4 25 | 9.9% | — | ||
| Q3 25 | 17.7% | 10.6% | ||
| Q2 25 | 13.6% | 9.4% | ||
| Q1 25 | 12.3% | -14.0% | ||
| Q4 24 | 17.6% | 1.4% | ||
| Q3 24 | 16.2% | 18.4% | ||
| Q2 24 | 6.3% | 9.3% |
| Q1 26 | — | 9.8% | ||
| Q4 25 | 8.2% | 4.9% | ||
| Q3 25 | 15.3% | -4.0% | ||
| Q2 25 | 12.7% | 1.8% | ||
| Q1 25 | 11.8% | -19.2% | ||
| Q4 24 | 16.8% | -3.8% | ||
| Q3 24 | 13.8% | 14.2% | ||
| Q2 24 | 7.4% | 5.6% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.31 | $-0.30 | ||
| Q3 25 | $0.51 | $-0.29 | ||
| Q2 25 | $0.41 | $0.14 | ||
| Q1 25 | $0.37 | $-1.41 | ||
| Q4 24 | $0.53 | $-0.28 | ||
| Q3 24 | $0.42 | $1.08 | ||
| Q2 24 | $0.20 | $0.42 |
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 | $710.0M |
| Total DebtLower is stronger | — | $3.2B |
| Stockholders' EquityBook value | $2.5B | $14.2B |
| Total Assets | $3.7B | $21.4B |
| Debt / EquityLower = less leverage | — | 0.22× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $710.0M | ||
| Q4 25 | $687.0M | $715.0M | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B |
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $7.2B |
| Q1 26 | — | $14.2B | ||
| Q4 25 | $2.5B | $13.9B | ||
| Q3 25 | $3.5B | $22.9B | ||
| Q2 25 | $3.3B | $23.1B | ||
| Q1 25 | $3.2B | $22.8B | ||
| Q4 24 | $3.1B | $23.4B | ||
| Q3 24 | $2.9B | $24.2B | ||
| Q2 24 | $3.0B | $23.3B |
| Q1 26 | — | $21.4B | ||
| Q4 25 | $3.7B | $21.6B | ||
| Q3 25 | $4.5B | $38.0B | ||
| Q2 25 | $4.4B | $36.6B | ||
| Q1 25 | $4.3B | $36.0B | ||
| Q4 24 | $4.1B | $36.6B | ||
| Q3 24 | $3.9B | $37.5B | ||
| Q2 24 | $4.0B | $36.6B |
| Q1 26 | — | 0.22× | ||
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.23× | ||
| Q4 24 | — | 0.23× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.31× |
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 | — |
| Free Cash FlowOCF − Capex | $171.0M | — |
| FCF MarginFCF / Revenue | 17.2% | — |
| Capex IntensityCapex / Revenue | 1.2% | 6.1% |
| Cash ConversionOCF / Net Profit | 2.26× | — |
| TTM Free Cash FlowTrailing 4 quarters | $910.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $183.0M | $-700.0M | ||
| Q3 25 | $287.0M | $497.0M | ||
| Q2 25 | $203.0M | $381.0M | ||
| Q1 25 | $298.0M | $382.0M | ||
| Q4 24 | $153.0M | $564.0M | ||
| Q3 24 | $185.0M | $737.0M | ||
| Q2 24 | $244.0M | $527.0M |
| Q1 26 | — | — | ||
| Q4 25 | $171.0M | $-850.0M | ||
| Q3 25 | $272.0M | $379.0M | ||
| Q2 25 | $187.0M | $265.0M | ||
| Q1 25 | $280.0M | $133.0M | ||
| Q4 24 | $141.0M | $403.0M | ||
| Q3 24 | $171.0M | $628.0M | ||
| Q2 24 | $220.0M | $425.0M |
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 33.4% | ||
| Q3 25 | 29.0% | 12.3% | ||
| Q2 25 | 20.5% | 8.1% | ||
| Q1 25 | 31.2% | 4.3% | ||
| Q4 24 | 16.0% | 13.0% | ||
| Q3 24 | 20.1% | 19.7% | ||
| Q2 24 | 26.7% | 13.4% |
| Q1 26 | — | 6.1% | ||
| Q4 25 | 1.2% | -5.9% | ||
| Q3 25 | 1.6% | 3.8% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 2.0% | 8.1% | ||
| Q4 24 | 1.4% | 5.2% | ||
| Q3 24 | 1.6% | 3.4% | ||
| Q2 24 | 2.9% | 3.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.75× | 6.46× | ||
| Q1 25 | 2.81× | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | 1.57× | 1.62× | ||
| Q2 24 | 4.00× | 2.96× |
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% |
DD
Segment breakdown not available.
