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Side-by-side financial comparison of Maplebear Inc. (CART) and Gen Digital (GEN). Click either name above to swap in a different company.
Gen Digital is the larger business by last-quarter revenue ($1.2B vs $992.0M, roughly 1.3× Maplebear Inc.). Gen Digital runs the higher net margin — 15.5% vs 8.2%, a 7.3% gap on every dollar of revenue. On growth, Gen Digital posted the faster year-over-year revenue change (28.5% vs 12.3%). Over the past eight quarters, Gen Digital's revenue compounded faster (13.2% 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.
Gen Digital Inc. is a multinational software company co-headquartered in both Tempe, Arizona (USA) and Prague, Czech Republic (EU). The company provides cybersecurity software, financial technology, and services. Gen is a Fortune 500 company and a member of the S&P 500 stock-market index. It is listed at both NASDAQ and Prague Stock Exchange. Its portfolio includes Norton, Avast, LifeLock, Avira, AVG, ReputationDefender, MoneyLion and CCleaner.
CART vs GEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $992.0M | $1.2B |
| Net Profit | $81.0M | $192.0M |
| Gross Margin | 72.3% | 78.4% |
| Operating Margin | 9.9% | 34.9% |
| Net Margin | 8.2% | 15.5% |
| Revenue YoY | 12.3% | 28.5% |
| Net Profit YoY | -45.3% | 6.1% |
| EPS (diluted) | $0.31 | $0.31 |
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 | — | $1.2B | ||
| Q4 25 | $992.0M | $1.2B | ||
| Q3 25 | $939.0M | $1.3B | ||
| Q2 25 | $914.0M | — | ||
| Q1 25 | $897.0M | $1.0B | ||
| Q4 24 | $883.0M | $986.0M | ||
| Q3 24 | $852.0M | $974.0M | ||
| Q2 24 | $823.0M | $965.0M |
| Q1 26 | — | $192.0M | ||
| Q4 25 | $81.0M | $134.0M | ||
| Q3 25 | $144.0M | $135.0M | ||
| Q2 25 | $116.0M | — | ||
| Q1 25 | $106.0M | $142.0M | ||
| Q4 24 | $148.0M | $159.0M | ||
| Q3 24 | $118.0M | $161.0M | ||
| Q2 24 | $61.0M | $181.0M |
| Q1 26 | — | 78.4% | ||
| Q4 25 | 72.3% | 78.2% | ||
| Q3 25 | 73.7% | 78.8% | ||
| Q2 25 | 74.2% | — | ||
| Q1 25 | 74.8% | 80.3% | ||
| Q4 24 | 75.2% | 80.4% | ||
| Q3 24 | 75.2% | 80.1% | ||
| Q2 24 | 75.7% | 80.3% |
| Q1 26 | — | 34.9% | ||
| Q4 25 | 9.9% | 35.9% | ||
| Q3 25 | 17.7% | 35.5% | ||
| Q2 25 | 13.6% | — | ||
| Q1 25 | 12.3% | 41.3% | ||
| Q4 24 | 17.6% | 37.9% | ||
| Q3 24 | 16.2% | 41.3% | ||
| Q2 24 | 6.3% | 43.2% |
| Q1 26 | — | 15.5% | ||
| Q4 25 | 8.2% | 11.0% | ||
| Q3 25 | 15.3% | 10.7% | ||
| Q2 25 | 12.7% | — | ||
| Q1 25 | 11.8% | 14.1% | ||
| Q4 24 | 16.8% | 16.1% | ||
| Q3 24 | 13.8% | 16.5% | ||
| Q2 24 | 7.4% | 18.8% |
| Q1 26 | — | $0.31 | ||
| Q4 25 | $0.31 | $0.21 | ||
| Q3 25 | $0.51 | $0.22 | ||
| Q2 25 | $0.41 | — | ||
| Q1 25 | $0.37 | $0.22 | ||
| Q4 24 | $0.53 | $0.26 | ||
| Q3 24 | $0.42 | $0.26 | ||
| Q2 24 | $0.20 | $0.29 |
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 | — |
| Total DebtLower is stronger | — | $8.4B |
| Stockholders' EquityBook value | $2.5B | $2.3B |
| Total Assets | $3.7B | $15.8B |
| Debt / EquityLower = less leverage | — | 3.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $687.0M | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.4B | $883.0M | ||
| Q3 24 | $1.3B | $737.0M | ||
| Q2 24 | $1.4B | $644.0M |
| Q1 26 | — | $8.4B | ||
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | — | $8.5B | ||
| Q3 24 | — | $8.5B | ||
| Q2 24 | — | $8.5B |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.5B | $2.5B | ||
| Q3 25 | $3.5B | $2.4B | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.2B | $2.3B | ||
| Q4 24 | $3.1B | $2.2B | ||
| Q3 24 | $2.9B | $2.1B | ||
| Q2 24 | $3.0B | $2.0B |
| Q1 26 | — | $15.8B | ||
| Q4 25 | $3.7B | $16.1B | ||
| Q3 25 | $4.5B | $16.4B | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.3B | $15.5B | ||
| Q4 24 | $4.1B | $15.4B | ||
| Q3 24 | $3.9B | $15.5B | ||
| Q2 24 | $4.0B | $15.4B |
| Q1 26 | — | 3.61× | ||
| Q4 25 | — | 3.54× | ||
| Q3 25 | — | 3.75× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.64× | ||
| Q4 24 | — | 3.94× | ||
| Q3 24 | — | 4.06× | ||
| Q2 24 | — | 4.33× |
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% | — |
| 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 | $541.0M | ||
| Q3 25 | $287.0M | $409.0M | ||
| Q2 25 | $203.0M | — | ||
| Q1 25 | $298.0M | $473.0M | ||
| Q4 24 | $153.0M | $326.0M | ||
| Q3 24 | $185.0M | $158.0M | ||
| Q2 24 | $244.0M | $264.0M |
| Q1 26 | — | — | ||
| Q4 25 | $171.0M | $535.0M | ||
| Q3 25 | $272.0M | $405.0M | ||
| Q2 25 | $187.0M | — | ||
| Q1 25 | $280.0M | $470.0M | ||
| Q4 24 | $141.0M | $318.0M | ||
| Q3 24 | $171.0M | $156.0M | ||
| Q2 24 | $220.0M | $262.0M |
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 43.9% | ||
| Q3 25 | 29.0% | 32.2% | ||
| Q2 25 | 20.5% | — | ||
| Q1 25 | 31.2% | 46.5% | ||
| Q4 24 | 16.0% | 32.3% | ||
| Q3 24 | 20.1% | 16.0% | ||
| Q2 24 | 26.7% | 27.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 0.5% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.0% | 0.3% | ||
| Q4 24 | 1.4% | 0.8% | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 2.9% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 4.04× | ||
| Q3 25 | 1.99× | 3.03× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 2.81× | 3.33× | ||
| Q4 24 | 1.03× | 2.05× | ||
| Q3 24 | 1.57× | 0.98× | ||
| Q2 24 | 4.00× | 1.46× |
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% |
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
