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Side-by-side financial comparison of Maplebear Inc. (CART) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Maplebear Inc. is the larger business by last-quarter revenue ($992.0M vs $558.0M, roughly 1.8× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 12.3%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% 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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
CART vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $992.0M | $558.0M |
| Net Profit | $81.0M | — |
| Gross Margin | 72.3% | 49.3% |
| Operating Margin | 9.9% | -647.5% |
| Net Margin | 8.2% | — |
| Revenue YoY | 12.3% | 27.4% |
| Net Profit YoY | -45.3% | — |
| EPS (diluted) | $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 | — | $558.0M | ||
| Q4 25 | $992.0M | $446.0M | ||
| Q3 25 | $939.0M | $504.0M | ||
| Q2 25 | $914.0M | $506.0M | ||
| Q1 25 | $897.0M | $438.0M | ||
| Q4 24 | $883.0M | $490.0M | ||
| Q3 24 | $852.0M | $486.0M | ||
| Q2 24 | $823.0M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $81.0M | $-127.0M | ||
| Q3 25 | $144.0M | $-96.0M | ||
| Q2 25 | $116.0M | $-67.0M | ||
| Q1 25 | $106.0M | $-102.0M | ||
| Q4 24 | $148.0M | $-71.0M | ||
| Q3 24 | $118.0M | $-2.7B | ||
| Q2 24 | $61.0M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 72.3% | 45.3% | ||
| Q3 25 | 73.7% | 48.2% | ||
| Q2 25 | 74.2% | 49.8% | ||
| Q1 25 | 74.8% | 47.3% | ||
| Q4 24 | 75.2% | 49.2% | ||
| Q3 24 | 75.2% | 48.8% | ||
| Q2 24 | 75.7% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 9.9% | -31.4% | ||
| Q3 25 | 17.7% | -21.6% | ||
| Q2 25 | 13.6% | -14.6% | ||
| Q1 25 | 12.3% | -26.7% | ||
| Q4 24 | 17.6% | -17.6% | ||
| Q3 24 | 16.2% | -577.6% | ||
| Q2 24 | 6.3% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | -28.5% | ||
| Q3 25 | 15.3% | -19.0% | ||
| Q2 25 | 12.7% | -13.2% | ||
| Q1 25 | 11.8% | -23.3% | ||
| Q4 24 | 16.8% | -14.5% | ||
| Q3 24 | 13.8% | -558.6% | ||
| Q2 24 | 7.4% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.31 | $-0.15 | ||
| Q3 25 | $0.51 | $-0.12 | ||
| Q2 25 | $0.41 | $-0.08 | ||
| Q1 25 | $0.37 | $-0.13 | ||
| Q4 24 | $0.53 | $-0.09 | ||
| Q3 24 | $0.42 | $-3.35 | ||
| Q2 24 | $0.20 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.5B | $8.2B |
| Total Assets | $3.7B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $687.0M | $1.8B | ||
| Q3 25 | $1.7B | $1.7B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.4B | $1.2B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $2.5B | $11.9B | ||
| Q3 25 | $3.5B | $11.9B | ||
| Q2 25 | $3.3B | $12.1B | ||
| Q1 25 | $3.2B | $12.0B | ||
| Q4 24 | $3.1B | $12.1B | ||
| Q3 24 | $2.9B | $12.1B | ||
| Q2 24 | $3.0B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $3.7B | $12.5B | ||
| Q3 25 | $4.5B | $12.5B | ||
| Q2 25 | $4.4B | $12.6B | ||
| Q1 25 | $4.3B | $12.5B | ||
| Q4 24 | $4.1B | $12.6B | ||
| Q3 24 | $3.9B | $12.6B | ||
| Q2 24 | $4.0B | $15.3B |
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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $183.0M | $113.0M | ||
| Q3 25 | $287.0M | $167.0M | ||
| Q2 25 | $203.0M | $213.0M | ||
| Q1 25 | $298.0M | $109.0M | ||
| Q4 24 | $153.0M | $204.0M | ||
| Q3 24 | $185.0M | $126.0M | ||
| Q2 24 | $244.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $171.0M | $86.0M | ||
| Q3 25 | $272.0M | $143.0M | ||
| Q2 25 | $187.0M | $199.0M | ||
| Q1 25 | $280.0M | $95.0M | ||
| Q4 24 | $141.0M | $191.0M | ||
| Q3 24 | $171.0M | $104.0M | ||
| Q2 24 | $220.0M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 19.3% | ||
| Q3 25 | 29.0% | 28.4% | ||
| Q2 25 | 20.5% | 39.3% | ||
| Q1 25 | 31.2% | 21.7% | ||
| Q4 24 | 16.0% | 39.0% | ||
| Q3 24 | 20.1% | 21.4% | ||
| Q2 24 | 26.7% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 6.1% | ||
| Q3 25 | 1.6% | 4.8% | ||
| Q2 25 | 1.8% | 2.8% | ||
| Q1 25 | 2.0% | 3.2% | ||
| Q4 24 | 1.4% | 2.7% | ||
| Q3 24 | 1.6% | 4.5% | ||
| Q2 24 | 2.9% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 2.81× | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | 1.57× | — | ||
| Q2 24 | 4.00× | — |
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% |
MBLY
Segment breakdown not available.
