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Side-by-side financial comparison of Maplebear Inc. (CART) and Reynolds Consumer Products Inc. (REYN). Click either name above to swap in a different company.
Reynolds Consumer Products Inc. is the larger business by last-quarter revenue ($1.0B vs $992.0M, roughly 1.0× Maplebear Inc.). Reynolds Consumer Products Inc. runs the higher net margin — 11.4% vs 8.2%, a 3.2% gap on every dollar of revenue. On growth, Maplebear Inc. posted the faster year-over-year revenue change (12.3% vs 1.2%). Reynolds Consumer Products Inc. produced more free cash flow last quarter ($200.0M vs $171.0M). Over the past eight quarters, Reynolds Consumer Products Inc.'s revenue compounded faster (11.4% 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.
The Rival Company is an American manufacturer of small appliances that produces products under the Bionaire, Crock-Pot, Fasco, Patton, Pollenex, Rival, Simer, and White Mountain brands. It became a wholly owned subsidiary of Holmes Products Corp. in 1999, and later became a brand of Sunbeam Products, a subsidiary of Jarden Corporation, which purchased Holmes in 2005. Jarden, in turn, merged with Newell Rubbermaid in 2016. It is now part of the Newell Brands company.
CART vs REYN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $992.0M | $1.0B |
| Net Profit | $81.0M | $118.0M |
| Gross Margin | 72.3% | 25.7% |
| Operating Margin | 9.9% | 14.8% |
| Net Margin | 8.2% | 11.4% |
| Revenue YoY | 12.3% | 1.2% |
| Net Profit YoY | -45.3% | -1.7% |
| EPS (diluted) | $0.31 | $0.55 |
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 | $1.0B | ||
| Q3 25 | $939.0M | $931.0M | ||
| Q2 25 | $914.0M | $938.0M | ||
| Q1 25 | $897.0M | $818.0M | ||
| Q4 24 | $883.0M | $1.0B | ||
| Q3 24 | $852.0M | $910.0M | ||
| Q2 24 | $823.0M | $930.0M | ||
| Q1 24 | $820.0M | $833.0M |
| Q4 25 | $81.0M | $118.0M | ||
| Q3 25 | $144.0M | $79.0M | ||
| Q2 25 | $116.0M | $73.0M | ||
| Q1 25 | $106.0M | $31.0M | ||
| Q4 24 | $148.0M | $120.0M | ||
| Q3 24 | $118.0M | $86.0M | ||
| Q2 24 | $61.0M | $97.0M | ||
| Q1 24 | $130.0M | $49.0M |
| Q4 25 | 72.3% | 25.7% | ||
| Q3 25 | 73.7% | 25.0% | ||
| Q2 25 | 74.2% | 24.1% | ||
| Q1 25 | 74.8% | 23.1% | ||
| Q4 24 | 75.2% | 27.6% | ||
| Q3 24 | 75.2% | 26.3% | ||
| Q2 24 | 75.7% | 27.5% | ||
| Q1 24 | 74.9% | 24.1% |
| Q4 25 | 9.9% | 14.8% | ||
| Q3 25 | 17.7% | 11.0% | ||
| Q2 25 | 13.6% | 10.2% | ||
| Q1 25 | 12.3% | 5.1% | ||
| Q4 24 | 17.6% | 15.5% | ||
| Q3 24 | 16.2% | 12.4% | ||
| Q2 24 | 6.3% | 12.4% | ||
| Q1 24 | 17.6% | 7.8% |
| Q4 25 | 8.2% | 11.4% | ||
| Q3 25 | 15.3% | 8.5% | ||
| Q2 25 | 12.7% | 7.8% | ||
| Q1 25 | 11.8% | 3.8% | ||
| Q4 24 | 16.8% | 11.7% | ||
| Q3 24 | 13.8% | 9.5% | ||
| Q2 24 | 7.4% | 10.4% | ||
| Q1 24 | 15.9% | 5.9% |
| Q4 25 | $0.31 | $0.55 | ||
| Q3 25 | $0.51 | $0.38 | ||
| Q2 25 | $0.41 | $0.35 | ||
| Q1 25 | $0.37 | $0.15 | ||
| Q4 24 | $0.53 | $0.57 | ||
| Q3 24 | $0.42 | $0.41 | ||
| Q2 24 | $0.20 | $0.46 | ||
| Q1 24 | $0.43 | $0.23 |
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 | $147.0M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $2.5B | $2.3B |
| Total Assets | $3.7B | $4.9B |
| Debt / EquityLower = less leverage | — | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $687.0M | $147.0M | ||
| Q3 25 | $1.7B | $53.0M | ||
| Q2 25 | $1.6B | $57.0M | ||
| Q1 25 | $1.6B | $58.0M | ||
| Q4 24 | $1.4B | $137.0M | ||
| Q3 24 | $1.3B | $96.0M | ||
| Q2 24 | $1.4B | $101.0M | ||
| Q1 24 | $1.5B | $135.0M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
| Q4 25 | $2.5B | $2.3B | ||
| Q3 25 | $3.5B | $2.2B | ||
| Q2 25 | $3.3B | $2.1B | ||
| Q1 25 | $3.2B | $2.1B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $2.9B | $2.1B | ||
| Q2 24 | $3.0B | $2.0B | ||
| Q1 24 | $3.1B | $2.0B |
| Q4 25 | $3.7B | $4.9B | ||
| Q3 25 | $4.5B | $4.9B | ||
| Q2 25 | $4.4B | $4.9B | ||
| Q1 25 | $4.3B | $4.8B | ||
| Q4 24 | $4.1B | $4.9B | ||
| Q3 24 | $3.9B | $4.8B | ||
| Q2 24 | $4.0B | $4.9B | ||
| Q1 24 | $4.1B | $4.9B |
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.87× | ||
| Q1 24 | — | 0.92× |
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 | $237.0M |
| Free Cash FlowOCF − Capex | $171.0M | $200.0M |
| FCF MarginFCF / Revenue | 17.2% | 19.3% |
| Capex IntensityCapex / Revenue | 1.2% | 3.6% |
| Cash ConversionOCF / Net Profit | 2.26× | 2.01× |
| TTM Free Cash FlowTrailing 4 quarters | $910.0M | $316.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.0M | $237.0M | ||
| Q3 25 | $287.0M | $93.0M | ||
| Q2 25 | $203.0M | $91.0M | ||
| Q1 25 | $298.0M | $56.0M | ||
| Q4 24 | $153.0M | $182.0M | ||
| Q3 24 | $185.0M | $124.0M | ||
| Q2 24 | $244.0M | $84.0M | ||
| Q1 24 | $105.0M | $99.0M |
| Q4 25 | $171.0M | $200.0M | ||
| Q3 25 | $272.0M | $48.0M | ||
| Q2 25 | $187.0M | $51.0M | ||
| Q1 25 | $280.0M | $17.0M | ||
| Q4 24 | $141.0M | $141.0M | ||
| Q3 24 | $171.0M | $93.0M | ||
| Q2 24 | $220.0M | $65.0M | ||
| Q1 24 | $91.0M | $70.0M |
| Q4 25 | 17.2% | 19.3% | ||
| Q3 25 | 29.0% | 5.2% | ||
| Q2 25 | 20.5% | 5.4% | ||
| Q1 25 | 31.2% | 2.1% | ||
| Q4 24 | 16.0% | 13.8% | ||
| Q3 24 | 20.1% | 10.2% | ||
| Q2 24 | 26.7% | 7.0% | ||
| Q1 24 | 11.1% | 8.4% |
| Q4 25 | 1.2% | 3.6% | ||
| Q3 25 | 1.6% | 4.8% | ||
| Q2 25 | 1.8% | 4.3% | ||
| Q1 25 | 2.0% | 4.8% | ||
| Q4 24 | 1.4% | 4.0% | ||
| Q3 24 | 1.6% | 3.4% | ||
| Q2 24 | 2.9% | 2.0% | ||
| Q1 24 | 1.7% | 3.5% |
| Q4 25 | 2.26× | 2.01× | ||
| Q3 25 | 1.99× | 1.18× | ||
| Q2 25 | 1.75× | 1.25× | ||
| Q1 25 | 2.81× | 1.81× | ||
| Q4 24 | 1.03× | 1.52× | ||
| Q3 24 | 1.57× | 1.44× | ||
| Q2 24 | 4.00× | 0.87× | ||
| Q1 24 | 0.81× | 2.02× |
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% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |
