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Side-by-side financial comparison of Maplebear Inc. (CART) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL INC. is the larger business by last-quarter revenue ($1.9B vs $992.0M, roughly 1.9× Maplebear Inc.). Maplebear Inc. runs the higher net margin — 8.2% vs 7.5%, a 0.6% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs 12.3%). Maplebear Inc. produced more free cash flow last quarter ($171.0M vs $41.1M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% 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.
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
CART vs SGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $992.0M | $1.9B |
| Net Profit | $81.0M | $140.8M |
| Gross Margin | 72.3% | 44.0% |
| Operating Margin | 9.9% | 13.2% |
| Net Margin | 8.2% | 7.5% |
| Revenue YoY | 12.3% | 54.7% |
| Net Profit YoY | -45.3% | 95.8% |
| EPS (diluted) | $0.31 | $0.71 |
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 | $1.9B | ||
| Q3 25 | $939.0M | $2.1B | ||
| Q2 25 | $914.0M | $1.9B | ||
| Q1 25 | $897.0M | $1.6B | ||
| Q4 24 | $883.0M | $1.2B | ||
| Q3 24 | $852.0M | $1.3B | ||
| Q2 24 | $823.0M | $1.2B | ||
| Q1 24 | $820.0M | $1.2B |
| Q4 25 | $81.0M | $140.8M | ||
| Q3 25 | $144.0M | $177.4M | ||
| Q2 25 | $116.0M | $99.0M | ||
| Q1 25 | $106.0M | $-33.1M | ||
| Q4 24 | $148.0M | $71.9M | ||
| Q3 24 | $118.0M | $130.0M | ||
| Q2 24 | $61.0M | $106.1M | ||
| Q1 24 | $130.0M | $76.3M |
| Q4 25 | 72.3% | 44.0% | ||
| Q3 25 | 73.7% | 44.9% | ||
| Q2 25 | 74.2% | 44.0% | ||
| Q1 25 | 74.8% | 36.2% | ||
| Q4 24 | 75.2% | 43.3% | ||
| Q3 24 | 75.2% | 45.4% | ||
| Q2 24 | 75.7% | 44.9% | ||
| Q1 24 | 74.9% | 43.1% |
| Q4 25 | 9.9% | 13.2% | ||
| Q3 25 | 17.7% | 14.8% | ||
| Q2 25 | 13.6% | 9.6% | ||
| Q1 25 | 12.3% | 0.8% | ||
| Q4 24 | 17.6% | 10.6% | ||
| Q3 24 | 16.2% | 15.5% | ||
| Q2 24 | 6.3% | 14.0% | ||
| Q1 24 | 17.6% | 11.1% |
| Q4 25 | 8.2% | 7.5% | ||
| Q3 25 | 15.3% | 8.4% | ||
| Q2 25 | 12.7% | 5.3% | ||
| Q1 25 | 11.8% | -2.1% | ||
| Q4 24 | 16.8% | 6.0% | ||
| Q3 24 | 13.8% | 10.0% | ||
| Q2 24 | 7.4% | 8.6% | ||
| Q1 24 | 15.9% | 6.4% |
| Q4 25 | $0.31 | $0.71 | ||
| Q3 25 | $0.51 | $0.83 | ||
| Q2 25 | $0.41 | $0.47 | ||
| Q1 25 | $0.37 | $-0.17 | ||
| Q4 24 | $0.53 | $0.40 | ||
| Q3 24 | $0.42 | $0.73 | ||
| Q2 24 | $0.20 | $0.60 | ||
| Q1 24 | $0.43 | $0.43 |
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 | — | $4.6B |
| Stockholders' EquityBook value | $2.5B | $3.1B |
| Total Assets | $3.7B | $11.6B |
| Debt / EquityLower = less leverage | — | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $687.0M | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $2.5B | $3.1B | ||
| Q3 25 | $3.5B | $3.0B | ||
| Q2 25 | $3.3B | $2.8B | ||
| Q1 25 | $3.2B | $2.7B | ||
| Q4 24 | $3.1B | $559.0M | ||
| Q3 24 | $2.9B | $564.5M | ||
| Q2 24 | $3.0B | $411.8M | ||
| Q1 24 | $3.1B | $326.6M |
| Q4 25 | $3.7B | $11.6B | ||
| Q3 25 | $4.5B | $11.4B | ||
| Q2 25 | $4.4B | $11.4B | ||
| Q1 25 | $4.3B | $11.3B | ||
| Q4 24 | $4.1B | $6.0B | ||
| Q3 24 | $3.9B | $4.6B | ||
| Q2 24 | $4.0B | $4.6B | ||
| Q1 24 | $4.1B | $4.6B |
| Q4 25 | — | 1.47× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.79× | ||
| Q4 24 | — | 6.69× | ||
| Q3 24 | — | 3.95× | ||
| Q2 24 | — | 5.92× | ||
| Q1 24 | — | 7.74× |
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 | $99.4M |
| Free Cash FlowOCF − Capex | $171.0M | $41.1M |
| FCF MarginFCF / Revenue | 17.2% | 2.2% |
| Capex IntensityCapex / Revenue | 1.2% | 3.1% |
| Cash ConversionOCF / Net Profit | 2.26× | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | $910.0M | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.0M | $99.4M | ||
| Q3 25 | $287.0M | $408.2M | ||
| Q2 25 | $203.0M | $186.1M | ||
| Q1 25 | $298.0M | $106.4M | ||
| Q4 24 | $153.0M | $129.1M | ||
| Q3 24 | $185.0M | $256.6M | ||
| Q2 24 | $244.0M | $150.6M | ||
| Q1 24 | $105.0M | $130.2M |
| Q4 25 | $171.0M | $41.1M | ||
| Q3 25 | $272.0M | $360.3M | ||
| Q2 25 | $187.0M | $149.4M | ||
| Q1 25 | $280.0M | $82.4M | ||
| Q4 24 | $141.0M | $108.2M | ||
| Q3 24 | $171.0M | $240.2M | ||
| Q2 24 | $220.0M | $122.1M | ||
| Q1 24 | $91.0M | $98.7M |
| Q4 25 | 17.2% | 2.2% | ||
| Q3 25 | 29.0% | 17.0% | ||
| Q2 25 | 20.5% | 7.9% | ||
| Q1 25 | 31.2% | 5.1% | ||
| Q4 24 | 16.0% | 9.0% | ||
| Q3 24 | 20.1% | 18.5% | ||
| Q2 24 | 26.7% | 9.9% | ||
| Q1 24 | 11.1% | 8.3% |
| Q4 25 | 1.2% | 3.1% | ||
| Q3 25 | 1.6% | 2.3% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 2.0% | 1.5% | ||
| Q4 24 | 1.4% | 1.7% | ||
| Q3 24 | 1.6% | 1.3% | ||
| Q2 24 | 2.9% | 2.3% | ||
| Q1 24 | 1.7% | 2.6% |
| Q4 25 | 2.26× | 0.71× | ||
| Q3 25 | 1.99× | 2.30× | ||
| Q2 25 | 1.75× | 1.88× | ||
| Q1 25 | 2.81× | — | ||
| Q4 24 | 1.03× | 1.80× | ||
| Q3 24 | 1.57× | 1.97× | ||
| Q2 24 | 4.00× | 1.42× | ||
| Q1 24 | 0.81× | 1.71× |
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% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
