LIVE
UBER
Uber Technologies, Inc. · Technology - Mobility & Delivery
$71.64
-3.31% this month
VERSUS
⟷
COMPARE
CART
Maplebear Inc. (Instacart) · Technology - Grocery Delivery
$44.55
+8.71% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
UBER
2
CART
2
Comparison scoreboard
MIXED SETUPAI Score
UBER ✓35.1
CART 27.3
1Y Return
UBER -14.14%
CART ✓+3.27%
Fwd P/E
UBER 16.21
CART ✓9.40
Target Up.
UBER ✓+45.84%
CART +12.23%
Op. Margin
UBER N/A
CART N/A
Metrics last refreshed: 6/20/2026
Quick take
UBER vs CART Stock Comparison: AI Score, Valuation, Performance and Upside
UBER is a global, diversified on-demand marketplace spanning ride-hailing and food/grocery delivery that has reached sustained profitability, while CART is a more focused grocery delivery and retail media platform with a growing high-margin advertising business but facing structural headwinds from grocery chains building their own delivery capabilities.
UBER vs CART compares a global, diversified on-demand delivery and mobility platform against a specialized grocery delivery and retail media company, both competing for a share of the same delivery customer wallet.
Live analysis · updated 6/20/2026
UBER and CART are closely matched — they split the tracked metrics evenly. CART leads on both 1-year return (+3.27%) and forward P/E (9.40x vs 16.21x for UBER), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for UBER (+45.84%) than for CART (+12.23%).
Normalized 1Y performance
UBER
CART
Recent returns
UBER
CART
Analyst price targets & sentiment
UBER · 51 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.5/5.0)
Price target range
analyst low$70.00
analyst high$150.00
analyst mean$104.48
current price$71.64
+45.8% upside to analyst mean
CART · 27 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
Price target range
analyst low$37.00
analyst high$69.00
analyst mean$50.00
current price$44.55
+12.2% upside to analyst mean
Who should consider this stock?
UBER may suit investors who:
- →Want exposure to a global, diversified on-demand mobility and delivery platform
- →Value Uber's demonstrated path to sustained profitability and free cash flow
- →Believe Uber's scale advantages will compound as autonomous vehicles eventually reduce driver costs
CART may suit investors who:
- →Want focused exposure to grocery delivery and retail media advertising
- →Believe Instacart's advertising business will grow into a durable, high-margin revenue stream
- →See value in Instacart's retailer partnerships and grocery-specific depth
Performance & AI score
| Metric | UBER | CART |
|---|---|---|
| AI score | 35.1 | 27.3 |
| AI rank | #1634 | #2493 |
| Latest close | $71.64 | $44.55 |
| 1M return | -3.31% | +8.71% |
| 6M return | -9.48% | -2.41% |
| 1Y return | -14.14% | +3.27% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | UBER | CART |
|---|---|---|
| 1Y ago | $8.59K (-14.1%) started 2025-06-18 | $10.33K (+3.3%) started 2025-06-18 |
| 5Y ago | $14.41K (+44.1%) started 2021-06-18 | $13.22K (+32.2%) started 2023-09-19 |
| 10Y ago | $17.23K (+72.3%) started 2019-05-10 | $13.22K (+32.2%) started 2023-09-19 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | UBER | CART |
|---|---|---|
| Market cap | $145.83B | $10.47B |
| Trailing P/E | 17.78 | 24.75 |
| Forward P/E | 16.21 | 9.40 |
| Price/Sales | 2.72 | 2.71 |
| EV/Revenue | 2.92 | 2.57 |
| Analyst target | $104.48 | $50.00 |
| Target upside | +45.84% | +12.23% |
Growth, profitability & risk
| Metric | UBER | CART |
|---|---|---|
| Revenue growth | 14.50% | 13.60% |
| Earnings growth | -84.60% | 53.50% |
| EPS growth | -84.60% | +53.50% |
| FCF margin | +12.18% | +16.15% |
| Operating margin | N/A | N/A |
| Profit margin | 15.91% | 12.55% |
| ROIC proxy | 35.31% | 16.28% |
| Return on equity | 35.31% | 16.28% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.12 | 0.88 |
| Debt/equity | 48.11 | 1.31 |
| Current ratio | 1.07 | 2.36 |
| Quick ratio | 0.83 | 2.02 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
UBER max drawdown31.46%
CART max drawdown36.39%
UBER max wkly drop11.57%
CART max wkly drop14.24%
5Y risk snapshot
UBER max drawdown60.45%
CART max drawdown38.04%
UBER max wkly drop24.15%
CART max wkly drop22.48%
10Y risk snapshot
UBER max drawdown68.05%
CART max drawdown38.04%
UBER max wkly drop43.52%
CART max wkly drop22.48%
Performance metrics by period
| Period | Metric | UBER | CART |
|---|---|---|---|
| 1Y | Growth | -14.14% | +3.27% |
| CAGR | -14.15% | +3.27% | |
| Sharpe ratio | -0.43 | 0.19 | |
| Max drawdown | 31.46% | 36.39% | |
| Max daily drop | 6.89% | 11.51% | |
| Max wkly drop | 11.57% | 14.24% | |
| 5Y | Growth | +44.14% | +32.20% |
| CAGR | +7.59% | +10.70% | |
| Sharpe ratio | 0.29 | 0.35 | |
| Max drawdown | 60.45% | 38.04% | |
| Max daily drop | 11.58% | 12.26% | |
| Max wkly drop | 24.15% | 22.48% | |
| 10Y | Growth | +72.34% | +32.20% |
| CAGR | +7.96% | +10.70% | |
| Sharpe ratio | 0.31 | 0.35 | |
| Max drawdown | 68.05% | 38.04% | |
| Max daily drop | 21.63% | 12.26% | |
| Max wkly drop | 43.52% | 22.48% |
Business comparison
| Category | UBER | CART |
|---|---|---|
| Company | Uber Technologies, Inc. | Maplebear Inc. (Instacart) |
| Sector | Technology - Mobility & Delivery | Technology - Grocery Delivery |
| Industry | N/A | N/A |
| Core business | Uber operates a global two-sided marketplace connecting riders with drivers for ride-hailing and connecting consumers with restaurants, grocery stores, and retailers for on-demand delivery through Uber Eats, across 70+ countries. | Instacart operates a grocery delivery and pickup platform connecting consumers with personal shoppers at local grocery stores, along with a fast-growing advertising business where grocery brands pay for placement within the Instacart marketplace. |
| Investor focus | Investors track Uber's gross bookings growth across both mobility and delivery segments, take rate trends, adjusted EBITDA and free cash flow improvement, and autonomous vehicle strategy. | Investors track Instacart's advertising revenue growth (the higher-margin business), grocery delivery order volumes and take rates, and how the platform defends its position as grocery chains build their own delivery capabilities. |
UBER strengths
- →Global scale across ride-hailing and food/grocery delivery creates powerful network density
- →Two-sided marketplace with complementary mobility and delivery segments shares driver supply
- →Reached sustained profitability and strong free cash flow generation, validating the business model
CART strengths
- →Leading grocery delivery platform with broad retailer partnerships across thousands of U.S. grocery stores
- →Fast-growing, high-margin advertising business adds a durable revenue stream beyond delivery fees
- →Grocery-specific focus provides depth in category compared to broader delivery platforms
Risks to watch — UBER
- →Driver classification and labor regulation remains a persistent legal and cost risk in key markets
- →Autonomous vehicle competition (Waymo, Tesla) could disrupt the ride-hailing driver marketplace long-term
- →Grocery delivery faces intense competition from Instacart, DoorDash, and retailers' own delivery networks
Risks to watch — CART
- →Grocery retail partners increasingly building their own first-party delivery capabilities reduces reliance on Instacart
- →Grocery delivery unit economics remain challenging compared to restaurant food delivery
- →Faces competition from broader delivery platforms (Uber Eats, DoorDash) adding grocery delivery options
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