Maplebear vs BBB Foods
Maplebear and BBB Foods are similar in size: $3.74bn and $4.08bn of revenue in their latest fiscal years. BBB Foods grew faster (29.2% against 10.8%). Maplebear kept more of each dollar of sales as profit: a net margin of 11.9% against -3.6%. Maplebear carries less debt relative to equity (0.0% against 54.5%).
| Latest fiscal year | MaplebearCART, 2025 | BBB FoodsTBBB, 2025 |
|---|---|---|
| Revenue | $3.74bn | $4.08bn |
| Revenue growth | 10.8% | 29.2% |
| Net income | $447m | −$148m |
| Operating margin | 13.3% | -0.9% |
| Net margin | 11.9% | -3.6% |
| Return on equity | 15.9% | -70.1% |
| Free cash flow | $910m | $59.1m |
| Cash | $637m | $79.3m |
| Total debt | $0 | $125m |
| Debt to equity | 0.0% | 54.5% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.39bn | — |
| Employees | 3,600 | — |
| Market value | $13.54bn | $7.25bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | — |
| Insider trades, 12 months | 0 buys, 35 sales | 0 buys, 2 sales |