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CART vs. KR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CART vs. KR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Maplebear Inc. Common Stock (CART) and The Kroger Co. (KR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CART achieves a -11.12% return, which is significantly lower than KR's -0.99% return.


CART

1D
-1.87%
1M
-7.65%
YTD
-11.12%
6M
-6.19%
1Y
-13.16%
3Y*
5Y*
10Y*

KR

1D
-0.54%
1M
-8.88%
YTD
-0.99%
6M
-6.55%
1Y
-6.82%
3Y*
12.52%
5Y*
12.02%
10Y*
7.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CART vs. KR - Yearly Performance Comparison


2026 (YTD)202520242023
CART
Maplebear Inc. Common Stock
-11.12%8.59%76.48%-30.36%
KR
The Kroger Co.
-0.99%4.25%36.91%-0.17%

Correlation

The correlation between CART and KR is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2023

0.16

Fundamentals

EPS

CART:

$1.79

KR:

$1.20

PE Ratio

CART:

22.33

KR:

51.22

PEG Ratio

CART:

0.09

KR:

7.43

PS Ratio

CART:

2.80

KR:

0.27

Total Revenue (TTM)

CART:

$3.86B

KR:

$147.23B

Gross Profit (TTM)

CART:

$2.82B

KR:

$33.42B

EBITDA (TTM)

CART:

$672.00M

KR:

$5.29B

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Return for Risk

CART vs. KR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CART
CART Risk / Return Rank: 2727
Overall Rank
CART Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
CART Sortino Ratio Rank: 2626
Sortino Ratio Rank
CART Omega Ratio Rank: 2626
Omega Ratio Rank
CART Calmar Ratio Rank: 2828
Calmar Ratio Rank
CART Martin Ratio Rank: 2929
Martin Ratio Rank

KR
KR Risk / Return Rank: 2828
Overall Rank
KR Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
KR Sortino Ratio Rank: 2626
Sortino Ratio Rank
KR Omega Ratio Rank: 2626
Omega Ratio Rank
KR Calmar Ratio Rank: 2929
Calmar Ratio Rank
KR Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CART vs. KR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Maplebear Inc. Common Stock (CART) and The Kroger Co. (KR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CARTKRDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

+0.02

Omega ratioGain probability vs. loss probability

0.98

0.98

0.00

Calmar ratioReturn relative to maximum drawdown

-0.36

-0.35

-0.01

Martin ratioReturn relative to average drawdown

-0.65

-0.70

+0.05

CART vs. KR - Sharpe Ratio Comparison

The current CART Sharpe Ratio is -0.31, which is comparable to the KR Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of CART and KR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CARTKRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.31

-0.25

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

0.36

-0.21

Drawdowns

CART vs. KR - Drawdown Comparison

The maximum CART drawdown since its inception was -38.04%, smaller than the maximum KR drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for CART and KR.


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Drawdown Indicators


CARTKRDifference

Max Drawdown

Largest peak-to-trough decline

-38.04%

-66.81%

+28.77%

Max Drawdown (1Y)

Largest decline over 1 year

-36.39%

-19.44%

-16.95%

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

Max Drawdown (5Y)

Largest decline over 5 years

-31.07%

Max Drawdown (10Y)

Largest decline over 10 years

-46.25%

Current Drawdown

Current decline from peak

-24.78%

-18.58%

-6.20%

Average Drawdown

Average peak-to-trough decline

-16.99%

-22.45%

+5.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.31%

9.81%

+10.50%

Volatility

CART vs. KR - Volatility Comparison

Maplebear Inc. Common Stock (CART) has a higher volatility of 16.56% compared to The Kroger Co. (KR) at 8.67%. This indicates that CART's price experiences larger fluctuations and is considered to be riskier than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CARTKRDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.56%

8.67%

+7.89%

Volatility (6M)

Calculated over the trailing 6-month period

31.37%

20.51%

+10.86%

Volatility (1Y)

Calculated over the trailing 1-year period

42.02%

27.39%

+14.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.68%

26.83%

+18.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.68%

28.93%

+16.75%

Dividends

CART vs. KR - Dividend Comparison

CART has not paid dividends to shareholders, while KR's dividend yield for the trailing twelve months is around 2.29%.


PositionTTM20252024202320222021202020192018201720162015
CART
Maplebear Inc. Common Stock
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KR
The Kroger Co.
2.29%2.14%2.00%2.41%2.11%1.72%2.14%2.07%1.93%1.79%1.30%0.94%

Financials

CART vs. KR - Financials Comparison

This section allows you to compare key financial metrics between Maplebear Inc. Common Stock and The Kroger Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B20222023202420252026
1.02B
33.86B
(CART) Total Revenue
(KR) Total Revenue
Values in USD except per share items

CART vs. KR - Profitability Comparison

The chart below illustrates the profitability comparison between Maplebear Inc. Common Stock and The Kroger Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
72.4%
21.0%
Portfolio components
CART - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Maplebear Inc. Common Stock reported a gross profit of 738.00M and revenue of 1.02B. Therefore, the gross margin over that period was 72.4%.

KR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 7.12B and revenue of 33.86B. Therefore, the gross margin over that period was 21.0%.

CART - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Maplebear Inc. Common Stock reported an operating income of 182.00M and revenue of 1.02B, resulting in an operating margin of 17.9%.

KR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of -1.54B and revenue of 33.86B, resulting in an operating margin of -4.6%.

CART - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Maplebear Inc. Common Stock reported a net income of 144.00M and revenue of 1.02B, resulting in a net margin of 14.1%.

KR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of -1.32B and revenue of 33.86B, resulting in a net margin of -3.9%.


Frequently Asked Questions


CART and KR have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CART has higher volatility (16.56%) compared to KR (8.67%). In terms of maximum drawdown, CART dropped -38.04% vs KR's -66.81%.

KR currently has the higher Sharpe Ratio (-0.25 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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