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

Performance

CART vs. NRDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Maplebear Inc. Common Stock (CART) and NerdWallet, Inc. (NRDS). 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 7.58% return, which is significantly higher than NRDS's -30.11% return.


CART

1D
0.23%
1M
15.49%
6M
17.54%
YTD
7.58%
1Y
0.83%
3Y*
5Y*
10Y*

NRDS

1D
-1.56%
1M
13.01%
6M
-31.87%
YTD
-30.11%
1Y
-10.58%
3Y*
-0.42%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CART vs. NRDS - Yearly Performance Comparison


2026 (YTD)202520242023
CART
Maplebear Inc. Common Stock
7.58%8.59%76.48%-44.12%
NRDS
NerdWallet, Inc.
-30.11%1.88%-9.65%63.74%

Correlation

The correlation between CART and NRDS is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.09

Correlation (All Time)
Calculated using the full available price history since Sep 19, 2023

0.21

The correlation between CART and NRDS shifts across timeframes, from 0.09 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CART:

$11.37B

NRDS:

$689.44M

EPS

CART:

$1.81

NRDS:

$0.94

PE Ratio

CART:

26.67

NRDS:

10.10

PEG Ratio

CART:

0.11

NRDS:

0.08

PS Ratio

CART:

3.35

NRDS:

0.82

PB Ratio

CART:

5.59

NRDS:

1.96

Total Revenue (TTM)

CART:

$3.86B

NRDS:

$849.60M

Gross Profit (TTM)

CART:

$2.82B

NRDS:

$790.50M

EBITDA (TTM)

CART:

$672.00M

NRDS:

$128.50M

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Return for Risk

CART vs. NRDS — Risk / Return Rank

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

CART
CART Risk / Return Rank: 4343
Overall Rank
CART Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
CART Sortino Ratio Rank: 4141
Sortino Ratio Rank
CART Omega Ratio Rank: 4141
Omega Ratio Rank
CART Calmar Ratio Rank: 4545
Calmar Ratio Rank
CART Martin Ratio Rank: 4545
Martin Ratio Rank

NRDS
NRDS Risk / Return Rank: 3232
Overall Rank
NRDS Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
NRDS Sortino Ratio Rank: 3131
Sortino Ratio Rank
NRDS Omega Ratio Rank: 3030
Omega Ratio Rank
NRDS Calmar Ratio Rank: 3535
Calmar Ratio Rank
NRDS Martin Ratio Rank: 3434
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. NRDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Maplebear Inc. Common Stock (CART) and NerdWallet, Inc. (NRDS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CARTNRDSDifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.44

Omega ratioGain probability vs. loss probability

1.04

0.98

+0.06

Calmar ratioReturn relative to maximum drawdown

-0.00

-0.31

+0.31

Martin ratioReturn relative to average drawdown

-0.00

-0.60

+0.60

CART vs. NRDS - Sharpe Ratio Comparison

The current CART Sharpe Ratio is -0.00, which is higher than the NRDS Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of CART and NRDS, 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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Drawdowns

CART vs. NRDS - Drawdown Comparison

The maximum CART drawdown since its inception was -46.60%, smaller than the maximum NRDS drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for CART and NRDS.


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Drawdown Indicators


CARTNRDSDifference

Max Drawdown

Largest peak-to-trough decline

-46.60%

-77.00%

+30.40%

Max Drawdown (1Y)

Largest decline over 1 year

-36.39%

-52.42%

+16.03%

Max Drawdown (3Y)

Largest decline over 3 years

-55.36%

Current Drawdown

Current decline from peak

-8.96%

-66.54%

+57.58%

Average Drawdown

Average peak-to-trough decline

-20.78%

-57.35%

+36.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.77%

26.96%

-6.19%

Volatility

CART vs. NRDS - Volatility Comparison

Maplebear Inc. Common Stock (CART) has a higher volatility of 11.49% compared to NerdWallet, Inc. (NRDS) at 9.29%. This indicates that CART's price experiences larger fluctuations and is considered to be riskier than NRDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CARTNRDSDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.49%

9.29%

+2.20%

Volatility (6M)

Calculated over the trailing 6-month period

32.16%

35.33%

-3.17%

Volatility (1Y)

Calculated over the trailing 1-year period

42.93%

48.94%

-6.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.97%

68.20%

-21.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.97%

68.20%

-21.23%

Dividends

CART vs. NRDS - Dividend Comparison

Neither CART nor NRDS has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

CART vs. NRDS - Financials Comparison

This section allows you to compare key financial metrics between Maplebear Inc. Common Stock and NerdWallet, Inc.. 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


0.00200.00M400.00M600.00M800.00M1.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.02B
222.20M
(CART) Total Revenue
(NRDS) Total Revenue
Values in USD except per share items

CART vs. NRDS - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
72.4%
93.9%
Portfolio components
CART - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.

NRDS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, NerdWallet, Inc. reported a gross profit of 208.60M and revenue of 222.20M. Therefore, the gross margin over that period was 93.9%.

CART - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.

NRDS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, NerdWallet, Inc. reported an operating income of 27.20M and revenue of 222.20M, resulting in an operating margin of 12.2%.

CART - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.

NRDS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, NerdWallet, Inc. reported a net income of 20.40M and revenue of 222.20M, resulting in a net margin of 9.2%.


Frequently Asked Questions


CART and NRDS have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CART has higher volatility (11.49%) compared to NRDS (9.29%). In terms of maximum drawdown, CART dropped -46.60% vs NRDS's -77.00%.

CART currently has the higher Sharpe Ratio (-0.00 vs -0.33), 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.

Portfolio Optimizer

Find the right allocation for CART and NRDS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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