CHLSY vs. CART

Last updated Jun 4, 2026

CHLSY (Chocoladefabriken Lindt & Sprüngli AG) and CART (Maplebear Inc. Common Stock) are both stocks. CHLSY operates in Confectioners (Consumer Defensive), while CART operates in Internet Retail (Consumer Cyclical). Over the past year, CHLSY returned -27.13% vs -13.16% for CART. At a 0.02 correlation, their price movements are largely independent.

Performance

CHLSY vs. CART - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and Maplebear Inc. Common Stock (CART). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHLSY achieves a -17.97% return, which is significantly lower than CART's -11.12% return.

CHLSY

• 1D: -0.34%
• 1M: -2.03%
• YTD: -17.97%
• 6M: -18.25%
• 1Y: -27.13%
• 3Y*: -0.49%
• 5Y*: —
• 10Y*: —

CART

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

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHLSY vs. CART - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
CHLSY Chocoladefabriken Lindt & Sprüngli AG	-17.97%	27.88%	-7.36%	6.78%
CART Maplebear Inc. Common Stock	-11.12%	8.59%	76.48%	-30.36%

Correlation

The correlation between CHLSY and CART is 0.02, 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	0.02
Correlation (All Time) Calculated using the full available price history since Sep 20, 2023	0.02

Fundamentals

Market Cap CHLSY : $26.70B CART : $10.14B
EPS CHLSY : $1.10 CART : $1.79
PE Ratio CHLSY : 10.54 CART : 22.33
PEG Ratio CHLSY : 0.95 CART : 0.09
PS Ratio CHLSY : 1.29 CART : 2.80
PB Ratio CHLSY : 5.38 CART : 4.61
Total Revenue (TTM) CHLSY : $11.37B CART : $3.86B
Gross Profit (TTM) CHLSY : $6.54B CART : $2.82B
EBITDA (TTM) CHLSY : $2.46B CART : $672.00M

Return for Risk

CHLSY vs. CART — Risk / Return Rank

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

CHLSY

CHLSY Risk / Return Rank: 12
CHLSY Sharpe Ratio Rank: 14
CHLSY Sortino Ratio Rank: 16
CHLSY Omega Ratio Rank: 17
CHLSY Calmar Ratio Rank: 9
CHLSY Martin Ratio Rank: 3

CART

CART Risk / Return Rank: 27
CART Sharpe Ratio Rank: 27
CART Sortino Ratio Rank: 26
CART Omega Ratio Rank: 26
CART Calmar Ratio Rank: 28
CART Martin Ratio Rank: 29

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.

CHLSY vs. CART - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and Maplebear Inc. Common Stock (CART). 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.

	CHLSY	CART	Difference
Sharpe ratio Return per unit of total volatility	-0.64	-0.31	-0.33
Sortino ratio Return per unit of downside risk	-0.71	-0.17	-0.54
Omega ratio Gain probability vs. loss probability	0.92	0.98	-0.06
Calmar ratio Return relative to maximum drawdown	-0.84	-0.36	-0.47
Martin ratio Return relative to average drawdown	-1.67	-0.65	-1.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CHLSY vs. CART - Sharpe Ratio Comparison

The current CHLSY Sharpe Ratio is -0.64, which is lower than the CART Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of CHLSY and CART, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CHLSY	CART	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.64	-0.31	-0.33
Sharpe Ratio (All Time) Calculated using the full available price history	-0.70	0.14	-0.84

Drawdowns

CHLSY vs. CART - Drawdown Comparison

The maximum CHLSY drawdown since its inception was -89.62%, which is greater than CART's maximum drawdown of -38.04%. Use the drawdown chart below to compare losses from any high point for CHLSY and CART.

Drawdown Indicators

	CHLSY	CART	Difference
Max Drawdown Largest peak-to-trough decline	-89.62%	-38.04%	-51.58%
Max Drawdown (1Y) Largest decline over 1 year	-32.49%	-36.39%	+3.90%
Max Drawdown (3Y) Largest decline over 3 years	-32.49%	—	—
Current Drawdown Current decline from peak	-87.66%	-24.78%	-62.88%
Average Drawdown Average peak-to-trough decline	-77.87%	-16.99%	-60.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.28%	20.31%	-4.03%

Volatility

CHLSY vs. CART - Volatility Comparison

The current volatility for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) is 11.88%, while Maplebear Inc. Common Stock (CART) has a volatility of 16.56%. This indicates that CHLSY experiences smaller price fluctuations and is considered to be less risky than CART based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHLSY	CART	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.88%	16.56%	-4.68%
Volatility (6M) Calculated over the trailing 6-month period	34.11%	31.37%	+2.74%
Volatility (1Y) Calculated over the trailing 1-year period	42.45%	42.02%	+0.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	63.16%	45.68%	+17.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.16%	45.68%	+17.48%

Dividends

CHLSY vs. CART - Dividend Comparison

CHLSY's dividend yield for the trailing twelve months is around 1.98%, while CART has not paid dividends to shareholders.

Position	TTM	2025	2024	2023
CART Maplebear Inc. Common Stock	0.00%	0.00%	0.00%	0.00%
CHLSY Chocoladefabriken Lindt & Sprüngli AG	1.98%	1.17%	1.39%	1.11%

Financials

CHLSY vs. CART - Profitability Comparison

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

CHLSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chocoladefabriken Lindt & Sprüngli AG reported a gross profit of 1.39B and revenue of 3.53B. Therefore, the gross margin over that period was 39.4%.

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%.

CHLSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chocoladefabriken Lindt & Sprüngli AG reported an operating income of 705.92M and revenue of 3.53B, resulting in an operating margin of 20.0%.

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%.

CHLSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chocoladefabriken Lindt & Sprüngli AG reported a net income of 533.85M and revenue of 3.53B, resulting in a net margin of 15.1%.

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%.

Frequently Asked Questions

Can I hold both CHLSY and CART in my portfolio?

CHLSY and CART have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CHLSY or CART?

CART has higher volatility (16.56%) compared to CHLSY (11.88%). In terms of maximum drawdown, CHLSY dropped -89.62% vs CART's -38.04%.

Which has better risk-adjusted returns?

CART currently has the higher Sharpe Ratio (-0.31 vs -0.64), 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.