Added to YB: 2026-03-06
Pitch date: 2026-03-04
CART [bullish]
Maplebear Inc.
+12.66%
current return
Author Info
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Company Info
Maplebear Inc., doing business as Instacart, operates as a technology and enablement partner for the grocery industry in the United States and internationally.
Market Cap
$9.3B
Pitch Price
$36.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.19
P/E
24.25
EV/Sales
2.35
Sector
Consumer Staples Distribution and Retail
Category
growth
Walden 3 Research | February Portfolio New Position: Maplebear Inc.
CART (new position): Q4 rev +12%, $303M adj EBITDA. Former CEO Fidji Simo now OpenAI's first Applications CEO (reports to Altman) while remaining CART Chair—unique AI proximity angle. Bought on governance edge & financial data infrastructure moat misunderstood vs commoditized SaaS peers.
Read full article (1 min)