Análisis Argos
CART
CARTOportunidad
Maplebear Inc. · Technology
US$ 45.78
precio al 2026-07-04
Valor justo Argos*
US$ 67–74
vs. su valor justo
38% por debajo
Score Argos
86/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 4.3% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (21%).
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO4/6PASADO5/6SALUD4/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO4/6PASADO5/6SALUD4/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos86de 100Oportunidad
Ingresos11%
US$ 3.7 B
Margen operativo8%
13.3%
Flujo de caja libre47%
US$ 0.9 B
Deuda neta
US$ -0.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 10.8B
P/E24.1x
EV/EBITDA17x
FCF yield8.5%
ROIC20.9%
Margen operativo13.3%
Crecim. ingresos+10.8%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

etftrends.com · 2 jul
Amplify Online Retail ETF Rides a Summer Surge in Performance
The Amplify Online Retail ETF (IBUY) has rallied over the past month, signaling a robust appetite for online consumer discretionary spending despite persistent macroeconomic headwinds. Outsized gains in specialized healthcare retail and online travel names have driven performance for IBUY's underlying index.
prnewswire.com · 22 jun
Instacart Introduces New Shoppable Vertical Video Feed for Advertisers
New "Immersive Feed" Experience Gives Consumers a More Engaging Way to Discover and Shop Meals and Recipes Hellmann's, Kettle & Fire, Rachael Ray® Nutrish™, and Siete Foods Among First Brand Partners Piloting New Ad Surface to Drive Even More Inspiration and Conversion on Instacart SAN FRANCISCO and CANNES, France, June 22, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today introduced "Immersive Feed," a new short-form, vertical video feed that showcases meals and recipes, currently in pilot as part of Instacart's suite of inspiration ads. Customers can now browse the video feed directly within their favorite retail storefronts on Instacart and seamlessly add items to their cart.
gurufocus.com · 16 jun
Instacart Leads on Price Cuts as Grocery Delivery Competition Heats Up
Wells Fargo (WFC) released findings from its Q2 grocery delivery pricing survey, showing Instacart (CART) has made the deepest price cuts among third-party prov
seekingalpha.com · 15 jun
Instacart: Expanding Adjusted EBITDA As Take Rates Rise
Instacart stands out as a differentiated small/mid-cap growth opportunity in a top-heavy market. CART has underperformed the S&P 500, losing ~5% YTD, but continues to deliver consistent top-line and profit growth. I maintain a "Buy" rating on CART, emphasizing its strong fundamentals and uncorrelated success drivers.
pymnts.com · 8 jun
Cash App Expands Payment Options With Instacart and Other Merchants
Cash App says several new retailers now offer its payment products at checkout. The new integrations with Afterpay and Cash App Pay are designed to give shoppers greater flexibility, the Block-owned company announced in a news release Monday (June 8).
businesswire.com · 8 jun
Monday Swimwear and Instacart Among Latest Brands to Add Afterpay and Cash App Pay to Checkout This Summer
DISTRIBUTED-WORK-MODEL/OAKLAND, Calif.--(BUSINESS WIRE)--Cash App today announced new retailers have added its commerce payment products — Afterpay and Cash App Pay — to their checkout experience, giving customers more places to shop and pay with the flexibility they want this summer. New with Afterpay: Dog Friendly Co, GlassesUSA, Herff Jones, Jaxxon, k2o by Kylie Jenner, Kat The Label, Minky Couture, Monday Swimwear, Nanit, Rally House, REDVANLY, Shokz, and WeWoreWhat New with Cash App Pay: F.
seekingalpha.com · 4 jun
Maplebear Inc. (CART) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript
Maplebear Inc. (CART) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript
businesswire.com · 4 jun
Vida Health and Instacart Health Launch Partnership to Expand Access to Nutritious Food and Support Healthier Habits
SAN FRANCISCO--(BUSINESS WIRE)--Vida Health, a value-based, virtual cardiometabolic provider that enables patients to manage metabolic instability, today announced a partnership with Instacart (NASDAQ: CART), the leading grocery technology company in North America, to expand access to nutritious food for Vida members nationwide through the use of Instacart Health Fresh Funds, category-specific grocery stipends. The collaboration connects Vida's members directly to Instacart, with funds that ena.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.