CART vs FTV
Maplebear Inc. vs Fortive — AI-powered side-by-side comparison
CART
Maplebear Inc.
58
Watch
VS
| Metric | CART | FTV |
|---|
| AI Score |
58
|
53
|
| Price |
$51.76
|
$60.64
|
| P/E Ratio |
27.11×
|
34.59×
|
| ROE |
17.8%
|
9.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
72.4%
|
63.2%
|
| Debt / Equity |
0.01×
|
0.58×
|
| Dividend Yield |
0.0%
|
0.4%
|
| RSI (14) |
65.1
|
40.1
|
| Beta |
0.778
|
0.976
|
| Expected Upside |
+3.1%
|
+4.9%
|
AI Committee View
Current Innellis committee reasoning for CART versus FTV.
CART leads by 5 points.
CART scores 58/100 (Watch) versus FTV at 53/100 (Watch).
CART Committee View
50% agreement
6 analysts
The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Growth Analyst remains cautious — 3 consecutive earnings misses -- execution concerns. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 16.7% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 4.4x prices in significant intangible value — Value
- 3 consecutive earnings misses -- execution concerns — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
FTV Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.71 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 34.7 is moderate-to-rich — Value
- Revenue declining -29.8% YoY -- this is not a growth story right now — Growth
- EPS declining -23.3% YoY despite any revenue growth — Growth