Critical Review: Maplebear (NASDAQ:CART) and Global-e Online (NASDAQ:GLBE)

Global-e Online (NASDAQ:GLBE) and Maplebear (NASDAQ:CART) are both retail/wholesale companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, earnings, risk, profitability, valuation and dividends.

Profitability

This table compares Global-e Online and Maplebear’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Global-e Online	-3.37%	-3.20%	-2.35%
Maplebear	14.09%	15.72%	11.78%

Valuation & Earnings

This table compares Global-e Online and Maplebear”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Global-e Online	$752.76 million	8.25	-$75.55 million	($0.17)	-215.24
Maplebear	$3.38 billion	3.06	$457.00 million	$1.82	21.65

Maplebear has higher revenue and earnings than Global-e Online. Global-e Online is trading at a lower price-to-earnings ratio than Maplebear, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

Global-e Online has a beta of 1.25, suggesting that its share price is 25% more volatile than the S&P 500. Comparatively, Maplebear has a beta of 1.1, suggesting that its share price is 10% more volatile than the S&P 500.

Institutional and Insider Ownership

94.6% of Global-e Online shares are held by institutional investors. Comparatively, 63.1% of Maplebear shares are held by institutional investors. 11.6% of Global-e Online shares are held by insiders. Comparatively, 26.0% of Maplebear shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Analyst Ratings

This is a summary of recent recommendations and price targets for Global-e Online and Maplebear, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Global-e Online	2	1	11	0	2.64
Maplebear	1	11	14	2	2.61

Global-e Online presently has a consensus target price of $48.08, suggesting a potential upside of 31.41%. Maplebear has a consensus target price of $51.40, suggesting a potential upside of 30.42%. Given Global-e Online’s stronger consensus rating and higher possible upside, equities research analysts plainly believe Global-e Online is more favorable than Maplebear.

Summary

Maplebear beats Global-e Online on 10 of the 15 factors compared between the two stocks.

About Global-e Online

Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online and merchants to sell from, and to, worldwide. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.

About Maplebear

Maplebear Inc., doing business as Instacart, engages in the provision of online grocery shopping services to households in North America. It sells and delivers grocery products, as well as pickup services through a mobile application and website. It also operates virtual convenience stores; and provides software-as-a-service solutions to retailers. The company was incorporated in 2012 and is based in San Francisco, California.