Instacart CART
Consumer Internet Marketplace General Internet Marketplace E-Commerce Solutions

Instacart trades at 2.5x EV/NTM revenue on a $10.85B enterprise value. Revenue grew 14.1% year over year to $1.04B in the quarter ending June 2026, an annual run rate of $4.17B. Instacart reports a 72.0% gross margin and 27.4-month CAC payback.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
2.5x
Payback Period
27.4
EV / Run Rate
2.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 50.54
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2012
IPO Year: 2023
% of 52 wk High: 98%
Description
Instacart offers grocery delivery and pick-up services
Reporting Notes
Categories
Consumer Internet Marketplace General Internet Marketplace E-Commerce Solutions
Valuation
Market Cap: 11,700.013
Enterprise Value: 10,850.013
EV / Revenue Run Rate: 2.6x
EV / NTM Revenue: 2.5x
EV / 2026 Revenue Estimates: 2.6x
EV / 2027 Revenue Estimates: 2.4x
EV / 2028 Revenue Estimates: 2.2x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 4,172
ARR: --
2026 Revenue Estimates: 4,199
2027 Revenue Estimates: 4,580
2028 Revenue Estimates: 4,991
LTM Revenue: 3,993
Last Year Run Rate: 3,656
Growth
Revenue Growth: 14%
ARR Growth: --
Growth Persistence: 128%
2026 Revenue Growth Estimates: 13%
2027 Revenue Growth Estimates: 9%
2028 Revenue Growth Estimates: 9%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Instacart growing?

Instacart grew revenue 14.1% year over year, reaching $1.04B in the quarter ending June 2026.

What multiple does Instacart trade at?

Instacart trades at 2.5x EV/NTM revenue and 2.6x EV/run-rate, on an enterprise value of $10.85B.

Is Instacart profitable?

For Instacart, LTM free cash flow margin is 29.5%.

How long does it take Instacart to pay back CAC?

Instacart recovers customer acquisition cost in about 27.4 months.

What sector is Instacart in?

Public Comps classifies Instacart under Consumer Internet, Marketplace, General Internet Marketplace, and E-Commerce Solutions.

Where does Public Comps get Instacart's data?

Figures come from Instacart's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.