CDW vs Chewy
CDW and CHWY side by side, both in nonstore retailers. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CDW and CHWY compare
CDW is the larger company, worth 2.2 times as much as Chewy ($19.2B against $8.6B).
On earnings, CDW is cheaper: it trades at 18.5× trailing earnings, against 32.3× for Chewy.
CDW grew revenue faster over the last twelve months (7.4% versus 5.9% for Chewy).
CDW keeps more of each dollar of sales as profit, with a net margin of 4.6% compared with 2.1% at Chewy.
CDW pays a dividend yielding 1.6%; Chewy does not pay one.
CDW scores higher on the StockData Score (16 against 15 for Chewy), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CDW | CHWY |
|---|---|---|
| Size and price | ||
| Market cap | $19.2B | $8.6B |
| Share price | $153.79 | $21.29 |
| Change, 1 year | −2.2% | −36.6% |
| Change, 5 years | −17.8% | −71.4% |
| Beta (5Y) | 0.95 | 1.57 |
| Employees | 250 | 18K |
| StockData Score | ||
| Total score | 16 (better) | 15 |
| Valuation score | 4 | 4 |
| Growth score | 1 | 3 (better) |
| Performance score | 5 | 5 |
| Health score | 2 | 3 (better) |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 18.5× (better) | 32.3× |
| P/S | 0.8× | 0.7× (better) |
| P/B | 7.9× (better) | 23.1× |
| EV/EBITDA | 12.5× (better) | 18.1× |
| P/FCF | 22.4× | 15.1× (better) |
| PEG | – | 0.51 |
| FCF yield | 4.5% | 6.6% (better) |
| Fair value | $181.62 | $31.30 |
| Margin of safety | 15.3% | 32.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 7.4% (better) | 5.9% |
| Revenue growth, 5Y average | 4.0% | 12.0% (better) |
| Net income growth (TTM) | 0.33% | 81.1% (better) |
| EPS growth (TTM) | 3.4% | 88.6% (better) |
| EPS growth, 5Y average | 8.2% | – |
| Profitability | ||
| Gross margin | 21.4% | 29.9% (better) |
| Operating margin | 7.1% (better) | 2.5% |
| Net margin | 4.6% (better) | 2.1% |
| FCF margin | 3.7% | 4.3% (better) |
| Return on equity | 44.0% | 72.0% (better) |
| Return on invested capital | 16.1% | 342% (better) |
| Financial health | ||
| Debt / equity | 2.38 | 1.60 (better) |
| Net debt / EBITDA | 2.76 (better) | −0.04 |
| Interest coverage | – | 28.5× |
| Current ratio | 1.17 (better) | 0.84 |
| Altman Z-score | 2.44 | 4.75 (better) |
| Piotroski F-score | 5 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.6% | – |
| Payout ratio | 30.0% | – |
| Years of dividend growth | 13 | – |
| Dividend growth, 5Y average | 10.2% | – |
| Buyback yield | 4.4% | 6.0% (better) |
| Shareholder yield | 6.0% (better) | 6.0% |
| Ownership | ||
| Held by institutions | 108% | 99.5% |
| Held by insiders | 0.50% | 0.45% |
| Insider net buying, 12 months | −$2.3M (better) | −$6.9M |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 7.5% | 7.7% |
Go deeper
- CDW stock overview
- CDW income statement
- CDW valuation and score
- CHWY stock overview
- CHWY income statement
- CHWY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.