Chewy vs Coupang
CHWY and CPNG side by side, both in nonstore retailers. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CHWY and CPNG compare
Coupang is the larger company, worth 3.0 times as much as Chewy ($25.8B against $8.6B).
Coupang grew revenue faster over the last twelve months (9.9% versus 5.9% for Chewy).
Chewy keeps more of each dollar of sales as profit, with a net margin of 2.1% compared with −2.2% at Coupang.
Chewy scores higher on the StockData Score (15 against 3 for Coupang), 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 | CHWY | CPNG |
|---|---|---|
| Size and price | ||
| Market cap | $8.6B | $25.8B |
| Share price | $21.29 | $14.37 |
| Change, 1 year | −36.6% | −55.2% |
| Change, 5 years | −71.4% | −52.0% |
| Beta (5Y) | 1.57 | 1.17 |
| Employees | 18K | 108K |
| StockData Score | ||
| Total score | 15 (better) | 3 |
| Valuation score | 4 (better) | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 5 (better) | 0 |
| Health score | 3 (better) | 1 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 32.3× | – |
| P/S | 0.7× (better) | 0.7× |
| P/B | 23.1× | – |
| EV/EBITDA | 18.1× | – |
| P/FCF | 15.1× (better) | 261× |
| PEG | 0.51 | – |
| FCF yield | 6.6% (better) | 0.38% |
| Fair value | $31.30 | $13.41 |
| Margin of safety | 32.0% (better) | −7.2% |
| Growth | ||
| Revenue growth (TTM) | 5.9% | 9.9% (better) |
| Revenue growth, 5Y average | 12.0% | 23.6% (better) |
| Net income growth (TTM) | 81.1% (better) | −310% |
| EPS growth (TTM) | 88.6% (better) | −315% |
| Profitability | ||
| Gross margin | 29.9% (better) | 28.4% |
| Operating margin | 2.5% (better) | −1.8% |
| Net margin | 2.1% (better) | −2.2% |
| FCF margin | 4.3% (better) | 0.28% |
| Return on equity | 72.0% | – |
| Return on invested capital | 342% | – |
| Financial health | ||
| Debt / equity | 1.60 | – |
| Net debt / EBITDA | −0.04 | – |
| Interest coverage | 28.5× (better) | −8.3× |
| Current ratio | 0.84 | 0.87 (better) |
| Altman Z-score | 4.75 (better) | 2.51 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Buyback yield | 6.0% (better) | 4.2% |
| Shareholder yield | 6.0% (better) | 4.2% |
| Ownership | ||
| Held by institutions | 99.5% | 75.3% |
| Held by insiders | 0.45% | 46.8% |
| Insider net buying, 12 months | −$6.9M | $131M (better) |
| Superinvestors holding | – | 8 |
| Short interest, % of float | 7.7% | 8.3% |
Go deeper
- CHWY stock overview
- CHWY income statement
- CHWY valuation and score
- CPNG stock overview
- CPNG income statement
- CPNG valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.