Chewy vs Wayfair
CHWY and W 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 W compare
Wayfair is the larger company, worth 1.9 times as much as Chewy ($15.9B against $8.6B).
Wayfair grew revenue faster over the last twelve months (7.5% versus 5.9% for Chewy).
Chewy keeps more of each dollar of sales as profit, with a net margin of 2.1% compared with −2.5% at Wayfair.
Chewy scores higher on the StockData Score (15 against 4 for Wayfair), 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 | W |
|---|---|---|
| Size and price | ||
| Market cap | $8.6B | $15.9B |
| Share price | $21.29 | $115.91 |
| Change, 1 year | −36.6% | 11.9% |
| Change, 5 years | −71.4% | −52.9% |
| Beta (5Y) | 1.57 | 2.76 |
| Employees | 18K | 13K |
| StockData Score | ||
| Total score | 15 (better) | 4 |
| Valuation score | 4 (better) | 0 |
| Growth score | 3 (better) | 1 |
| Performance score | 5 (better) | 1 |
| Health score | 3 (better) | 2 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 32.3× | – |
| P/S | 0.7× (better) | 1.2× |
| P/B | 23.1× | – |
| EV/EBITDA | 18.1× (better) | 35.6× |
| P/FCF | 15.1× (better) | 28.2× |
| PEG | 0.51 | – |
| FCF yield | 6.6% (better) | 3.5% |
| Fair value | $31.30 | $38.08 |
| Margin of safety | 32.0% (better) | −204% |
| Growth | ||
| Revenue growth (TTM) | 5.9% | 7.5% (better) |
| Revenue growth, 5Y average | 12.0% (better) | −2.5% |
| Net income growth (TTM) | 81.1% | – |
| EPS growth (TTM) | 88.6% | – |
| Profitability | ||
| Gross margin | 29.9% | 30.1% (better) |
| Operating margin | 2.5% (better) | 1.7% |
| Net margin | 2.1% (better) | −2.5% |
| FCF margin | 4.3% | 4.4% (better) |
| Return on equity | 72.0% | – |
| Return on invested capital | 342% | – |
| Financial health | ||
| Debt / equity | 1.60 | – |
| Net debt / EBITDA | −0.04 | 3.36 (better) |
| Interest coverage | 28.5× | – |
| Current ratio | 0.84 (better) | 0.74 |
| Altman Z-score | 4.75 (better) | 3.67 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Buyback yield | 6.0% | – |
| Shareholder yield | 6.0% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 99.5% | 89.5% |
| Held by insiders | 0.45% | 15.0% |
| Insider net buying, 12 months | −$6.9M (better) | −$188M |
| Short interest, % of float | 7.7% | 10.3% |
Go deeper
- CHWY stock overview
- CHWY income statement
- CHWY valuation and score
- W stock overview
- W income statement
- W valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.