| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | — | — | — | — | — |
| Sell | 1 | 3 | 2 | — | 1 | 1 | 1 | 1 | 1 | — | 1 | — |
| total | individual payouts | |
|---|---|---|
| 2026 | ‡‡‡ |
|
| 2025 | ‡‡‡ |
|
| 2024 | ‡‡‡ |
|
| 2023 | ‡‡‡ |
|
| 2022 | ‡‡‡ |
|
| 2021 | ‡‡‡ |
|
| 2020 | ‡‡‡ |
|
| 2024 | 2025 | 2026 | Q'26 | |
|---|---|---|---|---|
| Cash | 1,134.02 | 596.70 | 878.80 | 612.20 |
| Receivables | 154.04 | 169.00 | 222.20 | 232.10 |
| Inventory | 719.27 | 836.70 | 864.80 | 924.70 |
| Other | — | — | — | — |
| 2,104.35 | 1,662.40 | 2,035.80 | 1,845.30 |
| 2024 | 2025 | 2026 | Q'26 | |
|---|---|---|---|---|
| Payables | 1,104.94 | 1,175.90 | 1,221.40 | 1,166.00 |
| ST’ Debt | — | — | — | 3.00 |
| Other | — | — | — | — |
| 2,110.88 | 2,206.70 | 2,301.60 | 2,202.40 |
| 10y | 5y | 3y | |
| Sales | — | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Cash Flow | — | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Earnings | — | ‡‡‡ | ‡‡‡‡‡ |
| Book Value | — | ‡‡‡ | ‡‡‡‡‡ |
| Apr | Jul | Oct | Jan | Year | |
|---|---|---|---|---|---|
| ’26 | 3,357.20 | 3,330.20 | — | — |
—
|
| ’26 | 3,116.00 | 3,104.20 | 3,116.60 | 3,264.70 |
12,601.50
|
| ’25 | 2,877.70 | 2,858.60 | 2,877.60 | 3,247.40 |
11,861.30
|
| ’24 | 2,790.64 | 2,785.30 | 2,745.88 | 2,825.89 |
11,147.70
|
| ’23 | 2,428.33 | 2,431.01 | 2,532.12 | 2,727.54 |
10,119.00
|
| ’22 | 2,135.18 | 2,155.04 | 2,212.16 | 2,465.03 |
8,967.41
|
| ’21 | 1,621.39 | 1,699.86 | 1,782.00 | 2,043.01 |
7,146.26
|
| Apr | Jul | Oct | Jan | Year | |
|---|---|---|---|---|---|
| ’26 | 108.50 | 137.40 | — | — |
—
|
| ’26 | 86.40 | 133.90 | 207.90 | 263.40 |
691.60
|
| ’25 | 81.90 | 123.40 | 183.50 | 207.50 |
596.30
|
| ’24 | 148.71 | 158.58 | 79.38 | 99.54 |
486.20
|
| ’23 | 82.43 | 49.17 | 117.42 | 100.76 |
349.78
|
| ’22 | 98.37 | 85.09 | 74.26 | (65.96) |
191.74
|
| ’21 | 20.75 | (28.89) | 63.43 | 77.47 |
132.76
|
| Apr | Jul | Oct | Jan | Year | |
|---|---|---|---|---|---|
| ’26 | 70.80 | 89.50 | — | — |
—
|
| ’26 | 48.70 | 105.90 | 175.80 | 232.00 |
562.40
|
| ’25 | 52.60 | 91.50 | 151.80 | 156.60 |
452.50
|
| ’24 | 127.14 | 100.93 | 47.69 | 67.14 |
342.90
|
| ’23 | 6.41 | 0.98 | 69.79 | 42.29 |
119.47
|
| ’22 | 59.48 | 60.25 | 2.26 | (123.52) |
(1.53)
|
| ’21 | (21.83) | (56.03) | 32.90 | 46.98 |
2.01
|
| Apr | Jul | Oct | Jan | Year | |
|---|---|---|---|---|---|
| ’26 | 0.23 | 0.20 | — | — |
—
|
| ’26 | 0.15 | 0.14 | 0.14 | 0.09 |
0.52
|
| ’25 | 0.15 | 0.68 | 0.01 | 0.05 |
0.91
|
| ’24 | 0.05 | 0.04 | (0.08) | 0.07 |
0.09
|
| ’23 | 0.04 | 0.05 | 0.01 | 0.01 |
0.12
|
| ’22 | 0.09 | (0.04) | (0.08) | (0.15) |
(0.18)
|
| ’21 | (0.12) | (0.08) | (0.08) | 0.05 |
(0.23)
|
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 22.22 | 16.53 | 14.69 | 29.83 | 17.40 | — | — | — |
Low Price
|
| — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 60.51 | 52.88 | 39.10 | 48.62 | 34.85 | — | — | — |
High Price
|
| — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 21,300 | 19,400 | 18,100 | 18,000 | 18,000 | — | — | — |
Employees
|
| — | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.42 | 0.52 | 0.62 | 0.66 | 0.70 | — | — | — |
Revenue/Emp
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8,967.41 | 10,119.00 | 11,147.70 | 11,861.30 | 12,601.50 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 26.60% | 28.01% | 28.36% | 29.24% | 29.79% | — | — | — |
Gross Margin
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (75.21) | 52.55 | 48.30 | 151.70 | 263.30 | ‡‡‡‡‡ | — | — |
EBT
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (0.84%) | 0.52% | 0.43% | 1.28% | 2.09% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (75.21) | 49.90 | 39.60 | 392.70 | 222.80 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 55.32 | 83.44 | 109.70 | 114.60 | 129.30 | — | — | — |
Depreciation
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 21.49 | 23.96 | 25.96 | 28.15 | 30.43 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (0.18) | 0.12 | 0.09 | 0.93 | 0.54 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.46 | 0.83 | 1.13 | 1.42 | 1.67 | ‡‡‡‡ | — | — |
Cash Flow/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (0.46) | (0.55) | (0.33) | (0.34) | (0.31) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.00 | 0.28 | 0.80 | 1.07 | 1.36 | — | — | — |
Free CF/Sh
|
| — | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.04 | 0.38 | 1.19 | 0.62 | 1.20 | ‡‡‡‡‡ | — | — |
Book Value/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 417.22 | 422.33 | 429.40 | 421.40 | 414.10 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| — | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.00 | 409.64 | 222.75 | 42.37 | 53.57 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.22 | 1.88 | 0.69 | 1.38 | 0.93 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| — | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | 1,347.97 | 118.74 | 15.00 | 62.82 | 23.61 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.20 | 1.86 | 0.63 | 1.38 | 0.91 | ‡‡‡‡ | ‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (12,880.75) | 157.80 | 20.63 | 36.21 | 20.33 | — | — | — |
EV/FCF
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 191.74 | 349.78 | 486.20 | 596.30 | 691.60 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (193.27) | (230.31) | (143.30) | (143.80) | (129.20) | ‡‡‡‡‡ | — | — |
Capex
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (1.53) | 119.47 | 342.90 | 452.50 | 562.40 | ‡‡‡‡‡ | — | — |
FCF
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (321.35) | (302.94) | (6.53) | (544.30) | (265.80) | — | — | — |
Working Cap'
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 434.00 | 500.00 | — | — | — | — | — | — |
Total Debt
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (169.08) | (178.58) | (1,134.02) | (596.70) | (878.80) | — | — | — |
Net Debt
|
| — | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 14.74 | 160.27 | 510.24 | 261.50 | 497.90 | — | — | — |
Sh' Equity
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (3.93%) | 2.17% | 1.39% | 12.66% | 6.98% | ‡‡‡‡ | — | — |
ROA
|
| — | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — | — | — |
ROIC
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (1,181.38%) | 57.03% | 11.81% | 101.77% | 58.68% | ‡‡‡‡‡ | — | — |
ROE
|
Chewy’s pet supply empire has evolved from a pandemic-fueled rocket to a resilient growth machine, with revenue surging from $3.5 billion in 2019 to $11.1 billion in 2024 and analysts eyeing $15 billion by 2028 amid a maturing autoship model driving over 70% of sales. Efficiency shines through, as revenue per employee jumped 72% to $616,000, powering gross margins from 20% to 28% and flipping profitability with EBT at $152 million projected for 2025—plus free cash flow exploding to $343 million in 2024, up 188% year-over-year. This operational leverage positions Chewy as a moat-builder in the $150 billion U.S. pet market, outpacing rivals with pharmacy and vet services.
Despite stock volatility—trading at a dirt-cheap 0.69x PS ratio after dipping to $14.69—analysts forecast 57% to 115% upside, backed by EPS ramping to $1.10 by 2028 and EV/Sales compressing further. Insider selling, totaling $1.78 billion with no buys, adds caution, but fundamentals scream undervaluation versus peers, especially with a cash hoard erasing debt.
Chewy’s next chapter brims with potential: international expansion, tele-vet scaling, and compounding FCF could reignite shares toward 2021 highs. Dive into the full analysis for the data correlations revealing why this pet loyalty powerhouse is primed for a blockbuster comeback.
Keep track of companies that you follow and research.
Full access to our data with predictions and indicators that we calculate daily.
Full access to our screener with tons of custom values and customizable email notifications.
Excel export of financials and screeners you define and save.