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Chewy (CHWY) vs Coupang, Inc. (CPNG)

Chewy and Coupang, Inc. are both Internet Retail companies. Coupang, Inc. is the larger, with a market value of $27.4B against $8.9B — 3.1× the size. Coupang, Inc. has negative trailing earnings, so its P/E is not meaningful; Chewy trades at 33.5×. Coupang, Inc. grew revenue faster over the last twelve months: 7.41% against 5.86%. Chewy has the higher net margin (2.09% vs −3.77%) and the higher return on invested capital (58.6% vs 0.00%). Across the 18 metrics below, Chewy leads on 11 and Coupang, Inc. on 7.

Valuation

Metric CHWY CPNG Internet Retail median
P/E 33.47 n/m 23.78
P/S 0.69 0.76 0.76
P/B 24.23 9.66 1.73
Price to free cash flow 15.80 n/m 14.90
EV/EBITDA 18.97 n/m 18.44
EV/Sales 0.69 0.62 0.81
Earnings yield 2.99% (5.01%) (0.52%)
Free cash flow yield 6.33% (1.49%) (0.47%)

Profitability

Metric CHWY CPNG Internet Retail median
Gross margin 29.92% 27.37% 44.12%
Operating margin 2.51% (3.43%) 0.76%
Net margin 2.09% (3.77%) 0.56%
Free cash flow margin 4.35% (1.13%) 0.00%
Return on equity 71.99% (35.97%) 0.00%
Return on assets 7.98% (7.38%) 0.00%
Return on invested capital 58.61% 0.00% 0.00%

Growth

Metric CHWY CPNG Internet Retail median
Revenue growth (TTM) 5.86% 7.41% 10.60%
EPS growth (last fiscal year) (42.86%) 37.50% 19.82%
Revenue growth, 5-year CAGR 12.01% 23.61% 10.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CHWY CPNG Internet Retail median
Debt to equity 1.60 0.04 0.10
Current ratio 0.84 0.80 1.52
Net debt to EBITDA (2.29) (5.82) (0.66)

Dividend

Metric CHWY CPNG Internet Retail median
Dividend yield — — 1.74%
Payout ratio — — 0.27

Size

Metric CHWY CPNG Internet Retail median
Market cap 8.86b 27.38b 528.20m

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