Chewy (CHWY) vs Dillard's, Inc. (DDS)

Chewy and Dillard's, Inc. are both in the Consumer Cyclical sector (Internet Retail and Department Stores). Chewy and Dillard's, Inc. are of similar size ($9.7B and $9.2B). Dillard's, Inc. trades at the lower P/E: 14.3× against 34.8×. Chewy grew revenue faster over the last twelve months: 5.86% against 0.21%. Dillard's, Inc. has the higher net margin (10.3% vs 2.09%) and the lower return on invested capital (35.6% vs 58.6%). Across the 21 metrics below, Dillard's, Inc. leads on 14 and Chewy on 7.

Valuation

Metric CHWY DDS
P/E 34.83 14.28
P/S 0.71 1.48
P/B 25.22 4.59
Price to free cash flow 16.45 14.87
EV/EBITDA 19.75 9.76
EV/Sales 0.71 1.35
Earnings yield 2.87% 7.00%
Free cash flow yield 6.08% 6.73%

Profitability

Metric CHWY DDS
Gross margin 29.92% 41.21%
Operating margin 2.51% 11.11%
Net margin 2.09% 10.33%
Free cash flow margin 4.35% 9.93%
Return on equity 71.99% 33.75%
Return on assets 7.98% 18.34%
Return on invested capital 58.61% 35.64%

Growth

Metric CHWY DDS
Revenue growth (TTM) 5.86% 0.21%
EPS growth (last fiscal year) (42.86%) (1.09%)
Revenue growth, 5-year CAGR 12.01% 8.16%
Net income growth, 5-year CAGR 0.00% 0.00%

Health

Metric CHWY DDS
Debt to equity 1.60 0.20
Current ratio 0.84 3.03
Net debt to EBITDA (2.29) (0.63)

Dividend

Metric CHWY DDS
Dividend yield — 0.19%
Payout ratio — 0.03

Size

Metric CHWY DDS
Market cap 9.24b 9.72b

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