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Chewy (CHWY) vs Etsy, Inc. (ETSY)

Chewy and Etsy, Inc. are both Internet Retail companies. Chewy is the larger, with a market value of $9.2B against $7.9B — 1.2× the size. Etsy, Inc. trades at the lower P/E: 8.5× against 34.8×. Etsy, Inc. grew revenue faster over the last twelve months: 7.50% against 5.86%. Etsy, Inc. has the higher net margin (32.8% vs 2.09%) and the higher return on invested capital (290.4% vs 58.6%). Across the 21 metrics below, Etsy, Inc. leads on 15 and Chewy on 6.

Valuation

Metric CHWY ETSY Internet Retail median
P/E 34.83 8.53 23.90
P/S 0.71 2.77 0.71
P/B 25.22 n/m 1.80
Price to free cash flow 16.45 15.07 15.07
EV/EBITDA 19.75 17.34 17.34
EV/Sales 0.71 3.02 0.77
Earnings yield 2.87% 11.73% 0.46%
Free cash flow yield 6.08% 6.64% (0.39%)

Profitability

Metric CHWY ETSY Internet Retail median
Gross margin 29.92% 71.28% 44.04%
Operating margin 2.51% 14.00% 0.08%
Net margin 2.09% 32.80% 1.15%
Free cash flow margin 4.35% 18.59% 0.00%
Return on equity 71.99% (110.28%) 0.00%
Return on assets 7.98% 33.92% 0.00%
Return on invested capital 58.61% 290.35% 0.00%

Growth

Metric CHWY ETSY Internet Retail median
Revenue growth (TTM) 5.86% 7.50% 10.82%
EPS growth (last fiscal year) (42.86%) (40.85%) 19.82%
Revenue growth, 5-year CAGR 12.01% 10.81% 10.81%
Net income growth, 5-year CAGR 0.00% (14.14%) 0.00%

Health

Metric CHWY ETSY Internet Retail median
Debt to equity 1.60 (4.54) 0.12
Current ratio 0.84 1.36 1.52
Net debt to EBITDA (2.29) 3.96 (0.66)

Dividend

Metric CHWY ETSY Internet Retail median
Dividend yield — — 1.66%
Payout ratio — — 0.27

Size

Metric CHWY ETSY Internet Retail median
Market cap 9.24b 7.89b 566.40m

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