Chewy (CHWY) vs Global-e Online Ltd. (GLBE)

Chewy and Global-e Online Ltd. are both Internet Retail companies. Chewy and Global-e Online Ltd. are of similar size ($7.4B and $6.9B). Chewy trades at the lower P/E: 27.7× against 44.1×. Global-e Online Ltd. grew revenue faster over the last twelve months: 31.4% against 5.86%. Global-e Online Ltd. has the higher net margin (13.9% vs 2.09%) and the lower return on invested capital (26.5% vs 58.6%). Across the 22 metrics below, Global-e Online Ltd. leads on 13 and Chewy on 9.

Valuation

Metric CHWY GLBE Internet Retail median
P/E 27.68 44.14 22.73
P/S 0.57 6.07 0.64
P/B 20.04 7.45 1.65
Price to free cash flow 13.07 23.20 14.11
EV/EBITDA 15.68 31.18 15.68
EV/Sales 0.57 5.59 0.76
Earnings yield 3.61% 2.27% (0.11%)
Free cash flow yield 7.65% 4.31% 0.00%

Profitability

Metric CHWY GLBE Internet Retail median
Gross margin 29.92% 45.22% 43.51%
Operating margin 2.51% 14.25% 0.08%
Net margin 2.09% 13.87% 0.56%
Free cash flow margin 4.35% 26.16% 0.00%
Return on equity 71.99% 16.96% 0.00%
Return on assets 7.98% 11.96% 0.00%
Return on invested capital 58.61% 26.46% 0.00%

Growth

Metric CHWY GLBE Internet Retail median
Revenue growth (TTM) 5.86% 31.40% 10.60%
EPS growth (last fiscal year) (42.86%) 186.67% —
Revenue growth, 5-year CAGR 12.01% 47.81% 10.81%
Net income growth, 5-year CAGR 0.00% 148.19% 0.00%

Health

Metric CHWY GLBE Internet Retail median
Debt to equity 1.60 0.00 0.13
Current ratio 0.84 2.07 1.49
Net debt to EBITDA (2.29) (3.93) (0.25)

Dividend

Metric CHWY GLBE Internet Retail median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric CHWY GLBE Internet Retail median
Market cap 7.40b 6.87b 443.85m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack