Chewy (CHWY) vs Ozon Holdings PLC Sponsored ADR (OZON)

Chewy and Ozon Holdings PLC Sponsored ADR are both Internet Retail companies. Chewy is the larger, with a market value of $8.6B against $2.4B — 3.5× the size. Ozon Holdings PLC Sponsored ADR has negative trailing earnings, so its P/E is not meaningful; Chewy trades at 31.8×. Ozon Holdings PLC Sponsored ADR grew revenue faster over the last twelve months: 57.7% against 5.86%. Chewy has the higher net margin (2.09% vs −11.1%) and the higher return on invested capital (58.6% vs −50.7%). Across the 17 metrics below, Ozon Holdings PLC Sponsored ADR leads on 9 and Chewy on 8.

Valuation

Metric CHWY OZON Internet Retail median
P/E 31.77 n/m 24.35
P/S 0.65 0.49 0.69
P/B 23.00 n/m 1.66
Price to free cash flow 15.00 51.87 15.23
EV/EBITDA 18.01 n/m 19.14
EV/Sales 0.65 0.65 0.75
Earnings yield 3.15% (34.05%) (0.17%)
Free cash flow yield 6.67% 1.93% 0.00%

Profitability

Metric CHWY OZON Internet Retail median
Gross margin 29.92% 36.25% 43.51%
Operating margin 2.51% (9.31%) 0.08%
Net margin 2.09% (11.09%) 0.56%
Free cash flow margin 4.35% 0.95% 0.00%
Return on equity 71.99% 2,071.44% 0.00%
Return on assets 7.98% (16.41%) 0.00%
Return on invested capital 58.61% (50.72%) 0.00%

Growth

Metric CHWY OZON Internet Retail median
Revenue growth (TTM) 5.86% 57.69% 10.80%
EPS growth (last fiscal year) (42.86%) (10.13%) 14.02%
Revenue growth, 5-year CAGR 12.01% — 10.81%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric CHWY OZON Internet Retail median
Debt to equity 1.60 (8.33) 0.10
Current ratio 0.84 0.85 1.48
Net debt to EBITDA (2.29) (2.64) (0.25)

Dividend

Metric CHWY OZON Internet Retail median
Dividend yield — — 1.79%
Payout ratio — — 0.25

Size

Metric CHWY OZON Internet Retail median
Market cap 8.57b 2.42b 413.81m

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