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Chewy (CHWY) vs Wayfair Inc. (W)

Chewy and Wayfair Inc. are both Internet Retail companies. Wayfair Inc. is the larger, with a market value of $15.5B against $9.2B — 1.7× the size. Wayfair Inc. has negative trailing earnings, so its P/E is not meaningful; Chewy trades at 34.8×. Wayfair Inc. grew revenue faster over the last twelve months: 7.89% against 5.86%. Chewy has the higher net margin (2.09% vs −1.21%) and the higher return on invested capital (58.6% vs 0.00%). Across the 19 metrics below, Chewy leads on 14 and Wayfair Inc. on 5.

Valuation

Metric CHWY W Internet Retail median
P/E 34.83 n/m 23.90
P/S 0.71 1.18 0.71
P/B 25.22 n/m 1.80
Price to free cash flow 16.45 25.87 15.07
EV/EBITDA 19.75 30.60 17.34
EV/Sales 0.71 1.29 0.77
Earnings yield 2.87% (1.10%) 0.46%
Free cash flow yield 6.08% 3.87% (0.39%)

Profitability

Metric CHWY W Internet Retail median
Gross margin 29.92% 29.95% 44.04%
Operating margin 2.51% 2.14% 0.08%
Net margin 2.09% (1.21%) 1.15%
Free cash flow margin 4.35% 4.56% 0.00%
Return on equity 71.99% 5.74% 0.00%
Return on assets 7.98% (5.11%) 0.00%
Return on invested capital 58.61% 0.00% 0.00%

Growth

Metric CHWY W Internet Retail median
Revenue growth (TTM) 5.86% 7.89% 10.82%
EPS growth (last fiscal year) (42.86%) 39.15% 19.82%
Revenue growth, 5-year CAGR 12.01% (2.51%) 10.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CHWY W Internet Retail median
Debt to equity 1.60 (0.92) 0.12
Current ratio 0.84 0.67 1.52
Net debt to EBITDA (2.29) 5.11 (0.66)

Dividend

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

Size

Metric CHWY W Internet Retail median
Market cap 9.24b 15.53b 566.40m

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