Pricing Log in Create free account

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 $15.3B against $8.6B — 1.8× the size. Wayfair Inc. has negative trailing earnings, so its P/E is not meaningful; Chewy trades at 31.8×. Wayfair Inc. grew revenue faster over the last twelve months: 7.46% against 5.86%. Chewy has the higher net margin (2.09% vs −2.49%) 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 31.77 n/m 24.35
P/S 0.65 1.10 0.69
P/B 23.00 n/m 1.66
Price to free cash flow 15.00 25.22 15.23
EV/EBITDA 18.01 31.65 19.14
EV/Sales 0.65 1.23 0.75
Earnings yield 3.15% (2.29%) (0.17%)
Free cash flow yield 6.67% 3.97% 0.00%

Profitability

Metric CHWY W Internet Retail median
Gross margin 29.92% 30.05% 43.51%
Operating margin 2.51% 1.67% 0.08%
Net margin 2.09% (2.49%) 0.56%
Free cash flow margin 4.35% 4.36% 0.00%
Return on equity 71.99% 11.66% 0.00%
Return on assets 7.98% (10.26%) 0.00%
Return on invested capital 58.61% 0.00% 0.00%

Growth

Metric CHWY W Internet Retail median
Revenue growth (TTM) 5.86% 7.46% 10.80%
EPS growth (last fiscal year) (42.86%) 39.15% 14.02%
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 (1.00) 0.10
Current ratio 0.84 0.74 1.48
Net debt to EBITDA (2.29) 5.11 (0.25)

Dividend

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

Size

Metric CHWY W Internet Retail median
Market cap 8.57b 15.33b 413.81m

Compare with another peer

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