Obermatt

Chewy

NYQ:CHWY · US16679L1098
Specialty RetailLarge

360

84
EV / EBIT27
Price / Owner Earnings17
Owner Earnings Yield41
Dividend Yield1
Price/Sales46
EV / Gross Profit82
Price/Book20
Return on Capital96
Cash Return on Capital100
Return on Equity98
EBIT Margin8
Gross Profitability98
Cash Conversion84
Accruals78
Owner Earnings Margin26
Sales growth79
Profit Growth72
Long-Term EPS Growth99
Owner Earnings Growth91
Reinvestment84
Price momentum10
Debt load60
Refinancing13
Debt Payback100
Liquidity89
Analyst ratings78
Opinion Changes50
Price Target Upside98
Market mood77
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Chewy generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySpecialty Retail
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2013
Employees7,166
Websitechewy.com
ISINUS16679L1098
Last UpdateApr 2, 2026
Themes
Pet CarePet Food and SuppliesE-CommercePetRetail

Description

Chewy, Inc. operates as a pet e-tailer in the United States, offering virtually every product a pet needs. The company is the preeminent online source for pet products, supplies and prescriptions as a result of the company’s broad selection of high-…

Analysis

Quality compounder

Chewy, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is expensive. The owner-earnings multiple stands at 34.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 14% a year, against analyst forecasts of 32%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is adequate. The company scores 18/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
75
2023202420252026

All-time high

87

Jan 2025

All-time low

30

Jan 2023

Average rank

60

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
46
31
31
28
Price/Earnings
52
14
4
1
Price/Book
20
3
7
1
Dividend Yield
1
1
1
1
Value (overall)
26
7
3
1

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →