COMPARE · Data as of August 24, 2026
BABA vs CHWY
Verdict: Side-by-side breakdown using the Bull Rankings model. BABA scored 39.4, CHWY scored 69.1 — CHWY leads.
Compare another set
BABA
Alibaba Group Holding Limited
39.4
$118.47 · $284.0B
fundamentals as of
Score gap
29.7
CHWY leads
CHWY
Chewy, Inc.
69.1
$24.50 · $10.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCHWY+6.1%
- Strongest balance sheetBABA0.24
- Highest qualityCHWY76 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BABA
stronger →← stronger
CHWY
44
Qualityreturns · margins · balance sheet
76
38
Growthrevenue & earnings expansion
56
66
Valuevaluation vs sector peers
78
CHWY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BABA
CHWY
-$7.6bF
FCF
$585mC+
+2.7%C
Rev
+6.1%C+
0.24A-
D/E
1.23B
1.8xC+
P/S
—
0.50A
PEG
0.48A
—
P/E
40.2xC
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BABA
CHWY
—
Price vs fair valuelower is cheaper
8% above
—
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
—
1-yr DCF upside
-25%
—
5-yr DCF upside
-8%
—
10-yr DCF upside
+23%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BABA
Why this score
- Foreign reporter (CNY)
CHWY
Why this score
- Durable high returns
The companies
BABAAlibaba Group Holding Limited
Why now
Internet Retail · market cap $284.0b. Down 39% from 52-week high of $192.67 — deep drawdown territory. PEG 0.50 — paying under fair value for the growth rate. 39 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $188.37 (implying +59% upside).
Moat
$284.0b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Free cash flow is negative (-$7.6b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
CHWYChewy, Inc.
Why now
Internet Retail · market cap $10.0b. Down 44% from 52-week high of $43.50 — deep drawdown territory. PEG 0.48 — paying under fair value for the growth rate. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $30.77 (implying +26% upside).
Moat
ROE 60% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.42 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 40x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BABA and CHWY diverge
On the headline score the gap is 29.7 points in favor of CHWY. The widest single difference is Quality, where CHWY leads by 31.6 points.
- QualityBABA 44.3 · CHWY 75.9CHWY +31.6
- GrowthBABA 37.9 · CHWY 55.7CHWY +17.8
- ValueBABA 66.0 · CHWY 78.1CHWY +12.1
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.