COMPARE · Reviewed August 3, 2026
CART vs CHWY
Verdict: Side-by-side breakdown using the Bull Rankings model. CART scored 67.4, CHWY scored 72.5 — CHWY leads.
Compare another set
CART
Maplebear Inc.
67.4
$45.84 · $10.8B
fundamentals as of
Score gap
5.1
CHWY leads
CHWY
Chewy, Inc.
72.5
$23.91 · $9.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CART
stronger →← stronger
CHWY
93
Qualityreturns · margins · balance sheet
76
86
Growthrevenue & earnings expansion
64
39
Valuevaluation vs sector peers
79
CART is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CART
CHWY
$882mC+
FCF
$585mC+
+11.8%B
Rev
+6.1%C+
0.01A
D/E
1.23B
25.0xC+
P/E
39.8xC
2.45C
PEG
0.45A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CART
CHWY
50% below
Price vs fair valuelower is cheaper
6% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
+66%
1-yr DCF upside
-23%
+99%
5-yr DCF upside
-5%
+161%
10-yr DCF upside
+27%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CART
Why this score
- Buying back stock
- Durable high returns
- Short track record
CHWY
Why this score
- Durable high returns
The companies
CARTMaplebear Inc.
Why now
Internet Retail · market cap $10.8b. 14% off the 52-week high of $53.50. Revenue growing +12%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $51.44 (implying +12% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 182% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
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 $9.8b. Down 45% from 52-week high of $43.50 — deep drawdown territory. PEG 0.45 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $31.05 (implying +30% 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 45% 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.