COMPARE · Data as of August 24, 2026
CHWY vs CPNG
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 69.1, CPNG scored 49.9 — CHWY leads.
Compare another set
CHWY
Chewy, Inc.
69.1
$24.50 · $10.0B
fundamentals as of
Score gap
19.2
CHWY leads
CPNG
Coupang, Inc.
49.9
$16.44 · $29.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCPNG+9.9%
- Strongest balance sheetCHWY1.23
- Highest qualityCHWY76 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CHWY
stronger →← stronger
CPNG
76
Qualityreturns · margins · balance sheet
25
56
Growthrevenue & earnings expansion
72
78
Valuevaluation vs sector peers
68
CHWY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CHWY
CPNG
$585mC+
FCF
$99mC-
+6.1%C+
Rev
+9.9%B
1.23B
D/E
1.89C+
40.2xC
P/E
—
0.48A
PEG
0.45A
—
P/S
0.8xB+
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
CHWY
CPNG
8% above
Price vs fair valuelower is cheaper
1333% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-25%
1-yr DCF upside
-95%
-8%
5-yr DCF upside
-93%
+23%
10-yr DCF upside
-90%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CHWY
Why this score
- Durable high returns
CPNG
No notable signals flagged.
The companies
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.
CPNGCoupang, Inc.
Why now
Internet Retail · market cap $29.6b. Down 52% from 52-week high of $34.08 — deep drawdown territory. PEG 0.45 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $23.82 (implying +45% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.2%) — path to GAAP profitability is the core thesis risk. Down 52% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -26% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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 CHWY and CPNG diverge
On the headline score the gap is 19.2 points in favor of CHWY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityCHWY 75.9 · CPNG 25.5CHWY +50.4
- GrowthCHWY 55.7 · CPNG 71.7CPNG +16.0
- ValueCHWY 78.1 · CPNG 68.1CHWY +10.0
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.