COMPARE · Reviewed August 3, 2026
CHWY vs CVNA
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 72.5, CVNA scored 75.1 — CVNA leads.
Compare another set
CHWY
Chewy, Inc.
72.5
$22.97 · $9.4B
fundamentals as of
Score gap
2.6
CVNA leads
CVNA
Carvana Co.
75.1
$66.13 · $98.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
CHWY
stronger →← stronger
CVNA
76
Qualityreturns · margins · balance sheet
68
64
Growthrevenue & earnings expansion
96
79
Valuevaluation vs sector peers
65
CHWY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CHWY
CVNA
$585mC+
FCF
$929mC+
+6.1%C+
Rev
+54.0%A
1.23B
D/E
1.11B
38.3xC
P/E
35.0xC
0.45A
PEG
0.72A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CHWY
CVNA
1% above
Price vs fair valuelower is cheaper
351% above
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~56%/yr
-20%
1-yr DCF upside
-83%
-1%
5-yr DCF upside
-78%
+32%
10-yr DCF upside
-67%
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
CVNA
Why this score
- Diluting shareholders
The companies
CHWYChewy, Inc.
Why now
Internet Retail · market cap $9.4b. Down 47% 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 +35% 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 47% 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 38x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
CVNACarvana Co.
Why now
Auto & Truck Dealerships · market cap $98.4b. Down 32% from 52-week high of $97.38 — deep drawdown territory. Revenue growing +54% — in hypergrowth territory. PEG 0.72 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $82.83 (implying +25% upside).
Moat
ROE 39% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $98.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 3.49 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 35x 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.