COMPARE · Reviewed August 3, 2026
CHWY vs RVLV
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 72.5, RVLV scored 66.5 — CHWY leads.
Compare another set
CHWY
Chewy, Inc.
72.5
$23.91 · $9.8B
fundamentals as of
Score gap
6.0
CHWY leads
RVLV
Revolve Group, Inc.
66.5
$25.82 · $1.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CHWY
stronger →← stronger
RVLV
76
Qualityreturns · margins · balance sheet
61
64
Growthrevenue & earnings expansion
82
79
Valuevaluation vs sector peers
59
CHWY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CHWY
RVLV
$585mC+
FCF
$49mC-
+6.1%C+
Rev
+10.0%B
1.23B
D/E
0.06A
39.8xC
P/E
28.7xC+
0.45A
PEG
1.08B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CHWY
RVLV
6% above
Price vs fair valuelower is cheaper
190% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~40%/yr
-23%
1-yr DCF upside
-71%
-5%
5-yr DCF upside
-65%
+27%
10-yr DCF upside
-57%
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
RVLV
No notable signals flagged.
The companies
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.
RVLVRevolve Group, Inc.
Why now
Internet Retail · market cap $1.8b. 18% off the 52-week high of $31.68. Revenue growing +10%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $29.69 (implying +15% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.64 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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.
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.