COMPARE · Reviewed July 29, 2026
CHWY vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 72.7, SE scored 84.0 — SE leads.
Compare another set
CHWY
Chewy, Inc.
72.7
$23.30 · $9.5B
fundamentals as of
Score gap
11.3
SE leads
SE
Sea Limited
84
$108.37
fundamentals as of
Fundamentals, head-to-head
CHWY
SE
$585mC+
FCF
$4.8bB
+6.1%C+
Rev
+36.4%A
1.23B
D/E
0.28A-
38.8xC
P/E
42.8xC
0.44A
PEG
1.50B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CHWY
SE
4% above
Price vs fair valuelower is cheaper
—
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-22%
1-yr DCF upside
—
-4%
5-yr DCF upside
—
+28%
10-yr DCF upside
—
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
SE
No notable signals flagged.
The companies
CHWYChewy, Inc.
Why now
Internet Retail · market cap $9.5b. Down 46% from 52-week high of $43.50 — deep drawdown territory. PEG 0.44 — 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 +33% 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 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.45 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 39x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
SESea Limited
Why now
Internet Retail · market cap n/a. Down 46% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $142.26 (implying +31% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.55 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 43x 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.