COMPARE · Data as of August 24, 2026
CHWY vs W
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 69.1, W scored 26.7 — CHWY leads.
Compare another set
CHWY
Chewy, Inc.
69.1
$24.50 · $10.0B
fundamentals as of
Score gap
42.4
CHWY leads
W
Wayfair Inc.
26.7
$103.19 · $14.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthW+7.5%
- Highest qualityCHWY76 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CHWY
stronger →← stronger
W
76
Qualityreturns · margins · balance sheet
46
56
Growthrevenue & earnings expansion
43
78
Valuevaluation vs sector peers
10
CHWY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CHWY
W
$585mC+
FCF
$562mC+
+6.1%C+
Rev
+7.5%B
1.23B
D/E
—
40.2xC
P/E
—
0.48A
PEG
23.50D
—
P/S
1.1xB
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
W
8% above
Price vs fair valuelower is cheaper
7% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-25%
1-yr DCF upside
-29%
-8%
5-yr DCF upside
-7%
+23%
10-yr DCF upside
+40%
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
W
Why this score
- Diluting shareholders
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.
WWayfair Inc.
Why now
Internet Retail · market cap $14.1b. 14% off the 52-week high of $119.98. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $123.31 (implying +19% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Currently unprofitable (margin -2.5%) — path to GAAP profitability is the core thesis risk. Beta 2.98 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.
Where CHWY and W diverge
On the headline score the gap is 42.4 points in favor of CHWY. The widest single difference is Value, where CHWY leads by 68.4 points.
- ValueCHWY 78.1 · W 9.7CHWY +68.4
- QualityCHWY 75.9 · W 46.4CHWY +29.5
- GrowthCHWY 55.7 · W 42.5CHWY +13.2
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.