COMPARE · Data as of August 14, 2026
CHWY vs ETSY
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 69.3, ETSY scored 60.1 — CHWY leads.
Compare another set
CHWY
Chewy, Inc.
69.3
$22.42 · $9.2B
fundamentals as of
Score gap
9.2
CHWY leads
ETSY
Etsy, Inc.
60.1
$79.90 · $7.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
CHWY
stronger →← stronger
ETSY
76
Qualityreturns · margins · balance sheet
72
56
Growthrevenue & earnings expansion
44
79
Valuevaluation vs sector peers
69
CHWY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CHWY
ETSY
$585mC+
FCF
$649mC+
+6.1%C+
Rev
+3.7%C+
1.23B
D/E
—
37.4xC
P/E
25.3xC+
0.45A
PEG
1.04B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CHWY
ETSY
1% below
Price vs fair valuelower is cheaper
3% below
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
~9%/yr
-18%
1-yr DCF upside
-11%
+1%
5-yr DCF upside
+3%
+35%
10-yr DCF upside
+26%
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
ETSY
Why this score
- Buying back stock
- Short track record
The companies
CHWYChewy, Inc.
Why now
Internet Retail · market cap $9.2b. Down 48% 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 publish a mean 1-yr target of $31.05 (implying +38% 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 48% 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 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
ETSYEtsy, Inc.
Why now
Internet Retail · market cap $7.3b. 9% off the 52-week high of $87.97. 24 sell-side analysts rate this a Hold with a mean 1-yr target of $85.92 (implying +8% upside).
Moat
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
Beta 1.82 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. ROE -15% 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. Logistics + fulfillment cost — gross margin is sensitive to fuel, labor, and packaging costs that re-price faster than retail pricing can adjust.
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 ETSY diverge
On the headline score the gap is 9.2 points in favor of CHWY. The widest single difference is Growth, where CHWY leads by 12.0 points.
- GrowthCHWY 55.7 · ETSY 43.7CHWY +12.0
- ValueCHWY 78.9 · ETSY 68.6CHWY +10.3
- QualityCHWY 75.7 · ETSY 72.2CHWY +3.5
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.