COMPARE · Data as of August 24, 2026
CHWY vs GLBE
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 69.1, GLBE scored 54.8 — CHWY leads.
Compare another set
Different reporting periods. CHWY's fundamentals are as of May 2026, but GLBE's are as of December 2025 — a 4-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CHWY
Chewy, Inc.
69.1
$24.50 · $10.0B
fundamentals as of
Score gap
14.3
CHWY leads
GLBE
Global-E Online Ltd.
54.8
$39.86 · $6.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCHWY40.2x
- Fastest growthGLBE+27.8%
- Strongest balance sheetGLBE0.03
- Highest qualityCHWY76 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CHWY
stronger →← stronger
GLBE
76
Qualityreturns · margins · balance sheet
61
56
Growthrevenue & earnings expansion
93
78
Valuevaluation vs sector peers
29
CHWY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CHWY
GLBE
$585mC+
FCF
$281mC
+6.1%C+
Rev
+27.8%A-
1.23B
D/E
0.03A
40.2xC
P/E
46.3xD
0.48A
PEG
1.76C+
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
GLBE
8% above
Price vs fair valuelower is cheaper
2% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~15%/yr
-25%
1-yr DCF upside
-26%
-8%
5-yr DCF upside
-2%
+23%
10-yr DCF upside
+46%
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
GLBE
No notable signals flagged.
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.
GLBEGlobal-E Online Ltd.
Why now
Internet Retail · market cap $6.7b. 9% off the 52-week high of $43.99. Revenue growing +28% — in hypergrowth territory. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $50.62 (implying +27% 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
Trailing P/E 46x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 7% 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. 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 GLBE diverge
On the headline score the gap is 14.3 points in favor of CHWY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueCHWY 78.1 · GLBE 29.0CHWY +49.1
- GrowthCHWY 55.7 · GLBE 92.7GLBE +37.0
- QualityCHWY 75.9 · GLBE 61.4CHWY +14.5
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.