COMPARE · Data as of August 21, 2026
CHWY vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. CHWY scored 69.2, SE scored 80.0 — SE leads.
Compare another set
Different reporting periods. CHWY's fundamentals are as of May 2026, but SE'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.
69.2
$24.02 · $9.8B
fundamentals as of
Score gap
10.8
SE leads
SE
Sea Limited
80
$117.53
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCHWY40.0x
- Fastest growthSE+33.2%
- Strongest balance sheetSE0.32
- 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.
Fundamentals, head-to-head
CHWY
SE
$585mC+
FCF
$4.5bB
+6.1%C+
Rev
+33.2%A
1.23B
D/E
0.32A-
40.0xC
P/E
45.4xD
0.48A
PEG
1.70C+
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
SE
6% above
Price vs fair valuelower is cheaper
—
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-23%
1-yr DCF upside
—
-6%
5-yr DCF upside
—
+26%
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 $9.8b. Down 45% 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 +28% 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.
SESea Limited
Why now
Internet Retail · market cap n/a. Down 41% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $155.29 (implying +32% upside).
Moat
ROE 13% 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 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 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 45x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
SE leads CHWY by 10.8 points (80.0 to 69.2), its sharpest advantage coming in Rev (grade A). A contrarian could still prefer CHWY for its stronger PEG (grade A).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.