CHWY
Chewy, Inc.
CHWY has the edge over F overall, supported by stronger fundamentals and stronger valuation.
F
Ford Motor Company
F's outlook is improving, though it still trails on the overall score.
CHWY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
CHWY's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
CHWY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 22x | $22.60 | — |
| Current | 34x | $22.60 | — |
| Cheap | 37x | $24.73 | +9.4% |
| Fair | 94x | $62.06 | +175% |
| Expensive | 623x | $411 | +1720% |
Historical ranges are pointers, not guarantees.
CHWY's PE is in its cheap range at 34x. If earnings grow as analysts expect, today's price would be 22x next year's earnings.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
CHWY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
CHWY has the edge over F on the outlook, with more favorable revenue expectations.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
CHWY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.02 | +54% |
| Q3 2026 | $0.66 | +78% |
| Q2 2026 | $0.60 | -34% |
| Q1 2026 | $0.52 | -43% |
| Q4 2025 | $0.50 | -46% |
| Q3 2025 | $0.37 | -55% |
| Q2 2025 | $0.91 | +379% |
| Q1 2025 | $0.91 | +911% |
| Q4 2024 | $0.92 | +2967% |
CHWY has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
CHWY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.3B | +7.3% |
| Q2 2026 | $3.4B | +7.7% |
| Q1 2026 | $3.3B | +0.5% |
| Q4 2025 | $3.1B | +8.3% |
| Q3 2025 | $3.1B | +8.6% |
| Q2 2025 | $3.1B | +8.3% |
| Q1 2025 | $3.2B | +14% |
| Q4 2024 | $2.9B | +5.1% |
CHWY has the edge over F on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | +0.5 points |
| Q2 2026 | 3.8% | +1.4 points |
| Q1 2026 | 1.3% | +1.6 points |
| Q4 2025 | 2.1% | +1.2 points |
| Q3 2025 | 2.3% | +1.1 points |
| Q2 2025 | 2.5% | +0.2 points |
| Q1 2025 | -0.3% | +0.4 points |
| Q4 2024 | 0.9% | +1.3 points |
CHWY's operating margin was 2.8% last quarter, up 0.5 points from the same quarter a year ago, near the top of its range since 2019.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F's revenue grew through 2023 and has held roughly level since: $49.5B last quarter, down 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F has the edge over CHWY on profitability, with a higher operating margin.
CHWY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $89.5M | -15% |
| Q2 2026 | $70.8M | +45% |
| Q1 2026 | $232M | +48% |
| Q4 2025 | $175.8M | +16% |
| Q3 2025 | $105.9M | +16% |
| Q2 2025 | $48.7M | -7.5% |
| Q1 2025 | $156.6M | +136% |
| Q4 2024 | $151.8M | +213% |
CHWY has the edge over F on cash flow, with more consistent year-over-year improvement.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F still generates free cash flow, though less than at its 2020 peak: $5.1B over the past year.
CHWY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.1% | -9M shares |
| 1 year | -4.3% | -18.3M shares |
| 3 years | -5% | -21.5M shares |
| 5 years | -1.6% | -6.6M shares |
| Available history | +2.2% | +8.8M shares |
CHWY has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $200M |
| Q2 2026 | $200M |
| Q1 2026 | $55M |
| Q4 2025 | $54.9M |
| Q3 2025 | $129.5M |
| Q2 2025 | $23.1M |
| Q1 2025 | $67.7M |
| Q4 2024 | $343.2M |
CHWY spent $510M buying back its own shares over the past year, down 9.5% from the year before.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
CHWY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | -1.1x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2025 | -2.6x | Net Cash |
| Q1 2025 | -2.6x | Net Cash |
| Q4 2024 | -2.4x | Net Cash |
CHWY has more cash than debt.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over CHWY on leverage, with a lower net debt burden relative to earnings.
CHWY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.2 | Neutral |
| Stochastic | 58.6 | Neutral |
CHWY's weekly RSI is 51 (neutral) and its Stochastic is 59 (neutral).
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
CHWY PE vs Consumer Cyclical Sector
| Metric | CHWY | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 18x | 90% above |
| PE % | 7 | 47 | 40 pts below |
CHWY is trading at 34x earnings, a 90% premium to the Consumer Cyclical sector's median of 18x.
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
CHWY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $20.6 | 9.8% above |
| 20 week MA | $21.4 | 5.4% above |
| 50 week MA | $24.4 | 7.5% below |
| 100 week MA | $31.0 | 27% below |
| 200 week MA | $29.0 | 22% below |
CHWY has the edge over F on trend strength, trading above more of its moving averages.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
CHWY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $28.6 | $104.0 | +263% |
| 2021 | $104.0 | $59.3 | -43% |
| 2022 | $59.3 | $39.3 | -34% |
| 2023 | $39.3 | $23.6 | -40% |
| 2024 | $23.6 | $34.1 | +44% |
| 2025 | $34.1 | $32.5 | -4.6% |
| 2026 YTD | $32.5 | $22.6 | -30% |
CHWY's yearly returns have swung widely, from +263% in 2020 to −43% in 2021. It's down 30% so far in 2026.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F has the edge over CHWY on returns for 2026, with the stronger performance.