Chewy Inc - Ordinary Shares - Class A

Chewy Inc - Ordinary Shares - Class A

CHWY

Market Cap$17.39B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Chewy Inc - Ordinary Shares - Class AChewy Inc - Ordinary Shares - Class A44.7-103%1.51.4

Earnings Call Q1 2025

June 11, 2025 - AI Summary

Strong Q1 Performance: Chewy, Inc. reported Q1 net sales of $3.12 billion, exceeding expectations with an 8% year-over-year growth. Active customers increased to 20.8 million, up 3.8% YoY, while AutoShip customer sales reached $2.56 billion, accounting for 82% of total sales and growing by nearly 15% YoY. This shows robust customer engagement and loyalty.
Positive Gross Margin Expansion: The gross margin improved to 29.6%, which is up 60 basis points from the previous year after adjusting for one-time benefits from Q1 fiscal 2024. This indicates better cost management and product mix improvement, supported by the growth in the sponsored ads business.
Adjusted EBITDA and Free Cash Flow: The adjusted EBITDA for Q1 was $192.7 million, reflecting a 6.2% margin and a significant year-over-year improvement in profitability margins. Free cash flow was approximately $48 million, with expectations of significant conversion of adjusted EBITDA to free cash flow (around 80%).

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$42.50

Target Price by Analysts

2.1% downsideChewy Target Price DetailsTarget Price
$8.89

Current Fair Value

79.5% downside

Overvalued by 79.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$17.39 Billion
Enterprise Value$17.31 Billion
Dividend Yield$0 (0%)
Earnings per Share$0.93
Beta1.75
Outstanding Shares413,700,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio44.66
PEG-664.33
Price to Sales1.5
Price to Book Ratio-
Enterprise Value to Revenue1.43
Enterprise Value to EBIT122.59
Enterprise Value to Net Income44
Total Debt to Enterprise0.03
Debt to Equity1.43

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Chewy Inc

12,000 employees

Chewy, Inc. is an American online retailer of pet food and other pet-related products based in Dania Beach, Florida. In 2017, Chewy was acquired by PetSmart for $3.35 billion, which was the largest ever acquisition of an e-commerce busin...