Chewy Inc - Ordinary Shares - Class A

Chewy Inc - Ordinary Shares - Class A

CHWY

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Market Cap$8.55B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Chewy Inc - Ordinary Shares - Class AChewy Inc - Ordinary Shares - Class A38.4-45%0.71.1

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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$36.38

Target Price by Analysts

76.2% upsideChewy Target Price DetailsTarget Price
$34.05

Current Fair Value

65% upside

Undervalued by 65% based on the discounted cash flow analysis.

Share Statistics

Market cap$8.55 Billion
Enterprise Value$8.24 Billion
Dividend Yield$- (-)
Earnings per Share$0.53
Beta1.43
Outstanding Shares414,400,000

Return

Return on Equity44.75%ROE
Return on Assets6.20%
Return on Invested Capital20.76%

Valuation & Multiples

P/E Ratio38.39P/E Ratio
PEG53.33PEG
Price to Sales0.69Price to Sales
Price to Book Ratio20.64Price to Book Ratio
Enterprise Value to Revenue0.65
Enterprise Value to EBIT30.73
Enterprise Value to Net Income37
Total Debt to Enterprise0.07
Debt to Equity1.12Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
March 25, 2026
EPS Estimate
$0.09
Average shareholder expectation
Revenue Estimate
$3.27 B
Average shareholder expectation

Next Earnings Call

Expected Date
June 10, 2026
EPS Estimate
$0.43
Average shareholder expectation
Revenue Estimate
$3.35 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4956▼ 35.38%
Total Calls10,544,217▲ 31.03%
Total Puts5,225,200▼ 23.55%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %97.17%▼ 0.55%
Total Invested$10.85B▼ 18.89%
Investors Holding640▲ 6.00%

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...

Relevant Senate Committees

Finance

Controls corporate tax policy and international trade/tariffs, which directly impact Chewy's margins on imported pet goods and overall profitability.

Commerce, Science, and Transportation

This committee oversees interstate commerce, the FTC, and data privacy laws, which directly impact e-commerce operations, consumer protection, and digital marketing.