Inside the research

Chewy, Inc.

CHWY Research profile · latest available data

Price overview

$18.27

▼ -0.05 (-0.3%)

52w hi$40.45
52w lo$17.51
Vol9.84M
As of25 Sep 2026

The Verdict

Hold

Our score -0.18

Short-0.19
Medium-0.26
Long-0.02

computed 2026-09-27

Key fundamentals

Chewy, Inc.

Consumer Cyclical · Internet Retail

Market cap$7.34B
Enterprise value$7.89B
Trailing P/E28.11x
Forward P/E9.78x
EV / EBITDA18.25x
P / S (ttm)0.56x
Profit margin2.1%
Return on equity72.0%
Revenue growth+7.3%
Earnings growth+41.5%
Debt / equity313.41

Layer Breakdown

LayerRawContribution
Fundamental+0.29
Sector-0.03
Technical-0.19
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Chewy, Inc., together with its subsidiaries, engages in the e-commerce business in the United States. It offers pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. The company serves its customer through its retail websites and mobile applications, including Autoship subscription program. Chewy, Inc. was founded in 2010 and is based in Plantation, Florida.

United States · www.chewy.com

Risk Metrics

Beta vs SPX0.89
Corr SPX0.31
Annual vol45.7%
Annual ret-13.9%
Sharpe-0.30
Max DD-63.7%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$41.05
High / Low$50.00 / $28.00
Median$41.00
Analysts20
Strong Buy8
Buy12
Hold5
Sell0
Strong Sell0

Recent rating actions

2026-04-27Guggenheim→ Buy
2026-04-13Guggenheim→ Buy
2026-03-31Morgan Stanley→ Overweight
2026-03-30RBC Capital→ Outperform
2026-03-27Citigroup→ Buy
2026-03-26Wedbush→ Outperform

Material Events

DateEvent8-K
2026-07-13Shareholder Voteread
2026-06-24Material Agreement, Material Obligation…read
2026-06-10Earnings Release, Exhibitsread
2026-04-28Reg FD Disclosure, Exhibitsread
2026-04-08Other Material Eventread
2026-03-25Earnings Release, Exhibitsread
2026-02-24Officer / Director Change, Reg FD Disclosure…read
2026-01-20Officer / Director Changeread
2025-12-10Earnings Release, Exhibitsread
2025-09-10Earnings Release, Exhibitsread
2025-07-15Shareholder Voteread
2025-07-09Officer / Director Changeread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-03Singh SumitChief Executive OfficerSell43.24K$995.04K
2026-08-03Singh SumitChief Executive OfficerSell6.23K$143.42K
2026-07-31Billings William G.Chief Accounting OfficerWithheld for tax11.13K$254.08K
2026-07-31Singh SumitChief Executive OfficerWithheld for tax28.65K$653.77K
2026-07-31Singh SumitChief Executive OfficerWithheld for tax3.71K$84.78K
2026-07-31Deppe Christopher S.Chief Financial OfficerWithheld for tax624$14.24K
2026-07-31Hu Da-WaiGeneral Counsel & SecretaWithheld for tax909$20.74K
2026-07-09STAR JAMES AGrant10.66K—
2026-07-09Nesbitt Martin H.Grant10.66K—
2026-07-09GOLDHABER NATHANIELGrant10.66K—

Flow & Concentration

Insider 180d net-$1.14M
Insider buys / sells0 / 2
Insider biasNeutral
13F holders9
Top-5 share94.2%
HHI2,555 (concentrated)

Top Holders

HolderValueShares
AQR Capital Management$250.41M12.93M
State Street Corp$149.47M7.61M
Capital Research / Capital World$64.32M3.27M
Citadel Advisors$57.51M2.93M
Fidelity / FMR LLC$55.62M2.83M
Renaissance Technologies$16.00M814.10K
Millennium Management$12.97M659.87K
Bridgewater Associates$6.75M343.28K
T. Rowe Price Group$30.36K1.55M

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-07-134view
2026-07-134view
2026-07-134view
2026-07-134view
2026-07-134view
2026-07-138-Kview
2026-07-134view
2026-06-304view
2026-06-248-Kview
2026-06-108-Kview
2026-06-1010-Qview

The Long Run

FY 2019–2025 · 7 years

LineLatestCAGRTrend
Revenue$12.60B+23.6%
Gross profit$3.75B+47.3%
Operating income$254.30M+356.1%
Net income$222.80M+137.3%
Cash from ops$486.20M+38.3%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$18.30$18.66$18.20$18.279.84M
Sep 24$18.57$19.11$18.14$18.3213.33M
Sep 23$19.70$19.71$18.50$18.5516.78M
Sep 22$20.90$20.94$19.62$19.6611.50M
Sep 21$20.92$21.18$20.50$20.517.03M

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