Chewy, Inc (CHWY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $8.6B
Chewy, Inc
CHWY · US
Fair value as of: Jul 18, 2026
From 24 valuation models · updated 22 days ago
Fair value updated Jul 18, 2026, revised from $11.95 to $11.46 (−4.1%) since Jul 5, 2026. Share price +14.4% over the past month.
A solid business, but screening 51% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($14.15). The favourable scenario is already priced in.
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range $14.99 – $95.70 · fair‑value band $8.63 – $14.15 · the $23.53 price screens above the $11.46 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Chewy, Inc (CHWY) currently trades at $23.53, while our model-based Fair Value estimate is $11.46, implying the stock looks roughly 51.3% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Chewy, Inc generated revenue of $12.6B at a net margin of 1.8%. Revenue grew 0.5% year over year. It earns a return on equity of 58.7%. The balance sheet holds a net cash position of $303M. Fundamentals as of Jul 18, 2026
Our scenario range runs from $8.63 (bear case) to $14.15 (bull case); at $23.53, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 50% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -49% fair-value upside, at -51%, CHWY screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models ($21.27) versus Asset-Based ($0.7800). Highest evidence: Growth DCF (72).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 21
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Chewy, Inc reported revenue of $12.6B in FY2026 versus $9.0B in FY2022, a compound +8.9%/yr. Reported net income was $223M in FY2026.
CHWY screens 51% overvalued. Compare with Amazon.com, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Chewy Chief Accounting Officer Disposes 11,134 Shares for $254,000 in Tax-Related Transaction
- Chewy (CHWY) Stock Looks Overvalued Despite Weak Returns And Fair Value Doubts
- Chewy CEO Sumit Singh Sells 81,841 Shares for $1.9 Million -- Is the Stock a Sale?
- 3 Reasons Chewy Stock Fits Peter Lynch's Blueprint for a 10-Bagger Stock
Peer Group
Internet Retail · 109 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZN | $245.34 | $127.67 | -48% |
| Alibaba Group BABA | $114.97 | $75.75 | -34% |
| PDD Holdings PDD | $84.14 | $223.51 | +166% |
| MercadoLibre, Inc MELI | $1,814 | $798.98 | -56% |
| DoorDash, Inc DASH | $190.16 | $38.64 | -80% |
| Sea Limited SE | $106.22 | $52.70 | -50% |
| eBay Inc EBAY | $117.20 | $60.13 | -49% |
| JD.com, Inc JD | €25.95 | €31.88 | +23% |
| Coupang, Inc CPNG | $16.86 | $2.79 | -83% |
| Delivery Hero SE DHER | €38.18 | €12.71 | -67% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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