Professional
Added to YB: 2026-06-01
Pitch date: 2026-05-27
CHWY [neutral]
Chewy, Inc.
+0.8%
current return
Author Info
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Company Info
Chewy, Inc., together with its subsidiaries, engages in the e-commerce business in the United States.
Market Cap
$8.9B
Pitch Price
$21.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.95
P/E
41.12
EV/Sales
0.68
Sector
Specialty Retail
Category
value
Pernas Research Passes On: Chewy, Inc.
CHWY (pass): Largest US pure-play e-commerce pet retailer w/ 80%+ sales from recurring Autoship program. Strong retention, vertically integrated pharmacy. Expanding into pet health/vet services for margin lift. Trades 21x EV/EBITDA despite mid-single-digit EBITDA margins. Uncertainty on new verticals & mature post-COVID pet market. Waiting for better entry.
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