Chewy (CHWY) vs ThredUp (TDUP)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 11, 2026.
Summary
Chewy (CHWY) has outperformed ThredUp (TDUP) over the past year, losing 51.4% versus a loss of 71.3%. Over five years, CHWY leads with a -70.2% price change compared with -87.3% for TDUP. Chewy is the larger company by market cap ($7.62 billion vs $325.7 million), about 23.4 times the size.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CHWY | TDUP |
|---|---|---|
| Share price | $18.95 | $2.48 |
| Market cap | $7.62B | $325.71M |
| 1-day change | +0.21% | +5.53% |
| YTD return | -42.66% | -61.19% |
| 1-year return | -51.45% | -71.26% |
| 5-year return | -70.17% | -87.31% |
| P/E ratio (TTM) | 29.15 | — |
| Forward P/E | 10.14 | — |
| EPS (TTM) | $0.65 | $-0.17 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $12.60B | — |
| Revenue growth (YoY) | +6.24% | — |
| Net income (latest FY) | $222.80M | — |
| Gross margin | 29.79% | — |
| Operating margin | 2.02% | — |
| Net margin | 1.77% | — |
| 52-week high | $39.70 | $10.00 |
| 52-week low | $17.40 | $2.09 |
| Distance from 52-week high | -52.27% | -75.20% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +51.13% | +191.94% |
| Average volume | 8.40M | 2.39M |
| Shares outstanding | 225.45M | 111.01M |
| Employees | 18,000 | 2,132 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Catalog/Specialty Distribution | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Chewy is about 23.4 times larger than ThredUp by market value ($7.62B vs $325.71M).
- CHWY has outperformed TDUP by 19.8 percentage points over the past year.
About Chewy
CHWY stock →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.
Consumer Discretionary · Catalog/Specialty Distribution · 18,000 employees
About ThredUp
TDUP stock →ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. The company's platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories.
Consumer Discretionary · Catalog/Specialty Distribution · 2,132 employees
CHWY vs TDUP FAQ
Which is bigger, Chewy or ThredUp?
Chewy (CHWY) is larger, with a market capitalization of $7.62B compared with $325.71M for ThredUp (TDUP).
Which stock has performed better over the past year, CHWY or TDUP?
CHWY returned -51.45% over the past 12 months, compared with -71.26% for TDUP (price return, excluding dividends). Past performance does not predict future results.
Are Chewy and ThredUp in the same industry?
Yes. Both are classified in the Catalog/Specialty Distribution industry within the Consumer Discretionary sector.