Chewy (CHWY) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Wayfair (W) has outperformed Chewy (CHWY) over the past year, gaining 25.4% versus a loss of 51.6%. Over five years, W leads with a -56.5% price change compared with -71.3% for CHWY. Wayfair is the larger company by market cap ($14.31 billion vs $7.32 billion), about 2.0 times the size, while Chewy is growing revenue faster (+6.2% vs +5.1%).
On valuation, Chewy trades at a lower forward P/E (9.7x vs 26.9x for Wayfair). Chewy converts more of its revenue into profit, with a net margin of 1.8% versus -2.5%.
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 | W |
|---|---|---|
| Share price | $18.22 | $104.47 |
| Market cap | $7.32B | $14.31B |
| 1-day change | +0.44% | -0.93% |
| YTD return | -44.92% | +3.84% |
| 1-year return | -51.62% | +25.44% |
| 5-year return | -71.34% | -56.51% |
| P/E ratio (TTM) | 28.03 | — |
| Forward P/E | 9.75 | 26.90 |
| EPS (TTM) | $0.65 | $-2.47 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $12.60B | $12.46B |
| Revenue growth (YoY) | +6.24% | +5.11% |
| Net income (latest FY) | $222.80M | $-313.00M |
| Gross margin | 29.79% | 30.22% |
| Operating margin | 2.02% | 0.14% |
| Net margin | 1.77% | -2.51% |
| 52-week high | $39.70 | $119.98 |
| 52-week low | $17.40 | $55.60 |
| Distance from 52-week high | -54.11% | -12.93% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +57.19% | +18.40% |
| Average volume | 8.32M | 2.91M |
| Shares outstanding | 225.45M | 115.99M |
| Employees | 18,000 | 11,800 |
| Sector | Consumer Cyclical | Consumer Cyclical |
| Industry | Internet Retail | Internet Retail |
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
- W has outperformed CHWY by 77.1 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 Cyclical · Internet Retail · 18,000 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Cyclical · Internet Retail · 11,800 employees
CHWY vs W FAQ
Which is bigger, Chewy or Wayfair?
Wayfair (W) is larger, with a market capitalization of $14.31B compared with $7.32B for Chewy (CHWY).
Which stock has performed better over the past year, CHWY or W?
W returned +25.44% over the past 12 months, compared with -51.62% for CHWY (price return, excluding dividends). Past performance does not predict future results.
Are Chewy and Wayfair in the same industry?
Yes. Both are classified in the Internet Retail industry within the Consumer Cyclical sector.