Chewy Inc vs Figs Inc — how do they compare? Chewy Inc trades at $22.23 (market cap $9.20B), while Figs Inc trades at $14.26 (market cap $2.37B). The key difference: Chewy Inc is far larger — about 3.9× Figs Inc's market cap, and Figs Inc is trading nearer its 52-week high, Chewy Inc nearer its low. Which is the better fit depends on your goals.
| CHWY | FIGS | |
|---|---|---|
Market Cap | $9.20B | $2.37B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $42.33 | $17.12 |
52-Week Low | $17.51 | $6.57 |
Enterprise Value | $9.16B | $2.13B |
Signals from Pluang's Aura AI — not financial advice
Chewy (CHWY) trades at $22.59, down 3.99% on the day, reflecting near-term bearish technical pressure. The stock shows strong fundamental progress with revenue climbing to $11.86B in 2025 and net income surging to $392.74M, marking a significant profitability turnaround. Recent earnings beats in Q3 2025 and Q1 2026 contrast with a Q4 2025 miss, indicating volatility. Analyst sentiment remains overwhelmingly positive with an 81.58% buy rating and a $33.82 consensus price target, suggesting substantial upside potential from current levels.
The investment outlook for CHWY is constructive, driven by robust revenue growth, expanding margins, and strong analyst conviction. Key opportunities include the company's dominant position in the pet care e-commerce space and its high customer loyalty through the Autoship subscription model. Primary risks involve competitive pressures from larger retailers, execution challenges in integrating veterinary services, and sensitivity to consumer spending trends. The stock presents a growth opportunity but requires monitoring of quarterly execution against high expectations.
FIGS stock trades at $14.39, up 0.91% today, with a bullish technical signal from moving averages. The company reported strong Q2 2026 earnings, beating EPS estimates with 28.8% revenue growth, and raised its full-year outlook. Valuation remains elevated with a P/E of 43.24 and P/S of 3.83, while profitability improved with a net income margin of 8.72% in 2025.
The outlook is positive given accelerating revenue growth and margin expansion, but the rich valuation poses a risk if execution falters. Analyst consensus is bullish with a $19.50 price target, though high RSI readings suggest near-term overbought conditions. Key risks include second-half execution challenges and competitive pressures in healthcare apparel.
Trailing returns across standard periods
Chewy is the largest e-commerce pet care retailer in the U.S., generating $8.9 billion in 2021 sales across pet food, treats, hard goods, and pharmacy categories. The firm was founded in 2011, acquired by PetSmart in 2017, and tapped public markets as a standalone company in 2019, after spending a couple of years developing under the aegis of the pet superstore chain. The firm generates sales from pet food, treats, over-the-counter medications, medical prescription fulfillment, and hard goods, like crates, leashes, and bowls.
Read more on CHWY →FIGS Inc is a healthcare apparel company. It offers more fitted scrubs for men and women made of its proprietary fabric FIONx, which provides four-way stretch and has anti-odor, anti-wrinkle, and moisture-wicking properties.
Read more on FIGS →