Chewy Inc vs Samsara Inc — how do they compare? Chewy Inc trades at $20.47 (market cap $8.33B), while Samsara Inc trades at $36.94 (market cap $21.50B). The key difference: Samsara Inc is far larger — about 2.6× Chewy Inc's market cap, and Samsara Inc is trading nearer its 52-week high, Chewy Inc nearer its low. Which is the better fit depends on your goals.
| CHWY | IOT | |
|---|---|---|
Market Cap | $8.33B | $21.50B |
Sector | Consumer Cyclical | Technology |
52-Week High | $42.33 | $45.22 |
52-Week Low | $17.51 | $24.25 |
Enterprise Value | $8.30B | $20.77B |
Signals from Pluang's Aura AI — not financial advice
Chewy (CHWY) trades at $20.32, down 2.68% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported $11.86B revenue for 2025 with net income of $392.74M, showing improved profitability. Recent news highlights expansion in pet healthcare and AI-driven operational efficiency, though Q1 2026 earnings missed expectations.
The outlook is mixed: strong analyst consensus (81.58% buy ratings) and a $34.92 price target suggest upside, but near-term risks include consumer trade-down pressures and competitive threats. Long-term growth drivers in pet care and margin expansion offer potential, yet macroeconomic headwinds and execution risks warrant caution.
Samsara (IOT) trades at $36.83, up 0.3% with strong analyst support (78% buy ratings) and a $44.40 consensus price target. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.17 exceeding the $0.13 forecast. Technical indicators show bullish momentum with the stock trading near resistance at $37, while RSI levels suggest potential overbought conditions. The company continues to innovate with new product launches including the Samsara Tracking Label and 360 Camera.
Despite a negative net income of -$155M in 2025, Samsara shows promising revenue growth trajectory with 2026 projections of $1.7B revenue and positive $58M net income. High valuation ratios (P/E 369, P/S 12.33) reflect growth expectations, but execution risks and competitive pressures in the operations software space remain key considerations for investors.
Trailing returns across standard periods
Latest headlines on both assets
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →