Chewy Inc vs JD.Com Inc — how do they compare? Chewy Inc trades at $20.36 (market cap $8.33B), while JD.Com Inc trades at $29.39 (market cap $39.64B). The key difference: JD.Com Inc is far larger — about 4.8× Chewy Inc's market cap, and JD.Com Inc pays a 3.47% dividend while Chewy Inc pays none. Which is the better fit depends on your goals.
| CHWY | JD | |
|---|---|---|
Market Cap | $8.33B | $39.64B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $42.33 | $36.17 |
52-Week Low | $17.51 | $25.19 |
Enterprise Value | $8.30B | $25.80B |
Dividend Yield | — | 3.47% |
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.
JD.com trades at $28.88, up 2.41% today, with strong technical momentum and bullish analyst sentiment. Recent earnings beats and a consensus price target of $40 suggest significant upside potential. The company maintains robust revenue growth, reaching $1.31 trillion in 2025, though net margins compressed to 1.05%. Positive news highlights retail margin expansion and AI-driven investments.
Outlook remains favorable with Wall Street's 70% buy rating, but risks include Chinese regulatory scrutiny and ongoing margin pressures. The stock's current valuation at P/E 21.2 appears reasonable given growth prospects, though investors should monitor earnings sustainability and geopolitical factors.
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 →JD.com is China's second-largest e-commerce company after Alibaba in terms of gross merchandise volume, offering a wide selection of authentic products at competitive prices, with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Read more on JD →