Chewy Inc vs Cloudflare Inc — how do they compare? Chewy Inc trades at $20.47 (market cap $8.33B), while Cloudflare Inc trades at $283.73 (market cap $100.00B). The key difference: Cloudflare Inc is far larger — about 12× Chewy Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, Chewy Inc nearer its low. Which is the better fit depends on your goals.
| CHWY | NET | |
|---|---|---|
Market Cap | $8.33B | $100.00B |
Sector | Consumer Cyclical | Technology |
52-Week High | $42.33 | $281.69 |
52-Week Low | $17.51 | $160.16 |
Enterprise Value | $8.30B | $99.36B |
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.
Cloudflare (NET) trades at $269.45, up 0.39% on the day, with a bullish technical signal from moving averages. The stock has beaten earnings estimates for three consecutive quarters, with Q2 2026 results pending. Revenue growth is strong, reaching $2.17 billion in 2025, but profitability remains a challenge with a net income margin of -3.72%. Recent news highlights strategic AI partnerships and product launches, including a research pilot with OpenAI and the introduction of Precursor for bot management.
The outlook for NET is cautiously optimistic, driven by AI infrastructure demand and cybersecurity tailwinds, but high valuation multiples and persistent losses pose risks. Analyst consensus is strongly bullish with a 72.5% buy rating, though the current price exceeds the average target of $257.43. Investors should weigh growth potential against profitability concerns and competitive pressures in the cloud sector.
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →