Chewy Inc vs Shopify Inc. — how do they compare? Chewy Inc trades at $22.38 (market cap $9.20B), while Shopify Inc. trades at $150.31 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 21.3× Chewy Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Chewy Inc nearer its low. Which is the better fit depends on your goals.
| CHWY | SHOP | |
|---|---|---|
Market Cap | $9.20B | $196.35B |
Sector | Consumer Cyclical | Technology |
52-Week High | $42.33 | $179.01 |
52-Week Low | $17.51 | $95.40 |
Enterprise Value | $9.16B | $191.59B |
Signals from Pluang's Aura AI — not financial advice
CHWY trades at $22.38, down 0.93% on the day, with a bearish technical signal and neutral oscillators. Revenue grew to $11.86B in 2025, with net income surging to $392.74M, though margins remain thin. Recent news highlights insider selling and mixed institutional moves, while analyst consensus is strongly bullish with an $33.82 price target.
The stock offers growth potential from recurring revenue and market expansion but faces risks from competition and volatile earnings. With high valuation multiples and bearish technicals, near-term pressure may persist, but long-term prospects hinge on sustained profitability and execution against rivals like Amazon.
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →