Chewy (CHWY) Valuation Check After Recent Share Price Weakness And Premium P/E Multiple

Simply Wall St.02-16

Chewy (CHWY) is back in focus after recent trading left the stock with a return of about negative 28% over the past month and negative 30% over the past 3 months. See our latest analysis for Chewy. At...

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At...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-valuation-check-after-recent-share-price-weakness\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chewy (CHWY) Valuation Check After Recent Share Price Weakness And Premium P/E Multiple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChewy (CHWY) Valuation Check After Recent Share Price Weakness And Premium P/E Multiple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-16 00:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-valuation-check-after-recent-share-price-weakness><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chewy (CHWY) is back in focus after recent trading left the stock with a return of about negative 28% over the past month and negative 30% over the past 3 months. See our latest analysis for Chewy. At...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-valuation-check-after-recent-share-price-weakness\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-valuation-check-after-recent-share-price-weakness","article_id":"2611120044","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4422000-choice1-main-header/1585186589176"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-valuation-check-after-recent-share-price-weakness","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611120044","pubTimestamp":1771172877,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Chewy (CHWY) is back in focus after recent trading left the stock with a return of about negative 28% over the past month and negative 30% over the past 3 months.\nSee our latest analysis for Chewy.\nAt a share price of US$24.23, Chewy's recent 7 day share price return of 13.53% decline and year to date share price return of 27.65% decline sit alongside a 1 year total shareholder return of 35.70% decline. This suggests that momentum has been fading over both short and longer horizons as the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4547":"WSB热门概念","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4122":"互联网与直销零售","BK4588":"碎股","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","BK4200":"专卖店","CHWY":"Chewy, Inc.","BK4585":"ETF&股票定投概念"},"translate_title":"Chewy(CHWY)在近期股价疲软和市盈率溢价后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHWY":1.5},"content_text":"Chewy (CHWY) is back in focus after recent trading left the stock with a return of about negative 28% over the past month and negative 30% over the past 3 months. See our latest analysis for Chewy. At a share price of US$24.23, Chewy's recent 7 day share price return of 13.53% decline and year to date share price return of 27.65% decline sit alongside a 1 year total shareholder return of 35.70% decline. This suggests that momentum has been fading over both short and longer horizons as the market reassesses growth prospects and risk. If this kind of volatility has you looking beyond a single e commerce name, it could be a good moment to scan our 23 top founder-led companies and see what else stands out. So with Chewy trading around US$24.23 and screens suggesting a possible intrinsic discount of about 62%, is the recent share price slide setting up a potential opportunity, or is the market already baking in future growth? AdvertisementMost Popular Narrative: 46.1% Undervalued Chewy's most followed narrative pegs fair value around $44.95 per share, well above the recent $24.23 close. This sets up a sharp valuation gap for investors to weigh.  The company's increased focus on innovation, such as the Chewy+ membership and mobile app improvements, is driving new customer acquisition and higher conversion rates, enhancing both revenue growth and net sales per active customer (NSPAC).  Active customer growth has reached an inflection point, with expectations for continued growth in 2025 due to improved marketing strategies and customer acquisition channels, positively affecting top-line revenue. Read the complete narrative. Curious how a subscription fee tweak, modest margin assumptions, and a rich future earnings multiple all connect to that fair value gap? The full narrative lays out the exact revenue path, profit mix, and valuation bridge that need to line up for that price to make sense. Result: Fair Value of $44.95 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear pressure points, including Chewy's heavy reliance on Autoship for over 80% of sales and modest active customer growth following earlier declines. Find out about the key risks to this Chewy narrative. Another Check: Earnings Multiple Tells A Different Story Here is the tension. Chewy screens as trading about 62% below one fair value estimate, yet the current P/E of 48.7x is far above the Specialty Retail industry at 21.4x, the peer average at 21.8x, and even the fair ratio of 26.4x that the market could move toward. If sentiment cools further, does the price converge toward that lower multiple, or does earnings growth do the heavy lifting instead? See what the numbers say about this price — find out in our valuation breakdown. NYSE:CHWY P/E Ratio as at Feb 2026 Build Your Own Chewy Narrative If you see the numbers differently or just prefer building your own view from the ground up, you can sketch out a full Chewy thesis in minutes by starting with Do it your way. A great starting point for your Chewy research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Chewy has sharpened your focus, do not stop here. Use the screener to spot other opportunities before they move without you.  Target value potential with our 53 high quality undervalued stocks and see which names currently line up with solid fundamentals at compressed prices. Lock in income ideas by scanning 12 dividend fortresses for companies pairing higher yields with consistency in their payout track records. Prioritise resilience by running through 84 resilient stocks with low risk scores to find businesses that score well on financial strength and risk checks.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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