CHWY vs HIMS vs SJM Stock Comparison

Chewy, Hims & Hers Health and J M Smucker Prices as of Oct 29, 2026 Peers: Industry group
CHWY Chewy, Inc.
$20.84 +14.1% 1M -37.9% 1Y
Market cap
$8.37B
P/E
30.9x
Revenue (TTM)
$13.07B
Div. yield
–
Packaged Foods Consumer Staples
3 wins
SJM J M SMUCKER Co
$126.26 +4.6% 1M +24.8% 1Y
Market cap
$13.49B
P/E
58.8x
Revenue (TTM)
$9.16B
Div. yield
3.50%
Packaged Foods Consumer Staples
5 wins

Head to Head

10 decided of 12

J M Smucker leads on 5 of the 12 questions below (J M Smucker 5, Chewy 3, Hims & Hers Health 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCHWYHIMSSJMLeader
Larger companyMarket capitalisation $8.37B $6.93B $13.49B SJM
Cheaper on earningsLower P/E, profitable companies only 30.9x -48.5x 58.8x CHWY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.4x — 11.1x SJM
Faster revenue growthRevenue growth, trailing twelve months +5.9% +28.0% +5.1% HIMS
More profitableNet margin, trailing twelve months 2.1% -5.5% 2.5% SJM
Better return on capitalReturn on invested capital — — 3.6% –
Less leveragedLower net debt / EBITDA 0.0x — 4.9x CHWY
Higher dividend yieldTrailing dividend yield — — 3.50% –
Better 1-year returnPrice return, last 12 months -37.9% -36.3% +24.8% SJM
Better 5-year returnAnnualised price return, 5 years -22.8%/yr +30.7%/yr +0.5%/yr HIMS
Less volatileAnnualised volatility, 1 year 47.3% 86.9% 28.5% SJM
Higher overall scoreMean of the five percentile scores vs peers 68/100 41/100 58/100 CHWY

Percentile Scorecard

CHWYHIMSSJM

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCHWYHIMSSJM
Valuation 57 #20 of 45 33 #62 of 92 59 #19 of 45
Growth 90 #5 of 42 41 #52 of 87 95 #3 of 42
Profitability 56 #18 of 40 40 #52 of 86 82 #8 of 40
Financial Health 59 #20 of 47 21 #77 of 97 28 #34 of 47
Shareholder Returns 80 #7 of 31 70 #17 of 55 27 #23 of 31
Overall 68 41 58
  • CHWY ranked among 48 companies in Branded Foods
  • HIMS ranked among 102 companies in Healthcare Providers
  • SJM ranked among 48 companies in Branded Foods

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCHWYHIMSSJMSPY
1 month +14.1%+3.5%+4.6% +0.7%
3 months -8.8%+9.8%+3.3% +3.7%
6 months -18.0%+9.3%+28.8% +7.1%
Year to date -36.9%-8.5%+29.1% +12.8%
1 year -37.9%-36.3%+24.8% +11.9%
3 years +12.2%+413.8%+11.1% +85.2%
3 years, per year +3.9%+72.6%+3.6% +22.8%
5 years -72.5%+280.8%+2.8% +67.6%
5 years, per year -22.8%+30.7%+0.5% +10.9%
10 years ——-4.3% +262.0%
10 years, per year ——-0.4% +13.7%

Risk

MeasureCHWYHIMSSJMSPY
Volatility, 1Y 47.3%86.9%28.5% 12.7%
Downside volatility, 1Y 48.2%79.5%24.7% 12.6%
Beta vs S&P 500, 1Y 0.772.79-0.31 1.00
Return / volatility, 1Y -0.80-0.420.87 0.94
Max drawdown, 5Y -81.2%-78.9%-44.9% -25.4%
From 52-week high -41.1%-36.3%-5.4% -1.2%
52-week high $35.37$46.63$133.40 $779.14
52-week low $17.51$14.52$89.53 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCHWYHIMSSJM
P/E now vs peer median 30.9xmedian 18.4x -48.5xmedian 26.0x 58.8xmedian 18.4x
P/S now vs peer median 0.6xmedian 0.7x 2.7xmedian 1.6x 1.5xmedian 0.7x
EV/EBITDA now vs peer median 17.7xmedian 12.0x -101.1xmedian 15.4x 14.7xmedian 12.0x
P/FCF now vs peer median 14.7xmedian 13.6x 83.5xmedian 21.5x 8.5xmedian 13.6x
P/B now vs peer median 22.6xmedian 1.6x 21.4xmedian 3.2x 2.3xmedian 1.6x
PEG now vs peer median 0.40median 0.55 1.22median 0.87 0.29median 0.55

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCHWYHIMSSJM
Revenue $13.07B $2.58B $9.16B
Gross profit $3.91B $1.76B $3.54B
Operating income $328.20M -$154.52M $826.20M
Net income $273.70M -$142.00M $229.50M
Free cash flow $568.10M $83.03M $1.59B
R&D – $183.38M –
EPS (diluted) $0.67 $-0.61 $2.14
Cash & equivalents $611.00M $609.81M $43.20M
Total debt $591.70M – $6.74B
Shares (diluted) 410.10M 231.75M 107.10M
Enterprise value $5.65B $4.13B $13.27B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCHWYHIMSSJM
P/E 30.9x -48.5x 58.8x
P/FCF 14.7x 83.5x 8.5x
P/Operating cash flow 11.7x 26.3x 7.1x
P/S 0.6x 2.7x 1.5x
P/B 22.6x 21.4x 2.3x
P/Tangible book 37.9x -70.2x 107.2x
EV/EBITDA 17.7x -101.1x 14.7x
EV/EBIT 25.4x -39.4x 24.4x
EV/Revenue 0.6x 2.4x 2.2x
EV/FCF 14.7x 73.3x 12.7x
EV/Operating cash flow 11.6x 23.1x 10.6x
PEG (3Y EPS CAGR) 0.40 1.22 0.29

Growth

14 metrics
MetricCHWYHIMSSJM
Revenue growth (1Y) 5.9% 28.0% 5.1%
Revenue CAGR (3Y) 6.4% 53.7% 2.7%
Gross profit growth (1Y) 7.6% 15.0% 15.6%
Gross profit CAGR (3Y) 8.5% 45.7% 6.8%
Operating income growth (1Y) 102.0% -223.0% 184.5%
Operating income CAGR (3Y) 139.1% -43.7% 43.2%
Net income growth (1Y) 81.1% -173.3% 115.7%
Net income CAGR (3Y) 73.8% -44.6% 147.2%
EPS growth (1Y) 89.2% -181.3% 131.3%
EPS CAGR (3Y) 76.8% -39.6% 200.5%
Operating cash flow growth (1Y) 17.3% 0.7% 86.0%
Operating cash flow CAGR (3Y) 10.9% 117.6% 9.6%
Free cash flow growth (1Y) 22.7% -37.3% 136.2%
Free cash flow CAGR (3Y) 18.6% 67.0% 20.3%

Profitability

14 metrics
MetricCHWYHIMSSJM
Gross margin 29.9% 68.4% 38.7%
EBITDA margin 3.6% -2.3% 15.0%
Operating margin 2.5% -6.0% 9.0%
Pretax margin 2.7% -6.3% 4.6%
Net margin 2.1% -5.5% 2.5%
FCF margin 4.3% 3.2% 17.3%
Operating cash flow margin 5.5% 10.2% 20.9%
Return on equity 68.9% -36.9% 4.1%
Return on assets 7.8% -4.8% 1.4%
Return on invested capital – – 3.6%
Return on capital employed 24.9% -10.5% 5.9%
Asset turnover 3.7x 0.9x 0.6x
Cash conversion (OCF / net income) 2.6x -1.9x 8.3x
Stock comp / revenue 2.3% 6.0% 0.3%

Financial Health

11 metrics
MetricCHWYHIMSSJM
Debt / assets 15.8% – 41.6%
Debt / equity 1.6x – 1.2x
Net debt / EBITDA 0.0x – 4.9x
Debt / FCF 1.0x – 4.2x
Liabilities / assets 90.1% 91.1% 64.5%
Equity / assets 9.9% 8.9% 35.5%
Interest coverage – – –
Current ratio 0.8x 0.9x 0.9x
Quick ratio 0.4x 0.8x 0.3x
Cash ratio 0.3x 0.6x 0.0x
Altman Z-score 4.71 1.68 1.49

Shareholder Returns

7 metrics
MetricCHWYHIMSSJM
Dividend yield – – 3.5%
Net buyback yield 6.1% 0.9% 0.0%
Shareholder yield 6.1% 0.9% 3.6%
Payout ratio (earnings) – – 203.5%
Payout ratio (FCF) – – 29.4%
Dividend growth (1Y) – – 2.1%
Dividend CAGR (3Y) – – 2.8%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCHWYHIMSSJM
Forward P/E 27.4xFY2026 – 11.1xFY2026
EPS, next fiscal year $0.76FY2026 $-0.62FY2026 $11.33FY2026
EPS growth, next FY +46.2%FY2026 -221.6%FY2026 +23.8%FY2026
EPS growth, the year after +47.4% – -8.3%
Revenue, next fiscal year $12.87BFY2026 $3.34BFY2026 $9.52BFY2026
Revenue growth, next FY +2.1%FY2026 +42.0%FY2026 +5.2%FY2026
Revenue growth, the year after +5.5% +28.1% -2.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHWYHIMSSJM
Held by institutions 100.0% 66.8% 43.8%
Institutions holding 512 508 889
Change in shares held, QoQ -0.4% +4.5% -2.8%
Institutions buying 278 324 495
Institutions selling 155 129 260
Buyers to sellers 1.79 2.51 1.90

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CHWYHIMSSJM
CHWY 1.00 0.14 0.14
HIMS 0.14 1.00 -0.12
SJM 0.14 -0.12 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CHWY, HIMS and SJM?

J M Smucker (SJM) is the largest by market capitalisation: Chewy (CHWY) $8.37B, Hims & Hers Health (HIMS) $6.93B, J M Smucker (SJM) $13.49B.

Which stock is cheaper, CHWY, HIMS and SJM?

Chewy (CHWY) trades on the lowest price-to-earnings ratio (Chewy (CHWY) 30.9x, Hims & Hers Health (HIMS) -48.5x, J M Smucker (SJM) 58.8x). On next year's consensus earnings, J M Smucker (SJM) is cheapest (Chewy (CHWY) 27.4x, J M Smucker (SJM) 11.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Hims & Hers Health (HIMS) grew revenue fastest over the trailing twelve months: Chewy (CHWY) +5.9%, Hims & Hers Health (HIMS) +28.0%, J M Smucker (SJM) +5.1%.

Which company is more profitable?

J M Smucker (SJM) has the highest net margin (Chewy (CHWY) 2.1%, Hims & Hers Health (HIMS) -5.5%, J M Smucker (SJM) 2.5%).

Which stock has performed better?

Over the past year J M Smucker (SJM) returned the most: Chewy (CHWY) -37.9%, Hims & Hers Health (HIMS) -36.3%, J M Smucker (SJM) +24.8%. Over five years, Hims & Hers Health (HIMS) compounded fastest (Chewy (CHWY) -22.8%/yr, Hims & Hers Health (HIMS) +30.7%/yr, J M Smucker (SJM) +0.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: J M Smucker (SJM) 3.50%. Chewy (CHWY) and Hims & Hers Health (HIMS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, J M Smucker (SJM) has been the steadiest (Chewy (CHWY) 47.3%, Hims & Hers Health (HIMS) 86.9%, J M Smucker (SJM) 28.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CHWY, HIMS and SJM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, J M Smucker (SJM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.