CHWY vs SJM vs UL Stock Comparison

Chewy, J M Smucker and Unilever Prices as of Oct 26, 2026 Peers: Industry group
CHWY Chewy, Inc.
$21.90 +19.7% 1M -37.6% 1Y
Market cap
$8.67B
P/E
31.7x
Revenue (TTM)
$13.07B
Div. yield
–
Packaged Foods Consumer Staples
4 wins
SJM J M SMUCKER Co
$128.63 +6.4% 1M +25.9% 1Y
Market cap
$13.62B
P/E
59.3x
Revenue (TTM)
$9.16B
Div. yield
0.03%
Packaged Foods Consumer Staples
3 wins
UL Unilever Plc
$65.61 +4.9% 1M -6.9% 1Y
Market cap
$142.09B
P/E
–
Revenue (TTM)
$64.28B
Div. yield
–
Packaged Foods Consumer Staples
3 wins

Head to Head

10 decided of 12

Chewy leads on 4 of the 12 questions below (Chewy 4, Unilever 3, J M Smucker 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCHWYSJMULLeader
Larger companyMarket capitalisation $8.67B $13.62B $142.09B UL
Cheaper on earningsLower P/E, profitable companies only 31.7x 59.3x — CHWY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.8x 11.4x 19.3x SJM
Faster revenue growthRevenue growth, trailing twelve months +5.9% +5.1% -2.6% CHWY
More profitableNet margin, trailing twelve months 2.1% 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 0.00% 0.03% 0.00% –
Better 1-year returnPrice return, last 12 months -37.6% +25.9% -6.9% SJM
Better 5-year returnAnnualised price return, 5 years -20.1%/yr +0.9%/yr +1.7%/yr UL
Less volatileAnnualised volatility, 1 year 47.2% 28.7% 24.9% UL
Higher overall scoreMean of the five percentile scores vs peers 68/100 57/100 19/100 CHWY

Percentile Scorecard

CHWYSJMUL

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

AxisCHWYSJMUL
Valuation 55 #21 of 45 57 #20 of 45 0 #45 of 45
Growth 88 #6 of 42 93 #4 of 42 –
Profitability 56 #18 of 40 80 #9 of 40 –
Financial Health 61 #19 of 47 28 #34 of 47 41 #28 of 47
Shareholder Returns 80 #7 of 31 27 #23 of 31 17 #26 of 31
Overall 68 57 19
  • CHWY ranked among 48 companies in Branded Foods
  • SJM ranked among 48 companies in Branded Foods
  • UL ranked among 48 companies in Branded Foods

Price Performance

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

Returns

PeriodCHWYSJMULSPY
1 month +19.7%+6.4%+4.9% -0.8%
3 months +0.4%+6.3%+6.9% +3.5%
6 months -13.2%+34.9%+14.1% +7.0%
Year to date -33.7%+31.5%+0.3% +12.2%
1 year -37.6%+25.9%-6.9% +13.0%
3 years +21.5%+14.1%+26.1% +86.3%
3 years, per year +6.7%+4.5%+8.0% +23.1%
5 years -67.5%+4.6%+8.9% +68.6%
5 years, per year -20.1%+0.9%+1.7% +11.0%
10 years —-1.4%+39.6% +258.0%
10 years, per year —-0.1%+3.4% +13.6%

Risk

MeasureCHWYSJMULSPY
Volatility, 1Y 47.2%28.7%24.9% 12.7%
Downside volatility, 1Y 47.9%25.1%24.2% 12.7%
Beta vs S&P 500, 1Y 0.79-0.300.02 1.00
Return / volatility, 1Y -0.800.90-0.28 1.02
Max drawdown, 5Y -81.2%-44.9%-26.2% -25.4%
From 52-week high -38.1%-3.6%-12.0% -1.8%
52-week high $35.37$133.40$74.59 $779.14
52-week low $17.51$89.53$55.05 $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.

MultipleCHWYSJMUL
P/E now vs peer median 32.5xmedian 20.5x 59.9xmedian 20.5x —median 20.5x
P/S now vs peer median 0.7xmedian 0.8x 1.5xmedian 0.8x 2.2xmedian 0.8x
EV/EBITDA now vs peer median 18.6xmedian 12.3x 14.9xmedian 12.3x —median 12.3x
P/FCF now vs peer median 15.5xmedian 14.0x 8.7xmedian 14.0x —median 14.0x
P/B now vs peer median 23.7xmedian 1.4x 2.4xmedian 1.4x 7.7xmedian 1.4x
PEG now vs peer median 0.42median 0.42 0.30median 0.42 —median 0.42

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 monthsCHWYSJMUL
Revenue $13.07B $9.16B $64.28B
Gross profit $3.91B $3.54B –
Operating income $328.20M $826.20M –
Net income $273.70M $229.50M –
Free cash flow $568.10M $1.59B –
EPS (diluted) $0.67 $2.14 –
Cash & equivalents $611.00M $43.20M $5.40B
Total debt $591.70M $6.74B $27.38B
Shares (diluted) 410.10M 107.10M 2.20B
Enterprise value $5.96B $13.40B $93.55B

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
MetricCHWYSJMUL
P/E 32.5x 59.9x –
P/FCF 15.5x 8.7x –
P/Operating cash flow 12.3x 7.2x –
P/S 0.7x 1.5x 2.2x
P/B 23.7x 2.4x 7.7x
P/Tangible book 39.8x 109.2x -91.7x
EV/EBITDA 18.6x 14.9x –
EV/EBIT 26.7x 24.7x –
EV/Revenue 0.7x 2.2x 2.5x
EV/FCF 15.4x 12.9x –
EV/Operating cash flow 12.2x 10.7x –
PEG (3Y EPS CAGR) 0.42 0.30 –

Growth

14 metrics
MetricCHWYSJMUL
Revenue growth (1Y) 5.9% 5.1% -2.6%
Revenue CAGR (3Y) 6.4% 2.7% 147.1%
Gross profit growth (1Y) 7.6% 15.6% –
Gross profit CAGR (3Y) 8.5% 6.8% –
Operating income growth (1Y) 102.0% 184.5% –
Operating income CAGR (3Y) 139.1% 43.2% –
Net income growth (1Y) 81.1% 115.7% –
Net income CAGR (3Y) 73.8% 147.2% –
EPS growth (1Y) 89.2% 131.3% –
EPS CAGR (3Y) 76.8% 200.5% –
Operating cash flow growth (1Y) 17.3% 86.0% –
Operating cash flow CAGR (3Y) 10.9% 9.6% –
Free cash flow growth (1Y) 22.7% 136.2% –
Free cash flow CAGR (3Y) 18.6% 20.3% –

Profitability

14 metrics
MetricCHWYSJMUL
Gross margin 29.9% 38.7% –
EBITDA margin 3.6% 15.0% –
Operating margin 2.5% 9.0% –
Pretax margin 2.7% 4.6% –
Net margin 2.1% 2.5% –
FCF margin 4.3% 17.3% –
Operating cash flow margin 5.5% 20.9% –
Return on equity 68.9% 4.1% –
Return on assets 7.8% 1.4% –
Return on invested capital – 3.6% –
Return on capital employed 24.9% 5.9% –
Asset turnover 3.7x 0.6x 0.8x
Cash conversion (OCF / net income) 2.6x 8.3x –
Stock comp / revenue 2.3% 0.3% –

Financial Health

11 metrics
MetricCHWYSJMUL
Debt / assets 15.8% 41.6% 31.2%
Debt / equity 1.6x 1.2x 1.5x
Net debt / EBITDA 0.0x 4.9x –
Debt / FCF 1.0x 4.2x –
Liabilities / assets 90.1% 64.5% 79.0%
Equity / assets 9.9% 35.5% 21.0%
Interest coverage – – –
Current ratio 0.8x 0.9x 0.7x
Quick ratio 0.4x 0.3x 0.7x
Cash ratio 0.3x 0.0x 0.4x
Altman Z-score 4.79 1.51 –

Shareholder Returns

7 metrics
MetricCHWYSJMUL
Dividend yield – 3.4% 3.3%
Net buyback yield 5.8% 0.0% –
Shareholder yield 5.8% 3.5% 3.3%
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.

ConsensusCHWYSJMUL
Forward P/E 28.8xFY2026 11.4xFY2026 19.3xFY2026
EPS, next fiscal year $0.76FY2026 $11.33FY2026 $3.40FY2026
EPS growth, next FY +46.2%FY2026 +23.8%FY2026 -7.1%FY2026
EPS growth, the year after +47.4% -8.3% +7.6%
Revenue, next fiscal year $12.87BFY2026 $9.52BFY2026 $54.73BFY2026
Revenue growth, next FY +2.1%FY2026 +5.2%FY2026 -8.8%FY2026
Revenue growth, the year after +5.5% -2.7% +7.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCHWYSJMUL
Held by institutions 100.0% 43.8% 11.8%
Institutions holding 511 887 1,190
Change in shares held, QoQ -0.4% -2.8% +7.2%
Institutions buying 277 493 576
Institutions selling 155 260 440
Buyers to sellers 1.79 1.90 1.31

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.

CHWYSJMUL
CHWY 1.00 0.14 0.19
SJM 0.14 1.00 0.38
UL 0.19 0.38 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CHWY, SJM and UL?

Unilever (UL) is the largest by market capitalisation: Chewy (CHWY) $8.67B, J M Smucker (SJM) $13.62B, Unilever (UL) $142.09B.

Which stock is cheaper, CHWY, SJM and UL?

Chewy (CHWY) trades on the lowest price-to-earnings ratio (Chewy (CHWY) 31.7x, J M Smucker (SJM) 59.3x). On next year's consensus earnings, J M Smucker (SJM) is cheapest (Chewy (CHWY) 28.8x, J M Smucker (SJM) 11.4x, Unilever (UL) 19.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Chewy (CHWY) grew revenue fastest over the trailing twelve months: Chewy (CHWY) +5.9%, J M Smucker (SJM) +5.1%, Unilever (UL) -2.6%.

Which company is more profitable?

J M Smucker (SJM) has the highest net margin (Chewy (CHWY) 2.1%, J M Smucker (SJM) 2.5%).

Which stock has performed better?

Over the past year J M Smucker (SJM) returned the most: Chewy (CHWY) -37.6%, J M Smucker (SJM) +25.9%, Unilever (UL) -6.9%. Over five years, Unilever (UL) compounded fastest (Chewy (CHWY) -20.1%/yr, J M Smucker (SJM) +0.9%/yr, Unilever (UL) +1.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Chewy (CHWY) 0.00%, J M Smucker (SJM) 0.03%, Unilever (UL) 0.00%. Chewy (CHWY) and Unilever (UL) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Unilever (UL) has been the steadiest (Chewy (CHWY) 47.2%, J M Smucker (SJM) 28.7%, Unilever (UL) 24.9%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Chewy (CHWY) leads on 4. 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.