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Side-by-side financial comparison of Chewy, Inc. (CHWY) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
Chewy, Inc. is the larger business by last-quarter revenue ($3.1B vs $625.5M, roughly 5.0× Global-E Online Ltd.). Chewy, Inc. runs the higher net margin — 1.9% vs 0.9%, a 1.0% gap on every dollar of revenue.
Chewy, Inc. is an American online retailer of pet food and other pet-related products based in Plantation, Florida. Chewy went public in 2019 with the ticker symbol CHWY on the New York Stock Exchange.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
CHWY vs GLBE — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.1B | $625.5M |
| Net Profit | $59.2M | $5.8M |
| Gross Margin | 29.8% | 45.0% |
| Operating Margin | 2.1% | 1.3% |
| Net Margin | 1.9% | 0.9% |
| Revenue YoY | 8.3% | — |
| Net Profit YoY | 1405.6% | — |
| EPS (diluted) | $0.14 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | $625.5M | ||
| Q2 25 | $3.1B | $404.8M | ||
| Q1 25 | $3.2B | $189.9M | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | $489.9M | ||
| Q2 24 | $2.9B | $313.9M | ||
| Q1 24 | $2.8B | $145.9M |
| Q4 25 | $59.2M | — | ||
| Q3 25 | $62.0M | $5.8M | ||
| Q2 25 | $62.4M | $-7.4M | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $3.9M | — | ||
| Q3 24 | $299.1M | $-77.1M | ||
| Q2 24 | $66.9M | $-54.5M | ||
| Q1 24 | $34.3M | — |
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | 45.0% | ||
| Q2 25 | 29.6% | 44.9% | ||
| Q1 25 | 28.5% | 44.3% | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 29.5% | 45.1% | ||
| Q2 24 | 29.7% | 44.8% | ||
| Q1 24 | 28.2% | 43.4% |
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.2% | 1.3% | ||
| Q2 25 | 2.5% | -2.1% | ||
| Q1 25 | -0.3% | -10.1% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.1% | -14.9% | ||
| Q2 24 | 2.2% | -16.6% | ||
| Q1 24 | -0.7% | -20.1% |
| Q4 25 | 1.9% | — | ||
| Q3 25 | 2.0% | 0.9% | ||
| Q2 25 | 2.0% | -1.8% | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 10.5% | -15.7% | ||
| Q2 24 | 2.3% | -17.4% | ||
| Q1 24 | 1.2% | — |
| Q4 25 | $0.14 | — | ||
| Q3 25 | $0.14 | — | ||
| Q2 25 | $0.15 | — | ||
| Q1 25 | $0.07 | — | ||
| Q4 24 | $0.01 | — | ||
| Q3 24 | $0.68 | — | ||
| Q2 24 | $0.15 | — | ||
| Q1 24 | $0.08 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $701.5M | $251.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $469.4M | $933.0M |
| Total Assets | $3.3B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $701.5M | — | ||
| Q3 25 | $591.8M | $251.4M | ||
| Q2 25 | $616.4M | $205.2M | ||
| Q1 25 | $596.7M | $207.7M | ||
| Q4 24 | $507.5M | — | ||
| Q3 24 | $695.0M | $207.3M | ||
| Q2 24 | $1.1B | $229.8M | ||
| Q1 24 | $1.1B | $181.9M |
| Q4 25 | $469.4M | — | ||
| Q3 25 | $389.9M | $933.0M | ||
| Q2 25 | $375.6M | $909.1M | ||
| Q1 25 | $261.5M | $884.3M | ||
| Q4 24 | $223.4M | — | ||
| Q3 24 | $486.7M | $869.4M | ||
| Q2 24 | $642.9M | $878.7M | ||
| Q1 24 | $510.2M | $886.9M |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.1B | $1.3B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $3.0B | $1.2B | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $3.2B | $1.1B | ||
| Q1 24 | $3.2B | $1.1B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $207.9M | — |
| Free Cash FlowOCF − Capex | $175.8M | — |
| FCF MarginFCF / Revenue | 5.6% | — |
| Capex IntensityCapex / Revenue | 1.0% | — |
| Cash ConversionOCF / Net Profit | 3.51× | — |
| TTM Free Cash FlowTrailing 4 quarters | $487.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $207.9M | — | ||
| Q3 25 | $133.9M | — | ||
| Q2 25 | $86.4M | — | ||
| Q1 25 | $207.5M | — | ||
| Q4 24 | $183.5M | — | ||
| Q3 24 | $123.4M | — | ||
| Q2 24 | $81.9M | — | ||
| Q1 24 | $98.9M | — |
| Q4 25 | $175.8M | — | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $48.7M | — | ||
| Q1 25 | $156.6M | — | ||
| Q4 24 | $151.8M | — | ||
| Q3 24 | $91.5M | — | ||
| Q2 24 | $52.6M | — | ||
| Q1 24 | $66.5M | — |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | 3.51× | — | ||
| Q3 25 | 2.16× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 9.10× | — | ||
| Q4 24 | 46.66× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 1.22× | — | ||
| Q1 24 | 2.89× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
