vs
Chewy, Inc.（CHWY）与CoreWeave, Inc.（CRWV）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是CoreWeave, Inc.的2.0倍（$3.1B vs $1.6B），Chewy, Inc.净利率更高（1.9% vs -28.7%，领先30.6%），Chewy, Inc.自由现金流更多（$175.8M vs $-2.5B）
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
CoreWeave是总部位于美国新泽西州利文斯顿的人工智能云计算企业，专注为AI开发者及各行业企业客户提供云侧图形处理器（GPU）算力基础设施，同时自主研发芯片管理相关软件。
CHWY vs CRWV — 直观对比
营收规模更大
CHWY
是对方的2.0倍
$1.6B
净利率更高
CHWY
高出30.6%
-28.7%
自由现金流更多
CHWY
多$2.7B
$-2.5B
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $59.2M | $-451.7M |
| 毛利率 | 29.8% | 67.6% |
| 营业利润率 | 2.1% | -5.7% |
| 净利率 | 1.9% | -28.7% |
| 营收同比 | 8.3% | — |
| 净利润同比 | 1405.6% | — |
| 每股收益（稀释后） | $0.14 | $-0.50 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CHWYCRWV
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $3.2B | $981.6M | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | $583.9M | ||
| Q2 24 | $2.9B | $395.4M | ||
| Q1 24 | $2.8B | — |
净利润CHWYCRWV
| Q4 25 | $59.2M | $-451.7M | ||
| Q3 25 | $62.0M | $-110.1M | ||
| Q2 25 | $62.4M | $-290.5M | ||
| Q1 25 | $22.8M | $-314.6M | ||
| Q4 24 | $3.9M | — | ||
| Q3 24 | $299.1M | $-359.8M | ||
| Q2 24 | $66.9M | $-323.0M | ||
| Q1 24 | $34.3M | — |
毛利率CHWYCRWV
| Q4 25 | 29.8% | 67.6% | ||
| Q3 25 | 30.4% | 73.0% | ||
| Q2 25 | 29.6% | 74.2% | ||
| Q1 25 | 28.5% | 73.3% | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 29.5% | 75.5% | ||
| Q2 24 | 29.7% | 72.5% | ||
| Q1 24 | 28.2% | — |
营业利润率CHWYCRWV
| Q4 25 | 2.1% | -5.7% | ||
| Q3 25 | 2.2% | 3.8% | ||
| Q2 25 | 2.5% | 1.6% | ||
| Q1 25 | -0.3% | -2.8% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.1% | 20.1% | ||
| Q2 24 | 2.2% | 19.7% | ||
| Q1 24 | -0.7% | — |
净利率CHWYCRWV
| Q4 25 | 1.9% | -28.7% | ||
| Q3 25 | 2.0% | -8.1% | ||
| Q2 25 | 2.0% | -24.0% | ||
| Q1 25 | 0.7% | -32.1% | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 10.5% | -61.6% | ||
| Q2 24 | 2.3% | -81.7% | ||
| Q1 24 | 1.2% | — |
每股收益（稀释后）CHWYCRWV
| Q4 25 | $0.14 | $-0.50 | ||
| Q3 25 | $0.14 | $-0.22 | ||
| Q2 25 | $0.15 | $-0.60 | ||
| Q1 25 | $0.07 | $-1.49 | ||
| Q4 24 | $0.01 | — | ||
| Q3 24 | $0.68 | $-1.82 | ||
| Q2 24 | $0.15 | $-1.62 | ||
| Q1 24 | $0.08 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $701.5M | $3.2B |
| 总债务越低越好 | — | $21.4B |
| 股东权益账面价值 | $469.4M | $3.3B |
| 总资产 | $3.3B | $49.3B |
| 负债/权益比越低杠杆越低 | — | 6.41× |
8季度趋势，按日历期对齐
现金及短期投资CHWYCRWV
| Q4 25 | $701.5M | $3.2B | ||
| Q3 25 | $591.8M | $1.9B | ||
| Q2 25 | $616.4M | $1.2B | ||
| Q1 25 | $596.7M | $1.3B | ||
| Q4 24 | $507.5M | — | ||
| Q3 24 | $695.0M | $1.4B | ||
| Q2 24 | $1.1B | $1.0B | ||
| Q1 24 | $1.1B | — |
总债务CHWYCRWV
| Q4 25 | — | $21.4B | ||
| Q3 25 | — | $14.0B | ||
| Q2 25 | — | $11.1B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CHWYCRWV
| Q4 25 | $469.4M | $3.3B | ||
| Q3 25 | $389.9M | $3.9B | ||
| Q2 25 | $375.6M | $2.7B | ||
| Q1 25 | $261.5M | $1.9B | ||
| Q4 24 | $223.4M | — | ||
| Q3 24 | $486.7M | $-344.0M | ||
| Q2 24 | $642.9M | $-1.0B | ||
| Q1 24 | $510.2M | — |
总资产CHWYCRWV
| Q4 25 | $3.3B | $49.3B | ||
| Q3 25 | $3.1B | $32.9B | ||
| Q2 25 | $3.1B | $26.2B | ||
| Q1 25 | $3.0B | $21.9B | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $3.2B | — |
负债/权益比CHWYCRWV
| Q4 25 | — | 6.41× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | — | 4.16× | ||
| Q1 25 | — | 4.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $207.9M | $1.6B |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $-2.5B |
| 自由现金流率自由现金流/营收 | 5.6% | -159.1% |
| 资本支出强度资本支出/营收 | 1.0% | 258.3% |
| 现金转化率经营现金流/净利润 | 3.51× | — |
| 过去12个月自由现金流最近4个季度 | $487.0M | $-7.3B |
8季度趋势，按日历期对齐
经营现金流CHWYCRWV
| Q4 25 | $207.9M | $1.6B | ||
| Q3 25 | $133.9M | $1.7B | ||
| Q2 25 | $86.4M | $-251.3M | ||
| Q1 25 | $207.5M | $61.2M | ||
| Q4 24 | $183.5M | — | ||
| Q3 24 | $123.4M | — | ||
| Q2 24 | $81.9M | — | ||
| Q1 24 | $98.9M | — |
自由现金流CHWYCRWV
| Q4 25 | $175.8M | $-2.5B | ||
| Q3 25 | $105.9M | $-699.8M | ||
| Q2 25 | $48.7M | $-2.7B | ||
| Q1 25 | $156.6M | $-1.3B | ||
| Q4 24 | $151.8M | — | ||
| Q3 24 | $91.5M | — | ||
| Q2 24 | $52.6M | — | ||
| Q1 24 | $66.5M | — |
自由现金流率CHWYCRWV
| Q4 25 | 5.6% | -159.1% | ||
| Q3 25 | 3.4% | -51.3% | ||
| Q2 25 | 1.6% | -223.0% | ||
| Q1 25 | 4.8% | -137.1% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.3% | — |
资本支出强度CHWYCRWV
| Q4 25 | 1.0% | 258.3% | ||
| Q3 25 | 0.9% | 175.1% | ||
| Q2 25 | 1.2% | 202.3% | ||
| Q1 25 | 1.6% | 143.4% | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 1.1% | — |
现金转化率CHWYCRWV
| 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× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CHWY
暂无分部数据
CRWV
| US | $1.4B | 92% |
| Non Us | $129.3M | 8% |
