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Chewy, Inc.（CHWY）与1stdibs.com, Inc.（DIBS）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1stdibs.com, Inc.的135.7倍（$3.1B vs $23.0M）。Chewy, Inc.净利率更高（1.9% vs -4.5%，领先6.4%）。Chewy, Inc.同比增速更快（8.3% vs 0.9%）。Chewy, Inc.自由现金流更多（$175.8M vs $3.6M）。过去两年Chewy, Inc.的营收复合增速更高（4.6% vs 2.0%）
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。
1stdibs.com, Inc.是一家美国电商企业，运营线上奢侈品交易平台，主营室内设计高端家具、艺术藏品、珠宝等高端商品。品牌最初创立于巴黎，现总部设于纽约，凭借推动古董行业迈入21世纪的创新举措获得业内认可。
CHWY vs DIBS — 直观对比
营收规模更大
CHWY
是对方的135.7倍
$23.0M
营收增速更快
CHWY
高出7.4%
0.9%
净利率更高
CHWY
高出6.4%
-4.5%
自由现金流更多
CHWY
多$172.2M
$3.6M
两年增速更快
CHWY
近两年复合增速
2.0%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $23.0M |
| 净利润 | $59.2M | $-1.0M |
| 毛利率 | 29.8% | 73.5% |
| 营业利润率 | 2.1% | -10.1% |
| 净利率 | 1.9% | -4.5% |
| 营收同比 | 8.3% | 0.9% |
| 净利润同比 | 1405.6% | 80.0% |
| 每股收益（稀释后） | $0.14 | $-0.02 |
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CHWYDIBS
| Q4 25 | $3.1B | $23.0M | ||
| Q3 25 | $3.1B | $22.0M | ||
| Q2 25 | $3.1B | $22.1M | ||
| Q1 25 | $3.2B | $22.5M | ||
| Q4 24 | $2.9B | $22.8M | ||
| Q3 24 | $2.9B | $21.2M | ||
| Q2 24 | $2.9B | $22.2M | ||
| Q1 24 | $2.8B | $22.1M |
净利润CHWYDIBS
| Q4 25 | $59.2M | $-1.0M | ||
| Q3 25 | $62.0M | $-3.5M | ||
| Q2 25 | $62.4M | $-4.3M | ||
| Q1 25 | $22.8M | $-4.8M | ||
| Q4 24 | $3.9M | $-5.2M | ||
| Q3 24 | $299.1M | $-5.7M | ||
| Q2 24 | $66.9M | $-4.4M | ||
| Q1 24 | $34.3M | $-3.3M |
毛利率CHWYDIBS
| Q4 25 | 29.8% | 73.5% | ||
| Q3 25 | 30.4% | 74.3% | ||
| Q2 25 | 29.6% | 71.8% | ||
| Q1 25 | 28.5% | 72.4% | ||
| Q4 24 | 29.3% | 72.3% | ||
| Q3 24 | 29.5% | 71.0% | ||
| Q2 24 | 29.7% | 71.7% | ||
| Q1 24 | 28.2% | 72.5% |
营业利润率CHWYDIBS
| Q4 25 | 2.1% | -10.1% | ||
| Q3 25 | 2.2% | -21.3% | ||
| Q2 25 | 2.5% | -25.8% | ||
| Q1 25 | -0.3% | -27.7% | ||
| Q4 24 | 0.9% | -30.6% | ||
| Q3 24 | 1.1% | -34.9% | ||
| Q2 24 | 2.2% | -29.2% | ||
| Q1 24 | -0.7% | -24.3% |
净利率CHWYDIBS
| Q4 25 | 1.9% | -4.5% | ||
| Q3 25 | 2.0% | -16.0% | ||
| Q2 25 | 2.0% | -19.5% | ||
| Q1 25 | 0.7% | -21.3% | ||
| Q4 24 | 0.1% | -22.9% | ||
| Q3 24 | 10.5% | -26.8% | ||
| Q2 24 | 2.3% | -20.0% | ||
| Q1 24 | 1.2% | -15.0% |
每股收益（稀释后）CHWYDIBS
| Q4 25 | $0.14 | $-0.02 | ||
| Q3 25 | $0.14 | $-0.10 | ||
| Q2 25 | $0.15 | $-0.12 | ||
| Q1 25 | $0.07 | $-0.14 | ||
| Q4 24 | $0.01 | $-0.14 | ||
| Q3 24 | $0.68 | $-0.15 | ||
| Q2 24 | $0.15 | $-0.12 | ||
| Q1 24 | $0.08 | $-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 | $22.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $93.6M |
| 总资产 | $3.3B | $132.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CHWYDIBS
| Q4 25 | $701.5M | $22.9M | ||
| Q3 25 | $591.8M | $19.9M | ||
| Q2 25 | $616.4M | $22.4M | ||
| Q1 25 | $596.7M | $20.3M | ||
| Q4 24 | $507.5M | $26.0M | ||
| Q3 24 | $695.0M | $22.0M | ||
| Q2 24 | $1.1B | $23.8M | ||
| Q1 24 | $1.1B | $33.7M |
股东权益CHWYDIBS
| Q4 25 | $469.4M | $93.6M | ||
| Q3 25 | $389.9M | $94.0M | ||
| Q2 25 | $375.6M | $94.9M | ||
| Q1 25 | $261.5M | $96.2M | ||
| Q4 24 | $223.4M | $99.3M | ||
| Q3 24 | $486.7M | $107.2M | ||
| Q2 24 | $642.9M | $110.4M | ||
| Q1 24 | $510.2M | $131.0M |
总资产CHWYDIBS
| Q4 25 | $3.3B | $132.1M | ||
| Q3 25 | $3.1B | $135.2M | ||
| Q2 25 | $3.1B | $138.6M | ||
| Q1 25 | $3.0B | $142.5M | ||
| Q4 24 | $3.0B | $145.8M | ||
| Q3 24 | $3.1B | $154.4M | ||
| Q2 24 | $3.2B | $157.6M | ||
| Q1 24 | $3.2B | $179.5M |
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 | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $3.6M |
| 自由现金流率自由现金流/营收 | 5.6% | 15.7% |
| 资本支出强度资本支出/营收 | 1.0% | 2.9% |
| 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 | $-3.2M |
8季度趋势，按日历期对齐
经营现金流CHWYDIBS
| Q4 25 | $207.9M | $4.3M | ||
| Q3 25 | $133.9M | $-1.5M | ||
| Q2 25 | $86.4M | $-5.1M | ||
| Q1 25 | $207.5M | $-96.0K | ||
| Q4 24 | $183.5M | $2.8M | ||
| Q3 24 | $123.4M | $-3.0K | ||
| Q2 24 | $81.9M | $-2.6M | ||
| Q1 24 | $98.9M | $-3.1M |
自由现金流CHWYDIBS
| Q4 25 | $175.8M | $3.6M | ||
| Q3 25 | $105.9M | $-1.5M | ||
| Q2 25 | $48.7M | $-5.2M | ||
| Q1 25 | $156.6M | $-143.0K | ||
| Q4 24 | $151.8M | $1.5M | ||
| Q3 24 | $91.5M | $-44.0K | ||
| Q2 24 | $52.6M | $-3.0M | ||
| Q1 24 | $66.5M | $-3.3M |
自由现金流率CHWYDIBS
| Q4 25 | 5.6% | 15.7% | ||
| Q3 25 | 3.4% | -6.8% | ||
| Q2 25 | 1.6% | -23.4% | ||
| Q1 25 | 4.8% | -0.6% | ||
| Q4 24 | 5.3% | 6.5% | ||
| Q3 24 | 3.2% | -0.2% | ||
| Q2 24 | 1.8% | -13.5% | ||
| Q1 24 | 2.3% | -14.8% |
资本支出强度CHWYDIBS
| Q4 25 | 1.0% | 2.9% | ||
| Q3 25 | 0.9% | 0.1% | ||
| Q2 25 | 1.2% | 0.2% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 1.1% | 5.8% | ||
| Q3 24 | 1.1% | 0.2% | ||
| Q2 24 | 1.0% | 1.6% | ||
| Q1 24 | 1.1% | 0.9% |
现金转化率CHWYDIBS
| 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
