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Chewy, Inc.（CHWY）与景顺（IVZ）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是景顺的1.8倍（$3.1B vs $1.7B），Chewy, Inc.净利率更高（1.9% vs -58.9%，领先60.8%），Chewy, Inc.同比增速更快（8.3% vs 6.2%），景顺自由现金流更多（$432.2M vs $175.8M），过去两年景顺的营收复合增速更高（7.1% vs 4.6%）
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。
景顺是总部位于美国佐治亚州亚特兰大的独立投资管理企业，在全球20个国家设有分支机构，旗下运营景顺、Invesco Perpetual、PowerShares等品牌，普通股为标普500指数成分股，于纽约证券交易所挂牌交易。
CHWY vs IVZ — 直观对比
营收规模更大
CHWY
是对方的1.8倍
$1.7B
营收增速更快
CHWY
高出2.1%
6.2%
净利率更高
CHWY
高出60.8%
-58.9%
自由现金流更多
IVZ
多$256.4M
$175.8M
两年增速更快
IVZ
近两年复合增速
4.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.7B |
| 净利润 | $59.2M | $-995.9M |
| 毛利率 | 29.8% | — |
| 营业利润率 | 2.1% | -86.2% |
| 净利率 | 1.9% | -58.9% |
| 营收同比 | 8.3% | 6.2% |
| 净利润同比 | 1405.6% | -575.8% |
| 每股收益（稀释后） | $0.14 | $-2.61 |
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CHWYIVZ
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.2B | $1.5B | ||
| Q4 24 | $2.9B | $1.6B | ||
| Q3 24 | $2.9B | $1.5B | ||
| Q2 24 | $2.9B | $1.5B | ||
| Q1 24 | $2.8B | $1.5B |
净利润CHWYIVZ
| Q4 25 | $59.2M | $-995.9M | ||
| Q3 25 | $62.0M | $356.4M | ||
| Q2 25 | $62.4M | $197.4M | ||
| Q1 25 | $22.8M | $171.1M | ||
| Q4 24 | $3.9M | $209.3M | ||
| Q3 24 | $299.1M | $55.0M | ||
| Q2 24 | $66.9M | $132.2M | ||
| Q1 24 | $34.3M | $141.5M |
毛利率CHWYIVZ
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | 28.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 29.5% | — | ||
| Q2 24 | 29.7% | — | ||
| Q1 24 | 28.2% | — |
营业利润率CHWYIVZ
| Q4 25 | 2.1% | -86.2% | ||
| Q3 25 | 2.2% | 16.5% | ||
| Q2 25 | 2.5% | 14.1% | ||
| Q1 25 | -0.3% | 18.1% | ||
| Q4 24 | 0.9% | 19.6% | ||
| Q3 24 | 1.1% | 6.6% | ||
| Q2 24 | 2.2% | 13.9% | ||
| Q1 24 | -0.7% | 14.4% |
净利率CHWYIVZ
| Q4 25 | 1.9% | -58.9% | ||
| Q3 25 | 2.0% | 21.7% | ||
| Q2 25 | 2.0% | 13.0% | ||
| Q1 25 | 0.7% | 11.2% | ||
| Q4 24 | 0.1% | 13.1% | ||
| Q3 24 | 10.5% | 3.6% | ||
| Q2 24 | 2.3% | 8.9% | ||
| Q1 24 | 1.2% | 9.6% |
每股收益（稀释后）CHWYIVZ
| Q4 25 | $0.14 | $-2.61 | ||
| Q3 25 | $0.14 | $0.66 | ||
| Q2 25 | $0.15 | $-0.03 | ||
| Q1 25 | $0.07 | $0.38 | ||
| Q4 24 | $0.01 | $0.46 | ||
| Q3 24 | $0.68 | $0.12 | ||
| Q2 24 | $0.15 | $0.29 | ||
| Q1 24 | $0.08 | $0.31 |
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 | $1.0B |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $469.4M | $12.2B |
| 总资产 | $3.3B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资CHWYIVZ
| Q4 25 | $701.5M | $1.0B | ||
| Q3 25 | $591.8M | $973.1M | ||
| Q2 25 | $616.4M | $922.7M | ||
| Q1 25 | $596.7M | $821.7M | ||
| Q4 24 | $507.5M | $986.5M | ||
| Q3 24 | $695.0M | $1.0B | ||
| Q2 24 | $1.1B | $878.5M | ||
| Q1 24 | $1.1B | $895.7M |
总债务CHWYIVZ
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $964.8M | ||
| Q4 24 | — | $890.6M | ||
| Q3 24 | — | $890.3M | ||
| Q2 24 | — | $890.1M | ||
| Q1 24 | — | $1.3B |
股东权益CHWYIVZ
| Q4 25 | $469.4M | $12.2B | ||
| Q3 25 | $389.9M | $14.0B | ||
| Q2 25 | $375.6M | $13.9B | ||
| Q1 25 | $261.5M | $14.7B | ||
| Q4 24 | $223.4M | $14.6B | ||
| Q3 24 | $486.7M | $14.8B | ||
| Q2 24 | $642.9M | $14.6B | ||
| Q1 24 | $510.2M | $14.6B |
总资产CHWYIVZ
| Q4 25 | $3.3B | $27.1B | ||
| Q3 25 | $3.1B | $28.4B | ||
| Q2 25 | $3.1B | $28.5B | ||
| Q1 25 | $3.0B | $28.1B | ||
| Q4 24 | $3.0B | $27.0B | ||
| Q3 24 | $3.1B | $27.5B | ||
| Q2 24 | $3.2B | $27.2B | ||
| Q1 24 | $3.2B | $28.1B |
负债/权益比CHWYIVZ
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.14× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.06× | ||
| Q1 24 | — | 0.09× |
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 | $455.8M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $432.2M |
| 自由现金流率自由现金流/营收 | 5.6% | 25.5% |
| 资本支出强度资本支出/营收 | 1.0% | 1.4% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流CHWYIVZ
| Q4 25 | $207.9M | $455.8M | ||
| Q3 25 | $133.9M | $606.2M | ||
| Q2 25 | $86.4M | $547.9M | ||
| Q1 25 | $207.5M | $-84.6M | ||
| Q4 24 | $183.5M | $316.9M | ||
| Q3 24 | $123.4M | $438.4M | ||
| Q2 24 | $81.9M | $489.1M | ||
| Q1 24 | $98.9M | $-54.4M |
自由现金流CHWYIVZ
| Q4 25 | $175.8M | $432.2M | ||
| Q3 25 | $105.9M | $586.4M | ||
| Q2 25 | $48.7M | $530.4M | ||
| Q1 25 | $156.6M | $-108.0M | ||
| Q4 24 | $151.8M | $309.9M | ||
| Q3 24 | $91.5M | $410.0M | ||
| Q2 24 | $52.6M | $462.4M | ||
| Q1 24 | $66.5M | $-75.4M |
自由现金流率CHWYIVZ
| Q4 25 | 5.6% | 25.5% | ||
| Q3 25 | 3.4% | 35.7% | ||
| Q2 25 | 1.6% | 35.0% | ||
| Q1 25 | 4.8% | -7.1% | ||
| Q4 24 | 5.3% | 19.5% | ||
| Q3 24 | 3.2% | 27.1% | ||
| Q2 24 | 1.8% | 31.2% | ||
| Q1 24 | 2.3% | -5.1% |
资本支出强度CHWYIVZ
| Q4 25 | 1.0% | 1.4% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.2% | 1.2% | ||
| Q1 25 | 1.6% | 1.5% | ||
| Q4 24 | 1.1% | 0.4% | ||
| Q3 24 | 1.1% | 1.9% | ||
| Q2 24 | 1.0% | 1.8% | ||
| Q1 24 | 1.1% | 1.4% |
现金转化率CHWYIVZ
| Q4 25 | 3.51× | — | ||
| Q3 25 | 2.16× | 1.70× | ||
| Q2 25 | 1.38× | 2.78× | ||
| Q1 25 | 9.10× | -0.49× | ||
| Q4 24 | 46.66× | 1.51× | ||
| Q3 24 | 0.41× | 7.97× | ||
| Q2 24 | 1.22× | 3.70× | ||
| Q1 24 | 2.89× | -0.38× |
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
IVZ
| Investment Advice | $1.2B | 73% |
| Distribution And Shareholder Service | $382.7M | 23% |
| Financial Service Other | $51.0M | 3% |
| Investment Performance | $28.9M | 2% |
