CHWY Clase A Chewy, Inc. Class A Common Stock
NYSE · Retail · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Sep 9, 2026
$18,17
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$17,40mínimo 52 semanas
$39,70máximo 52 semanas
Capitalización Bursátil
$7.45B
P/E (TTM)
27.5
BPA (TTM)
$0.66
Ingresos (TTM)
$13.07B
tus insignias
Rango 52S
$17–$40
Calificación del Analista
BUY
Precio Objetivo
$29
P/E
27.5
ROE
50.2%
Margen de Beneficio Neto
2.1%
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CHWY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$18.17
Capitalización Bursátil
$7.45B
P/E (TTM)
27.5
BPA (TTM)
$0.66
Ingresos (TTM)
$13.07B
ROE
50.2%
Rango 52S
$17–$40
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Acerca de Chewy, Inc. Class A Common Stock Descripción general de la empresa de Wikipedia
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.
History
2011–2019: Founding, acquisition and pre-IPO
Chewy was founded with the name "Mr. Chewy" in June 2011 by Ryan Cohen and Michael Day. In March 2012, the company estimated a total yearly revenue of $26 million, despite losing money in its first half year. By 2017, the company had revenue of approximately $2 billion and 51% of online pet food sales in the US. At that time, CEO Ryan Cohen prepared to take Chewy public as both Petco and PetSmart approached with merger offers. Petco's offer would be paid for in part using stock, whereas PetSmart offered an all-cash bid that would also allow Chewy to remain a completely separate business. In 2017, Chewy was purchased by PetSmart for $3.35 billion, which at the time was the largest ever acquisition of an e-commerce business.
Following the acquisition, Cohen remained CEO and operated the business largely as an independent unit of PetSmart. Between 2017 and 2018, Chewy's sales increased from $2.1 billion to $3.5 billion, with 66% of sales coming from customers signed up for automatic recurring shipments. Sumit Singh succeeded Ryan Cohen as CEO of Chewy in March 2018.
2019–present: Post-IPO
In 2019, Chewy filed an S-1 for an initial public offering, intending to trade under the ticker symbol CHWY. In its filing, Chewy reported a net loss of $268 million on total sales of $3.5 billion for its 2018 fiscal year. In the 2019 fiscal year, Chewy earned net sales of $4.85 billion, a 40 percent year-over-year increase on a 52-week basis. The company saw increased demand from millions of existing and new customers as the business sustained growth throughout the economic disruption of the COVID-19 era.
Chewy launched a free tele-triage service called Connect With a Vet in October 2020. In November 2020, Chewy announced that it would produce and fulfill orders of customized prescription medications, commonly referred to as compounding, for instances where commercial alternatives are absent. In 2020, it was announced that Chewy and PetSmart would split to operate as separate companies.
In March 2021, Chewy reported revenue of $2.04 billion for Q4 of 2020, making it Chewy's first quarter of net profitability, and net sales of $7.15 billion for the fiscal year. In March 2022, Chewy reported net sales of $8.89 billion for the 2021 fiscal year.
In August 2022, Chewy announced the introduction of the CarePlus program, which provides pet insurance and wellness plans. This initiative marked Chewy's entry into the health insurance sector for pets.
In the 2022 fiscal year, Chewy's net sales grew 13.6% since 2021, to $10.1 billion. Following this, in December 2023, Chewy expanded its healthcare services by launching Chewy Vet Care. This service includes the establishment of veterinary practices that offer routine check-ups, urgent care, and surgical procedures.
In fiscal year 2023, Chewy reported net sales of $11.15 billion representing 10.2% year-over-year growth primarily driven by increased spending from both new and existing customers, the strength of Chewy's Autoship subscription program, and the growth of Chewy's pet healthcare business.
In April 2024, Chewy launched Chewy Vet Care, which offers in-person veterinary practices.
In fiscal year 2024, Chewy reported net sales of $11.86 billion, which reflects a 6.4% year-over-year growth. The company's gross margin improved to 29.2%, up from 28.4% in 2023, driven in part by growth in sponsored advertisements that reached approximately 1% of net sales for the full year.
Corporate affairs
The company's founder and first CEO, Ryan Cohen stepped down in March 2018, and Sumit Singh was named the company's CEO in March 2018 after working as its COO since 2017 and previously as an executive at Dell and Amazon. Singh led the company through its IPO; Chewy grew to a market capitalization of $40 billion. The company reported to have employed around 7,000 people in the United States in 2018 and more than 12,000 by 2019. The company has more than 18,000 employees in the United States as of 2021. Chewy is chaired by Raymond Svider of BC Partners. The private equity firm continues to own around 80 percent of Chewy following the latter's IPO, representing 98 percent of the voting power.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
sectorRetail
industriaRetail
empleados18 000
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$12.60B2018-01-28 → 2026-02-01
BPA$0.522020-02-02 → 2026-02-01
Flujo de caja libre$562M2020-02-02 → 2026-02-01
Margen neto2.1%2020-02-02 → 2026-02-01
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | CHWY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 27.5promedio 5A ≈90.5 | ≈90.5 | 19.1 | Sobrevalorado | |
| P/S | 0.6promedio 5A ≈1.3 | ≈1.3 | 0.8 | Valor razonable | |
| P/B (P/C) | 15.0promedio 5A ≈338.8 | ≈338.8 | 4.8 | Sobrevalorado | |
| Price / FCF (Precio / FCF) | 13.2promedio 5A ≈27.2 | ≈27.2 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 10.8promedio 5A ≈39.5 | ≈39.5 | 15.3 | Sobrevalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 16.2promedio 5A ≈72.4 | ≈72.4 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | CHWY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 29.9%promedio 5A ≈28.5% | ≈28.5% | 39.1% | Débil | |
| Margen Operativo (TTM) | 2.5%promedio 5A ≈0.49% | ≈0.49% | 9.8% | Débil | |
| EBITDA Margin (Margen EBITDA) | 3.0%promedio 5A ≈1.4% | ≈1.4% | 11.4% | Débil | |
| Margen antes de impuestos (TTM) | 2.7%promedio 5A ≈0.74% | ≈0.74% | 8.9% | Débil | |
| Margen de Beneficio Neto (TTM) | 2.1%promedio 5A ≈1.2% | ≈1.2% | 6.8% | Débil | |
| ROA | 7.0%promedio 5A ≈4.3% | ≈4.3% | 7.2% | En línea | |
| ROE | 50.2%promedio 5A ≈9.5% | ≈9.5% | 18.4% | De primer nivel | |
| ROIC | 43.2%promedio 5A ≈-84.7% | ≈-84.7% | 21.0% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | CHWY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Current Ratio (Ratio corriente) | 0.9promedio 5A ≈0.9 | ≈0.9 | 1.5 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.5promedio 5A ≈0.5 | ≈0.5 | 0.4 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | CHWY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 6.2%promedio 5A ≈12.2% | ≈12.2% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 7.6%promedio 5A ≈11.1% | ≈11.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 12.0% | · | · | · | |
| EPS YoY (EPS interanual) | -42.9%promedio 5A ≈281.1% | ≈281.1% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -43.3%promedio 5A ≈275.9% | ≈275.9% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 63.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 64.7% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | CHWY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 3.9promedio 5A ≈4.1 | ≈4.1 | 1.3 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 10.4promedio 5A ≈11.2 | ≈11.2 | 3.7 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 64.4promedio 5A ≈74.1 | ≈74.1 | 64.4 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$700.1K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Tasa de Superación
37.5%
Sorpresa Media
4.0%
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2027 | Sep 9, 2026 | $0.20 | $0.18 | 9.3% |
| 31 de marzo de 2027 | Jun 10, 2026 | $0.43 | $0.29 | 49.9% |
| 30 de septiembre de 2026 | $0.20 | $0.18 | 9.3% | |
| 30 de junio de 2026 | $0.23 | $0.27 | -13.8% | |
| 31 de marzo de 2026 | $0.09 | $0.09 | -1.2% | |
| 31 de diciembre de 2025 | $0.14 | $0.14 | 0.43% | |
| 30 de septiembre de 2025 | $0.14 | $0.14 | -3.1% | |
| 30 de junio de 2025 | $0.16 | $0.20 | -19.0% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $12.60B | $11.86B | $11.15B | $10.12B | $8.97B | $7.15B | $4.85B | $3.53B | |
| Cost of Revenue | $8.85B | $8.39B | $7.99B | $7.28B | $6.58B | $5.33B | $3.70B | $2.82B | |
| Gross Profit | $3.75B | $3.47B | $3.16B | $2.83B | $2.39B | $1.82B | $1.14B | $715M | |
| SG&A Expense | $2.67B | $2.55B | $2.44B | $2.13B | $1.84B | $1.40B | $970M | $590M | |
| Operating Expenses | $3.50B | $3.36B | $3.19B | $2.78B | $2.46B | $1.91B | $1.40B | $983M | |
| Operating Income | $254M | $113M | $-24M | $56M | $-74M | $-90M | $-253M | $-268M | |
| Interest Expense | · | $6M | $4M | $3M | $2M | $2M | · | · | |
| Interest Income | $20M | $41M | $62M | $12M | $523.0K | $146.0K | · | · | |
| Other Non-op | $-6M | $4M | $13M | $-13M | $0 | $0 | · | · | |
| Pretax Income | $263M | $152M | $48M | $53M | $-75M | $-92M | $-252M | $-268M | |
| Income Tax | $40M | $-241M | $9M | $3M | $0 | $0 | $0 | $0 | |
| Net Income | $223M | $393M | $40M | $50M | $-75M | $-92M | $-252M | $-268M | |
| EPS (Basic) | $0.54 | $0.93 | $0.09 | $0.12 | $-0.18 | $-0.23 | $-0.63 | · | |
| EPS (Diluted) | $0.52 | $0.91 | $0.09 | $0.12 | $-0.18 | $-0.23 | $-0.63 | · | |
| Shares (Basic) | 414,100,000 | 421,400,000 | 429,400,000 | 422,331,000 | 417,218,000 | 407,240,000 | 398,256,000 | · | |
| Shares (Diluted) | 425,800,000 | 431,000,000 | 432,000,000 | 427,770,000 | 417,218,000 | 407,240,000 | 398,256,000 | · | |
| EBITDA | $384M | $227M | $86M | · | $-17M | $-55M | $-222M | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $860M | $596M | $602M | $332M | $603M | $563M | $212M | $88M | |
| Short-term Investments | $19M | $900.0K | $532M | $347M | $0 | · | · | · | |
| Receivables | $222M | $169M | $154M | $127M | $124M | $101M | $80M | $49M | |
| Inventory | $865M | $837M | $719M | $678M | $560M | $513M | $318M | $221M | |
| Prepaid Expense | $70M | $60M | $97M | $41M | $37M | $49M | $19M | $12M | |
| Current Assets | $2.04B | $1.66B | $2.10B | $1.52B | $1.32B | $1.23B | $630M | $449M | |
| PP&E (Net) | · | · | · | · | · | · | $119M | $92M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $134M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $42M | |
| Goodwill | $39M | $39M | $39M | $39M | $0 | · | · | · | |
| Intangibles | $300.0K | $378.0K | $4M | $8M | · | · | · | · | |
| Other Non-current Assets | $38M | $43M | $47M | $53M | $23M | $7M | $5M | $1M | |
| Total Assets | $3.37B | $3.01B | $3.19B | $2.52B | $2.09B | $1.74B | $932M | $542M | |
| Accrued Liabilities | $1.08B | $1.03B | $1.01B | $795M | $762M | $602M | $417M | $311M | |
| Current Liabilities | $2.30B | $2.21B | $2.11B | $1.83B | $1.64B | $1.38B | $1.10B | $814M | |
| Capital Leases | $519M | $502M | $528M | $472M | $410M | $328M | $200M | · | |
| Other Non-current Liabilities | $48M | $44M | $38M | $60M | $16M | $34M | $35M | $64M | |
| Total Liabilities | $2.87B | $2.75B | $2.68B | $2.36B | $2.07B | $1.74B | $1.34B | $878M | |
| Long-term Debt | $0 | · | · | · | · | · | · | · | |
| Common Stock | · | · | · | · | · | · | · | $0 | |
| Paid-in Capital | $1.85B | $1.84B | $2.48B | $2.17B | $2.02B | $1.93B | $1.44B | $1.26B | |
| Retained Earnings | $-1.36B | $-1.58B | $-1.98B | $-2.02B | $-2.01B | $-1.94B | $-1.84B | $-1.59B | |
| AOCI | $900.0K | $100.0K | $-406.0K | $0 | · | · | · | · | |
| Stockholders' Equity | $498M | $262M | $510M | $160M | $-40M | $-55M | $-404M | $-336M | |
| Liabilities + Equity | $3.37B | $3.01B | $3.19B | $2.52B | $2.09B | $1.74B | $932M | $542M | |
| Shares Outstanding | 415,100,000 | 413,600,000 | 431,800,000 | 425,400,000 | 420,106,000 | 415,046,000 | 401,368,000 | 0 |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $129M | $115M | $110M | $83M | $55M | $36M | $31M | $23M | |
| Stock-based Comp | $298M | $306M | $239M | $158M | $78M | $121M | $135M | $14M | |
| Deferred Tax | $29M | $-258M | $0 | $0 | $0 | $0 | $0 | $0 | |
| Amort. of Intangibles | $400.0K | $4M | $4M | $4M | $300.0K | · | · | · | |
| Other Non-cash | $13M | $40M | $98M | · | $133M | $68M | $133M | · | |
| Operating Cash Flow | $692M | $596M | $486M | $350M | $192M | $133M | $47M | $-13M | |
| CapEx | $129M | $144M | $143M | $230M | $183M | $131M | $49M | $44M | |
| Investing Cash Flow | $-152M | $395M | $-287M | $-616M | $-193M | $-124M | $-50M | $32M | |
| Stock Issued | · | · | · | $0 | $0 | $318M | $0 | $0 | |
| Stock Repurchased | $262M | $943M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-262M | $-943M | · | · | $0 | $318M | $110M | · | |
| Financing Cash Flow | $-276M | $-997M | $72M | $-7M | $41M | $342M | $127M | $1M | |
| Net Change in Cash | $264M | $-6M | $271M | $-272M | $40M | $351M | $124M | $20M | |
| Taxes Paid | $23M | $118M | $1.80B | · | · | · | · | · | |
| Free Cash Flow | $562M | $452M | $343M | · | · | $2M | $-2M | · | |
| Levered FCF | · | $438M | $340M | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.8% | 29.2% | 28.4% | · | 26.7% | 25.5% | 23.6% | · | |
| Operating Margin | 2.0% | 0.95% | -0.21% | · | -0.81% | -1.3% | -5.2% | · | |
| Net Margin | 1.8% | 3.3% | 0.36% | · | -0.83% | -1.3% | -5.2% | · | |
| Pretax Margin | 2.1% | 1.3% | 0.43% | · | -0.83% | -1.3% | -5.2% | · | |
| EBITDA Margin | 3.0% | 1.9% | 0.77% | · | -0.19% | -0.77% | -4.6% | · | |
| ROA | 7.0% | 12.7% | 1.4% | · | -3.9% | -6.9% | -34.2% | · | |
| ROE | 50.2% | 162.0% | 8.7% | · | -182.8% | 316.6% | 63.6% | · | |
| ROIC | 43.2% | 111.5% | -3.8% | · | -489.8% | 4514.2% | 62.6% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.8 | 1.0 | · | 0.8 | 0.9 | 0.6 | · | |
| Quick Ratio | 0.5 | 0.3 | 0.6 | · | 0.4 | 0.5 | 0.3 | · | |
| Interest Coverage | · | 20.4 | -6.6 | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 3.9 | 3.8 | 3.9 | · | 4.6 | 5.3 | 6.6 | · | |
| Inventory Turnover | 10.4 | 10.8 | 11.4 | · | 12.1 | 12.8 | 13.7 | · | |
| Receivables Turnover | 64.4 | 73.4 | 79.3 | · | 79.3 | 78.9 | 75.0 | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1.20 | $0.63 | $1.18 | · | $0.04 | $-0.00 | · | · | |
| Revenue / Share | $29.59 | $27.52 | $25.80 | · | $21.31 | · | · | · | |
| Cash Flow / Share | $1.62 | $1.38 | $1.13 | · | $0.46 | · | · | · | |
| Cash / Share | $2.07 | $1.44 | $1.39 | · | $1.44 | $1.36 | · | · | |
| EPS (TTM) | $0.52 | $0.91 | $0.09 | $0.12 | $-0.18 | $-0.23 | $-0.63 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.2% | 6.4% | 10.2% | 12.8% | 25.5% | · | · | · | |
| Revenue CAGR 3Y | 7.6% | 9.8% | 16.0% | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.0% | · | · | · | · | · | · | · | |
| EPS YoY | -42.9% | 911.1% | -25.0% | · | · | · | · | · | |
| EPS CAGR 3Y | 63.0% | · | · | · | · | · | · | · | |
| Net Income YoY | -43.3% | 891.7% | -20.6% | · | · | · | · | · | |
| Net Income CAGR 3Y | 64.7% | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12.60B | $11.86B | $11.15B | $10.12B | $8.97B | $7.15B | $4.85B | · | |
| Net Income TTM | $223M | $393M | $40M | $50M | $-75M | $-92M | $-252M | · | |
| Market Cap | $12.08B | $16.12B | $8.37B | · | $18.46B | $42.26B | · | · | |
| P/E | 56.0 | 42.8 | 215.3 | 382.6 | -244.2 | -442.7 | -42.1 | · | |
| P/S | 1.0 | 1.4 | 0.8 | · | 2.1 | 5.9 | · | · | |
| P/B | 24.3 | 61.7 | 16.4 | · | 1253.0 | -21087.8 | · | · | |
| P / Tangible Book | 26.4 | 72.7 | 17.9 | 172.8 | · | · | · | · | |
| P / Cash Flow | 17.5 | 27.0 | 17.2 | · | 96.3 | 318.3 | · | · | |
| P / FCF | 21.5 | 35.6 | 24.4 | · | · | 21004.0 | · | · | |
| Earnings Yield | 1.8% | 2.3% | 0.46% | 0.26% | -0.41% | -0.23% | -2.4% | · |
Estado de resultados
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.33B | $3.36B | $3.26B | $3.12B | $3.10B | $3.12B | $3.25B | $2.88B | $2.86B | $2.88B | $2.83B | $2.75B | $2.79B | $2.79B | $2.73B | $2.53B | |
| Cost of Revenue | $2.32B | $2.35B | $2.31B | $2.19B | $2.16B | $2.19B | $2.32B | $2.03B | $2.01B | $2.02B | $2.03B | $1.96B | $2.00B | $2.00B | $1.96B | $1.81B | |
| Gross Profit | $1.01B | $1.01B | $960M | $928M | $942M | $924M | $926M | $844M | $844M | $854M | $798M | $782M | $789M | $793M | $764M | $720M | |
| SG&A Expense | $704M | $677M | $685M | $665M | $672M | $653M | $701M | $626M | $621M | $603M | $626M | $612M | $620M | $584M | $564M | $544M | |
| Operating Expenses | $919M | $883M | $917M | $863M | $872M | $847M | $936M | $818M | $812M | $789M | $820M | $792M | $805M | $768M | $747M | $721M | |
| Operating Income | $92M | $128M | $42M | $65M | $70M | $77M | $-10M | $26M | $32M | $65M | $-22M | $-10M | $-17M | $25M | $16M | $-434.0K | |
| Interest Expense | · | · | · | · | · | · | · | $1M | $2M | $1M | · | $877.0K | $896.0K | $862.0K | $671.0K | $647.0K | |
| Interest Income | $4M | $4M | $5M | $5M | $5M | $4M | $5M | $5M | $14M | $16M | $32M | $11M | $10M | $9M | $7M | $3M | |
| Other Non-op | $25M | $0 | $-5M | $600.0K | $400.0K | $-2M | $3M | $0 | $2M | $-700.0K | $27M | $-34M | $29M | $-9M | $-13M | $0 | |
| Pretax Income | $112M | $131M | $42M | $69M | $74M | $78M | $-3M | $30M | $46M | $78M | $37M | $-34M | $22M | $24M | $9M | $2M | |
| Income Tax | $31M | $36M | $3M | $10M | $12M | $16M | $-26M | $26M | $-253M | $12M | $5M | $2M | $1M | $1M | $3M | $0 | |
| Net Income | $80M | $95M | $39M | $59M | $62M | $62M | $23M | $4M | $299M | $67M | $32M | $-35M | $20M | $23M | $7M | $2M | |
| EPS (Basic) | $0.20 | $0.23 | $0.10 | $0.14 | $0.15 | $0.15 | $0.07 | $0.01 | $0.70 | $0.15 | $0.07 | $-0.08 | $0.05 | $0.05 | $0.02 | $0.01 | |
| EPS (Diluted) | $0.20 | $0.23 | $0.09 | $0.14 | $0.14 | $0.15 | $0.07 | $0.01 | $0.68 | $0.15 | $0.07 | $-0.08 | $0.05 | $0.05 | $0.02 | $0.01 | |
| Shares (Basic) | 406,400,000 | 413,800,000 | · | 414,200,000 | 414,200,000 | 413,700,000 | · | 414,400,000 | 429,400,000 | 434,900,000 | · | 430,758,000 | 428,618,000 | 426,852,000 | · | 422,898,000 | |
| Shares (Diluted) | 410,100,000 | 419,100,000 | · | 425,500,000 | 428,400,000 | 425,300,000 | · | 426,600,000 | 437,900,000 | 436,400,000 | · | 430,758,000 | 431,576,000 | 430,471,000 | · | 428,125,000 | |
| EBITDA | $92M | $166M | · | $65M | $70M | $107M | · | $26M | $32M | $93M | · | $-10M | $-18M | $53M | · | $-434.0K |
Balance general
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $611M | $485M | $860M | $675M | $592M | $616M | $596M | $507M | $694M | $1.13B | · | $469M | $457M | $409M | · | $378M | |
| Short-term Investments | $1M | $35M | $19M | $26M | · | · | $900.0K | $885.0K | $490.0K | $3M | · | $488M | $448M | $394M | · | $297M | |
| Receivables | $232M | $231M | $222M | $216M | $221M | $200M | $169M | $193M | $201M | $172M | · | $161M | $163M | $152M | · | $127M | |
| Inventory | $925M | $1.01B | $865M | $944M | $875M | $807M | $837M | $859M | $803M | $752M | · | $712M | $738M | $731M | · | $679M | |
| Prepaid Expense | $76M | $79M | $70M | $67M | $94M | $88M | $60M | $56M | $54M | $63M | · | $53M | $48M | $47M | · | $39M | |
| Current Assets | $1.85B | $1.84B | $2.04B | $1.93B | $1.78B | $1.71B | $1.66B | $1.62B | $1.75B | $2.13B | · | $1.88B | $1.85B | $1.73B | · | $1.52B | |
| Goodwill | $334M | $113M | $39M | $39M | $39M | $39M | $39M | $39M | $39M | $39M | · | $39M | $39M | $39M | · | · | |
| Intangibles | $150M | $88M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $40M | $39M | $39M | $44M | $43M | $42M | $43M | $41M | $43M | $44M | · | $26M | $64M | $43M | · | $66M | |
| Total Assets | $3.74B | $3.30B | $3.37B | $3.29B | $3.12B | $3.06B | $3.01B | $2.96B | $3.10B | $3.20B | · | $2.94B | $2.90B | $2.74B | · | $2.49B | |
| Accrued Liabilities | $1.03B | $1.03B | $1.08B | $983M | $967M | $963M | $1.03B | $950M | $875M | $852M | · | $886M | $880M | $780M | · | $790M | |
| Current Liabilities | $2.20B | $2.34B | $2.30B | $2.26B | $2.19B | $2.14B | $2.21B | $2.18B | $2.06B | $2.00B | · | $1.96B | $2.00B | $1.89B | · | $1.78B | |
| Capital Leases | $527M | $484M | $519M | $523M | $494M | $500M | $502M | $511M | $517M | $519M | · | $527M | $489M | $501M | · | $486M | |
| Other Non-current Liabilities | $52M | $51M | $48M | $42M | $42M | $44M | $44M | $45M | $43M | $43M | · | $52M | $51M | $62M | · | $59M | |
| Total Liabilities | $3.37B | $2.88B | $2.87B | $2.83B | $2.73B | $2.68B | $2.75B | $2.73B | $2.62B | $2.56B | · | $2.54B | $2.54B | $2.46B | · | $2.33B | |
| Long-term Debt | $592M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | $1.55B | $1.68B | $1.85B | $1.86B | $1.84B | $1.89B | $1.84B | $1.82B | $2.09B | $2.55B | · | $2.35B | $2.28B | $2.22B | · | $2.13B | |
| Retained Earnings | $-1.18B | $-1.27B | $-1.36B | $-1.40B | $-1.46B | $-1.52B | $-1.58B | $-1.61B | $-1.61B | $-1.91B | · | $-1.96B | $-1.92B | $-1.94B | · | $-1.97B | |
| AOCI | $600.0K | $900.0K | $900.0K | $500.0K | $700.0K | $500.0K | $100.0K | $664.0K | $347.0K | $-4.0K | · | · | · | · | · | · | |
| Stockholders' Equity | $370M | $424M | $498M | $469M | $390M | $376M | $262M | $223M | $487M | $643M | $510M | $393M | $365M | $282M | $160M | $164M | |
| Liabilities + Equity | $3.74B | $3.30B | $3.37B | $3.29B | $3.12B | $3.06B | $3.01B | $2.96B | $3.10B | $3.20B | · | $2.94B | $2.90B | $2.74B | · | $2.49B | |
| Shares Outstanding | 401,400,000 | 409,800,000 | 415,100,000 | 414,600,000 | 414,500,000 | 415,100,000 | 413,600,000 | 408,048,000 | 417,614,000 | 435,359,000 | 431,800,000 | 431,138,000 | 429,718,000 | 427,108,000 | 425,349,000 | 423,095,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $37M | $34M | $33M | $32M | $30M | $29M | $29M | $28M | $28M | $27M | $26M | $28M | $29M | $23M | $23M | |
| Stock-based Comp | · | $67M | $72M | $76M | $76M | $74M | $82M | $78M | $82M | $65M | $60M | $64M | $66M | $49M | $48M | $46M | |
| Deferred Tax | · | · | $29M | $0 | · | · | $18M | $-31.0K | · | · | $0 | $0 | · | · | $0 | $0 | |
| Amort. of Intangibles | $3M | $2M | · | · | $100.0K | $400.0K | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-90M | · | · | · | $-80M | · | · | · | $-78M | · | · | · | $49M | · | · | |
| Operating Cash Flow | · | $108M | $263M | $208M | $134M | $86M | $208M | $183M | $123M | $82M | $100M | $80M | $159M | $149M | $101M | $117M | |
| CapEx | · | $38M | $31M | $32M | $28M | $38M | $51M | $32M | $32M | $29M | $32M | $32M | $58M | $22M | $58M | $48M | |
| Investing Cash Flow | · | $-229M | $-24M | $-57M | $-30M | $-41M | $-51M | $-32M | $-29M | $506M | $-50M | $-65M | $-106M | $-66M | $-146M | $-344M | |
| Stock Repurchased | · | $200M | $55M | $55M | $130M | $23M | $68M | $343M | $532M | $0 | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | $-200M | · | · | · | $-23M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | · | $-255M | $-55M | $-67M | $-129M | $-25M | $-67M | $-340M | $-535M | $-55M | $83M | $-3M | $-4M | $-4M | $-3M | $-2M | |
| Net Change in Cash | · | $-375M | $185M | $84M | $-25M | $21M | $89M | $-188M | $-440M | $532M | $132M | $12M | $49M | $79M | $-48M | $-229M | |
| Free Cash Flow | · | $71M | · | · | · | $49M | · | · | · | $53M | · | · | · | $127M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $51M | · | · | · | $126M | · | · |
Rentabilidad
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.4% | 30.1% | · | 29.8% | 30.3% | 29.6% | · | 29.3% | 29.5% | 29.7% | · | 28.5% | 28.3% | 28.4% | · | 28.4% | |
| Operating Margin | 2.8% | 3.8% | · | 2.1% | 2.2% | 2.5% | · | 0.89% | 1.1% | 2.2% | · | -0.37% | -0.65% | 0.86% | · | -0.02% | |
| Net Margin | 2.4% | 2.8% | · | 1.9% | 2.0% | 2.0% | · | 0.14% | 10.5% | 2.3% | · | -1.3% | 0.68% | 0.80% | · | 0.09% | |
| Pretax Margin | 3.4% | 3.9% | · | 2.2% | 2.4% | 2.5% | · | 1.0% | 1.6% | 2.7% | · | -1.2% | 0.73% | 0.83% | · | 0.09% | |
| EBITDA Margin | 2.8% | 4.9% | · | 2.1% | 2.2% | 3.4% | · | 0.89% | 1.1% | 3.2% | · | -0.37% | -0.65% | 1.9% | · | -0.02% | |
| ROA | · | · | · | 1.9% | 2.0% | 2.0% | · | 0.13% | 10.0% | 2.2% | · | -1.3% | 0.72% | 0.90% | · | 0.10% | |
| ROE | · | · | · | 17.1% | 14.1% | 12.2% | · | 1.3% | 70.3% | 14.5% | · | -12.9% | 7.9% | 13.0% | · | 2.0% | |
| ROIC | · | · | · | 11.9% | 15.0% | 16.4% | · | 1.5% | 42.4% | 8.6% | · | -2.7% | -4.6% | 8.2% | · | -0.26% |
Liquidez y Solvencia
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 0.9 | 0.8 | 0.8 | · | 0.7 | 0.9 | 1.1 | · | 1.0 | 0.9 | 0.9 | · | 0.9 | |
| Quick Ratio | · | · | · | 0.4 | 0.4 | 0.4 | · | 0.3 | 0.4 | 0.7 | · | 0.6 | 0.5 | 0.5 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | 18.9 | 21.3 | 48.4 | · | -11.6 | -20.0 | 27.9 | · | · |
Eficiencia
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | |
| Inventory Turnover | · | · | · | 2.4 | 2.6 | 2.8 | · | 2.6 | 2.6 | 2.7 | · | 2.8 | 2.8 | 3.0 | · | 2.8 | |
| Receivables Turnover | · | · | · | 15.2 | 14.7 | 16.7 | · | 16.2 | 15.7 | 17.8 | · | 19.0 | 18.1 | 19.5 | · | 19.8 |
Por Acción
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | $1.13 | $0.94 | $0.90 | · | $0.55 | $1.17 | $1.48 | · | $0.91 | $0.85 | $0.66 | · | $0.39 | |
| Revenue / Share | $8.12 | $8.01 | · | $7.32 | $7.25 | $7.33 | · | $6.75 | $6.53 | $6.59 | · | $6.36 | $6.44 | $6.47 | · | $5.91 | |
| Cash Flow / Share | · | $0.26 | · | · | · | $0.20 | · | · | · | $0.19 | · | · | · | $0.34 | · | · | |
| Cash / Share | · | · | · | $1.63 | $1.43 | $1.48 | · | $1.24 | $1.66 | $2.61 | · | $1.09 | $1.06 | $0.96 | · | $0.89 | |
| EPS (TTM) | $0.66 | $0.60 | · | · | · | · | · | $0.91 | $0.82 | $0.19 | · | $0.04 | $0.13 | $0.13 | · | $-0.06 |
Valoración (TTM)
| Métrica | Tendencia | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.07B | $12.84B | · | · | · | · | · | $11.44B | $11.31B | $11.23B | · | $11.05B | $10.84B | $10.48B | · | $9.86B | |
| Net Income TTM | $274M | $255M | · | · | · | · | · | $402M | $363M | $84M | · | $14M | $52M | $54M | · | $-22M | |
| Market Cap | · | · | · | $13.98B | $14.88B | $15.22B | · | $11.00B | $10.46B | $6.90B | · | $7.77B | $14.44B | $13.24B | · | $16.67B | |
| P/E | 34.2 | 42.6 | · | · | · | · | · | 29.6 | 30.5 | 83.4 | · | 450.5 | 258.5 | 238.5 | · | -656.8 | |
| P/S | · | 0.8 | · | · | · | · | · | 1.0 | 0.9 | 0.6 | · | 0.7 | 1.3 | 1.3 | · | 1.7 | |
| P/B | · | · | · | 29.8 | 38.2 | 40.5 | · | 49.2 | 21.5 | 10.7 | · | 19.8 | 39.6 | 46.9 | · | 101.7 | |
| P / Tangible Book | · | · | · | 32.5 | 42.5 | 45.3 | · | 59.8 | 23.4 | 11.4 | · | 22.0 | 44.4 | 54.5 | · | 101.7 | |
| P / Cash Flow | · | · | · | · | · | 176.1 | · | · | · | 84.2 | · | · | · | 89.3 | · | · | |
| Earnings Yield | 2.9% | 2.4% | · | · | · | · | · | 3.4% | 3.3% | 1.2% | · | 0.22% | 0.39% | 0.42% | · | -0.15% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-02-01 | 2025-02-02 | 2024-01-28 | 2023-01-29 | 2022-01-30 |
|---|---|---|---|---|---|
| Ingresos | $12.60B | $11.86B | $11.15B | $10.12B | $8.97B |
| Margen Bruto % | 29.8% | 29.2% | 28.4% | · | 26.7% |
| Margen Operativo % | 2.0% | 0.95% | -0.21% | · | -0.81% |
| Beneficio neto | $223M | $393M | $40M | $50M | $-75M |
| EPS Diluido | $0.52 | $0.91 | $0.09 | $0.12 | $-0.18 |
| Métrica | 2026-02-01 | 2025-02-02 | 2024-01-28 | 2023-01-29 | 2022-01-30 |
|---|---|---|---|---|---|
| Ratio corriente | 0.9 | 0.8 | 1.0 | · | 0.8 |
| Ratio Rápido | 0.5 | 0.3 | 0.6 | · | 0.4 |
| Métrica | 2026-02-01 | 2025-02-02 | 2024-01-28 | 2023-01-29 | 2022-01-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $562M | $452M | $343M | · | · |
Propietarios institucionales (13F) 583 declarantes · $8.9B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
583
Valor en tenencia
$8.9B
Nuevas posiciones
86
Posiciones cerradas
150
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 86 (-57 vs trimestre anterior) | 150 (+55 vs trimestre anterior) | 201 (-53 vs trimestre anterior) | 173 (+13 vs trimestre anterior) | -1.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BC Partners PE LP | $3 467 797 180 | 176 478 228 | 39,08% | Acciones |
| VANGUARD GROUP INC | $658 367 468 | 19 920 347 | 7,42% | Acciones |
| BlackRock, Inc. | $446 088 172 | 22 701 688 | 5,03% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $396 476 223 | 20 176 907 | 4,47% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $250 405 628 | 12 934 175 | 2,82% | Acciones |
| MORGAN STANLEY | $217 467 605 | 11 067 051 | 2,45% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $194 472 081 | 9 896 798 | 2,19% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $190 646 442 | 9 702 109 | 2,15% | Acciones |
| STATE STREET CORP | $149 472 461 | 7 606 741 | 1,68% | Acciones |
| FEDERATED HERMES, INC. | $146 088 436 | 7 434 526 | 1,65% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $130 652 771 | 6 648 996 | 1,47% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $123 454 602 | 6 281 496 | 1,39% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $99 505 812 | 5 063 909 | 1,12% | Acciones |
| TWO SIGMA ADVISERS, LP | $98 409 680 | 2 977 600 | 1,11% | Acciones |
| BANK OF AMERICA CORP /DE/ | $90 578 960 | 4 609 616 | 1,02% | Acciones |
| NORGES BANK | $86 512 505 | 4 402 672 | 0,97% | Acciones |
| Clearbridge Investments, LLC | $70 960 424 | 3 611 217 | 0,80% | Acciones |
| Bank of New York Mellon Corp | $70 816 538 | 3 603 895 | 0,80% | Acciones |
| Invesco Ltd. | $68 006 410 | 3 460 886 | 0,77% | Acciones |
| UBS Group AG | $63 193 457 | 3 215 952 | 0,71% | Acciones |
| Alyeska Investment Group, L.P. | $59 863 411 | 3 046 484 | 0,67% | Acciones |
| Candlestick Capital Management LP | $59 708 285 | 1 476 101 | 0,67% | Acciones |
| GOLDMAN SACHS GROUP INC | $56 659 184 | 2 883 419 | 0,64% | Acciones |
| FMR LLC | $55 617 685 | 2 830 417 | 0,63% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $51 424 050 | 2 617 000 | 0,58% | Opción de compra |
| JANE STREET GROUP, LLC | $51 001 575 | 2 595 500 | 0,57% | Opción de venta |
| JANE STREET GROUP, LLC | $50 728 440 | 2 581 600 | 0,57% | Opción de compra |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50 616 140 | 2 575 885 | 0,57% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $50 492 640 | 2 569 600 | 0,57% | Opción de venta |
| DIMENSIONAL FUND ADVISORS LP | $39 852 616 | 2 028 314 | 0,45% | Acciones |
| Point72 Asset Management, L.P. | $37 095 368 | 1 887 805 | 0,42% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $35 725 861 | 1 818 110 | 0,40% | Acciones |
| NORTHERN TRUST CORP | $35 384 246 | 1 800 725 | 0,40% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $30 158 427 | 1 534 780 | 0,34% | Acciones |
| Fiera Capital Corp | $29 165 945 | 1 484 272 | 0,33% | Acciones |
| EVENTIDE ASSET MANAGEMENT, LLC | $27 776 855 | 1 413 874 | 0,31% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $26 609 303 | 1 354 163 | 0,30% | Acciones |
| CITADEL ADVISORS LLC | $23 768 640 | 1 209 600 | 0,27% | Opción de venta |
| Zuckerman Investment Group, LLC | $23 105 276 | 1 175 841 | 0,26% | Acciones |
| JANE STREET GROUP, LLC | $22 693 451 | 1 154 883 | 0,26% | Acciones |
| Park West Asset Management LLC | $21 909 750 | 1 115 000 | 0,25% | Acciones |
| Champlain Investment Partners, LLC | $21 900 711 | 1 114 540 | 0,25% | Acciones |
| CITADEL ADVISORS LLC | $21 528 540 | 1 095 600 | 0,24% | Opción de compra |
| AMERIPRISE FINANCIAL INC | $18 340 234 | 946 206 | 0,21% | Acciones |
| BARCLAYS PLC | $18 224 845 | 927 473 | 0,21% | Acciones |
| JPMORGAN CHASE & CO | $17 173 047 | 873 712 | 0,19% | Acciones |
| Point72 Asset Management, L.P. | $17 052 270 | 867 800 | 0,19% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16 282 422 | 828 622 | 0,18% | Acciones |
| FIRST NATIONAL BANK OF OMAHA | $16 235 622 | 832 523 | 0,18% | Acciones |
| Amundi | $16 192 094 | 823 967 | 0,18% | Acciones |
Informantes de la empresa 24 insiders · 9 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Sumit Singh | Chief Executive Officer | 1 de septiembre de 2026 F | 127 364 | 0 | 8 | $-5 384 369 |
| Christopher S. Deppe | Chief Financial Officer | 1 de septiembre de 2026 F | 9 576 | 0 | 1 | $-81 765 |
| David Reeder | Chief Financial Officer | 5 de mayo de 2025 S | 0 | 0 | 0 | $0 |
| Mario Jesus Marte | Chief Financial Officer | 28 de junio de 2023 S | 203 023 | 0 | 0 | $0 |
| Da-Wai Hu | General Counsel & Secretary | 1 de septiembre de 2026 F | 4 203 | 0 | 3 | $-301 205 |
| William G. Billings | Chief Accounting Officer | 1 de septiembre de 2026 F | 57 055 | 0 | 1 | $-36 679 |
| Satish Mehta | Chief Technology Officer | 2 de febrero de 2026 S | 273 835 | 0 | 5 | $-1 138 138 |
| Michael Morant | General Counsel | 2 de agosto de 2023 S | 41 282 | 0 | 0 | $0 |
| Helfrick Susan | General Counsel | 15 de junio de 2023 S | 55 759 | 0 | 0 | $0 |
| Kristine Dickson | Consejero | 9 de julio de 2026 A | 10 665 | 0 | 0 | $0 |
| Martin H. Nesbitt | Consejero | 9 de julio de 2026 A | 10 665 | 0 | 0 | $0 |
| James Larry Nelson | Consejero | 9 de julio de 2026 A | 10 665 | 0 | 0 | $0 |
| James A Star | Consejero | 9 de julio de 2026 A | 10 665 | 0 | 0 | $0 |
| Deborah G Ellinger | Consejero | 9 de julio de 2026 A | 10 665 | 0 | 0 | $0 |
| Nathaniel Goldhaber | Consejero | 9 de julio de 2026 A | 10 665 | 0 | 0 | $0 |
| Brian P Mcandrews | Consejero | 16 de julio de 2020 A | 2 719 | 0 | 0 | $0 |
| Lisa Marie Sibenac | Consejero | 18 de junio de 2019 P | 1 000 | 0 | 0 | $0 |
| James Dongyoung Kim | Consejero | 18 de junio de 2019 P | 1 500 | 0 | 0 | $0 |
| Michael Chia-Hao Chang | Consejero | 18 de junio de 2019 P | 10 000 | 0 | 0 | $0 |
| Fahim Ahmed | Consejero | 18 de junio de 2019 P | 10 000 | 0 | 0 | $0 |
| Raymond Svider | Consejero | 18 de junio de 2019 P | 60 000 | 0 | 0 | $0 |
| Stacy Bowman | · | 2 de agosto de 2024 S | 245 561 | 0 | 0 | $0 |
| Sharon Mccollam | · | 15 de julio de 2021 A | 1 624 | 0 | 0 | $0 |
| James Kevin Symancyk | · | 23 de junio de 2021 S | 274 675 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 62 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RNIN · EA Series Trust | 1,37% | 110 562 NS | 31 de julio de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,20% | 336 825 SH | 2 de octubre de 2026 | Diario |
| RETL · Direxion Shares ETF Trust | 1,08% | 13 361 NS | 31 de julio de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,85% | 2 593 105 SH | 2 de octubre de 2026 | Diario |
| CALF · Pacer Funds Trust | 0,66% | 1 076 107 NS | 31 de julio de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,45% | 323 892 SH | 2 de octubre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,30% | 73 293 SH | 19 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,17% | 158 796 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,16% | 72 505 SH | 11 de septiembre de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,16% | 36 685 SH | 2 de octubre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,15% | 26 405 NS | 31 de julio de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,15% | 110 105 NS | 31 de julio de 2026 | N-PORT |
| IWP · iShares Trust | 0,15% | 1 322 268 SH | 11 de septiembre de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,13% | 387 552 SH | 19 de agosto de 2026 | Diario |
| ESUM · Strategy Shares | 0,12% | 9 919 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,12% | 34 654 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,12% | 2 918 187 SH | 19 de agosto de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,12% | 434 884 SH | 19 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,12% | 3 527 NS | 31 de julio de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 99 711 NS | 31 de julio de 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,11% | 33 208 SH | 2 de octubre de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,09% | 68 106 SH | 19 de agosto de 2026 | Diario |
| IYC · iShares Trust | 0,09% | 46 827 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,07% | 125 508 SH | 11 de septiembre de 2026 | Diario |
| SMDX · Tidal Trust III | 0,06% | 3 646 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 91 983 SH | 2 de octubre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,05% | 140 580 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 23 668 SH | 2 de octubre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 2 445 921 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,05% | 5 060 743 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 61 290 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 13 868 SH | 11 de septiembre de 2026 | Diario |
| IWR · iShares Trust | 0,04% | 958 835 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,03% | 229 686 NS | 31 de julio de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,03% | 629 NS | 31 de julio de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 15 630 SH | 2 de octubre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 4 219 NS | 31 de julio de 2026 | N-PORT |
| IWF · iShares Trust | 0,01% | 877 012 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 292 098 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 7 015 130 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 39 009 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 367 169 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 19 594 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 52 970 SH | 19 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,01% | 9 383 NS | 31 de julio de 2026 | N-PORT |
| IUSG · iShares Trust | 0,01% | 134 993 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 12 003 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 10 659 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 317 962 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 161 260 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 64 559 SH | 11 de septiembre de 2026 | Diario |
| IUSV · iShares Trust | 0,01% | 74 114 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 3 792 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 21 595 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 25 427 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 194 417 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 8 422 843 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 932 314 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 405 813 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 32 877 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 10 212 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 46 689 SH | 11 de septiembre de 2026 | Diario |
CHWY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 35 analistas
COMPRA
Objetivo mediano
$28.00
+54,1%
12 34,3%
Compra fuerte
15 42,9%
Compra
8 22,9%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
22 analistas · 2026-09-30Objetivo medio $28.64 +57,6%
← Por Debajo de Todos los Objetivos
Precio Actual $18.17
Mín$21.00
Media$28.64
Máx$36.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| ULTA | $27.83B | 24.6 | 9.7% | 9.3% | 42.7% | 39.1% |
| TSCO | $27.08B | 24.9 | 4.3% | 7.1% | 43.2% | 36.4% |
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | · |
| DKS | · | 20.3 | 28.1% | 4.9% | 19.1% | 32.9% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | · | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | · |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Sep 9, 2026