Chewy Vs. Uber Technologies: Which Consumer Stock Is A Be…

▲ S&P 500 +—%|▲ Stock Advisor +—%Join The Motley Fool

For FY 2025, revenue grew to roughly $52.0 billion, a significant 18.3% increase from the prior year. The company achieved a substantial net income of nearly $10.1 billion. This performance resulted in a net margin of approximately 19.3%, showcasing the platform’s ability to generate significant profit from its high transaction volume and global scale.

On its December 2025 balance sheet, the debt-to-equity ratio was close to 0.4x. Uber also maintained a current ratio of roughly 1.1x, which measures its ability to cover short-term liabilities with assets that can be quickly converted to cash. Free cash flow reached approximately $9.8 billion in FY 2025, providing the company with significant capital for reinvestment or future acquisitions.

CHWY & UBER: Performance Comparison

Key Financial Metrics

Chewy Stock Quote

CHWY – Chewy

$18.22

+0.44% (+$0.08)

Uber Technologies Stock Quote

UBER – Uber Technologies

$68.45

–0.91% (-$0.63)

Market Cap

$7.3B

52wk Range

$17.40 – $39.70

Gross Margin

28.86%

P/E Ratio

27.86

EPS (TTM)

$0.65

Market Cap

$140B

52wk Range

$65.41 – $100.35

Gross Margin

35.42%

P/E Ratio

15.05

EPS (TTM)

$4.55

Chewy Stock Quote

CHWY – Chewy

$18.22

+0.44% (+$0.08)

Market Cap

$7.3B

52wk Range

$17.40 – $39.70

Gross Margin

28.86%

P/E Ratio

27.86

EPS (TTM)

$0.65

Uber Technologies Stock Quote

UBER – Uber Technologies

$68.45

–0.91% (-$0.63)

Market Cap

$140B

52wk Range

$65.41 – $100.35

Gross Margin

35.42%

P/E Ratio

15.05

EPS (TTM)

$4.55

Risk profile comparison

Chewy faces intense competition from mass merchants Amazon (AMZN +1.42%) and traditional pet specialty stores. The company relies on a complex fulfillment network, and any disruption to its third-party logistics providers could materially harm business results. Additionally, a dual-class stock structure gives significant control to BC Partners affiliates, which could lead to conflicts of interest for minority holders.

Uber remains subject to complex litigation globally regarding driver classification, sexual assault incidents, and regulatory compliance. It faces stiff competition from rivals such as Lyft (LYFT -1.01%) in ridesharing and DoorDash (DASH -1.23%) in delivery services. Furthermore, its aggressive acquisition strategy, including the planned expansion with Delivery Hero (DLVHF +0.00%), introduces integration risks and heightened regulatory scrutiny across multiple jurisdictions.

Valuation comparison

Uber is cheaper based on its forward P/E (future earnings estimates), while Chewy has a lower P/S ratio (sales over the past 12 months).

Metric	Chewy	Uber Technologies
Forward P/E	23.3x	20.4x
P/S ratio	0.6x	2.5x

Valuation metrics include sourcing from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?

Uber and Chewy may not seem to have much in common, but at their core, both are logistics businesses. Chewy delivers pet products, while Uber delivers food, groceries, and people. For investors, the key question is which stock offers greater durability and which has more room to grow.

Chewy’s strength lies in its diverse offerings, which range from pet food and supplies to medications and veterinary care. It also benefits from customer loyalty through its Autoship program. Pet owners need to buy food and other essentials regardless of the economic environment, and Chewy makes it convenient. However, it faces formidable competition from e-commerce giants such as Amazon, as well as other retailers.

Most people think of Uber primarily as a ride-hailing company and, to a lesser extent, as a food-delivery service. But its operations extend beyond rides and restaurant meals. Uber also delivers groceries and operates a freight business that connects shippers with carriers. The company continues to grow rapidly, including in services for corporate customers, while its planned acquisition of ezCater could expand its reach in corporate food delivery and provide additional opportunities for profitable growth.

If I were adding one of these stocks to my portfolio, I would choose Uber. Chewy has the advantage of serving a relatively defensive category with recurring demand, but Uber offers considerably more growth potential along with an attractive valuation relative to its earnings. That combination makes Uber the more compelling long-term stock for most investors.