Roku vs Chewy

Roku, Inc. and Chewy, Inc. are examined side by side to illuminate their business models, financial performance, and market context. This page compares how each company generates revenue, allocates resources, and positions itself within its industry, in neutral, accessible terms for readers seeking understanding rather than advice. Educational content, not financial advice.

Roku, Inc. and Chewy, Inc. are examined side by side to illuminate their business models, financial performance, and market context. This page compares how each company generates revenue, allocates re...

About The Companies

Roku (ROKU)

Roku, Inc. operates a widely used streaming platform that connects viewers with streaming channels, apps and advertising. Investors should know Roku combines software, platform services and a modest hardware business (streaming players and smart TVs) to generate revenue from advertising, platform fees and device sales. Its scale in the US streaming ecosystem gives it valuable viewer and ad-targeting data, but growth depends on user engagement, ad market conditions and competition from device makers and streaming services. Roku’s revenue can be cyclical and margins fluctuate as it invests in platform features and content partnerships. The company’s market capitalisation of about $14.36bn reflects expectations for continued advertising monetisation and platform expansion, but outcomes are uncertain: values can rise or fall, and past performance is no guarantee of future returns. This summary is educational, not personalised investment advice; consider your goals and risk tolerance before acting.

Chewy (CHWY)

Chewy, Inc. (CHWY) is a US-based e-commerce retailer focused on pet food, supplies and services. It operates an online platform selling a wide range of pet products and subscription services, supported by a strong fulfilment network and customer service focus. With a market capitalisation of about $15.34B, Chewy has grown by scaling repeat orders and subscription programmes while investing in logistics, private-label products and veterinary services. Investors should note Chewy’s revenue growth potential from expanding pet ownership and online penetration, balanced against margin pressures from fulfilment costs, marketing spend and competitive pricing. Cash flow and profitability have improved in recent periods, but outcomes can vary and past performance is not a guarantee of future returns. This is general educational information, not personalised financial advice; consider your objectives and risk tolerance before investing.

Comparison Snapshot

Key Financial Metrics

ROKU

Metric

CHWY

$15.88B

Market Cap

$13.59B

6.54%

Potential Profit

34.39%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Loneliness Economy

Invest in companies that are turning the challenge of social isolation into business opportunities. These carefully selected stocks represent leaders in digital connection, pet companionship, and entertainment services designed for our increasingly solitary lives.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Loneliness Economy

Invest in companies that are turning the challenge of social isolation into business opportunities. These carefully selected stocks represent leaders in digital connection, pet companionship, and entertainment services designed for our increasingly solitary lives.

Published: June 17, 2025

Explore Basket

Investment Analysis

Roku

ROKU

Pros

Roku operates a dominant TV streaming platform with strong user engagement and robust digital advertising revenue streams.
The company has demonstrated recent profitability with its Q3 2025 net income turning positive and revenue growth reaching $1.21 billion.
Analysts maintain a generally bullish outlook, with an average price target around $110, implying potential upside in the near term.

Considerations

Roku's valuation remains high, reflected by a forward PE ratio over 120, raising concerns about sustainability and growth execution.
There is significant price volatility and mixed price forecasts, including some predicting a near-term decline of almost 19% by year-end 2025.
The company's business is exposed to high competition in streaming and digital advertising, which could pressure margins and user growth.

Chewy

CHWY

Pros

Chewy is a leading online retailer in a growing pet products and services market, benefiting from secular trends towards online pet care.
The company has a large and loyal customer base with subscription-based sales driving recurring revenue.
Chewy continues to expand its product offerings and services, positioning itself for long-term category growth and increased share.

Considerations

Chewy faces intense competition from both online and traditional retailers, which can pressure market share and margins.
The company's profitability is reliant on scaling efficiencies as it navigates thin margins in e-commerce and fulfillment costs.
Macroeconomic factors and consumer discretionary spending shifts pose risks to pet product demand and overall revenue growth.

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About The Companies

Comparison Snapshot

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Investment Analysis

Roku

Pros

Considerations

Chewy

Pros

Considerations

Why invest with Nemo?

Zero Commission

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Frequently asked questions

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Comparison Snapshot

Roku vs Chewy

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Comparison Snapshot

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Investment Analysis

Roku

Pros

Considerations

Chewy

Pros

Considerations

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About The Companies

Comparison Snapshot