CHWY’s One-Month Rally Offers a Chance to Reevaluate ARHS
Arhaus (ARHS) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Chewy (CHWY), suggesting you may be better off investing in ARHS
- ARHS’s quarterly revenue growth was 15.7%, vs. CHWY’s 8.3%.
- In addition, its Last 3-Year Average revenue growth came in at 11.2%, ahead of CHWY’s 9.4%.
- ARHS leads on profitability over both periods – LTM margin of 6.8% and 3-year average of 10.6%.
CHWY e-commerce company offering pet food, treats, supplies, medications, and health products with around 100,000 items from 3,000 partner brands in the United States. ARHS provides furniture, lighting, textiles, décor, and outdoor products through showrooms, e-commerce, catalogs, and in-home designer services using an omni-channel distribution model.
Valuation & Performance Overview
| CHWY | ARHS | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 135.0 | 17.4 | ARHS |
| Revenue Growth | |||
| Last Quarter | 8.3% | 15.7% | ARHS |
| Last 12 Months | 7.7% | 4.8% | CHWY |
| Last 3 Year Average | 9.4% | 11.2% | ARHS |
| Operating Margins | |||
| Last 12 Months | 1.0% | 6.8% | ARHS |
| Last 3 Year Average | 0.6% | 10.6% | ARHS |
| Momentum | |||
| Last 3 Year Return | 28.2% | 33.6% | ARHS |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: CHWY Revenue Comparison | ARHS Revenue Comparison
See more margin details: CHWY Operating Income Comparison | ARHS Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell ARHS Stock to see if Arhaus’s edge holds up under the hood or if Chewy still has cards to play (see Buy or Sell CHWY Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| CHWY Return | 210% | -34% | -37% | -36% | 42% | 23% | 41% | ||
| ARHS Return | – | – | -26% | 22% | -18% | 21% | -8% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 11% | 100% | <=== | |
| Monthly Win Rates [3] | |||||||||
| CHWY Win Rate | 83% | 42% | 33% | 33% | 50% | 43% | 47% | ||
| ARHS Win Rate | – | 100% | 50% | 50% | 33% | 43% | 46% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 57% | 62% | <=== | |
| Max Drawdowns [4] | |||||||||
| CHWY Max Drawdown | -21% | -42% | -60% | -55% | -37% | -7% | -37% | ||
| ARHS Max Drawdown | – | – | -66% | -30% | -26% | -25% | -25% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/5/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read ARHS Dip Buyer Analyses and CHWY Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.