• Chewy Inc. Class A (CHWY $37.99)
  • $37.99 Fwd P/E: 42.6X Cap: $16.09B
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Q: Hello 5i
Could I have your current assessment of Chewy please?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on May 23, 2025

• Amazon.com Inc. (AMZN $225.02)
  • $225.02 Fwd P/E: 36.2X Cap: $2.38T
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• Walmart Inc. (WMT $94.40)
  • $94.40 Fwd P/E: 40.54X Cap: $753.35B
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• Zoetis Inc. Class A (ZTS $154.96)
  • $154.96 Fwd P/E: 28.51X Cap: $68.98B
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• IDEXX Laboratories Inc. (IDXX $533.37)
  • $533.37 Fwd P/E: 50.01X Cap: $42.89B
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• Trupanion Inc. (TRUP $49.76)
  • $49.76 Cap: $2.16B
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• Chewy Inc. Class A (CHWY $37.99)
  • $37.99 Fwd P/E: 42.6X Cap: $16.09B
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Q: Can I please have your opinion on whether these two businesses have long term growth potential? Have been losers in my portfolio and wondering if it’s time to move on or if patience is needed. Thanks

Upvote 1

Read Answer Asked by Curtis on August 22, 2023

• LendingClub Corporation (LC $12.70)
  • $12.70 Fwd P/E: 28.84X Cap: $1.44B
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• Exact Sciences Corporation (EXAS $51.91)
  • $51.91 Cap: $9.79B
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• Trupanion Inc. (TRUP $49.76)
  • $49.76 Cap: $2.16B
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• Pure Storage Inc. Class A (PSTG $56.36)
  • $56.36 Fwd P/E: 159.89X Cap: $18.81B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Redfin Corporation (RDFN)
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• Photronics Inc. (PLAB $19.49)
  • $19.49 Fwd P/E: 10.35X Cap: $1.19B
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• IES Holdings Inc. (IESC $309.16)
  • $309.16 Fwd P/E: 34.9X Cap: $6.08B
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• Pinterest Inc. Class A (PINS $35.42)
  • $35.42 Fwd P/E: 13.02X Cap: $24.22B
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• Chewy Inc. Class A (CHWY $37.99)
  • $37.99 Fwd P/E: 42.6X Cap: $16.09B
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• Cloudflare Inc. Class A (NET $181.39)
  • $181.39 Cap: $62.87B
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• Magnite Inc. (MGNI $22.57)
  • $22.57 Fwd P/E: 106.59X Cap: $3.18B
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• Unity Software Inc. (U $28.93)
  • $28.93 Cap: $12.12B
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• Upstart Holdings Inc. (UPST $75.62)
  • $75.62 Cap: $7.51B
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• Taboola.com Ltd. (TBLA $3.63)
  • $3.63 Fwd P/E: 92.0X Cap: $1.20B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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• Upbound Group Inc. (UPBD $26.22)
  • $26.22 Fwd P/E: 12.6X Cap: $1.52B
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Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

Upvote 1

Read Answer Asked by Curtis on March 22, 2023