Rover Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Rover Group Inc (ROVR) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Rover Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 218M vs 20,691M combined for tracked competitors (1.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+21.6% annualized vs trailing 12 months), vs decelerating (-11.3%) for its tracked peer group.
- Growth: Rover Group Inc generated 30.2% revenue growth year over year in Q3 2023, vs 5.9% for its tracked competitors combined.
- Profitability: Its 15.9% net margin compares with -27.9% for the peer group.
- Peer revenue share: Rover Group Inc accounted for 1.4% of combined revenue among its tracked peer group, up from 1.2% a year earlier.
- Peer differentiation: Revenue per employee of $0.22M compares with $0.43M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ROVR Sales vs. its Competitors, Q3 2023
Rover Group Inc reported revenue growth of 30.16 % year on year in Q3 2023, above its competitors' combined revenue growth of 5.89 %.
With a net margin of 15.86 %, Rover Group Inc achieved higher profitability than its competitors (-27.91 %).
Rover Group Inc generated 1.42 % of the combined sales of its peer group, up from 1.16 % a year earlier.
Rover Group Inc vs. its Competitors, Q3 2023
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Rover Group Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Rover Group Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Rover Group Inc's competitor groups requires a Commercial License.
For context: the Personal Services industry grew revenue 9.9% year over year, combined, vs 30.2% for Rover Group Inc. Rover Group Inc's share of combined industry revenue moved from 0.15% to 0.18%, a gain of 0.03 percentage points.
Rover Group Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Rover Group Inc | Yes | Yes | Yes | No |
| Competitors combined (4) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ROVR Stock Performance relative to its Competitors
ROVR Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Petco Health And Wellness Company Inc | 282.9% | Outperformed |
| 2 | Petmed Express Inc | 282.9% | Outperformed |
| 3 | Trupanion Inc | 282.9% | Outperformed |
| 4 | Chewy Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Rover Group Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Rover Group Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Rover Group Inc | 2,120.82 | 217.80 |
| Chewy Inc | 7,631.96 | 13,067.50 |
| Trupanion Inc | 1,019.72 | 1,520.76 |
| Petco Health And Wellness Company Inc | 643.96 | 5,964.53 |
| Petmed Express Inc | 30.46 | 138.70 |
| SUBTOTAL | 11,446.92 | 20,909.29 |
Sources: Rover Group Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Rover Group Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Rover Group Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Chewy Inc | Reportable 94.13 % |
| Trupanion Inc | Subscription business 70.16 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Rover Group Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Rover Group Inc | 2,121 | 217,803 | 10,862 |
| Chewy Inc | 7,632 | 725,972 | 15,206 |
| Trupanion Inc | 1,020 | 1,356,607 | 20,708 |
| Petco Health And Wellness Company Inc | 644 | 205,673 | 192 |
| Petmed Express Inc | 30 | 733,878 | -154,915 |
| PEERS TOTAL | 9,326 | 428,307 | 5,655 |
Rover Group Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Trupanion Inc | United States 82.85 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Rover Group Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Personal Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (52 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 79.23 % | 51.45 % (avg) | +27.8 pp |
| Operating Margin | -0.77 % | industry median | -2.8 pp |
| EBITDA Margin | 11.64 % | 2.88 % (avg) | +8.8 pp |
| Capital Intensity (Capex / Revenue) | 4.05 % | 3.94 % (avg) | +0.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Rover Group Inc's Valuation vs Competitive Position
Valuation multiples vs the Personal Services industry average (52 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 21.1x | - |
| EV / EBITDA | 40.8x | 11.4x | +29.4x |
| P/B | 4.1x | 2.4x | +1.8x |
| Return on Equity | 3.62 % | industry aggregate | -32.96 % |
| Return on Invested Capital | -0.27 % | 3.66 % (avg) | -3.93 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Rover Group Inc's Strategic Group Map
Every company in Rover Group Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Rover Group Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Rover Group Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 4.05 % vs industry average 3.94 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Rover Group Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Rover Group Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Rover Group Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Rover Group Inc falls in the Low attractiveness / High strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Rover Group Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+21.6% annualized vs trailing 12 months).
Weaknesses
- Return on equity 33.0 points below the industry aggregate.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-11.3% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Rover Group Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Rover Group Inc | 1.13 | 3.22 | - |
| Chewy Inc | 0.29 | 0.84 | 0.34 |
| Trupanion Inc | 0.38 | 1.70 | 0.28 |
| Petco Health And Wellness Company Inc | 0.19 | 0.89 | 0.88 |
| Petmed Express Inc | 0.59 | 0.99 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Rover Group Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Rover Group Inc | Q3 2023 | +30.2 % | - |
| Chewy Inc | Q2 2026 | +7.3 % | +29.8 % |
| Trupanion Inc | Q2 2026 | +11.1 % | -27.4 % |
| Petco Health And Wellness Company Inc | Q1 2026 | +0.2 % | - |
| Petmed Express Inc | Q2 2026 | -18.6 % | - |
| PEERS TOTAL | +5.4 % | +655.7 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Rover Group Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Rover Group Inc | Q3 2023 | +17.5 % | +10.0 % |
| Chewy Inc | Q2 2026 | +7.3 % | +71.1 % |
| Trupanion Inc | Q2 2026 | +9.7 % | -38.7 % |
| Petco Health And Wellness Company Inc | Q1 2026 | -0.1 % | +34.3 % |
| Petmed Express Inc | Q2 2026 | -17.6 % | -50.4 % |
Rover Group Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Rover Group Inc | 2.57% | 3.37% | 3.62% |
| Chewy Inc | 7.99% | 23.82% | 62.13% |
| Trupanion Inc | 2.55% | 4.56% | 5.96% |
| Petco Health And Wellness Company Inc | 0.11% | 0.11% | 0.48% |
| Petmed Express Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Rover Group Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Rover Group Inc | 16.56 | 9.74 |
| Chewy Inc | 28.08 | 0.58 |
| Trupanion Inc | 43.91 | 0.67 |
| Petco Health And Wellness Company Inc | 105.06 | 0.11 |
| Petmed Express Inc | - | 0.22 |
| PEERS AVERAGE | 40.29 | 0.55 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.