ThredUp Inc. TDUP R2K
Consumer Cyclical · Internet Retail · United States
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. The company's platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.
READ MORE ›$4.65
-35.42% 1Y
Market & Price
Market Cap
$600.04M
Current Price
$4.65
High / Low (52W)
$12.08 / $3.11
Beta
2.08
Valuation
Stock P/E
-
Industry PE
22.37
Forward P/E
-
PEG Ratio
-
Book Value
$0.47
Price to Book
9.98
P/S
1.87
EV/EBITDA
-68.73
Dividend Yield
-
Profitability & Returns
ROCE
-17.39%
ROE
-37.19%
ROA
-7.91%
Profit Margin
-6.69%
Op Margin
-8.07%
EPS (Latest Qtr)
$-0.05
EPS (TTM)
$-0.18
Balance Sheet & Liquidity
Debt/Equity
0.88
Quick Ratio
0.84
Current Ratio
0.95
Debt
$52.19M
Total Assets
$167.25M
Current Assets
$56.68M
Working Capital
$-5.70M
Ownership
Promoter Holding
5.61%
Chg in Prom Hold
-
FII / Inst Holding
96.15%
Chg in FII Hold
-
Financial Snapshot
Enterprise Value
$602.77M
Total Revenue (TTM)
$321.19M
EBITDA
$-8.77M
Free Cash Flow
$8.05M
Operating Cash Flow
$9.66M
Shares Outstanding
108.37M
Gross Margin
79.41%
Payout Ratio
0.00%
Growth (CAGR)
Revenue 5Y
2.53%
Profit 5Y
26.03%
Revenue (YoY)
14.60%
Earnings (YoY)
-
PROS
- Profit CAGR of 26.0% over 5 years.
- Generates positive free cash flow.
CONS
- Trading 61.5% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Consumer Cyclical).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TDUP ThredUp Inc. R2K | 4.65 | - | $600.04M | - | -17.39% | -37.19% | 2.53% | 26.03% |
| 2 | AMZN Amazon.com, Inc. NDXSPXAI | 270.64 | 31.65 | $2.91T | - | 16.60% | 24.29% | 11.73% | 984.47% |
| 3 | TSLA Tesla, Inc. NDXSPXAI | 435.79 | 399.81 | $1.64T | - | 5.29% | 4.90% | 5.19% | -32.94% |
| 4 | HD The Home Depot, Inc. SPX | 317.14 | 22.52 | $316.23B | 2.94% | 28.92% | 128.38% | 1.52% | -6.11% |
| 5 | MCD McDonald's Corporation SPX | 279.20 | 23.04 | $198.37B | 2.66% | 22.63% | - | 5.06% | 11.50% |
| 6 | TJX The TJX Companies, Inc. SPX | 154.75 | 30.11 | $171.12B | 1.24% | 32.91% | 61.25% | 6.53% | 16.24% |
| 7 | BKNG Booking Holdings Inc. NDXSPX | 167.43 | 22.09 | $129.74B | 0.96% | 67.24% | - | 16.35% | 20.90% |
| 8 | LOW Lowe's Companies, Inc. SPX | 214.36 | 18.12 | $120.26B | 2.24% | 29.62% | - | -3.85% | 1.11% |
| 9 | PDD PDD Holdings Inc. NDX | 84.44 | 8.87 | $120.19B | - | 28.69% | 25.40% | 49.00% | 45.85% |
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Quarterly Results
Figures in USD.
| Metric | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 48.31M | 47.34M | 46.93M | 55.68M | 59.96M | 63.27M | 72.69M | 76.42M | 67.94M | 75.92M | 82.66M | 82.05M | 64.53M | 66.72M | - | 71.29M | 77.66M | 82.16M | 79.70M | 81.67M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 14.92M | 15.92M | 16.95M | 16.27M | 17.01M |
| Gross Profit | 32.63M | 33.01M | 32.78M | 39.72M | 44.13M | 46.09M | 50.23M | 52.65M | 44.50M | 51.09M | 55.73M | 56.63M | 51.71M | 52.56M | - | 56.37M | 61.74M | 65.21M | 63.43M | 64.66M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 61.80M | 66.98M | 69.60M | 70.11M | 71.25M |
| Operating Income | -13.28M | -6.47M | -10.59M | -14.68M | -13.89M | -15.50M | -20.57M | -28.33M | -24.19M | -20.18M | -18.71M | -18.19M | -12.39M | -9.61M | - | -5.43M | -5.25M | -4.39M | -6.68M | -6.59M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -1.48M | -1.48M | -667.00K | -1.69M | -2.76M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 514.00K | 496.00K | 477.00K | 432.00K | 384.00K |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -5.16M | -5.14M | -4.28M | -5.57M | -6.45M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 57.00K | 31.00K | -34.00K | 5.00K | 24.00K |
| Net Income | -13.21M | -6.66M | -11.00M | -16.17M | -14.38M | -14.71M | -20.71M | -28.40M | -23.68M | -19.79M | -18.76M | -18.08M | -16.55M | -13.95M | - | -5.21M | -5.18M | -4.25M | -5.58M | -6.47M |
| Diluted EPS | -1.23 | -0.61 | -0.93 | -0.86 | -0.15 | -0.15 | -0.21 | -0.29 | -0.24 | -0.19 | -0.18 | -0.17 | -0.15 | -0.13 | - | -0.04 | -0.04 | -0.03 | -0.04 | -0.05 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 163.81M | 186.01M | - | 288.38M | 258.50M | 260.03M | 310.81M |
| Cost of Revenue | - | - | - | 96.04M | 60.04M | 52.91M | 64.06M |
| Gross Profit | 112.50M | 128.15M | - | 192.34M | 198.47M | 207.12M | 246.75M |
| Operating Expenses | - | - | - | 281.82M | 251.47M | 247.74M | 268.50M |
| Operating Income | -36.81M | -46.59M | - | -89.49M | -53.00M | -40.62M | -21.75M |
| EBITDA | - | - | - | -77.41M | -35.87M | -20.12M | -5.31M |
| Interest Expense | - | - | - | 805.00K | 2.24M | 2.52M | 1.92M |
| Pretax Income | - | - | - | -92.25M | -52.34M | -39.97M | -20.16M |
| Tax Provision | - | - | - | 35.00K | 19.00K | 29.00K | 59.00K |
| Net Income | -38.20M | -47.88M | - | -92.28M | -71.25M | -76.99M | -20.21M |
| Diluted EPS | -3.72 | -4.14 | - | -0.92 | -0.68 | -0.69 | -0.17 |
| R&D Expense | 19.00M | 20.70M | 28.70M | 37.60M | 32.60M | 31.30M | 32.10M |
Compounded Sales Growth
| 5 Years: | 2.53% |
| 1 Year: | 14.60% |
Compounded Profit Growth
| 5 Years: | 26.03% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | -35.42% |
| 6 Months: | -38.57% |
| 3 Months: | -4.71% |
| 1 Month: | +7.64% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 142.91M | - | 301.95M | 249.97M | 171.22M | 167.25M |
| Current Assets | - | - | - | - | 134.19M | 93.89M | 56.92M | 56.68M |
| Cash & Equivalents | - | - | 64.48M | - | 38.03M | 54.34M | 31.85M | 38.63M |
| Inventory | - | - | - | 9.82M | 17.52M | 2.82M | 690.00K | - |
| Receivables | - | - | - | - | 4.67M | 5.00M | 3.57M | 2.44M |
| Total Liabilities | - | - | 118.05M | - | 161.95M | 146.05M | 114.92M | 108.05M |
| Current Liabilities | - | - | 62.56M | - | 84.41M | 76.67M | 61.52M | 62.38M |
| Long Term Debt | - | - | 31.19M | - | 25.79M | 22.01M | 18.15M | 14.28M |
| Total Debt | - | - | - | - | 84.81M | 62.27M | 58.84M | 52.13M |
| Total Equity | -153.45M | -183.24M | -222.18M | - | 140.00M | 103.92M | 56.30M | 59.19M |
| Shares Outstanding | - | - | - | - | 101.53M | 108.78M | 116.13M | 127.03M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -10.09M | -19.11M | - | -52.10M | -9.82M | 4.90M | 10.65M |
| Investing Cash Flow | -1.25M | -19.42M | - | 8.92M | 46.56M | -10.26M | -7.17M |
| Financing Cash Flow | 91.18M | 18.21M | - | -3.94M | -3.60M | -4.39M | -397.00K |
| Capital Expenditure | -9.50M | -19.42M | - | -43.25M | -13.11M | -6.58M | -10.47M |
| Free Cash Flow | -19.59M | -38.53M | - | -95.36M | -22.93M | -1.68M | 180.00K |
| Net Change in Cash | - | - | - | -47.12M | 17.49M | -20.39M | 3.09M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Gross Margin % | 68.7% | 68.9% | - | 66.7% | 76.8% | 79.7% | 79.4% |
| Operating Margin % | -22.5% | -25.0% | - | -31.0% | -20.5% | -15.6% | -7.0% |
| Net Margin % | -23.3% | -25.7% | - | -32.0% | -27.6% | -29.6% | -6.5% |
| ROE % | 20.8% | 21.5% | - | -65.9% | -68.6% | -136.7% | -34.1% |
| ROCE % | - | -58.0% | - | -41.1% | -30.6% | -37.0% | -20.7% |
Shareholding Pattern
Insiders
5.61%
Institutions
96.15%
Public Float
101.87%
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Needham Investment Management, L.L.C. | 8.56% | 9.28M | $43.13M |
| 2 | Capital World Investors | 8.03% | 8.71M | $40.49M |
| 3 | Blackrock Inc. | 7.61% | 8.25M | $38.35M |
| 4 | Marshall Wace LLP | 4.52% | 4.90M | $22.77M |
| 5 | Vanguard Capital Management LLC | 4.03% | 4.36M | $20.29M |
| 6 | State Street Corporation | 2.85% | 3.09M | $14.39M |
| 7 | FMR, LLC | 2.83% | 3.06M | $14.24M |
| 8 | Arrowstreet Capital, Limited Partnership | 2.74% | 2.97M | $13.79M |
| 9 | Acadian Asset Management. LLC | 2.73% | 2.96M | $13.78M |
| 10 | Qube Research & Technologies Ltd | 2.52% | 2.74M | $12.72M |
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Analyst aggregate. Targets and ratings update periodically; not investment advice.
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