ThredUp Inc. (TDUP) AI Stock Analysis

ThredUp Inc. is an online resale marketplace offering platforms for consumers to buy and sell secondhand women's and kids' apparel, footwear, and accessories. Founded in 2009 and based in Oakland, California, the company focuses on promoting sustainable fashion and the circular economy. Through its digital marketplace, ThredUp enables buyers to purchase pre-owned clothing at reduced prices while providing sellers with a convenient way to clean out closets and extend the lifecycle of garments. The company supports these transactions with dedicated quality control and reliable customer service across its digital channels.

ThredUp grew revenue at a 5-year CAGR of 10.8% from FY2020 to FY2025. Annual revenue expanded from $251.8M in FY2021 to $288.4M in FY2022, declined 10.4% to $258.5M in FY2023, reached $260.0M in FY2024, and rose 19.5% to $310.8M in FY2025. Gross margin expanded from 70.7% in FY2021 to 79.4% in FY2025. Operating margin improved from -24.8% in FY2021 to -6.5% in FY2025, while net losses narrowed from -$63.2M to -$20.2M over the same period. For the latest quarter ended June 30, 2026, quarterly revenue grew 16.9% year-over-year, supporting trailing twelve month revenue of $334.3M and an EPS of -$0.17.

As of June 30, 2026, ThredUp held $52.4M in cash and short-term investments against total debt of $50.6M, resulting in net cash of $1.8M. Total assets stood at $170.1M, shareholders' equity was $60.7M, and the current ratio was 0.99 with a debt-to-equity ratio of 0.83. Operating cash flow turned positive at $10.7M in FY2025, up from $898,000 in FY2024, generating $180,000 in free cash flow after $10.5M in capital expenditures. Share count increased 32.8% over five years.

At a last close of $2.20 on October 16, 2026, ThredUp had a market capitalization of $288.9M and an enterprise value of $298.3M. The stock trades at a price-to-sales multiple of 0.9x and an enterprise value to revenue multiple of 0.9x, compared to a median price-to-sales of 0.7x for its US-listed Consumer Cyclical peers. Its price-to-book ratio is 4.9x. TDUP shares fell 75.9% over the past year, trailing the S&P 500 (SPY) return of 16.8%, and decreased 88.7% over five years compared to an 83.0% gain for SPY.

Wall Street coverage on ThredUp consists of 6 Strong Buy ratings and 1 Hold rating, with no Buy, Sell, or Strong Sell ratings. The mean price target is $7.24, representing 229.1% upside over the last close of $2.20. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $346.8M and an EPS of -$0.17. For the next fiscal year, 4 analysts project revenue of $382.6M and an EPS of -$0.12. ThredUp beat EPS estimates in 2 of the last 4 quarters, with its next earnings date scheduled for November 4, 2026.

This page is an AI-written research summary of ThredUp Inc. (TDUP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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