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ThredUp Inc.

TDUP Consumer Cyclical Internet Retail

ThredUp Inc.’s revenue for fiscal 2025 (year ended December 2025) was $310.8 million, up 19.5% from fiscal 2024.

Revenue
+16.9%
EPS
−25.0%
Free cash flow
+160.8%
Total debt
−11.7%

Quarter to June 2026, against a year earlier

1.46 0.73 −33.33%
Market cap
$190.4M
P/E
0.0×
Fwd P/E
−12.7×
Dividend yield
—
F-score
5/9
Altman Z
0.88
Beneish M
−3.54
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Bought, $m 0.05
Sold, $m 5.63
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — 1 — — — — — — — —
Sell 3 — — 3 — — 3 — — 3 — —
Insider Ownership 19.71%

Capital & Financial Ratios $m

Size
Market Cap 190.43
Revenue ttm 334.30
Net income ttm (22.23)
Free cash flow ttm 1.61
Net debt Q (34.71)
Valuation
P/E 0.00
Forward P/E (12.70) (negative: loss-making)
Price / sales 0.57
Forward P/S Powerpack
Price / FCF 117.54
Price / book 3.12
Financial health
Current ratio Q 0.99 (below 1: weak)
Debt / equity Q 0.29 (at or below 0.5: strong)
Interest coverage Q (20.44)
Growth
Revenue growth Q +16.88% (above 0%: growing)
Operating income growth Q −16.55% (below 0%: shrinking)
EPS, this year −31.23% (below 0%: weak)
EPS, next year A +8.98%
Revenue, next year A +11.55% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +5.16%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 0.5×, against a ten-year median of 1.0×; over the ten years it ranged from 0.1× in 2022 to 12.4× in 2021.
P/S against its own 10 years 10.70%
10-year low 10-year high
P/B against its own 10 years 52.49%
10-year low 10-year high
EV/Sales against its own 10 years 15.98%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 62 44 48 52
Receivables 5 4 2 3
Inventory 3 1 — —
Other 6 9 6 6
94 57 57 61
2023 2024 2025 Q'26
Payables 4 8 10 13
ST’ Debt 4 4 4 —
Other — — — —
77 62 62 62

Compound Annual Growth %

10y 5y 3y
Sales — 10.81% 2.53%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 18.94% (24.94%)

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate −0.04 Actual −0.04

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 −0.04 −0.04 Met by 0.00
Q1 FY26 −0.05 −0.05 Met by 0.00
Q2 FY26 −0.03 −0.05 Miss by 0.02
Q3 FY26 −0.04 −0.04 Met by 0.00
Q4 FY26 −0.03 — Reports 1 March 2027

EPS $

Mar Jun Sep Dec Year
’26 (0.05) (0.05) — — —
’25 (0.04) (0.04) (0.03) (0.04) (0.17)
’24 (0.15) (0.13) (0.22) (0.19) (0.69)
’23 (0.19) (0.18) (0.17) (0.14) (0.68)
’22 (0.21) (0.29) (0.24) (0.19) (0.92)
’21 (0.86) (0.15) (0.15) (0.18) (0.82)
’20 (1.23) (0.61) (0.93) (1.37) (4.14)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 82 91 — — —
’25 71 78 82 80 311
’24 65 67 62 67 260
’23 76 83 82 18 259
’22 73 76 68 71 288
’21 56 60 63 73 252
’20 48 47 47 43 186
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 5 4 — — —
’25 6 0 6 (1) 11
’24 3 (3) 4 1 5
’23 (4) (10) 0 5 (10)
’22 (7) (18) (12) (15) (52)
’21 1 (10) (5) (21) (35)
’20 (9) 8 (3) (14) (19)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 1 2 — — —
’25 4 (3) 2 (3) 0
’24 2 (4) 2 (2) (2)
’23 (10) (17) (1) 5 (23)
’22 (19) (33) (24) (19) (95)
’21 (3) (15) (11) (26) (55)
’20 (14) 2 (7) (19) (39)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — 130 164 186 252 288 259 260 311 334 +13.3% 347 383 423 +10.8%
Gross margin, % — — 60.22 68.68 68.89 70.75 66.70 76.78 79.65 79.39 79.52 +19.2 pt
EBT — — (34) (38) (48) (63) (92) (52) (40) (20) (22) (7.3%)
EBT margin, % — — (26.36) (23.30) (25.71) (25.06) (31.99) (20.25) (15.37) (6.48) (6.64) +19.9 pt
Net income — 0 (34) (38) (48) (63) (92) (52) (40) (20) (22) n/m
Per share, $
Per share, $ Revenue — — 12.92 15.96 16.08 3.27 2.89 2.46 2.32 2.55 2.57 (20.7%)
Earnings — — (3.41) (3.72) (4.14) (0.82) (0.92) (0.68) (0.69) (0.17) (0.17) (34.8%)
Cash flow — — (2.24) (0.98) (1.65) (0.45) (0.52) (0.09) 0.04 0.09 0.11 n/m
Capex — — (1.39) (0.93) (1.68) (0.26) (0.43) (0.12) (0.06) (0.09) (0.09) (32.8%)
Free cash flow — — (3.63) (1.91) (3.33) (0.71) (0.96) (0.22) (0.01) 0.00 0.01 n/m
Book value — — 0.00 6.20 2.15 2.67 1.40 0.99 0.50 0.49 0.47 n/m
Shares, m — — 10 10 12 77 100 105 112 122 126 +42.8%
Valuation, ×
Valuation, × P/E — — 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0
P/S — — 1.24 1.24 1.24 3.91 0.41 0.92 0.60 2.50 0.57 1.5
P/B — — 0.00 0.00 0.00 4.78 0.84 2.29 2.76 13.14 3.12 3.0
EV/Sales — — 1.08 1.08 1.08 3.23 0.15 0.78 0.51 2.41 0.47 1.3
EV/FCF — — (5.22) (5.22) (5.22) (14.83) (0.45) (8.79) (79.39) 4,153.57 98.42 504.3
Cash, $m
Cash, $m Operating cash flow — — (22) (10) (19) (35) (52) (10) 5 11 14 n/m
Capex — — (14) (10) (19) (20) (43) (13) (7) (10) (12) (4.0%)
Free cash flow — — (36) (20) (39) (55) (95) (23) (2) 0 2 n/m
Balance, $m
Balance, $m Working capital — — (5) 51 13 139 50 17 (5) (6) 0 +0.6%
Net debt — — (6) (68) (30) (170) (75) (37) (22) (30) (35) +26.0%
Shareholders’ equity — — — 64 25 206 140 104 56 59 61 (1.2%)
Returns, %
Returns, % ROA — — 0.00 (62.33) (36.07) (25.08) (27.85) (25.82) (36.56) (11.94) (12.93) (11.9) pt
ROIC — — 0.00 0.00 0.00 (110.66) (86.39) (49.20) (74.38) (46.52) (57.05) (46.5) pt
ROE — — 20.30 22.69 23.62 768.42 (53.38) (58.42) (96.10) (35.00) (36.76) (55.3) pt
People
People Employees — — — — 1,862 2,894 2,416 2,377 1,630 2,132 — +2.7%
Revenue/emp, $m — — 0.00 0.00 0.10 0.09 0.12 0.11 0.16 0.15 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

ThredUp Inc. vs peers in Internet Retail (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
HEPS D-MARKET Electronic Services & Trading Unsponsored ADR $978.8M — (loss-making) — (loss-making) +16.17% (above 0%: growing) n/m −62.03% (below 0%: shrinking) 37.80% (3.04%) Compare
JMIA Jumia Technologies $636.6M — (loss-making) — (loss-making) +13.91% (above 0%: growing) n/m +4.91% (above 0%: growing) 59.10% (23.81%) Compare
RERE ATRenew Inc. Sponsored ADR $566.4M 14.8× 10.0× +39.80% (above 0%: growing) +100.00% (above 0%: growing) −609.63% (below 0%: shrinking) 21.03% 2.70% Compare
NEGG Newegg Commerce, Inc. $194.0M — (loss-making) — (loss-making) −8.23% (below 0%: shrinking) n/m +138.92% (above 0%: growing) 12.40% 0.44% Compare
LOGC ContextLogic Inc. $194.0M — (loss-making) — (loss-making) +380.00% (above 0%: growing) n/m −115.15% (below 0%: shrinking) 37.20% (5.95%) Compare
TDUP ThredUp Inc. $190.4M — (loss-making) — (loss-making) +16.88% (above 0%: growing) n/m +160.75% (above 0%: growing) 79.90% (6.73%)
BZUN Baozun Inc. $184.8M — (loss-making) 7.7× +13.45% (above 0%: growing) n/m +151.68% (above 0%: growing) 75.11% 2.31% Compare
NXH Neighborhood Intelligence, Inc. $183.0M — (loss-making) — (loss-making) +98.03% (above 0%: growing) n/m −205.74% (below 0%: shrinking) 33.96% 0.00% Compare
ZKH ZKH Group Limited Unsponsored ADR $169.5M — (loss-making) 20.6× +19.07% (above 0%: growing) n/m +92.81% (above 0%: growing) 17.58% 0.16% Compare
Median of peers $194.0M — 10.0× +17.62% — −28.56% 35.58% 0.08%

All 42 Internet Retail stocks →

Pay and ownership Proxy statement filed 7 April 2026

Ownership

Directors and executive officers, together 23.10%
Entities affiliated with Capital World Investors 8.00%
Entities affiliated with BlackRock, Inc. 7.10%
Dan Nova 7.10%
Entities affiliated with Highland Capital Partners 6.50%
Timothy Haley 6.50%
Entities affiliated with Redpoint Ventures 6.30%
James Reinhart 6.30%
Entities affiliated with the Vanguard Group, Inc. 6.00%
Entities affiliated with Needham Investment Management L.L.C. 5.40%
Christopher Homer 3.90%
Sean Sobers 1.70%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

ThredUp Inc. (TDUP) Latest News

5 Nov

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4 Nov

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26 Oct

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2 Sep

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13 Aug

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8 Aug

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6 Aug

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5 Aug

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16 Jul

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24 Jun

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13 Jun

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9 Jun

Impact 4 · · wwd.com
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7 Jun

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23 May

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15 May

Impact 4 · · retaildive.com

14 May

Impact 3 · · TheStreet
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stockrow.com/TDUP · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com