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Baozun Inc. (BZUN) vs ThredUp Inc. (TDUP)

Baozun Inc. and ThredUp Inc. are both Internet Retail companies. ThredUp Inc. is the larger, with a market value of $308.6M against $197.1M — 1.6× the size. ThredUp Inc. grew revenue faster over the last twelve months: 20.4% against 15.2%. Baozun Inc. has the higher net margin (−1.29% vs −6.65%) and the higher return on invested capital (3.39% vs −57.1%). Across the 19 metrics below, Baozun Inc. leads on 14 and ThredUp Inc. on 5.

Valuation

Metric BZUN TDUP Internet Retail median
P/E n/m n/m 24.35
P/S 0.14 0.85 0.69
P/B 0.27 4.70 1.66
Price to free cash flow 13.28 177.11 15.23
EV/EBITDA n/m n/m 19.14
EV/Sales (0.02) 0.76 0.75
Earnings yield (8.89%) (7.73%) (0.17%)
Free cash flow yield 7.53% 0.56% 0.00%

Profitability

Metric BZUN TDUP Internet Retail median
Gross margin 74.20% 79.52% 43.51%
Operating margin 1.98% (7.11%) 0.08%
Net margin (1.29%) (6.65%) 0.56%
Free cash flow margin 1.06% 0.48% 0.00%
Return on equity (2.91%) (36.76%) 0.00%
Return on assets (1.44%) (12.93%) 0.00%
Return on invested capital 3.39% (57.05%) 0.00%

Growth

Metric BZUN TDUP Internet Retail median
Revenue growth (TTM) 15.23% 20.37% 10.80%
EPS growth (last fiscal year) (42.86%) 75.36% 14.02%
Revenue growth, 5-year CAGR 0.95% 10.81% 10.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BZUN TDUP Internet Retail median
Debt to equity 0.23 0.29 0.10
Current ratio 1.90 0.99 1.48
Net debt to EBITDA (5.73) 7.17 (0.25)

Dividend

Metric BZUN TDUP Internet Retail median
Dividend yield — — 1.79%
Payout ratio — — 0.25

Size

Metric BZUN TDUP Internet Retail median
Market cap 197.12m 308.64m 413.81m

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