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ThredUp Inc. (TDUP) vs ZKH Group Limited Unsponsored ADR (ZKH)

ThredUp Inc. and ZKH Group Limited Unsponsored ADR are both Internet Retail companies. ThredUp Inc. is the larger, with a market value of $308.6M against $244.5M — 1.3× the size. ThredUp Inc. grew revenue faster over the last twelve months: 20.4% against 10.4%. ZKH Group Limited Unsponsored ADR has the higher net margin (−0.02% vs −6.65%) and the higher return on invested capital (−3.01% vs −57.1%). Across the 18 metrics below, ZKH Group Limited Unsponsored ADR leads on 12 and ThredUp Inc. on 6.

Valuation

Metric TDUP ZKH Internet Retail median
P/E n/m n/m 24.35
P/S 0.85 0.21 0.69
P/B 4.70 0.66 1.66
Price to free cash flow 177.11 n/m 15.23
EV/EBITDA n/m n/m 19.14
EV/Sales 0.76 0.07 0.75
Earnings yield (7.73%) (0.34%) (0.17%)
Free cash flow yield 0.56% (25.17%) 0.00%

Profitability

Metric TDUP ZKH Internet Retail median
Gross margin 79.52% 16.64% 43.51%
Operating margin (7.11%) (0.83%) 0.08%
Net margin (6.65%) (0.02%) 0.56%
Free cash flow margin 0.48% 0.00% 0.00%
Return on equity (36.76%) (0.07%) 0.00%
Return on assets (12.93%) (0.03%) 0.00%
Return on invested capital (57.05%) (3.01%) 0.00%

Growth

Metric TDUP ZKH Internet Retail median
Revenue growth (TTM) 20.37% 10.41% 10.80%
EPS growth (last fiscal year) 75.36% 45.45% 14.02%
Revenue growth, 5-year CAGR 10.81% 12.99% 10.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TDUP ZKH Internet Retail median
Debt to equity 0.29 0.12 0.10
Current ratio 0.99 1.77 1.48
Net debt to EBITDA 7.17 9.34 (0.25)

Dividend

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

Size

Metric TDUP ZKH Internet Retail median
Market cap 308.64m 244.53m 413.81m

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