Reviewing ThredUp (TDUP) and Its Rivals

ThredUp (NASDAQ:TDUP) is one of 285 public companies in the “Specialty Retail” industry, but how does it weigh in compared to its competitors? We will compare ThredUp to similar companies based on the strength of its dividends, profitability, institutional ownership, analyst recommendations, risk, earnings and valuation.

Risk & Volatility

ThredUp has a beta of 2.11, meaning that its stock price is 111% more volatile than the S&P 500. Comparatively, ThredUp’s competitors have a beta of 1.76, meaning that their average stock price is 76% more volatile than the S&P 500.

Earnings & Valuation

This table compares ThredUp and its competitors revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
ThredUp	$334.30 million	-$20.21 million	-12.94
ThredUp Competitors	$7.28 billion	$386.47 million	24.73

ThredUp’s competitors have higher revenue and earnings than ThredUp. ThredUp is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Analyst Recommendations

This is a summary of recent recommendations and price targets for ThredUp and its competitors, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ThredUp	1	0	4	0	2.60
ThredUp Competitors	3660	15558	21570	576	2.46

ThredUp currently has a consensus price target of $6.55, suggesting a potential upside of 197.73%. As a group, “Specialty Retail” companies have a potential upside of 10.71%. Given ThredUp’s stronger consensus rating and higher probable upside, equities research analysts plainly believe ThredUp is more favorable than its competitors.

Profitability

This table compares ThredUp and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
ThredUp	-6.65%	-37.30%	-13.03%
ThredUp Competitors	-3.65%	-14.17%	3.17%

Institutional and Insider Ownership

89.1% of ThredUp shares are held by institutional investors. Comparatively, 51.6% of shares of all “Specialty Retail” companies are held by institutional investors. 23.1% of ThredUp shares are held by company insiders. Comparatively, 20.5% of shares of all “Specialty Retail” companies are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

ThredUp competitors beat ThredUp on 7 of the 13 factors compared.

ThredUp Company Profile

ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States and internationally. Its 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.