Financial Review: ThredUp (TDUP) vs. 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 businesses based on the strength of its earnings, risk, valuation, institutional ownership, profitability, analyst recommendations and dividends.

Earnings & Valuation

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

	Gross Revenue	Net Income	Price/Earnings Ratio
ThredUp	$310.81 million	-$20.21 million	-12.24
ThredUp Competitors	$7.07 billion	$386.47 million	31.96

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 breakdown of recent recommendations and price targets for ThredUp and its competitors, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ThredUp	1	0	3	1	2.80
ThredUp Competitors	3662	15555	21588	586	2.46

ThredUp currently has a consensus target price of $6.55, indicating a potential upside of 214.90%. As a group, “Specialty Retail” companies have a potential upside of 8.60%. Given ThredUp’s stronger consensus rating and higher possible upside, equities research analysts clearly believe ThredUp is more favorable than its competitors.

Institutional & 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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Risk and Volatility

ThredUp has a beta of 2.18, indicating that its share price is 118% more volatile than the S&P 500. Comparatively, ThredUp’s competitors have a beta of 1.91, indicating that their average share price is 91% more volatile than the S&P 500.

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	-3.67%	-13.85%	3.19%

Summary

ThredUp beats its competitors on 7 of the 13 factors compared.

About ThredUp

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.