ThredUp Inc (TDUP) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
ThredUp Inc stock (TDUP) is currently trading at $3.38. ThredUp Inc PS ratio (Price-to-Sales) is 1.41. Analyst consensus price target for TDUP is $9.62. WallStSmart rates TDUP as Sell.
- TDUP PE ratio analysis and historical PE chart
- TDUP PS ratio (Price-to-Sales) history and trend
- TDUP intrinsic value — DCF, Graham Number, EPV models
- TDUP stock price prediction 2025 2026 2027 2028 2029 2030
- TDUP fair value vs current price
- TDUP insider transactions and insider buying
- Is TDUP undervalued or overvalued?
- ThredUp Inc financial analysis — revenue, earnings, cash flow
- TDUP Piotroski F-Score and Altman Z-Score
- TDUP analyst price target and Smart Rating
ThredUp Inc
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Smart Analysis
ThredUp Inc (TDUP) · 8 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in price/sales, institutional own.. Concerns around return on equity and operating margin. Significant fundamental concerns warrant caution or avoidance.
ThredUp Inc (TDUP) Key Strengths (2)
90.94% of shares held by major funds and institutions
Paying $1.41 for every $1 of annual revenue
Supporting Valuation Data
ThredUp Inc (TDUP) Areas to Watch (6)
Company is destroying shareholder value
Losing money on operations
Company is losing money with a negative profit margin
Very expensive at 7.4x book value
Small-cap company with higher risk but more growth potential
Solid revenue growth at 18.50% per year
ThredUp Inc (TDUP) Detailed Analysis Report
Overall Assessment
This company scores 30/100 in our Smart Analysis, earning a F grade. Out of 8 metrics analyzed, 2 register as strengths (avg 9.0/10) while 6 fall into concern territory (avg 2.2/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Institutional Own., Price/Sales. Valuation metrics including Price/Sales (1.41) suggest the stock is attractively priced.
The Bear Case
The primary concerns are Return on Equity, Operating Margin, Profit Margin. Some valuation metrics including Price/Book (7.43) suggest expensive pricing. Growth concerns include Revenue Growth at 18.50%, which may limit upside. Profitability pressure is visible in Return on Equity at -35.00%, Operating Margin at -7.04%, Profit Margin at -6.50%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Return on Equity improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at -35.00% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 18.50% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Return on Equity and Operating Margin are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
TDUP Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
TDUP's Price-to-Sales ratio of 1.41x trades 50% below its historical average of 2.82x (52th percentile). The current valuation is 91% below its historical high of 15.16x set in Jun 2021, and 424% above its historical low of 0.27x in Oct 2024. Over the past 12 months, the PS ratio has expanded from ~1.0x, reflecting growing market expectations outpacing revenue growth.
WallStSmart Analysis Synopsis
Data-driven financial summary for ThredUp Inc (TDUP) · CONSUMER CYCLICAL › INTERNET RETAIL
The Big Picture
ThredUp Inc is a strong growth company balancing expansion with improving profitability. Revenue reached 311M with 19% growth year-over-year. The company is currently unprofitable, posting a -6.5% profit margin.
Key Findings
The company is unprofitable with a -6.5% profit margin. The path to breakeven will be the key catalyst.
Free cash flow is -3M, meaning the company is burning cash. This may be acceptable for high-growth companies investing heavily.
What to Watch Next
Volatility is elevated with a beta of 1.73, so expect amplified moves relative to the broader market.
Sector dynamics: monitor INTERNET RETAIL industry trends, competitive moves, and regulatory changes that could impact ThredUp Inc.
Bottom Line
ThredUp Inc offers an attractive blend of growth (19% revenue expansion) and improving fundamentals. The company is transitioning from pure growth to profitable growth, a critical inflection point. Watch for sustained margin expansion as the key signal.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(44 last 3 months)
| Insider | Type | Shares |
|---|---|---|
NAKACHE, PATRICIA Director | Buy | +13,157 |
Data sourced from SEC Form 4 filings
Last updated: 8:26:13 AM
About ThredUp Inc(TDUP)
NASDAQ
CONSUMER CYCLICAL
INTERNET RETAIL
USA
ThredUp Inc. operates online resale platforms that allow consumers to buy and sell second-hand clothing, shoes, and accessories for women and children. The company is headquartered in Oakland, California.