ThredUp (TDUP) Resumen de Acciones
ThredUp Inc., junto con sus filiales, explota una plataforma de reventa en línea en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
TDUP Community Fair Values
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Analyst Price Targets
Competidores de ThredUp Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$4.55 |
| Máximo en las últimas 52 semanas | US$12.28 |
| Mínimo de 52 semanas | US$3.08 |
| Beta | 2.07 |
| Cambio en 1 mes | 21.01% |
| Variación en 3 meses | -8.08% |
| Cambio de 1 año | -26.26% |
| Variación en 3 años | 52.17% |
| Variación en 5 años | -75.93% |
| Variación desde la OPV | -77.25% |
Noticias y actualizaciones recientes
Recent updates
Actualización del análisis • May 01
TDUP: Marketplace Momentum And Buyer Trends Will Support Higher Margins
Analysts have slightly raised the blended price target for ThredUp by about $0.10, citing continued marketplace momentum, resilient buyer trends, and an outlook that still supports higher margins despite lower peer multiples and a tougher consumer backdrop. Analyst Commentary Recent Street research on ThredUp reflects a generally constructive stance on the business, even as price targets are adjusted downward to reflect lower marketplace multiples and a tougher consumer backdrop.
Nuevo análisis • Apr 23
Resale And AI Adoption Will Support Long Term Secondhand Fashion Demand
Catalysts About ThredUp ThredUp operates a managed online marketplace for secondhand fashion focused on consignment and U.S. sourced supply. What are the underlying business or industry changes driving this perspective?Actualización del análisis • Apr 17
TDUP: Marketplace Momentum And Buyer Trends Will Drive Long Term Upside
Analysts have lowered the average price target on ThredUp to about $8.70 from roughly $9.63, citing reduced marketplace multiples while research continues to highlight buyer momentum, the company’s resale market positioning, and ongoing benefits from prior investments and rebranding. Analyst Commentary Recent research points to a mixed setup for ThredUp, where analysts are balancing confidence in execution and growth drivers with more conservative valuation assumptions.
Nuevo análisis • Apr 07
Weak Consumer And Margin Pressures Will Challenge Resale Shift Yet Ultimately Support Long Term Upside
Catalysts About ThredUp ThredUp operates a managed online marketplace for secondhand fashion, connecting buyers and sellers of used apparel and accessories in the U.S. What are the underlying business or industry changes driving this perspective? Although consumer interest in value and more sustainable shopping habits is helping ThredUp attract a record 1.7 million active buyers and drive 20% annual revenue of US$310.8 million, weaker discretionary wallets and an affordability squeeze on core expenses could limit how much of the apparel spend pool actually shifts onto the platform.Actualización del análisis • Apr 02
TDUP: Marketplace Momentum And Buyer Trends Will Support Long Term Upside
Analysts have adjusted ThredUp's average price target to a range centered around $9 to $10, reflecting lower marketplace multiples. They also highlight solid Q4 execution, ongoing buyer momentum, and a constructive long-term view on the resale model.Seeking Alpha • Mar 27
ThredUp: Strong Thrifting Demand Underlies Falling Valuation
Summary ThredUp has lost over 40% YTD, presenting a potential value opportunity after a sharp growth-stock selloff. I'm reiterating my 'Buy' rating, as TDUP's adjusted EBITDA multiples now appear more reasonable amid moderating growth rates. Despite near-term EBITDA margin setbacks, the company remains on track for long-term adjusted EBITDA expansion, supporting the current valuation. TDUP's enterprise value stands at $402 million, with a solid cash position and manageable debt, underpinning its financial stability. Read the full article on Seeking AlphaActualización del análisis • Mar 19
TDUP: Marketplace Momentum And New Supply Channels Will Support Long Term Upside
Narrative Update on ThredUp Analysts have trimmed ThredUp's blended price target to about $9.63, reflecting lower P/E multiples across resale marketplace peers, even as they highlight strong recent results, sustained growth drivers, and the long term potential in the resale market. Analyst Commentary Recent research on ThredUp reflects a mixed backdrop where trimmed price targets sit alongside broadly positive views on execution, growth drivers, and the resale opportunity.Actualización del análisis • Mar 05
TDUP: Marketplace Momentum And Margin Progress Will Support Long Term Upside
The analyst price target for ThredUp has been revised from $13.00 to $9.63, as analysts reset multiples and temper fair value assumptions, while still pointing to ongoing marketplace momentum, buyer growth and margin progress as key supports for the long term story. Analyst Commentary Bullish Takeaways Bullish analysts point to a strong finish to FY25 and Q4, with high teens growth and a 2026 outlook they view as healthy enough, which they see as reinforcing the thesis that ThredUp's core marketplace continues to gain traction.Artículo de análisis • Feb 05
ThredUp Inc.'s (NASDAQ:TDUP) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Unfortunately for some shareholders, the ThredUp Inc. ( NASDAQ:TDUP ) share price has dived 26% in the last thirty...Artículo de análisis • Jan 09
Is ThredUp (NASDAQ:TDUP) Weighed On By Its Debt Load?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización del análisis • Sep 04
Tariffs And Sustainability Trends Will Empower Secondhand Fashion Markets
Analysts remain bullish on ThredUp’s long-term growth potential, citing strong fundamentals, favorable industry trends, and recent share momentum, while the consensus analyst price target is unchanged at $13.00. Analyst Commentary Bullish analysts cite ThredUp's strong positioning to capitalize on secular tailwinds within the resale market.Artículo de análisis • Aug 06
Investors Appear Satisfied With ThredUp Inc.'s (NASDAQ:TDUP) Prospects As Shares Rocket 28%
NasdaqGS:TDUP 1 Year Share Price vs Fair Value Explore ThredUp's Fair Values from the Community and select yours...Artículo de análisis • Jul 28
Is ThredUp (NASDAQ:TDUP) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jun 12
ThredUp Inc.'s (NASDAQ:TDUP) 26% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, ThredUp Inc. ( NASDAQ:TDUP ) shares have been powering on, with a gain of 26% in the...Artículo de análisis • May 14
We Think The Compensation For ThredUp Inc.'s (NASDAQ:TDUP) CEO Looks About Right
Key Insights ThredUp to hold its Annual General Meeting on 21st of May Salary of US$980.0k is part of CEO James...Artículo de análisis • Apr 11
Subdued Growth No Barrier To ThredUp Inc. (NASDAQ:TDUP) With Shares Advancing 43%
ThredUp Inc. ( NASDAQ:TDUP ) shares have continued their recent momentum with a 43% gain in the last month alone. The...
Nuevo análisis • Apr 01
Generative AI And Marketing Will Reshape Secondhand Apparel Sector
Investment in generative AI for enhanced shopping experience is expected to increase conversion rates and drive revenue growth.Artículo de análisis • Apr 01
Is ThredUp (NASDAQ:TDUP) Weighed On By Its Debt Load?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Jan 31
ThredUp: A Compelling Asymmetric Investment Opportunity
Summary ThredUp, a leading U.S. second-hand marketplace, is poised for significant free cash flow growth over the next five years despite past challenges. The company's unique full-service model and strategic shift towards profitability create a strong competitive moat and compelling investment opportunity. ThredUp's recent Q4 preannouncement exceeded expectations, showing 9% revenue growth and 6.5% adjusted EBITDA margins, indicating a critical inflection point. With high-teens revenue growth and 25-30% incremental EBITDA margins expected, ThredUp's stock offers potential returns of over 700% by 2030. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
ThredUp: The Management Is Locked In, Just Need To Prove It Now
Summary ThredUp's recent stock surge is driven by exiting the European market and refocusing on the US, despite ongoing operational inefficiencies and high expenses. The company has high gross margins but remains unprofitable due to excessive operating expenses, with a concerning financial performance in recent quarters. ThredUp's strong cash position provides a cushion, but profitability hinges on management's ability to optimize marketing and operational strategies. While the thrift market has potential, I am cautious and rate TDUP stock as a “hold” until management demonstrates a clear path to profitability. Read the full article on Seeking AlphaArtículo de análisis • Jan 10
Risks Still Elevated At These Prices As ThredUp Inc. (NASDAQ:TDUP) Shares Dive 26%
ThredUp Inc. ( NASDAQ:TDUP ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...Artículo de análisis • Nov 02
Risks Still Elevated At These Prices As ThredUp Inc. (NASDAQ:TDUP) Shares Dive 30%
Unfortunately for some shareholders, the ThredUp Inc. ( NASDAQ:TDUP ) share price has dived 30% in the last thirty...Artículo de análisis • Aug 08
ThredUp Inc.'s (NASDAQ:TDUP) 63% Share Price Plunge Could Signal Some Risk
ThredUp Inc. ( NASDAQ:TDUP ) shareholders that were waiting for something to happen have been dealt a blow with a 63...Seeking Alpha • Aug 07
ThredUp: Results Miss And Europe Exit Draw Attention (Rating Downgrade)
Summary TDUP's Q2 2024 revenue, EBITDA loss, and net loss were worse than what the market had expected. ThredUp's decision to part ways with its European business operations will improve its financial profile and throw up potential value-accretive capital allocation opportunities. I have lowered my rating for TDUP to a Hold; this is fair, taking into account both the company's negative results and positive business restructuring moves. Read the full article on Seeking AlphaArtículo de análisis • Jul 18
Is ThredUp (NASDAQ:TDUP) Using Debt Sensibly?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • May 28
ThredUp Inc. (NASDAQ:TDUP) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable
ThredUp Inc. ( NASDAQ:TDUP ) shareholders would be excited to see that the share price has had a great month, posting a...Rentabilidad de los accionistas
| TDUP | US Specialty Retail | Mercado US | |
|---|---|---|---|
| 7D | 4.1% | -1.7% | 2.6% |
| 1Y | -26.3% | -1.6% | 26.2% |
Rentabilidad vs. Industria: Los resultados de TDUP fueron inferiores a los de la industria US Specialty Retail, que obtuvo un rendimiento del -1.6% el año pasado.
Rentabilidad vs. Mercado: TDUP obtuvo unos resultados inferiores a los del mercado US, que fueron del 26.2% el año pasado.
Volatilidad de los precios
| TDUP volatility | |
|---|---|
| TDUP Average Weekly Movement | 11.4% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de TDUP ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de TDUP(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2009 | 2,132 | James Reinhart | www.thredup.com |
ThredUp Inc., junto con sus filiales, explota una plataforma de reventa en línea en Estados Unidos. La plataforma de la empresa permite a los consumidores comprar y vender principalmente ropa, calzado y accesorios de segunda mano. ThredUp Inc. se constituyó en 2009 y tiene su sede en Oakland, California.
Resumen de fundamentos de ThredUp Inc.
| Estadísticas fundamentales de TDUP | |
|---|---|
| Capitalización bursátil | US$621.98m |
| Beneficios(TTM) | -US$21.47m |
| Ingresos (TTM) | US$321.19m |
1.8x
Ratio precio-ventas (PS)-27.3x
Ratio precio-beneficio (PE)¿Está TDUP sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de TDUP | |
|---|---|
| Ingresos | US$321.19m |
| Coste de los ingresos | US$66.15m |
| Beneficio bruto | US$255.04m |
| Otros gastos | US$276.51m |
| Beneficios | -US$21.47m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.17 |
| Margen bruto | 79.40% |
| Margen de beneficio neto | -6.68% |
| Ratio deuda/patrimonio | 29.9% |
¿Cómo se ha desempeñado TDUP a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 19:42 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ThredUp Inc. está cubierta por 16 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brian McNamara | Berenberg |
| Alexandra Kasper Steiger | Goldman Sachs |
| Seth Sigman | Guggenheim Securities, LLC |