ThredUp Inc.

NasdaqGS:TDUP 株式レポート

時価総額:US$622.0m

ThredUp 配当と自社株買い

配当金 基準チェック /06

ThredUp配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-0.8%

バイバック利回り

総株主利回り-0.8%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブ更新 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.
新しいナラティブ 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?
ナラティブ更新 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.
新しいナラティブ 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.
ナラティブ更新 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 Alpha
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
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新しいナラティブ 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.
分析記事 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 Alpha
Seeking 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: TDUPの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: TDUPの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

ThredUp 配当利回り対市場
TDUP 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (TDUP)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Specialty Retail)2.3%
アナリスト予想 (TDUP) (最長3年)0%

注目すべき配当: TDUPは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: TDUPは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: TDUPの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: TDUPが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 14:36
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ThredUp Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Brian McNamaraBerenberg
Alexandra Kasper SteigerGoldman Sachs
Seth SigmanGuggenheim Securities, LLC