ThredUp IncTDUP
Price$2.12Intrinsic value$3.1649% above price

Valuation

How Intrinsic Value compares with model outputs

Intrinsic Value $3.16median of 2 methodsbased on filings through 30 Jun 2026
Market Price $2.12Price as of 30 Sep 2026
Margin of Safety +48.9%as of 30 Sep 2026

Valuation methods vs. Market Price

Company vs. peer median Members

This section is available to registered members. Create a free account or sign in to unlock the full breakdown.

Sign in / Sign up

Assumptions

ParameterValue
Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 5.0% (near-term consensus, capped) · years 2–5: 35.6%/yr (balance of the path).28.8% per year
Years 6–10: glide to demonstrated growth
Per-year rates
Yr 632.5%Yr 729.3%Yr 826.2%Yr 923.1%Yr 1020.0%
35.6% → 20.0%
Years 11–20: glide to long-run rate
Per-year rates
Yr 1118.3%Yr 1216.6%Yr 1314.9%Yr 1413.2%Yr 1511.5%Yr 169.8%Yr 178.1%Yr 186.4%Yr 194.7%Yr 203.0%
20.0% → 3.0%
Beyond year 20: terminal growthPerpetual long-run rate3.0%
Discount rate (cost of equity) 12.6%
Volatility vs market (adjusted beta)1.71

Valuation Detail Members

This section is available to registered members. Create a free account or sign in to unlock the full breakdown.

Sign in / Sign up

Assumptions Sandbox Members

This section is available to registered members. Create a free account or sign in to unlock the full breakdown.

Sign in / Sign up

Compare with peers

Search any company to compare valuation, profitability, returns, growth, and financial strength side by side.

Compare the target company plus 1 peer. Sign in / Sign up to compare a maximum of 3 peers.

Best in rowHigher is betterLower is better—Data not available
TargetThredUp IncTDUPConsumer Discretionary
Valuation
P/E—
P/S1.0×
P/B5.4×
EV / Revenue0.9×
EV / EBITDA-56.6×
Profitability
Gross margin79.4%
Operating margin-6.5%
Net margin-6.7%
FCF margin-0.4%
Returns
ROE-36.6%
ROA-13.1%
ROIC—
Growth
Revenue growth (YoY)28.6%
5-yr fwd EPS growth28.8%
Financial strength
Debt / Equity0.29×
Current ratio0.99×
Altman Z-Score-1.6
Interest coverage—
Dividend yield—

Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.