NASD · Consumer Cyclical · Internet Retail · USA
ThredUp Inc is a micro cap company (market value under $300 million) in the Internet Retail industry.
ThredUp operates an online resale marketplace for apparel, shoes and accessories in the United States. Buyers can purchase secondhand items across various brands at different price points, while sellers order Clean Out Bags to send in their items for resale. The company also offers Resale-as-a-Service to leading brands and retailers.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the ThredUp Inc stock.
Slightly overvalued: intrinsic value $1.95 per share, market price $2.08, margin of safety -6.7% (as of 2026-10-30).
A 0.7x revenue multiple, discounted for its losses, values the shares at $1.95; the price of $2.08 is 7% above that value.
Leak Score: 29/100 on 9 of 12 signals (On Watch).
17 more funds hold it; the full list is part of the paid plan.
TDUP is slightly overvalued (as of the 2026-10-30 close). A 0.7x revenue multiple, discounted for its losses, values the shares at $1.95; the price of $2.08 is 7% above that value.
$1.95 per share (as of the 2026-10-30 close), against a market price of $2.08. That is a margin of safety of -6.7%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
29 out of 100, which we rate "On Watch", on 9 of 12 value investing signals.