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TDUP ThredUp Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Consumer Disc

Scale

Market cap
$362m
Revenue TTM
$334m
Net income TTM
$-22m
Free cash flow
$2m
Composite score
39.9
Sector rank
#2562

Valuation

P / E
EV / EBITDA
EV / sales
1.0
FCF yield
0.44%
Earnings yield vs 10-yr
-10.85pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-6.7%
EBITDA margin
-2.9%
ROE
-36.6%
ROIC
-91.3%
Revenue growth
33.9%

Insider activity, last 90 days

Net open-market
$-1.25m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Overview of Second Quarter Results Revenue totaled $90.8 million for the second quarter of 2026, compared to $77.7 million for the second quarter of 2025, representing an increase of 16.9% year over year. Gross Profit and Margin: Gross profit totaled $72.5 million for the second quarter of 2026, compared to $61.7 million for the second quarter of 2025, representing an increase of 17.5% year over year. Gross margin was 79.9%, an increase of 40 basis points from 79.5% in the comparable quarter last year. …ThredUp Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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