ThredUp (TDUP) Financials: Revenue & Earnings
TDUP$2.17+0.14 +7.18%
$284.34M
Market Cap
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P/E
—
Forward P/E
—
Score
ThredUp (TDUP) Financials: Revenue & Earnings
TDUP price $2.17 +0.14 +7.18%
- Ticker
- TDUP
- Price
- $2.17
- Change
- +0.14 +7.18%
- Market cap ?
- $284.34M
- Beta ?
- 2.11
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
Fair value
TDUP fair value $5.38. Price $2.17. Price is 60% below fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 33.90M. Growth 11.58%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 2.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 131.33M. Net debt 13.50M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-04 | — | -0.04 | — | 88.05M |
| 2026-08-05 | -0.05 | -0.03 | 90.77M | 90.34M |
| 2026-05-04 | -0.05 | -0.05 | 81.67M | 80.17M |
| 2026-03-02 | -0.04 | -0.04 | 79.70M | 77.16M |
| 2025-11-03 | -0.03 | -0.04 | 82.16M | 77.17M |
| 2025-08-04 | -0.01 | -0.05 | 77.66M | 73.76M |
| 2025-05-05 | -0.04 | -0.07 | 71.29M | 70.41M |
| 2025-03-03 | -0.07 | -0.13 | 27.67M | 64.07M |
| 2024-11-04 | -0.22 | -0.15 | 73.02M | 68.58M |
| 2024-08-05 | -0.13 | -0.10 | 79.75M | 82.48M |
| 2024-05-06 | -0.15 | -0.14 | 79.59M | 80.14M |
| 2024-03-04 | -0.14 | -0.13 | 81.39M | 80.33M |
| 2023-11-06 | -0.17 | -0.17 | 82.05M | 80.33M |
| 2023-08-08 | -0.18 | -0.23 | 82.66M | 82.83M |
| 2023-05-09 | -0.19 | -0.20 | 75.92M | 80.75M |
| 2023-03-06 | -0.19 | -0.20 | 71.32M | 63.08M |
| 2022-11-14 | -0.24 | -0.22 | 67.94M | 65.15M |
| 2022-08-15 | -0.29 | -0.23 | 76.42M | 76.04M |
| 2022-05-09 | -0.21 | -0.20 | 72.69M | 71.39M |
| 2022-03-07 | -0.18 | -0.18 | 72.88M | 69.80M |
| 2021-11-08 | -0.11 | -0.15 | 63.27M | 61.85M |
| 2021-08-10 | -0.12 | -0.14 | 59.96M | 56.01M |
| 2021-05-12 | -0.17 | -0.15 | 55.68M | 52.20M |
| 2021-03-26 | -0.14 | — | 46.93M | — |
| 2020-12-31 | -0.91 | — | 43.43M | — |
| 2020-06-30 | -0.09 | — | 47.34M | — |
| 2020-03-31 | -0.17 | — | 48.31M | — |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-02 | Homer Christopher | Sell | 14.13K | $2.58 | 36.49K |
| 2026-09-02 | Homer Christopher | Sell | 19.46K | $2.58 | 50.24K |
| 2026-09-02 | Homer Christopher | Sell | 26.63K | $2.58 | 68.74K |
| 2026-09-02 | Reinhart James G. | Sell | 27.07K | $2.58 | 69.87K |
| 2026-09-02 | Reinhart James G. | Sell | 57.77K | $2.58 | 149.12K |
| 2026-09-02 | Reinhart James G. | Sell | 86.22K | $2.58 | 222.56K |
| 2026-09-02 | Sobers Sean | Sell | 12.22K | $2.58 | 31.54K |
| 2026-09-02 | Sobers Sean | Sell | 13.37K | $2.58 | 34.51K |
| 2026-09-02 | Sobers Sean | Sell | 18.97K | $2.58 | 48.97K |
| 2026-09-01 | Homer Christopher | Buy | 28.75K | — | — |
| 2026-09-01 | Homer Christopher | Buy | 39.58K | — | — |
| 2026-09-01 | Homer Christopher | Buy | 54.17K | — | — |
| 2026-09-01 | Homer Christopher | Sell | 54.17K | — | — |
| 2026-09-01 | Homer Christopher | Sell | 39.58K | — | — |
| 2026-09-01 | Homer Christopher | Sell | 28.75K | — | — |
| 2026-09-01 | Reinhart James G. | Buy | 111.67K | — | — |
| 2026-09-01 | Reinhart James G. | Buy | 52.32K | — | — |
| 2026-09-01 | Reinhart James G. | Buy | 166.67K | — | — |
| 2026-09-01 | Reinhart James G. | Sell | 166.67K | — | — |
| 2026-09-01 | Reinhart James G. | Sell | 111.67K | — | — |
| 2026-09-01 | Reinhart James G. | Sell | 52.32K | — | — |
| 2026-09-01 | Sobers Sean | Buy | 23.61K | — | — |
| 2026-09-01 | Sobers Sean | Buy | 25.83K | — | — |
| 2026-09-01 | Sobers Sean | Buy | 36.67K | — | — |
| 2026-09-01 | Sobers Sean | Sell | 36.67K | — | — |
| 2026-09-01 | Sobers Sean | Sell | 25.83K | — | — |
| 2026-09-01 | Sobers Sean | Sell | 23.61K | — | — |
| 2026-07-20 | Paransky Noam | Buy | 2.27K | — | — |
| 2026-07-20 | Friedman Ian | Buy | 2.27K | — | — |
| 2026-07-20 | Nakache Patricia | Buy | 3.40K | — | — |
| 2026-07-20 | Rushing Coretha M | Buy | 2.27K | — | — |
| 2026-07-20 | HALEY TIMOTHY M | Buy | 2.49K | — | — |
| 2026-05-20 | Nakache Patricia | Buy | 37.27K | — | — |
| 2026-05-20 | Battles Kelly Bodnar | Buy | 37.27K | — | — |
| 2026-05-20 | Friedman Ian | Buy | 37.27K | — | — |
| 2026-05-20 | Ginsberg Amanda | Buy | 37.27K | — | — |
| 2026-05-20 | HALEY TIMOTHY M | Buy | 37.27K | — | — |
| 2026-05-20 | Paransky Noam | Buy | 37.27K | — | — |
| 2026-05-20 | NOVA DANIEL J | Buy | 37.27K | — | — |
| 2026-05-20 | Rushing Coretha M | Buy | 37.27K | — | — |
| 2026-04-22 | Nakache Patricia | Buy | 5.23K | — | — |
| 2026-04-22 | Friedman Ian | Buy | 3.49K | — | — |
| 2026-04-22 | HALEY TIMOTHY M | Buy | 3.84K | — | — |
| 2026-04-22 | Paransky Noam | Buy | 3.49K | — | — |
| 2026-04-22 | Rushing Coretha M | Buy | 3.49K | — | — |
| 2026-03-10 | Nakache Patricia | Buy | 13.16K | $3.73 | 49.08K |
| 2026-03-04 | Reinhart James G. | Buy | 220.00K | — | — |
| 2026-03-04 | Reinhart James G. | Sell | 220.00K | $2.05 | 451.00K |
| 2026-03-04 | Reinhart James G. | Buy | 280.00K | — | — |
| 2026-03-04 | Reinhart James G. | Buy | 280.00K | — | — |
| 2026-03-04 | Reinhart James G. | Buy | 220.00K | — | — |
| 2026-03-04 | Reinhart James G. | Sell | 220.00K | — | — |
| 2026-03-04 | Reinhart James G. | Sell | 280.00K | $2.05 | 574.00K |
| 2026-03-03 | Homer Christopher | Sell | 30.95K | $3.82 | 118.24K |
| 2026-03-03 | Homer Christopher | Sell | 22.47K | $3.82 | 85.85K |
| 2026-03-03 | Homer Christopher | Sell | 16.32K | $3.82 | 62.34K |
| 2026-03-03 | Reinhart James G. | Sell | 108.54K | $3.82 | 414.67K |
| 2026-03-03 | Reinhart James G. | Sell | 72.72K | $3.82 | 277.83K |
| 2026-03-03 | Reinhart James G. | Sell | 34.07K | $3.82 | 130.16K |
| 2026-03-03 | Sobers Sean | Sell | 24.30K | $3.82 | 92.84K |
| 2026-03-03 | Sobers Sean | Sell | 16.82K | $3.82 | 64.28K |
| 2026-03-03 | Sobers Sean | Sell | 15.38K | $3.82 | 58.74K |
| 2026-02-25 | Friedman Ian | Buy | 2.21K | — | — |
| 2026-02-25 | HALEY TIMOTHY M | Buy | 2.43K | — | — |
| 2026-02-25 | Nakache Patricia | Buy | 3.32K | — | — |
| 2026-02-25 | Paransky Noam | Buy | 2.21K | — | — |
| 2026-02-25 | Rushing Coretha M | Buy | 2.21K | — | — |
| 2026-01-28 | Reinhart James G. | Buy | 627.79K | — | — |
| 2026-01-28 | Homer Christopher | Buy | 344.94K | — | — |
| 2026-01-28 | Sobers Sean | Buy | 283.31K | — | — |
| 2025-12-02 | Homer Christopher | Sell | 17.80K | $7.42 | 132.13K |
| 2025-12-02 | Homer Christopher | Sell | 24.36K | $7.42 | 180.81K |
| 2025-12-02 | Homer Christopher | Sell | 26.19K | $7.42 | 194.39K |
| 2025-12-02 | Reinhart James G. | Sell | 57.50K | $7.42 | 426.76K |
| 2025-12-02 | Reinhart James G. | Sell | 85.82K | $7.42 | 636.95K |
| 2025-12-02 | Reinhart James G. | Sell | 55.36K | $7.42 | 410.89K |
| 2025-12-02 | Sobers Sean | Sell | 13.30K | $7.42 | 98.74K |
| 2025-12-02 | Sobers Sean | Sell | 18.88K | $7.42 | 140.14K |
| 2025-12-02 | Sobers Sean | Sell | 19.03K | $7.42 | 141.26K |
| 2025-12-01 | Battles Kelly Bodnar | Buy | 39.42K | — | — |
| 2025-12-01 | Battles Kelly Bodnar | Other | 0 | — | — |
| 2025-12-01 | Homer Christopher | Buy | 39.58K | — | — |
| 2025-12-01 | Homer Christopher | Buy | 54.17K | — | — |
| 2025-12-01 | Homer Christopher | Buy | 58.24K | — | — |
| 2025-12-01 | Homer Christopher | Sell | 58.24K | — | — |
| 2025-12-01 | Homer Christopher | Sell | 54.17K | — | — |
| 2025-12-01 | Homer Christopher | Sell | 39.58K | — | — |
| 2025-12-01 | Reinhart James G. | Sell | 107.51K | — | — |
| 2025-12-01 | Reinhart James G. | Sell | 166.67K | — | — |
| 2025-12-01 | Reinhart James G. | Sell | 111.67K | — | — |
| 2025-12-01 | Reinhart James G. | Buy | 111.67K | — | — |
| 2025-12-01 | Reinhart James G. | Buy | 166.67K | — | — |
| 2025-12-01 | Reinhart James G. | Buy | 107.51K | — | — |
| 2025-12-01 | Sobers Sean | Buy | 25.83K | — | — |
| 2025-12-01 | Sobers Sean | Buy | 36.67K | — | — |
| 2025-12-01 | Sobers Sean | Buy | 36.96K | — | — |
| 2025-12-01 | Sobers Sean | Sell | 36.96K | — | — |
| 2025-12-01 | Sobers Sean | Sell | 36.67K | — | — |
| 2025-12-01 | Sobers Sean | Sell | 25.83K | — | — |
| 2025-11-30 | Homer Christopher | Buy | 558 | $6.12 | 3.41K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 187, holders +8 vs prior quarter. Ownership 83.66%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 10.97M | 2.72M | +33.00% | 75.14M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 10.18M | 900.00K | +9.70% | 69.70M |
| CAPITAL WORLD INVESTORS | 8.94M | 232.37K | +2.67% | 61.24M |
| AQR CAPITAL MANAGEMENT LLC | 5.15M | 4.06M | +373.39% | 35.28M |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.48M | 114.13K | +2.62% | 30.67M |
| GILDER GAGNON HOWE & CO LLC | 4.15M | 1.77M | +74.61% | 28.41M |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 3.63M | 2.63M | +265.03% | 24.85M |
| MARSHALL WACE, LLP | 3.51M | -1.38M | -28.28% | 24.06M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.36M | 389.93K | +13.15% | 22.98M |
| STATE STREET CORP | 3.22M | 126.41K | +4.09% | 22.06M |
| GOLDMAN SACHS GROUP INC | 3.06M | 973.21K | +46.68% | 20.95M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.69M | 331.17K | +14.06% | 18.40M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.27M | -176.01K | -7.18% | 15.58M |
| TWO SIGMA INVESTMENTS, LP | 2.27M | 50.06K | +2.25% | 15.57M |
| BLAIR WILLIAM & CO/IL | 2.20M | 113.17K | +5.43% | 15.04M |
| FMR LLC | 2.13M | -936.73K | -30.58% | 14.56M |
| CI INVESTMENTS INC. | 2.03M | 219.00K | +12.10% | 13.90M |
| NUVEEN, LLC | 1.87M | 566.83K | +43.66% | 12.78M |
| D. E. SHAW & CO., INC. | 1.81M | 1.73M | +2359.04% | 12.37M |
| ACADIAN ASSET MANAGEMENT LLC | 1.73M | -1.24M | -41.71% | 11.82M |
| WOODSON CAPITAL MANAGEMENT, LP | 1.56M | -136.19K | -8.04% | 10.68M |
| READYSTATE ASSET MANAGEMENT LP | 1.51M | 1.00M | +197.43% | 10.33M |
| BLOOMBERGSEN INC. | 1.35M | 0 | 0.00% | 9.26M |
| GMT CAPITAL CORP | 1.29M | 584.60K | +83.32% | 8.81M |
| FIL LTD | 1.25M | 250.00K | +25.00% | 8.56M |
Earnings and financials
ThredUp Inc. (TDUP) trades at $2.17, with a market cap of $284.34M and a trailing P/E of n/a. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
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