The RealReal, Inc. (REAL)
Consumer Cyclical · NMS · US
Fundamentals
Valuation and ratings
The RealReal, Inc. trades at USD11.21. We do not hold enough of the inputs to run a discounted cash flow on this company, so we publish no fair value for it rather than a number we would not defend.
Our moat model scores it 44 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
About The RealReal, Inc.
The RealReal, Inc. operates an online marketplace for resale luxury goods worldwide. It provides a range of product categories, including women's fashion, men's fashion, jewelry, and watches. The company sells products through its website, online marketplace, mobile app, and retail stores. The RealReal, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Super investor ownership
13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$40.58M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$39.80M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$36.77M · 0.0% of book
- Woodson Capital, Woodson Capital Management, LP$24.24M · 3.8% of book
- Steve Cohen, Point72 Asset Management, L.P.$17.04M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Which funds own REAL?
13 of the institutions we track reported a position in REAL in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
The full research page for REAL, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.