ThredUp Inc. (TDUP)
Consumer Cyclical · NMS
Fundamentals
Valuation and ratings
ThredUp Inc. trades at USD5.70, which is 54% above the USD2.64 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 45 out of 100, which is a moat, but not a deep one. 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.
TDUP earnings and analyst estimates
Recommendation mix, 7 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About ThredUp Inc.
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. The company's platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.
Super investor ownership
11 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Marshall Wace, MARSHALL WACE, LLP$16.06M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.73M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$7.29M · 0.0% of book
- Woodson Capital, Woodson Capital Management, LP$5.56M · 0.9% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$5.52M · 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
Is ThredUp Inc. (TDUP) undervalued?
Against our discounted cash flow estimate of USD2.64, TDUP at USD5.70 is 54% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own TDUP?
11 of the institutions we track reported a position in TDUP 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.
When does TDUP report earnings next?
ThredUp Inc. is scheduled to report on 5 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for TDUP, 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.