TDUP 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

03

가격 $2.17

시가총액 (MRQ) $285M

P/E (TTM) -11.4

EPS (TTM) $-0.19

매출 (TTM) $334M

ROE (TTM) -36.8%

부채/자본 (MRQ) 0.3

52주 범위 $2–$10

TDUP 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

04

범위

막대

막대 세분성은 선택한 기간에 따라 조정됩니다. 막대의 시가/고가/저가/종가를 보려면 차트에 마우스를 올리세요.

ThredUp Inc. - Class A Common Stock 정보 위키백과 회사 개요

05 · wikidata

ThredUp Inc. is an American company that operates an online resale platform specializing in the sale of second-hand clothing, footwear, and accessories. Founded in 2009 and headquartered in Oakland, California, it has established itself as one of the leading resale fashion marketplaces.

History

ThredUp was founded in 2009 by James Reinhart, Chris Homer, and Oliver Lubin who raised US$131 million in a funding round.

In 2019, ThredUp launched Thrift Cards. Two years later, it was listed on the Nasdaq.

Since its inception, ThredUp has processed more than 137 million secondhand items from approximately 55,000 different brands. The company has several distribution centers in the United States and Europe, allowing it to efficiently manage its inventory and meet customer demand.

In the first half of 2023, ThredUp increased its sales by 4% to €99.8 million, substantially reducing its negative result to €38.5 million.

Business model

The ThredUp marketplace provides services both to consumers and business. In B2C they provide two separate services: One to customers who want to sell their used clothes. The company sends those customers a free “Clean Out Kit” which is a bag in which they can send all the used clothes they want with free shipping. ThredUp sorts, evaluates and presents the clothes for selling. The customer receives compensation via a cash payment or online credit and is also given the option to donate to charity. The second service is to customers who can use their page to find and purchase clothes sorted by brand, type or style.

ThredUp also offers a B2B service to brand retailers. Through resale as a service (RaaS) partnerships they give the fashion brands Clean Out Kits that they can use to provide a return service to their own customers in exchange for in-store credit.

== References ==

더 보기 접기

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

섹터Retail 산업Retail 직원2,132 국가US

10년 성과 매출, 순이익, 마진 및 EPS 추세

06

매출$311M

2019-12-31 → 2025-12-31

EPS$-0.17

2019-12-31 → 2025-12-31

잉여현금흐름$180.0K

2021-12-31 → 2025-12-31

순이익률-6.6%

2021-12-31 → 2025-12-31

가치 평가 및 비율 07–12

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표	TDUP	5년 평균	동종업계 중앙값	결론
P/E (TTM)	-11.45년 평균 ≈-12.0	≈-12.0	·	·
P/S (TTM)	0.95년 평균 ≈1.9	≈1.9	0.3	고평가
P/B (MRQ)	4.75년 평균 ≈5.2	≈5.2	8.0	고평가
EV / EBITDA	-29.45년 평균 ≈-24.9	≈-24.9	·	·
주가 / FCF (TTM)	176.65년 평균 ≈876.6	≈876.6	·	·
주가 / 현금 흐름 (TTM)	20.75년 평균 ≈12.0	≈12.0	17.4	고평가
EV / Revenue (EV / 매출)	0.85년 평균 ≈1.8	≈1.8	·	·
EV / FCF	1441.45년 평균 ≈855.3	≈855.3	·	·
Price / Tangible Book (주가 / 유형 장부 가치)	5.85년 평균 ≈6.3	≈6.3	·	·

동종 기업 중앙값은 지표별로 표준화된 기준으로 계산되며, 이 주식에 표시된 TTM/MRQ 기준과 항상 일치하지 않을 수 있습니다.

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표	TDUP	5년 평균	동종업계 중앙값	결론
매출 총이익률 (TTM)	79.5%5년 평균 ≈72.6%	≈72.6%	46.8%	최상위권
영업이익률 (TTM)	-7.1%5년 평균 ≈-20.1%	≈-20.1%	2.9%	약함
EBITDA 마진 (TTM)	-2.9%5년 평균 ≈-15.1%	≈-15.1%	2.7%	약함
세전 마진 (TTM)	-6.6%5년 평균 ≈-20.2%	≈-20.2%	2.8%	약함
순이익률 (TTM)	-6.6%5년 평균 ≈-23.1%	≈-23.1%	2.2%	약함
ROA (TTM)	-12.9%5년 평균 ≈-25.4%	≈-25.4%	-1.0%	약함
ROE (TTM)	-36.8%5년 평균 ≈-63.4%	≈-63.4%	-0.31%	약함
ROIC	-28.2%5년 평균 ≈-42.8%	≈-42.8%	-6.4%	약함

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표	TDUP	5년 평균	동종업계 중앙값	결론
부채 / 자기자본 비율 (MRQ)	0.35년 평균 ≈0.3	≈0.3	0.0	높은 부채
유동비율 (MRQ)	1.05년 평균 ≈1.4	≈1.4	1.5	낮은 유동성
Quick Ratio (당좌 비율)	0.75년 평균 ≈0.7	≈0.7	0.4	강한 유동성
장기 부채 / 자기 자본 (MRQ)	0.35년 평균 ≈0.2	≈0.2	0.1	높은 부채

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표	TDUP	5년 평균	동종업계 중앙값	결론
Revenue YoY (매출 YoY)	19.5%5년 평균 ≈11.9%	≈11.9%	·	·
Revenue CAGR 3Y (매출 CAGR 3년)	2.5%5년 평균 ≈5.1%	≈5.1%	·	·
Revenue CAGR 5Y (매출 CAGR 5년)	10.8%	·	·	·

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표	TDUP	5년 평균	동종업계 중앙값	결론
EPS (Diluted) (EPS (희석))	$-0.175년 평균 ≈$-0.66	≈$-0.66	·	·
Revenue / Share (주당 매출)	$2.555년 평균 ≈$2.82	≈$2.82	·	·
Cash Flow / Share (주당 현금 흐름)	$0.095년 평균 ≈$-0.21	≈$-0.21	·	·
Cash / Share (주당 현금)	$0.305년 평균 ≈$0.47	≈$0.47	·	·

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표	TDUP	5년 평균	동종업계 중앙값	결론
Asset Turnover (자산 회전율)	1.85년 평균 ≈1.2	≈1.2	1.7	최상위권
Receivables Turnover (매출 채권 회전율)	103.55년 평균 ≈73.2	≈73.2	104.2	동일
Revenue / Employee (연간 매출액 ÷ 직원 수(yfinance 보고 인원수). 파생 — 저장된 SEC-XBRL 개념이 아님.)	≈$145.8K	·	·	·

가치 · ≈ 5년 평균 · 산업 중앙값 · 중앙값 대비 평가

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

14

평균 서프라이즈 4.0%

다음 실적 11월 02, 2026

기간	보고서	EPS Actual	EPS 예상	서프라이즈
2026년 6월 30일	8월 3, 2026	$-0.05	$-0.03	-55.8%
2026년 3월 31일		$-0.05	$-0.05	4.8%
2025년 12월 31일		$-0.04	$-0.04	2.0%
2025년 9월 30일		$-0.03	$-0.04	19.8%
2025년 6월 30일		$-0.04	$-0.05	12.9%
2025년 3월 31일		$-0.04	$-0.07	40.6%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

15

손익계산서 17

지표	2025	2024	2023	2022	2021	2020	2019
Revenue	$311M	$260M	$259M	$288M	$252M	$186M	$164M
Cost of Revenue	$64M	$53M	$60M	$96M	$74M	$58M	$51M
Gross Profit	$247M	$207M	$198M	$192M	$178M	$128M	$113M
R&D Expense	$32M	$31M	$33M	$38M	$29M	$21M	$19M
SG&A Expense	$57M	$57M	$57M	$62M	$49M	$29M	$22M
Operating Expenses	$268M	$248M	$251M	$282M	$241M	$175M	$149M
Operating Income	$-22M	$-41M	$-53M	$-89M	$-62M	$-47M	$-37M
Interest Expense	·	·	$2M	$805.0K	$2M	$1M	$1M
Other Non-op	$4M	$3M	$3M	$-2M	$2M	$73.0K	$74.0K
Pretax Income	$-20M	$-40M	$-52M	$-92M	$-63M	$-48M	$-38M
Income Tax	$59.0K	$29.0K	$19.0K	$35.0K	$80.0K	$56.0K	$36.0K
Net Income	$-20M	$-77M	$-71M	$-92M	$-63M	$-48M	$-38M
EPS (Basic)	$-0.17	$-0.69	$-0.68	$-0.92	$-0.82	$-4.14	$-3.72
EPS (Diluted)	$-0.17	$-0.69	$-0.68	$-0.92	$-0.82	$-4.14	$-3.72
Shares (Basic)	121,693,000	111,960,000	104,875,000	99,817,000	77,092,000	11,565,000	10,265,000
Shares (Diluted)	121,693,000	111,960,000	104,875,000	99,817,000	77,092,000	11,565,000	10,265,000
EBITDA	$-9M	$-23M	$-53M	$-75M	$-53M	·	·

대차대조표 27

지표	2025	2024	2023	2022	2021	2020	2019
Cash & Equivalents	$39M	$32M	$54M	$38M	$85M	$64M	·
Receivables	$2M	$4M	$5M	$5M	$4M	$2M	·
Inventory	·	$690.0K	$3M	$18M	$10M	$4M	·
Other Current Assets	$6M	$9M	$6M	$7M	$9M	$5M	·
Current Assets	$57M	$57M	$94M	$134M	$228M	$75M	·
PP&E (Net)	$67M	$68M	$78M	$92M	$55M	$41M	·
PP&E (Gross)	$139M	$130M	$123M	$124M	$76M	$55M	·
Accum. Depreciation	$71M	$61M	$45M	$32M	$21M	$14M	·
Goodwill	$11M	$11M	$11M	$12M	$12M	$0	·
Intangibles	·	·	$8M	$10M	$14M	$0	·
Other Non-current Assets	$7M	$6M	$5M	$7M	$12M	$3M	·
Total Assets	$167M	$171M	$250M	$302M	$361M	$143M	·
Accounts Payable	$10M	$8M	$4M	$8M	$13M	$9M	·
Accrued Liabilities	$25M	$30M	$29M	$50M	$45M	$33M	·
Current Liabilities	$62M	$62M	$77M	$84M	$89M	$63M	·
Capital Leases	$29M	$32M	$32M	$49M	$37M	$22M	·
Other Non-current Liabilities	$3M	$3M	$2M	$3M	$1M	$3M	·
Total Liabilities	$108M	$115M	$146M	$162M	$155M	$118M	·
Long-term Debt	$18M	$22M	$26M	$30M	$35M	$34M	·
Total Debt	$18M	$22M	$26M	$30M	$35M	·	·
Common Stock	$12.0K	$11.0K	$11.0K	$10.0K	$10.0K	$1.0K	·
Paid-in Capital	$635M	$612M	$585M	$552M	$522M	$30M	·
Retained Earnings	$-576M	$-556M	$-479M	$-408M	$-315M	$-252M	·
AOCI	$3.0K	$3.0K	$-2M	$-4M	$-1M	$0	·
Stockholders' Equity	$59M	$56M	$104M	$140M	$206M	$-222M	$-183M
Liabilities + Equity	$167M	$171M	$250M	$302M	$361M	$143M	·
Shares Outstanding	127,027,000	116,134,000	108,784,000	101,532,000	98,435,000	12,890,000	10,647,000

현금 흐름 12

지표	2025	2024	2023	2022	2021	2020	2019
D&A	$13M	$17M	$14M	$14M	$9M	$6M	$4M
Stock-based Comp	$19M	$26M	$30M	$27M	$13M	$7M	$8M
Amort. of Intangibles	·	·	$3M	$3M	$600.0K	$0	·
Other Non-cash	$-1M	$39M	$-2M	$-671.0K	$6M	·	·
Operating Cash Flow	$11M	$5M	$-10M	$-52M	$-35M	$-19M	$-10M
CapEx	$10M	$7M	$13M	$43M	$20M	$19M	$10M
Investing Cash Flow	·	·	$44M	$9M	$-170M	$-19M	$-1M
Financing Cash Flow	$-397.0K	$-4M	$-4M	$-4M	$229M	$18M	$91M
Net Change in Cash	$3M	$-21M	$17M	$-48M	$24M	$-20M	$80M
Taxes Paid	$0	$0	·	·	$64.0K	$45.0K	$27.0K
Free Cash Flow	$180.0K	$-2M	$-39M	$-95M	$-55M	·	·
Levered FCF	·	·	$-41M	$-96M	$-57M	·	·

수익성 8

지표	2025	2024	2023	2022	2021	2020	2019
Gross Margin	79.4%	79.7%	66.4%	66.7%	70.8%	·	·
Operating Margin	-7.0%	-15.6%	-22.3%	-31.0%	-24.8%	·	·
Net Margin	-6.5%	-29.6%	-22.1%	-32.0%	-25.1%	·	·
Pretax Margin	-6.5%	-15.4%	-22.1%	-32.0%	-25.1%	·	·
EBITDA Margin	-2.8%	-9.0%	-16.5%	-26.2%	-21.1%	·	·
ROA	-11.9%	-36.6%	-25.8%	-27.9%	-25.1%	·	·
ROE	-33.9%	-122.6%	-66.8%	-63.7%	-30.0%	·	·
ROIC	-28.2%	-51.9%	-55.4%	-52.8%	-25.9%	·	·

유동성 및 지급능력 5

지표	2025	2024	2023	2022	2021	2020	2019
Current Ratio	0.9	0.9	1.2	1.6	2.6	·	·
Quick Ratio	0.7	0.6	0.8	0.5	1.0	·	·
Debt / Equity	0.3	0.4	0.2	0.2	0.2	·	·
LT Debt / Equity	0.2	0.3	0.2	0.2	0.1	·	·
Interest Coverage	·	·	-32.1	-111.2	-27.4	·	·

효율성 3

지표	2025	2024	2023	2022	2021	2020	2019
Asset Turnover	1.8	1.2	1.2	0.9	1.0	·	·
Inventory Turnover	·	30.1	6.5	7.0	11.0	·	·
Receivables Turnover	103.5	60.7	51.6	65.5	84.5	·	·

주당 5

지표	2025	2024	2023	2022	2021	2020	2019
Book Value / Share	$0.47	$0.48	$0.96	$1.38	$2.09	·	·
Revenue / Share	$2.55	$2.32	$3.07	$2.89	$3.27	·	·
Cash Flow / Share	$0.09	$0.04	$-0.22	$-0.52	$-0.45	·	·
Cash / Share	$0.30	$0.27	$0.52	$0.37	$0.86	·	·
EPS (TTM)	$-0.17	$-0.69	$-0.68	$-0.92	$-0.82	·	·

성장률 3

지표	2025	2024	2023	2022	2021	2020	2019
Revenue YoY	19.5%	0.59%	-10.4%	14.5%	35.4%	·	·
Revenue CAGR 3Y	2.5%	1.1%	11.6%	·	·	·	·
Revenue CAGR 5Y	10.8%	·	·	·	·	·	·

가치 평가 (TTM) 14

지표	2025	2024	2023	2022	2021	2020	2019
Revenue TTM	$311M	$260M	$259M	$288M	$252M	·	·
Net Income TTM	$-20M	$-77M	$-71M	$-92M	$-63M	·	·
Market Cap	$812M	$161M	$245M	$133M	$1.26B	·	·
Enterprise Value	$791M	$152M	$215M	$125M	$1.21B	·	·
P/E	-37.6	-2.0	-3.3	-1.4	-15.6	·	·
P/S	2.6	0.6	0.9	0.5	5.0	·	·
P/B	13.7	2.9	2.4	0.9	6.1	·	·
P / Tangible Book	16.8	3.5	2.9	1.1	7.0	·	·
P / Cash Flow	76.2	32.9	-10.8	-2.6	-35.9	·	·
P / FCF	4509.5	-96.0	-6.3	-1.4	-22.9	·	·
EV / EBITDA	-89.7	-6.5	-4.0	-1.7	-22.7	·	·
EV / FCF	4395.7	-90.2	-5.6	-1.3	-22.0	·	·
EV / Revenue	2.5	0.6	0.8	0.4	4.8	·	·
Earnings Yield	-2.7%	-49.6%	-30.2%	-70.2%	-6.4%	·	·

손익계산서 16

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$91M	$82M	$80M	$82M	$78M	$71M	$67M	$62M	$67M	$65M	$18M	$82M	$83M	$76M	$71M	$68M
Cost of Revenue	$18M	$17M	$16M	$17M	$16M	$15M	$13M	$13M	$14M	$13M	$-17M	$25M	$27M	$25M	$26M	$23M
Gross Profit	$73M	$65M	$63M	$65M	$62M	$56M	$54M	$49M	$53M	$52M	$35M	$57M	$56M	$51M	$45M	$44M
SG&A Expense	$16M	$15M	$15M	$15M	$13M	$14M	$14M	$13M	$14M	$16M	$10M	$15M	$16M	$16M	$15M	$15M
Operating Expenses	$79M	$71M	$70M	$70M	$67M	$62M	$62M	$59M	$62M	$64M	$31M	$75M	$74M	$71M	$61M	$69M
Operating Income	$-6M	$-7M	$-7M	$-4M	$-5M	$-5M	$-8M	$-10M	$-10M	$-12M	$4M	$-18M	$-19M	$-20M	$-16M	$-24M
Interest Expense	·	·	·	·	·	·	·	·	·	$677.0K	·	$732.0K	$721.0K	$77.0K	$41.0K	$103.0K
Other Non-op	$504.0K	$525.0K	$2M	$583.0K	$596.0K	$790.0K	$671.0K	$739.0K	$871.0K	$893.0K	$894.0K	$845.0K	$685.0K	$476.0K	$-3M	$624.0K
Pretax Income	$-6M	$-6M	$-6M	$-4M	$-5M	$-5M	$-8M	$-10M	$-9M	$-12M	$4M	$-18M	$-19M	$-20M	$-19M	$-24M
Income Tax	$27.0K	$24.0K	$5.0K	$-34.0K	$31.0K	$57.0K	$8.0K	$4.0K	$6.0K	$11.0K	$-5.0K	$3.0K	$12.0K	$9.0K	$4.0K	$9.0K
Net Income	$-6M	$-6M	$-6M	$-4M	$-5M	$-5M	$-22M	$-25M	$-14M	$-17M	$-15M	$-18M	$-19M	$-20M	$-19M	$-24M
EPS (Basic)	$-0.05	$-0.05	$-0.06	$-0.03	$-0.04	$-0.04	$-0.19	$-0.22	$-0.13	$-0.15	$-0.14	$-0.17	$-0.18	$-0.19	$-0.18	$-0.24
EPS (Diluted)	$-0.05	$-0.05	$-0.06	$-0.03	$-0.04	$-0.04	$-0.19	$-0.22	$-0.13	$-0.15	$-0.14	$-0.17	$-0.18	$-0.19	$-0.18	$-0.24
Shares (Basic)	129,854,000	127,691,000	·	123,903,000	120,275,000	116,698,000	·	112,854,000	110,997,000	109,292,000	·	105,898,000	103,905,000	101,984,000	·	100,253,000
Shares (Diluted)	129,854,000	127,691,000	·	123,903,000	120,275,000	116,698,000	·	112,854,000	110,997,000	109,292,000	·	105,898,000	103,905,000	101,984,000	·	100,253,000
EBITDA	$-6M	$-3M	·	$-4M	$-5M	$-2M	·	$-25M	$-14M	$-12M	·	$-18M	$-19M	$-17M	·	$-24M

대차대조표 27

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$42M	$39M	$39M	$46M	$41M	$41M	$32M	$44M	$45M	$50M	$54M	$69M	$51M	$51M	$38M	$37M
Receivables	$3M	$4M	$2M	$4M	$4M	$4M	$4M	$6M	$6M	$7M	$5M	$6M	$4M	$4M	$5M	$3M
Inventory	·	·	·	·	·	·	·	$7M	$10M	$12M	$3M	$18M	$20M	$21M	$18M	$15M
Other Current Assets	$6M	$7M	$6M	$6M	$9M	$9M	$9M	$5M	$7M	$6M	$6M	$7M	$8M	$6M	$7M	$10M
Current Assets	$61M	$60M	$57M	$61M	$61M	$60M	$57M	$73M	$78M	$87M	$94M	$105M	$109M	$125M	$134M	$152M
PP&E (Net)	$66M	$68M	$67M	$68M	$68M	$68M	$68M	$76M	$83M	$85M	$78M	$90M	$94M	$96M	$92M	$90M
PP&E (Gross)	$144M	$142M	$139M	$137M	$134M	$131M	$130M	$136M	$138M	$137M	$123M	$134M	$133M	$131M	$124M	$118M
Accum. Depreciation	$78M	$75M	$71M	$69M	$66M	$63M	$61M	$59M	$55M	$52M	$45M	$44M	$39M	$35M	$32M	$29M
Goodwill	$11M	$11M	$11M	$11M	$11M	$11M	$11M	$12M	$12M	$12M	$11M	$11M	$12M	$12M	$12M	$11M
Intangibles	·	·	·	·	·	·	·	$2M	$7M	$7M	·	$8M	$9M	$10M	$10M	$10M
Other Non-current Assets	$7M	$7M	$7M	$6M	$6M	$6M	$6M	$6M	$6M	$6M	$5M	$7M	$7M	$7M	$7M	$11M
Total Assets	$170M	$172M	$167M	$172M	$174M	$172M	$171M	$215M	$231M	$244M	$250M	$265M	$276M	$295M	$302M	$320M
Accounts Payable	$13M	$12M	$10M	$12M	$11M	$13M	$8M	$13M	$11M	$9M	$4M	$12M	$9M	$13M	$8M	$9M
Accrued Liabilities	$23M	$27M	$25M	$26M	$27M	$28M	$30M	$34M	$34M	$38M	$29M	$40M	$43M	$48M	$50M	$53M
Current Liabilities	$62M	$64M	$62M	$66M	$63M	$66M	$62M	$76M	$74M	$77M	$77M	$84M	$81M	$88M	$84M	$90M
Capital Leases	$27M	$29M	$29M	$30M	$32M	$31M	$32M	$47M	$48M	$50M	$32M	$45M	$47M	$48M	$49M	$51M
Other Non-current Liabilities	$3M	$3M	$3M	$3M	$3M	$2M	$3M	$3M	$3M	$3M	$2M	$3M	$3M	$3M	$3M	$3M
Total Liabilities	$109M	$113M	$108M	$113M	$113M	$116M	$115M	$146M	$145M	$151M	$146M	$156M	$156M	$164M	$162M	$170M
Long-term Debt	$18M	$18M	$18M	$19M	$20M	$21M	$22M	$23M	$24M	$25M	$26M	$27M	$28M	$29M	$30M	$31M
Total Debt	$18M	$18M	·	$19M	$20M	$21M	·	$23M	$24M	$25M	·	$27M	$28M	$29M	·	$31M
Common Stock	$13.0K	$12.0K	$12.0K	$12.0K	$12.0K	$11.0K	$11.0K	$11.0K	$11.0K	$11.0K	$11.0K	$11.0K	$11.0K	$10.0K	$10.0K	$10.0K
Paid-in Capital	$649M	$642M	$635M	$630M	$626M	$617M	$612M	$606M	$599M	$592M	$585M	$578M	$570M	$562M	$552M	$545M
Retained Earnings	$-588M	$-583M	$-576M	$-570M	$-566M	$-561M	$-556M	$-534M	$-509M	$-495M	$-479M	$-464M	$-446M	$-427M	$-408M	$-388M
AOCI	$-40.0K	$-19.0K	$3.0K	$0	$-2.0K	$-2.0K	$3.0K	$-2M	$-3M	$-3M	$-2M	$-4M	$-3M	$-3M	$-4M	$-8M
Stockholders' Equity	$61M	$59M	$59M	$59M	$60M	$56M	$56M	$69M	$86M	$94M	$104M	$110M	$121M	$131M	$140M	$150M
Liabilities + Equity	$170M	$172M	$167M	$172M	$174M	$172M	$171M	$215M	$231M	$244M	$250M	$265M	$276M	$295M	$302M	$320M
Shares Outstanding	131,296,000	129,004,000	127,027,000	125,086,000	123,048,000	117,781,000	116,134,000	113,758,000	112,386,000	110,217,000	108,784,000	106,837,000	105,335,000	102,836,000	101,532,000	100,732,000

현금 흐름 11

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$4M	$3M	$3M	$3M	$3M	$3M	$6M	$1M	$2M	$4M	$346.0K	$5M	$5M	$4M	$4M	$4M
Stock-based Comp	$6M	$6M	$5M	$4M	$4M	$6M	$6M	$6M	$6M	$7M	$5M	$8M	$8M	$9M	$6M	$7M
Amort. of Intangibles	·	·	·	·	·	·	·	$700.0K	$700.0K	$600.0K	·	$700.0K	$700.0K	$600.0K	$700.0K	$600.0K
Other Non-cash	·	$2M	·	·	·	$2M	·	·	·	$6M	·	·	·	$2M	·	·
Operating Cash Flow	$4M	$5M	$-1M	$6M	$344.0K	$6M	$663.0K	$8M	$-1M	$3M	$5M	$223.0K	$-10M	$-4M	$-15M	$-12M
CapEx	$3M	$4M	$2M	$4M	$3M	$2M	$2M	$1M	$354.0K	$1M	$-667.0K	$1M	$7M	$6M	$4M	$12M
Investing Cash Flow	$-2M	$-5M	·	·	$-4M	$5M	·	$-3M	$842.0K	$-6M	·	$19M	$10M	$19M	$16M	$-2M
Financing Cash Flow	$1M	$628.0K	$51.0K	$-3M	$4M	$-2M	$-467.0K	$-1M	$-1M	$-1M	$-620.0K	$-1M	$-557.0K	$-1M	$-1M	$-590.0K
Net Change in Cash	$3M	$367.0K	$-8M	$2M	$-88.0K	$9M	$-9M	$-1M	$-5M	$-6M	$-13M	$17M	$335.0K	$13M	$-49.0K	$-15M
Free Cash Flow	·	$643.0K	·	·	·	$4M	·	·	·	$-227.0K	·	·	·	$-10M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$-904.5K	·	·	·	$-10M	·	·

수익성 8

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	79.9%	79.2%	·	79.4%	79.5%	79.1%	·	71.2%	70.4%	69.5%	·	69.0%	67.4%	67.3%	·	65.5%
Operating Margin	-6.7%	-8.1%	·	-5.3%	-6.8%	-7.6%	·	-34.1%	-17.9%	-21.0%	·	-22.2%	-22.6%	-26.6%	·	-35.6%
Net Margin	-6.5%	-7.9%	·	-5.2%	-6.7%	-7.3%	·	-33.9%	-17.5%	-20.8%	·	-22.0%	-22.7%	-26.1%	·	-34.8%
Pretax Margin	-6.5%	-7.9%	·	-5.2%	-6.6%	-7.2%	·	-33.9%	-17.5%	-20.8%	·	-22.0%	-22.7%	-26.1%	·	-34.8%
EBITDA Margin	-6.7%	-4.0%	·	-5.3%	-6.8%	-3.2%	·	-34.1%	-17.9%	-14.8%	·	-22.2%	-22.6%	-21.7%	·	-35.6%
ROA	-3.5%	-3.8%	·	-2.2%	-2.6%	-2.5%	·	-10.3%	-5.5%	-6.1%	·	-6.2%	-6.0%	-6.0%	·	-7.1%
ROE	-9.8%	-11.2%	·	-6.6%	-7.1%	-7.0%	·	-27.7%	-13.5%	-14.7%	·	-14.0%	-13.0%	-12.4%	·	-13.0%
ROIC	-7.8%	-8.6%	·	-5.6%	-6.6%	-7.1%	·	-27.0%	-13.0%	-14.1%	·	-13.3%	-12.6%	-12.6%	·	-13.4%

유동성 및 지급능력 5

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	1.0	0.9	·	0.9	1.0	0.9	·	1.0	1.1	1.1	·	1.3	1.3	1.4	·	1.7
Quick Ratio	0.7	0.7	·	0.8	0.7	0.7	·	0.6	0.7	0.7	·	0.9	0.7	0.6	·	0.4
Debt / Equity	0.3	0.3	·	0.3	0.3	0.4	·	0.3	0.3	0.3	·	0.2	0.2	0.2	·	0.2
LT Debt / Equity	0.3	0.3	·	0.3	0.3	0.3	·	0.3	0.2	0.2	·	0.2	0.2	0.2	·	0.2
Interest Coverage	·	·	·	·	·	·	·	·	·	-24.7	·	-24.9	-26.0	-262.1	·	-234.9

효율성 3

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.5	0.5	·	0.4	0.4	0.3	·	0.3	0.3	0.3	·	0.3	0.3	0.2	·	0.2
Inventory Turnover	·	·	·	·	·	·	·	1.6	1.5	1.5	·	1.5	1.6	1.5	·	2.5
Receivables Turnover	28.3	19.1	·	17.4	16.0	12.8	·	12.5	16.5	14.3	·	17.9	23.1	21.1	·	26.8

주당 5

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$0.46	$0.46	·	$0.47	$0.49	$0.48	·	$0.61	$0.77	$0.85	·	$1.03	$1.14	$1.27	·	$1.49
Revenue / Share	$0.70	$0.64	·	$0.66	$0.65	$0.61	·	$0.65	$0.72	$0.73	·	$0.77	$0.80	$0.74	·	$0.68
Cash Flow / Share	·	$0.04	·	·	·	$0.05	·	·	·	$0.01	·	·	·	$-0.04	·	·
Cash / Share	$0.32	$0.30	·	$0.37	$0.33	$0.35	·	$0.38	$0.40	$0.45	·	$0.64	$0.48	$0.49	·	$0.36
EPS (TTM)	$-0.19	$-0.18	·	$-0.30	$-0.49	$-0.58	·	$-0.64	$-0.59	$-0.64	·	$-0.72	$-0.79	$-0.90	·	$-0.40

가치 평가 (TTM) 11

지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$334M	$321M	·	$298M	$278M	$267M	·	$211M	$231M	$247M	·	$312M	$298M	$292M	·	$290M
Net Income TTM	$-22M	$-21M	·	$-36M	$-57M	$-66M	·	$-70M	$-63M	$-68M	·	$-76M	$-82M	$-91M	·	$-91M
Market Cap	$899M	$423M	·	$1.18B	$922M	$284M	·	$96M	$191M	$220M	·	$428M	$257M	$260M	·	$185M
Enterprise Value	$875M	$402M	·	$1.15B	$901M	$264M	·	$75M	$170M	$195M	·	$387M	$234M	$238M	·	$179M
P/E	-36.1	-18.2	·	-31.5	-15.3	-4.2	·	-1.3	-2.9	-3.1	·	-5.6	-3.1	-2.8	·	-4.6
P/S	2.7	1.3	·	4.0	3.3	1.1	·	0.5	0.8	0.9	·	1.4	0.9	0.9	·	0.6
P/B	14.8	7.1	·	20.0	15.3	5.1	·	1.4	2.2	2.4	·	3.9	2.1	2.0	·	1.2
P / Tangible Book	18.0	8.7	·	24.5	18.6	6.3	·	1.7	2.8	3.0	·	4.8	2.6	2.4	·	1.4
P / Cash Flow	·	89.0	·	·	·	49.4	·	·	·	158.2	·	·	·	-58.4	·	·
EV / Revenue	2.6	1.3	·	3.9	3.2	1.0	·	0.4	0.7	0.8	·	1.2	0.8	0.8	·	0.6
Earnings Yield	-2.8%	-5.5%	·	-3.2%	-6.5%	-24.1%	·	-76.0%	-34.7%	-32.0%	·	-18.0%	-32.4%	-35.6%	·	-21.7%

최신 기간은 왼쪽에 · null 값은 ·로 표시

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

16

지표	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
매출	$311M	$260M	$259M	$288M	$252M
매출 총이익률 %	79.4%	79.7%	66.4%	66.7%	70.8%
영업이익률 %	-7.0%	-15.6%	-22.3%	-31.0%	-24.8%
순이익	$-20M	$-77M	$-71M	$-92M	$-63M
희석 EPS	$-0.17	$-0.69	$-0.68	$-0.92	$-0.82

지표	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
부채 / 자기자본 비율	0.3	0.4	0.2	0.2	0.2
유동비율	0.9	0.9	1.2	1.6	2.6
당좌 비율	0.7	0.6	0.8	0.5	1.0

지표	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
잉여현금흐름	$180.0K	$-2M	$-39M	$-95M	$-55M

기관 투자자 (13F) 192개의 제출자 · $780.4M 전체 · 기준일 2026년 6월 30일

17

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

보유자 192

보유 가치 $780.4M

신규 포지션 34

청산 포지션 22

기관 활동 — Q2 2026 대 이전 분기

신규 포지션	청산 포지션	증가함	감소	순주식 변동
34 (-2 이전 분기 대비)	22 (-25 이전 분기 대비)	80 (+15 이전 분기 대비)	45 (-4 이전 분기 대비)	+5.5M

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

기관	가치	주식	% 추적된 13F 중	유형
BlackRock, Inc.	$75,135,210	10,968,644	9.63%	주식
NEEDHAM INVESTMENT MANAGEMENT LLC	$69,698,750	10,175,000	8.93%	주식
Capital World Investors	$61,238,795	8,939,970	7.85%	주식
VANGUARD GROUP INC	$48,119,761	7,530,479	6.17%	주식
AQR CAPITAL MANAGEMENT LLC	$35,277,638	5,150,020	4.52%	주식
VANGUARD CAPITAL MANAGEMENT LLC	$30,669,786	4,477,341	3.93%	주식
GILDER GAGNON HOWE & CO LLC	$28,407,861	4,147,133	3.64%	주식
Divisadero Street Capital Management, LP	$24,853,211	3,628,206	3.18%	주식
MARSHALL WACE, LLP	$24,055,368	3,511,732	3.08%	주식
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$22,984,579	3,355,413	2.95%	주식
STATE STREET CORP	$22,059,541	3,220,371	2.83%	주식
GOLDMAN SACHS GROUP INC	$20,947,786	3,058,071	2.68%	주식
GEODE CAPITAL MANAGEMENT, LLC	$18,403,926	2,686,241	2.36%	주식
VANGUARD PORTFOLIO MANAGEMENT LLC	$15,581,592	2,274,685	2.00%	주식
TWO SIGMA INVESTMENTS, LP	$15,573,907	2,273,563	2.00%	주식
BLAIR WILLIAM & CO/IL	$15,040,744	2,195,729	1.93%	주식
FMR LLC	$14,564,960	2,126,272	1.87%	주식
CI INVESTMENTS INC.	$13,898,650	2,029,000	1.78%	주식
Nuveen, LLC	$12,775,791	1,865,079	1.64%	주식
D. E. Shaw & Co., Inc.	$12,374,600	1,806,511	1.59%	주식
Woodson Capital Management, LP	$10,677,821	1,558,806	1.37%	주식
READYSTATE ASSET MANAGEMENT LP	$10,334,842	1,508,736	1.32%	주식
BloombergSen Inc.	$9,256,035	1,351,246	1.19%	주식
GMT Capital Corp	$8,810,470	1,286,200	1.13%	주식
FIL Ltd	$8,562,500	1,250,000	1.10%	주식
Zweig-DiMenna Associates LLC	$7,904,900	1,154,000	1.01%	주식
Archon Capital Management LLC	$7,042,656	1,028,125	0.90%	주식
NORTHERN TRUST CORP	$6,681,703	975,431	0.86%	주식
MILLENNIUM MANAGEMENT LLC	$6,410,908	935,899	0.82%	주식
TUDOR INVESTMENT CORP ET AL	$6,067,764	885,805	0.78%	주식
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$6,057,469	884,302	0.78%	주식
TOCQUEVILLE ASSET MANAGEMENT L.P.	$6,028,000	880,000	0.77%	주식
RENAISSANCE TECHNOLOGIES LLC	$5,743,040	838,400	0.74%	주식
Onex Canada Asset Management Inc.	$5,371,982	784,231	0.69%	주식
Connor, Clark & Lunn Investment Management Ltd.	$5,355,796	781,868	0.69%	주식
Qube Research & Technologies Ltd	$5,227,838	763,188	0.67%	주식
VANGUARD FIDUCIARY TRUST CO	$5,018,748	732,664	0.64%	주식
TWO SIGMA ADVISERS, LP	$4,811,031	752,900	0.62%	주식
UBS Group AG	$4,745,091	692,714	0.61%	주식
PANAGORA ASSET MANAGEMENT INC	$4,527,713	660,980	0.58%	주식
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3,383,098	493,883	0.43%	주식
Squarepoint Ops LLC	$3,098,392	452,320	0.40%	주식
IEQ CAPITAL, LLC	$2,670,390	389,838	0.34%	주식
Trexquant Investment LP	$2,646,991	386,422	0.34%	주식
Man Group plc	$2,354,749	343,759	0.30%	주식
Bank of New York Mellon Corp	$2,204,263	321,790	0.28%	주식
Point72 Asset Management, L.P.	$2,128,432	310,720	0.27%	주식
CANADA PENSION PLAN INVESTMENT BOARD	$1,687,155	246,300	0.22%	주식
Mariner, LLC	$1,672,367	244,113	0.21%	주식
Cubist Systematic Strategies, LLC	$1,398,410	147,980	0.18%	주식

전체 192 기관 투자자 보기 →

행동주의자 및 5% 이상 소유자 1 보유

18

SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.

제출자	제출됨	지분	상태	목적	제출
Park West Asset Management LLC, Park West Investors Master Fund, Limited, Park West Partners International, Limited, Peter S. Park ×2 제출 서류	2021년 9월 17일	·	최초 제출	·	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

회사 내부자 20 명의 내부자 · 5 임원 · 14 이사

19

내부자	역할	마지막 활동	보유 주식 수	매수 12개월	매도 12개월	순매수/매도 12개월
James G. Reinhart	Chief Executive Officer	2026년 9월 1일 M	1,691,648	0	14	$-8,115,072
Sean Sobers	Chief Financial Officer	2026년 9월 1일 M	637,360	0	12	$-912,664
Anthony Salvatore Marino	President	2023년 12월 1일 M	458,551	0	0	$0
Christopher Homer	Chief Operating Officer	2026년 9월 1일 M	1,398,088	0	12	$-1,201,812
Alon Rotem	Chief Legal Officer	2025년 3월 1일 M	326,182	0	0	$0
Noam Paransky	이사	2026년 7월 20일 A	686,572	0	0	$0
Ian Friedman	이사	2026년 7월 20일 A	456,601	0	0	$0
Patricia Nakache	이사	2026년 7월 20일 A	343,980	1	0	$49,076
Coretha M Rushing	이사	2026년 7월 20일 A	193,426	0	0	$0
Timothy M Haley	이사	2026년 7월 20일 A	316,860	0	0	$0
Kelly Bodnar Battles	이사	2026년 5월 20일 A	76,687	0	0	$0
Amanda Ginsberg	이사	2026년 5월 20일 A	265,745	0	0	$0
Daniel J Nova	이사	2026년 5월 20일 A	269,252	1	0	$522,600
Jack R Lazar	이사	2024년 9월 3일 P	298,258	0	0	$0
Marcie Vu	이사	2023년 10월 17일 A	142,507	0	0	$0
Paula Sutter	이사	2023년 5월 3일 A	110,821	0	0	$0
Norman S Matthews	이사	2022년 5월 25일 A	15,311	0	0	$0
Greg Bettinelli	이사	2021년 11월 22일 G	54,940	0	0	$0
GS INVESTMENT STRATEGIES, LLC	10% 소유주	2024년 2월 9일 S	4,030,718	0	0	$0
Park West Asset Management LLC	10% 소유주	2021년 3월 30일 J	0	0	0	$0

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

ETF 보유 현황 20 ETF 보유

20

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드	비중	단위	기준일	출처
RETL · Direxion Shares ETF Trust	0.88%	42,196 NS	2026년 7월 31일	N-PORT
ESSC · Strategy Shares	0.11%	6,778 NS	2026년 7월 31일	N-PORT
IWC · iShares Trust	0.07%	359,206 SH	2026년 9월 11일	일간
VFQY · VANGUARD WELLINGTON FUND	0.06%	41,438 SH	2026년 8월 19일	일간
NUSC · Nushares ETF Trust	0.05%	101,938 NS	2026년 7월 31일	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0.04%	112,840 SH	2026년 8월 19일	일간
VCR · VANGUARD WORLD FUND	0.04%	396,406 SH	2026년 8월 19일	일간
FDIS · FIDELITY COVINGTON TRUST	0.04%	101,906 NS	2026년 7월 31일	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0.02%	605,346 SH	2026년 8월 19일	일간
RSSL · Global X Funds	0.02%	50,378 NS	2026년 7월 31일	N-PORT
IWO · iShares Trust	0.02%	966,576 SH	2026년 9월 11일	일간
OMFS · Invesco Exchange-Traded Self-Indexe…	0.01%	12,882 SH	2026년 10월 1일	일간
VXF · VANGUARD INDEX FUNDS	0.01%	1,167,661 SH	2026년 8월 19일	일간
IWM · iShares Trust	0.01%	2,713,069 SH	2026년 9월 11일	일간
PRFZ · Invesco Exchange-Traded Fund Trust	0.01%	83,228 SH	2026년 10월 2일	일간
WSML · iShares Trust	0.00%	5,916 SH	2026년 9월 11일	일간
ITOT · iShares Trust	0.00%	147,240 SH	2026년 9월 11일	일간
IWV · iShares Trust	0.00%	30,310 SH	2026년 9월 3일	일간
VTI · VANGUARD INDEX FUNDS	0.00%	3,203,386 SH	2026년 8월 19일	일간
VTHR · VANGUARD SCOTTSDALE FUNDS	0.00%	8,626 SH	2026년 8월 19일	일간

TDUP 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

21

평점 · 13 명의 애널리스트 매수

중앙값 목표 $6.50 +199.5%

3 23.1% 적극 매수

8 61.5% 매수

2 15.4% 보유

0 0.0% 매도

0 0.0% 적극 매도

12개월 목표 주가

5 명의 애널리스트 · 2026-09-30

평균 목표 $7.24 +233.6%

← 모든 목표가 하회 현재가 $2.17

저가$5.70 평균$7.24 고가$10.00

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

22

회계연도 기준, 각 회사의 마지막 회계연도 말 종가 기준 가격입니다.

티커	시가총액	P/E	매출 YoY	순이익률	ROE	매출 총이익률
TDUP	$812M	-37.6	19.5%	-6.5%	-33.9%	79.4%
SFIX	·	-44.7	6.4%	-0.94%	-6.2%	43.6%
SHOE	·	·	·	·	·	·
ZUMZ	$415M	31.4	4.5%	1.4%	4.3%	35.8%
DBI	·	-37.3	-3.9%	-0.29%	-3.0%	43.6%
LE	$533M	96.8	0.72%	0.47%	2.4%	55.9%
CURV	$114M	-16.4	-9.4%	-0.70%	3.4%	34.8%
BEBE	·	·	·	·	·	·
DLTH	·	-5.1	-9.8%	-2.9%	-9.3%	53.4%
TLYS	·	-2.5	-2.8%	-3.1%	-20.8%	29.7%
AKA	$115M	-3.7	4.4%	-5.2%	-29.7%	57.3%

나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목

26

중요한 지표를 선택하세요. 상단의 전체 기본 정보에서 원하는 행 옆의 +를 클릭하세요.

선택 항목이 저장되어 모든 티커에서 유지됩니다.

TDUP 클래스 A ThredUp Inc. - Class A Common Stock