EPAM Systems Inc vs ThredUp Inc — how do they compare? EPAM Systems Inc trades at $101.43 (market cap $5.17B), while ThredUp Inc trades at $3.17 (market cap $405.82M). The key difference: EPAM Systems Inc is far larger — about 12.7× ThredUp Inc's market cap, and EPAM Systems Inc is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals.
| EPAM | TDUP | |
|---|---|---|
Market Cap | $5.17B | $405.82M |
Sector | Technology | Consumer Cyclical |
52-Week High | $221.40 | $12.08 |
52-Week Low | $76.04 | $3.08 |
Enterprise Value | $4.54B | $404.00M |
Signals from Pluang's Aura AI — not financial advice
EPAM trades at $100.29, up 0.39% on the day, with a bearish technical signal from moving averages. The company reported Q2 2026 EPS of $3.38, beating estimates, but lowered full-year revenue guidance due to slower North American growth. Valuation ratios appear attractive with a P/E of 13.61 and P/S of 0.97. Cash flow from operations remains strong at $655 million in 2025.
The stock offers value with solid profitability and analyst consensus pointing to upside, but faces near-term headwinds from demand softness and technical pressure. Risks include execution on AI partnerships and macroeconomic sensitivity. The consensus price target of $117.27 suggests potential appreciation from current levels.
ThredUp (TDUP) trades at $3.17, up 0.96% on the day, but remains under pressure after a significant Q2 2026 earnings miss and lowered full-year revenue guidance. The stock's technical picture is bearish, while fundamentals show improving revenue growth but persistent losses. Recent news highlights an ongoing securities investigation related to the guidance revision, contributing to negative sentiment.
The outlook is cautious. While analyst consensus is technically 'Buy' (57% of ratings), recent operational setbacks and the stock's sharp decline post-earnings suggest significant near-term risk. The primary opportunity lies in the company's high gross margins and active buyer growth, but profitability remains elusive and investor confidence is fragile.
Trailing returns across standard periods
Latest headlines on both assets
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →