Etsy Inc vs ThredUp Inc — how do they compare? Etsy Inc trades at $76.71 (market cap $6.90B), while ThredUp Inc trades at $2.48 (market cap $308.63M). The key difference: Etsy Inc is far larger — about 22.4× ThredUp Inc's market cap, and Etsy Inc is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and ThredUp Inc for 29 Days on average.
| ETSY | TDUP | |
|---|---|---|
Market Cap | $6.90B | $308.63M |
Volume | 2,923,867 | 3,024,364 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $87.03 | $9.41 |
52-Week Low | $44.05 | $2.12 |
Typical Hold Time | 67 Days | 29 Days |
Enterprise Value | $8.85B | $306.81M |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $76.71, up 7.3% in the last 24 hours, reflecting strong momentum. The stock shows bullish technical signals with recent earnings beats and a consensus analyst price target of $85.94. Revenue grew to $2.88B in 2025, though net income margin declined to 5.65%. Recent news highlights AI integration and payment partnerships as growth catalysts.
Outlook is positive with analyst support and strategic initiatives, but risks include high debt, margin pressure, and competitive threats. The stock offers upside to the price target but requires monitoring of execution and macroeconomic factors.
ThredUp (TDUP) trades at $2.48, up 11.71% in the last session, yet remains in a bearish technical trend. The company reported record Q2 2026 revenue of $90.8 million, up 17% year-over-year, but missed EPS estimates and cut full-year revenue guidance. Despite a high gross margin of 79.52%, it posted a net loss margin of -6.65% and negative ROE. Analyst consensus is 57% buy, but recent news highlights a fraud investigation and promotional headwinds.
The outlook is mixed: strong revenue growth and a dominant position in online resale offer upside, but persistent losses, weak guidance, and legal risks pose significant challenges. Investors should weigh the bullish analyst ratings against fundamental weaknesses and recent stock volatility.
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Etsy operates a top-10 e-commerce marketplace operator in the U.S. and the U.K., with sizable operations in Germany, France, Australia, and Canada. The firm dominates an interesting niche, connecting buyers and sellers through its online market to exchange vintage and craft goods. With $13.5 billion in 2021 consolidated gross merchandise volume, the firm has cemented itself as one of the largest players in a quickly growing space, generating revenue from listing fees, commissions on sold items, advertising services, payment processing, and shipping labels. As of the end of 2021, the firm connected more than 96 million buyers and more than 7.5 million sellers on its marketplace properties: Etsy, Reverb (musical equipment), Elo7 (crafts in Brazil), and Depop (clothing resale).
Read more on ETSY →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 →