Macy's Inc vs ThredUp Inc — how do they compare? Macy's Inc trades at $23.3 (market cap $6.13B), while ThredUp Inc trades at $6.57 (market cap $850.38M). The key difference: Macy's Inc is far larger — about 7.2× ThredUp Inc's market cap, and Macy's Inc pays a 3.29% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals.
| M | TDUP | |
|---|---|---|
Market Cap | $6.13B | $850.38M |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $25.96 | $12.08 |
52-Week Low | $11.90 | $3.11 |
Enterprise Value | $9.95B | $853.11M |
Dividend Yield | 3.29% | — |
Signals from Pluang's Aura AI — not financial advice
Macy's (M) trades at $23.39, down 1.22% on the day, with a bullish technical signal supported by moving averages. The stock shows attractive valuation metrics including a P/E of 9.79 and P/S of 0.29, while recent earnings have consistently beaten expectations. Positive sentiment is driven by the 'Bold New Chapter' turnaround strategy, with Berkshire Hathaway's new 3.04 million-share position adding institutional confidence.
The outlook remains cautiously optimistic with a consensus price target of $24.83 offering 6% upside potential. Key opportunities include luxury brand expansion and digital transformation, while risks involve margin pressure from store closures and macroeconomic sensitivity. The stock presents value characteristics with growth catalysts from operational improvements.
TDUP trades at $6.57, down 0.45% today, with a bullish technical signal from moving averages but neutral oscillators. The company reported Q1 2026 revenue growth of 15% year-over-year to $81.7 million, though it missed EPS expectations. Analyst consensus is bullish with a $6.90 price target, and recent news highlights AI integration and a new peer-to-peer marketplace launch.
The outlook is cautiously optimistic due to strong revenue growth and improving gross margins, but persistent net losses and negative ROE pose risks. Upside potential exists if profitability improves, yet investors face execution and competitive threats in the resale market.
Trailing returns across standard periods
Latest headlines on both assets
Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →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 →