Macy's Inc vs ThredUp Inc — how do they compare? Macy's Inc trades at $22.7 (market cap $5.95B), while ThredUp Inc trades at $2.47 (market cap $308.63M). The key difference: Macy's Inc is far larger — about 19.3× ThredUp Inc's market cap, and Macy's Inc pays a 3.36% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Macy's Inc for 58 Days and ThredUp Inc for 29 Days on average.
| M | TDUP | |
|---|---|---|
Market Cap | $5.95B | $308.63M |
Volume | 6,030,644 | 3,024,364 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $26.21 | $9.41 |
52-Week Low | $16.51 | $2.12 |
Typical Hold Time | 58 Days | 29 Days |
Enterprise Value | $9.75B | $306.81M |
Dividend Yield | 3.36% | — |
Signals from Pluang's Aura AI — not financial advice
Macy's (M) trades at $22.67, down 0.53% on the day, with a bullish technical signal from moving averages and oversold RSI levels. The stock shows attractive valuation with a P/E of 8.35 and P/S of 0.27, supported by a 15.99% ROE. Recent earnings have consistently beaten estimates, and the company's 'A Bold New Chapter' strategy is driving digital and omnichannel growth, though revenue has declined from 2022 peaks. Cash flow trends are improving, with net cash flow turning positive in 2024 and 2025.
The outlook is cautiously optimistic, with a consensus price target of $24.25 offering potential upside. Investment opportunities include deep value, dividend yield, and successful turnaround execution. Key risks are competitive pressures, uneven sales growth, and macroeconomic sensitivity affecting consumer spending. Analyst sentiment is mixed, with 32% buy ratings but 51% hold, reflecting uncertainty around sustained momentum.
ThredUp (TDUP) trades at $2.455, up 10.59% in the past 24 hours, with a bearish technical signal but strong analyst support. The company reported record Q2 2026 revenue of $90.8 million, up 17% year-over-year, but missed earnings expectations with a net loss. Fundamentals show a high gross margin of 79.52% but negative net income margin and ROE, while cash flow from operations improved to $10.65 million in 2025.
The outlook is mixed: analyst consensus is 57% buy with no sell ratings, but profitability remains a challenge amid promotional headwinds. Risks include ongoing losses, competitive pressures, and a recent stock decline following guidance cuts. Investment opportunity hinges on execution toward profitability despite current bearish technicals.
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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 →