Compare Payoneer Global Inc (PAYO) vs ThredUp Inc (TDUP) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Payoneer Global Inc vs ThredUp Inc — how do they compare? Payoneer Global Inc trades at $7.13 (market cap $2.41B), while ThredUp Inc trades at $6.01 (market cap $828.44M). The key difference: Payoneer Global Inc is far larger — about 2.9× ThredUp Inc's market cap, and Payoneer Global Inc is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals.
| PAYO | TDUP | |
|---|---|---|
Market Cap | $2.41B | $828.44M |
Sector | Technology | Consumer Cyclical |
52-Week High | $7.42 | $12.08 |
52-Week Low | $4.27 | $3.11 |
Enterprise Value | $2.15B | $831.18M |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Payoneer Global (PAYO) trades at $7.12, unchanged on the day, with a bullish technical signal driven by moving averages. The company reported Q1 2026 EPS of $0.06, beating expectations, but faces scrutiny over its proposed acquisition by Nuvei for $7.40 per share. Revenue grew to $821 million in 2025, though net income fell to $73 million. Analyst consensus is 60% buy with a $8.20 price target, suggesting moderate upside from current levels.
The outlook is mixed: the acquisition offers a near-term floor but may undervalue growth potential. Risks include integration challenges and earnings volatility. Upside depends on execution of expansion initiatives like the new India tech hub. Investors should weigh acquisition certainty against long-term standalone value.
TDUP trades at $6.43, down 2.58% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q1 2026 revenue of $81.7 million, a 15% year-over-year increase, but posted a net loss of $20.21 million for 2025. 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 remains cautiously optimistic due to strong revenue growth and improving gross margins, but persistent net losses and negative ROE pose significant risks. Investment opportunity lies in operational efficiency gains from AI, while key risks include sustained unprofitability and competitive pressures in online resale.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Payoneer Global Inc
Payoneer Global Inc is the world's go-to partner for digital commerce, everywhere. The company started as a cross-border payments platform that empowers businesses, online sellers, and freelancers. The platform allows the users to get paid in multiple currencies, bill global clients, and sell on marketplaces worldwide.
Read more on PAYO →About ThredUp Inc
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 →
