Peloton Interactive Inc vs ThredUp Inc — how do they compare? Peloton Interactive Inc trades at $6.25 (market cap $2.75B), while ThredUp Inc trades at $6.01 (market cap $828.44M). The key difference: Peloton Interactive Inc is far larger — about 3.3× ThredUp Inc's market cap, and Peloton Interactive Inc is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals.
| PTON | TDUP | |
|---|---|---|
Market Cap | $2.75B | $828.44M |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $9.00 | $12.08 |
52-Week Low | $3.71 | $3.11 |
Enterprise Value | $3.35B | $831.18M |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
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.
Trailing returns across standard periods
Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of sales of bike and tread and related accessories, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue consists of revenue generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates the majority of the revenue from the sale of Connected Fitness Products.
Read more on PTON →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 →