PubMatic Inc vs ThredUp Inc — how do they compare? PubMatic Inc trades at $12.64 (market cap $600.05M), while ThredUp Inc trades at $6.01 (market cap $828.44M). The key difference: ThredUp Inc is the larger of the two by market cap, and PubMatic Inc is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals.
| PUBM | TDUP | |
|---|---|---|
Market Cap | $600.05M | $828.44M |
Sector | Technology | Consumer Cyclical |
52-Week High | $13.83 | $12.08 |
52-Week Low | $6.28 | $3.11 |
Enterprise Value | $497.55M | $831.18M |
Signals from Pluang's Aura AI — not financial advice
PubMatic trades at $12.92, up 1.49% today, with a neutral technical signal and bullish moving averages. The company reported Q1 2026 revenue that beat expectations despite a net loss, and maintains a strong gross margin of 63.22%. Recent news highlights product launches like AgenticOS and partnerships expanding its programmatic advertising reach, with Q2 2026 results due August 6, 2026.
Outlook is mixed: analyst consensus is split evenly between Buy and Hold with a $17.00 price target, suggesting 32% upside, but risks include sustained negative net income margins and competitive pressures in ad tech. Cash flow remains positive, supporting operations amid profitability challenges.
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
PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →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 →