ThredUp Inc vs TransMedics Group Inc — how do they compare? ThredUp Inc trades at $3.2 (market cap $405.82M), while TransMedics Group Inc trades at $89.43 (market cap $3.02B). The key difference: TransMedics Group Inc is far larger — about 7.4× ThredUp Inc's market cap, and TransMedics Group Inc is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals.
| TDUP | TMDX | |
|---|---|---|
Market Cap | $405.82M | $3.02B |
Sector | Consumer Cyclical | Technology |
52-Week High | $12.08 | $150.42 |
52-Week Low | $3.08 | $61.99 |
Enterprise Value | $404.00M | $3.41B |
Signals from Pluang's Aura AI — not financial advice
ThredUp (TDUP) trades at $3.17, up 0.96% on the day, but remains under pressure after a significant Q2 2026 earnings miss and lowered full-year revenue guidance. The stock's technical picture is bearish, while fundamentals show improving revenue growth but persistent losses. Recent news highlights an ongoing securities investigation related to the guidance revision, contributing to negative sentiment.
The outlook is cautious. While analyst consensus is technically 'Buy' (57% of ratings), recent operational setbacks and the stock's sharp decline post-earnings suggest significant near-term risk. The primary opportunity lies in the company's high gross margins and active buyer growth, but profitability remains elusive and investor confidence is fragile.
TransMedics Group (TMDX) trades at $87.02, down 2.62% on the day, amid mixed earnings performance. The stock shows strong profitability with a 22.69% net margin and 36.28% ROE, but recent quarters saw misses on EPS expectations. Technicals are bullish with moving averages supporting upside, while oscillators signal caution. Recent news highlights an ongoing legal investigation into fiduciary duties by company directors.
The outlook is cautiously optimistic with a consensus price target of $99.57 implying 14% upside, supported by bullish analyst ratings. Key risks include earnings volatility, rising costs impacting margins, and potential legal overhangs from the fiduciary investigation. Revenue growth remains a positive catalyst, but investors should monitor execution against future guidance.
Trailing returns across standard periods
Latest headlines on both assets
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →