ThredUp Inc vs TransMedics Group Inc — how do they compare? ThredUp Inc trades at $2.48 (market cap $308.63M), while TransMedics Group Inc trades at $77.87 (market cap $2.74B). The key difference: TransMedics Group Inc is far larger — about 8.9× 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 — on Pluang, investors hold ThredUp Inc for 29 Days and TransMedics Group Inc for 24 Days on average.
| TDUP | TMDX | |
|---|---|---|
Market Cap | $308.63M | $2.74B |
Volume | 3,024,364 | 949,331 |
Sector | Consumer Cyclical | Health |
52-Week High | $9.41 | $150.42 |
52-Week Low | $2.12 | $61.99 |
Typical Hold Time | 29 Days | 24 Days |
Enterprise Value | $306.81M | $3.13B |
Signals from Pluang's Aura AI — not financial advice
ThredUp (TDUP) trades at $2.35, up 5.86% today, with a bearish technical signal and mixed financials. Revenue grew to $310.81M in 2025, but net losses persist at -$20.21M, though margins improved. Recent news highlights a record Q2 2026 with 17% revenue growth but also a fraud investigation and lowered guidance, causing volatility. Cash flow turned positive in 2025 at $3.09M, but debt-to-asset ratios remain elevated.
Outlook is cautious; analyst consensus is 57% buy, but profitability challenges and legal risks weigh. The stock faces headwinds from promotional pressures and investor skepticism, though expansion into live shopping offers growth potential. Risks include sustained losses, competitive threats, and macroeconomic sensitivity.
TransMedics Group (TMDX) trades at $77.87, down 3.95% on the day, amid a bearish technical signal and recent earnings misses. The company maintains strong profitability with a 22.69% net income margin and 36.28% ROE, though 2026 projections show margin compression. Analyst consensus remains bullish with a $99.75 price target, but sentiment is clouded by multiple legal investigations into fiduciary duties announced in late August and September 2026.
The stock faces near-term pressure from technical weakness and legal overhangs, but solid fundamentals and analyst conviction suggest long-term potential if execution improves. Key risks include ongoing legal scrutiny, margin pressures from heavy investment, and volatility around future earnings reports.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →