ThredUp Inc vs Tractor Supply Co — how do they compare? ThredUp Inc trades at $6.44 (market cap $850.38M), while Tractor Supply Co trades at $29.65 (market cap $15.89B). The key difference: Tractor Supply Co is far larger — about 18.7× ThredUp Inc's market cap, and Tractor Supply Co pays a 3.17% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals.
| TDUP | TSCO | |
|---|---|---|
Market Cap | $850.38M | $15.89B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $12.08 | $62.65 |
52-Week Low | $3.11 | $29.14 |
Enterprise Value | $853.11M | $22.08B |
Dividend Yield | — | 3.17% |
Signals from Pluang's Aura AI — not financial advice
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.
Tractor Supply (TSCO) trades at $29.64, down 2.85% today, with a bearish technical outlook but solid fundamentals including 36.4% gross margins and 45.5% ROE. Recent earnings show mixed results with two misses but a strong Q2 expectation of $0.83 EPS. The company maintains stable revenue growth, reaching $15.5B in 2025, and announced a $0.24 dividend for H1-26.
Despite near-term headwinds, TSCO's strong market position and analyst consensus price target of $38.40 suggest 30% upside potential. Risks include consumer discretionary pressure and recent earnings volatility, but the stock's current valuation at 14.9x P/E presents a compelling entry point for long-term investors seeking exposure to the resilient rural lifestyle retail sector.
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 →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →