Compare ThredUp Inc (TDUP) vs Wayfair Inc (W) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
ThredUp Inc vs Wayfair Inc — how do they compare? ThredUp Inc trades at $2.47 (market cap $308.63M), while Wayfair Inc trades at $105.86 (market cap $14.40B). The key difference: Wayfair Inc is far larger — about 46.7× ThredUp Inc's market cap, and Wayfair 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 Wayfair Inc for 8 Days on average.
| TDUP | W | |
|---|---|---|
Market Cap | $308.63M | $14.40B |
Volume | 3,024,364 | 2,102,856 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $9.41 | $119.05 |
52-Week Low | $2.12 | $57.40 |
Typical Hold Time | 29 Days | 8 Days |
Enterprise Value | $306.81M | $16.73B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
ThredUp (TDUP) trades at $2.48, up 11.71% in the last session, yet remains in a bearish technical trend. The company reported record Q2 2026 revenue of $90.8 million, up 17% year-over-year, but missed EPS estimates and cut full-year revenue guidance. Despite a high gross margin of 79.52%, it posted a net loss margin of -6.65% and negative ROE. Analyst consensus is 57% buy, but recent news highlights a fraud investigation and promotional headwinds.
The outlook is mixed: strong revenue growth and a dominant position in online resale offer upside, but persistent losses, weak guidance, and legal risks pose significant challenges. Investors should weigh the bullish analyst ratings against fundamental weaknesses and recent stock volatility.
Wayfair (W) trades at $105.74, up 1.22% today, with bullish technical signals from moving averages and a consensus analyst price target of $114.13. The company maintains strong revenue growth ($12.9B in 2026) but faces profitability challenges with negative net margins (-2.49%). Recent developments include the launch of the 'Wayfair Delivers' brand platform and upcoming Q3 2026 earnings on November 4, 2026.
Investment outlook remains cautiously optimistic given analyst support (54% buy ratings) and positive technical momentum, though persistent unprofitability and high debt-to-asset ratio (95% in 2025) present significant risks. The stock offers upside to price targets if margin improvements materialize, but requires monitoring of cash flow trends and competitive pressures in the retail sector.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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About ThredUp Inc
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 →About Wayfair Inc
Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →
