ThredUp Inc vs Zillow Group Inc Class A — how do they compare? ThredUp Inc trades at $3.2 (market cap $405.82M), while Zillow Group Inc Class A trades at $36.24 (market cap $7.68B). The key difference: Zillow Group Inc Class A is far larger — about 18.9× ThredUp Inc's market cap, and Zillow Group Inc Class A is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals.
| TDUP | ZG | |
|---|---|---|
Market Cap | $405.82M | $7.68B |
Sector | Consumer Cyclical | Media |
52-Week High | $12.08 | $86.76 |
52-Week Low | $3.08 | $29.14 |
Enterprise Value | $404.00M | $7.56B |
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.
Zillow Group (ZG) trades at $36.23, up 5.73% with recent earnings beats driving momentum. The stock shows bearish technical signals but fundamental improvement as the company transitions to a preferred agent model, achieving profitability for the first time in 2025 with $23M net income. Revenue growth accelerated to 18% in Q2 2026, though the stock faces headwinds from multiple class action lawsuits and a challenging real estate market.
While Zillow's business model transition shows promise with improved monetization, the stock carries significant legal and market risks. Analyst consensus at $47.56 suggests 31% upside potential, but investors must weigh the company's improving fundamentals against ongoing litigation and real estate sector volatility.
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 →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →