COMP <GO>
TDUP vs BZUN // FORWARD P/E MULTIPLE
ThredUp Inc. (Class A) (NASDAQ) VS. Baozun Inc. (NASDAQ) • 15-METRIC TALLY: TDUP 3
— BZUN 7
■ METRIC PARITY
LAST: $2.08 (-6.31%) • MKT CAP: $291.6M
forward-pe
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LAST: $3.27 (-2.68%) • MKT CAP: $195.3M
forward-pe
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TDUP VS. BZUN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TDUP | BZUN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 79.40% | 74.10% | +5.30 | TDUP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 1.60% | -36.60 | BZUN | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 4.6x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 22.98% | — | TIE | /fcf-yield <GO> |
| Operating Margin | -7.00% | 0.60% | -7.60 | BZUN | /operating-margins <GO> |
| Net Profit Margin | -6.50% | -2.40% | -4.10 | BZUN | /net-margins <GO> |
| Revenue Growth (YoY) | 19.50% | 10.20% | +9.30 | TDUP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.62% | -1.62 | BZUN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 1.50 | -1.30 | BZUN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 6/9 | -2.00 | BZUN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.6 | 50.4 | -2.80 | BZUN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $291.6M | $195.3M | $96.2M | TDUP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TDUP REV | BZUN REV | TDUP GROSS % | BZUN GROSS % | TDUP FCF | BZUN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $310.8M | $1.42B | 79.4% | 74.1% | — | $44.9M |
| FY 2024 | $260.0M | $1.29B | 79.7% | 73.7% | — | -$4.2M |
| FY 2023 | $258.5M | $1.24B | — | — | -$22.6M | $63.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TDUP // BETA —
BZUN // BETA —