COMP <GO>
TDUP vs DIBS // REVENUE GROWTH (YOY)
ThredUp Inc. (Class A) (NASDAQ) VS. 1stdibs.com Inc. (NASDAQ) • 15-METRIC TALLY: TDUP 5
— DIBS 2
▲ REVENUE GROWTH (YOY) LEADER: TDUP
LAST: $2.22 (+0.91%) • MKT CAP: $291.6M
revenue-growth
19.50%
LAST: $4.94 (+4.22%) • MKT CAP: $166.1M
revenue-growth
1.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TDUP VS. DIBS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TDUP | DIBS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 79.40% | 73.00% | +6.40 | TDUP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | -21.20% | -13.80 | DIBS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -1.93% | — | TIE | /fcf-yield <GO> |
| Operating Margin | -7.00% | -21.20% | +14.20 | TDUP | /operating-margins <GO> |
| Net Profit Margin | -6.50% | -15.20% | +8.70 | TDUP | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 19.50% | 1.50% | +18.00 | TDUP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 0.20 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.6 | 72.9 | -25.30 | DIBS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $291.6M | $166.1M | $125.5M | TDUP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TDUP REV | DIBS REV | TDUP GROSS % | DIBS GROSS % | TDUP FCF | DIBS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $310.8M | $89.6M | 79.4% | 73.0% | — | -$3.2M |
| FY 2024 | $260.0M | $88.3M | 79.7% | 71.9% | — | -$4.8M |
| FY 2023 | $258.5M | $84.7M | — | — | -$22.6M | -$13.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TDUP // BETA —
DIBS // BETA —