JD vs TDUP vs LVLU Stock Comparison

JD.com, ThredUp and Lulu's Fashion Lounge Holdings Prices as of Oct 29, 2026 Peers: Industry group
JD JD.com, Inc.
$25.63 -2.5% 1M -25.4% 1Y
Market cap
$37.45B
P/E
17.5x
Revenue (TTM)
$189.20B
Div. yield
–
Online Retail Consumer Discretionary
6 wins
TDUP ThredUp Inc.
$2.22 +1.4% 1M -75.4% 1Y
Market cap
$274.64M
P/E
–
Revenue (TTM)
$334.30M
Div. yield
–
Online Retail Consumer Discretionary
1 win

Head to Head

9 decided of 12

JD.com leads on 6 of the 12 questions below (JD.com 6, Lulu's Fashion Lounge Holdings 2, ThredUp 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionJDTDUPLVLULeader
Larger companyMarket capitalisation $37.45B $274.64M $31.75M JD
Cheaper on earningsLower P/E, profitable companies only 17.5x -12.4x -3.8x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 8.5x — — –
Faster revenue growthRevenue growth, trailing twelve months +7.6% +20.4% -10.4% TDUP
More profitableNet margin, trailing twelve months 1.1% -6.6% -3.2% JD
Better return on capitalReturn on invested capital 0.6% -30.6% -62.5% JD
Less leveragedLower net debt / EBITDA — 3.6x -3.4x LVLU
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -25.4% -75.4% +104.5% LVLU
Better 5-year returnAnnualised price return, 5 years -20.0%/yr -36.6%/yr — JD
Less volatileAnnualised volatility, 1 year 29.6% 98.5% 124.3% JD
Higher overall scoreMean of the five percentile scores vs peers 65/100 32/100 34/100 JD

Percentile Scorecard

JDTDUPLVLU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisJDTDUPLVLU
Valuation 96 #5 of 104 10 #94 of 104 43 #60 of 104
Growth 32 #67 of 98 89 #12 of 98 69 #31 of 98
Profitability 39 #60 of 97 20 #78 of 97 23 #75 of 97
Financial Health 73 #30 of 110 39 #68 of 110 12 #97 of 110
Shareholder Returns 87 #10 of 70 3 #68 of 70 25 #53 of 70
Overall 65 32 34
  • JD ranked among 115 companies in Retail
  • TDUP ranked among 115 companies in Retail
  • LVLU ranked among 115 companies in Retail

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodJDTDUPLVLUSPY
1 month -2.5%+1.4%-7.5% +0.7%
3 months -20.7%-62.2%-37.4% +3.7%
6 months -15.5%-48.3%-4.3% +7.1%
Year to date -10.7%-65.3%+100.8% +12.8%
1 year -25.4%-75.4%+104.5% +11.9%
3 years -1.2%-26.2%-68.2% +85.2%
3 years, per year -0.4%-9.7%-31.8% +22.8%
5 years -67.3%-89.7%— +67.6%
5 years, per year -20.0%-36.6%— +10.9%
10 years -1.0%—— +262.0%
10 years, per year -0.1%—— +13.7%

Risk

MeasureJDTDUPLVLUSPY
Volatility, 1Y 29.6%98.5%124.3% 12.7%
Downside volatility, 1Y 27.2%124.3%94.0% 12.6%
Beta vs S&P 500, 1Y 0.612.280.43 1.00
Return / volatility, 1Y -0.86-0.770.84 0.94
Max drawdown, 5Y -76.6%-97.6%-98.9% -25.4%
From 52-week high -25.4%-75.4%-59.9% -1.2%
52-week high $34.36$9.02$26.16 $779.14
52-week low $25.19$1.99$4.37 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleJDTDUPLVLU
P/E now vs peer median 17.0xmedian 17.0x -13.0xmedian 17.0x -3.6xmedian 17.0x
P/S now vs peer median 0.2xmedian 0.5x 0.9xmedian 0.5x 0.1xmedian 0.5x
EV/EBITDA now vs peer median —median 9.2x -26.3xmedian 9.2x -21.7xmedian 9.2x
P/FCF now vs peer median 4.1xmedian 15.6x 180.7xmedian 15.6x 18.6xmedian 15.6x
P/B now vs peer median 0.7xmedian 1.7x 4.8xmedian 1.7x -21.0xmedian 1.7x
PEG now vs peer median -1.77median 0.77 -0.33median 0.77 -0.19median 0.77

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsJDTDUPLVLU
Revenue $189.20B $334.30M $261.95M
Gross profit $31.39B $265.83M $118.18M
Operating income $238.00M -$23.77M -$6.68M
Net income $2.85B -$22.23M -$8.29M
Free cash flow $7.50B $1.61M $1.69M
R&D $3.82B – –
EPS (diluted) $1.44 $-0.17 $-2.90
Cash & equivalents $13.11B $42.17M $4.12M
Total debt $14.71B $17.72M $56.20M
Shares (diluted) 1.49B 129.85M 2.86M
Enterprise value -$82.75B $73.52M $15.58M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricJDTDUPLVLU
P/E 17.0x -13.0x -3.6x
P/FCF 4.1x 180.7x 18.6x
P/Operating cash flow 4.1x 21.2x 16.6x
P/S 0.2x 0.9x 0.1x
P/B 0.7x 4.8x -21.0x
P/Tangible book 0.8x 4.8x -1.6x
EV/EBITDA – -26.3x -21.7x
EV/EBIT 4.1x -10.8x -5.6x
EV/Revenue 0.0x 0.8x 0.1x
EV/FCF 0.1x 159.2x 22.2x
EV/Operating cash flow 0.1x 18.6x 19.8x
PEG (3Y EPS CAGR) -1.77 -0.33 -0.19

Growth

14 metrics
MetricJDTDUPLVLU
Revenue growth (1Y) 7.6% 20.4% -10.4%
Revenue CAGR (3Y) 7.5% 3.9% -17.3%
Gross profit growth (1Y) 11.3% 20.3% -0.3%
Gross profit CAGR (3Y) -15.7% 10.6% -14.3%
Operating income growth (1Y) -94.3% 18.9% 87.3%
Operating income CAGR (3Y) -61.0% 33.1% 35.7%
Net income growth (1Y) -51.0% 60.9% 83.3%
Net income CAGR (3Y) -3.5% 35.2% 16.8%
EPS growth (1Y) -58.9% 63.8% 83.8%
EPS CAGR (3Y) -9.6% 39.8% 18.9%
Operating cash flow growth (1Y) 119.5% 28.2% 277.5%
Operating cash flow CAGR (3Y) 1.2% 32.5% 31.5%
Free cash flow growth (1Y) 119.5% 56.1% 196.1%
Free cash flow CAGR (3Y) 1.2% 26.5% 29.3%

Profitability

14 metrics
MetricJDTDUPLVLU
Gross margin 16.6% 79.5% 45.1%
EBITDA margin – -2.9% -0.7%
Operating margin 0.1% -7.1% -2.5%
Pretax margin 1.8% -6.7% -3.0%
Net margin 1.1% -6.6% -3.2%
FCF margin 4.0% 0.5% 0.6%
Operating cash flow margin 4.0% 4.1% 0.7%
Return on equity 6.9% -37.0% –
Return on assets 2.8% -13.0% -8.9%
Return on invested capital 0.6% -30.6% -62.5%
Return on capital employed 0.5% -21.7% -45.9%
Asset turnover 1.8x 2.0x 2.8x
Cash conversion (OCF / net income) 2.6x -0.6x -0.2x
Stock comp / revenue – 6.1% 1.2%

Financial Health

11 metrics
MetricJDTDUPLVLU
Debt / assets 2.4% 10.4% 11.6%
Debt / equity 0.1x 0.3x -6.7x
Net debt / EBITDA – 3.6x -3.4x
Debt / FCF 0.3x 11.0x 6.0x
Liabilities / assets 61.1% 64.3% 101.7%
Equity / assets 38.9% 35.7% -1.7%
Interest coverage 0.6x -14.9x -3.9x
Current ratio 1.1x 1.0x 0.5x
Quick ratio 0.6x 0.9x 0.1x
Cash ratio 0.6x 0.9x 0.1x
Altman Z-score – -1.74 -1.84

Shareholder Returns

7 metrics
MetricJDTDUPLVLU
Dividend yield 3.9% – –
Net buyback yield – -7.4% 0.5%
Shareholder yield 3.9% -7.4% 0.5%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusJDTDUPLVLU
Forward P/E 8.5xFY2026 – –
EPS, next fiscal year $3.00FY2026 $-0.16FY2026 $-3.86FY2026
EPS growth, next FY +17.6%FY2026 – –
EPS growth, the year after +43.3% – –
Revenue, next fiscal year $193.63BFY2026 $328.44MFY2026 $279.74MFY2026
Revenue growth, next FY +3.5%FY2026 +5.7%FY2026 -0.9%FY2026
Revenue growth, the year after +2.2% +20.1% -3.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersJDTDUPLVLU
Held by institutions 16.2% 97.1% 33.0%
Institutions holding 425 177 18
Change in shares held, QoQ +10.6% +13.7% -2.2%
Institutions buying 220 114 3
Institutions selling 130 45 4
Buyers to sellers 1.69 2.53 0.75

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

JDTDUPLVLU
JD 1.00 0.05 0.12
TDUP 0.05 1.00 0.03
LVLU 0.12 0.03 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, JD, TDUP and LVLU?

JD.com (JD) is the largest by market capitalisation: JD.com (JD) $37.45B, ThredUp (TDUP) $274.64M, Lulu's Fashion Lounge Holdings (LVLU) $31.75M.

Which company is growing faster?

ThredUp (TDUP) grew revenue fastest over the trailing twelve months: JD.com (JD) +7.6%, ThredUp (TDUP) +20.4%, Lulu's Fashion Lounge Holdings (LVLU) -10.4%.

Which company is more profitable?

JD.com (JD) has the highest net margin (JD.com (JD) 1.1%, ThredUp (TDUP) -6.6%, Lulu's Fashion Lounge Holdings (LVLU) -3.2%). On return on invested capital, JD.com (JD) leads (JD.com (JD) 0.6%, ThredUp (TDUP) -30.6%, Lulu's Fashion Lounge Holdings (LVLU) -62.5%).

Which stock has performed better?

Over the past year Lulu's Fashion Lounge Holdings (LVLU) returned the most: JD.com (JD) -25.4%, ThredUp (TDUP) -75.4%, Lulu's Fashion Lounge Holdings (LVLU) +104.5%. Over five years, JD.com (JD) compounded fastest (JD.com (JD) -20.0%/yr, ThredUp (TDUP) -36.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, JD.com (JD) has been the steadiest (JD.com (JD) 29.6%, ThredUp (TDUP) 98.5%, Lulu's Fashion Lounge Holdings (LVLU) 124.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, JD, TDUP and LVLU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, JD.com (JD) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.