JD vs TDUP vs RENT Stock Comparison

JD.com, ThredUp and Rent the Runway Prices as of Nov 4, 2026 Peers: Industry group
JD JD.com, Inc.
$27.73 +5.2% 1M -12.9% 1Y
Market cap
$40.81B
P/E
19.0x
Revenue (TTM)
$189.20B
Div. yield
–
Online Retail Consumer Discretionary
6 wins
TDUP ThredUp Inc.
$2.19 +0.9% 1M -72.1% 1Y
Market cap
$190.49M
P/E
–
Revenue (TTM)
$340.37M
Div. yield
–
Online Retail Consumer Discretionary
RENT Rent the Runway, Inc.
$2.46 +58.7% 1M -35.3% 1Y
Market cap
$76.55M
P/E
1.8x
Revenue (TTM)
$366.90M
Div. yield
–
Online Retail Consumer Discretionary
4 wins

Head to Head

10 decided of 12

JD.com leads on 6 of the 12 questions below (JD.com 6, Rent the Runway 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionJDTDUPRENTLeader
Larger companyMarket capitalisation $40.81B $190.49M $76.55M JD
Cheaper on earningsLower P/E, profitable companies only 19.0x -8.1x 1.8x RENT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 9.2x — — –
Faster revenue growthRevenue growth, trailing twelve months +7.6% +14.1% +21.2% RENT
More profitableNet margin, trailing twelve months 1.1% -6.9% 11.8% RENT
Better return on capitalReturn on invested capital 0.6% -31.5% — JD
Less leveragedLower net debt / EBITDA — 3.5x -9.6x RENT
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -12.9% -72.1% -35.3% JD
Better 5-year returnAnnualised price return, 5 years -18.6%/yr -35.4%/yr -62.5%/yr JD
Less volatileAnnualised volatility, 1 year 29.7% 98.8% 84.2% JD
Higher overall scoreMean of the five percentile scores vs peers 64/100 31/100 35/100 JD

Percentile Scorecard

JDTDUPRENT

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

AxisJDTDUPRENT
Valuation 93 #8 of 107 9 #98 of 107 34 #71 of 107
Growth 35 #67 of 103 77 #25 of 103 87 #14 of 103
Profitability 40 #62 of 102 18 #84 of 102 39 #63 of 102
Financial Health 72 #32 of 113 46 #61 of 113 13 #98 of 113
Shareholder Returns 80 #16 of 76 4 #73 of 76 1 #75 of 76
Overall 64 31 35
  • JD ranked among 115 companies in Retail
  • TDUP ranked among 115 companies in Retail
  • RENT ranked among 115 companies in Retail

Price Performance

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

Returns

PeriodJDTDUPRENTSPY
1 month +5.2%+0.9%+58.7% -1.0%
3 months -14.8%-65.1%-30.3% -0.4%
6 months -9.6%-56.5%-49.0% +4.5%
Year to date -3.4%-65.7%-68.9% +12.4%
1 year -12.9%-72.1%-35.3% +13.6%
3 years +2.9%-40.8%-75.4% +76.4%
3 years, per year +1.0%-16.0%-37.4% +20.8%
5 years -64.3%-88.7%-99.3% +63.7%
5 years, per year -18.6%-35.4%-62.5% +10.4%
10 years +12.5%—— +267.7%
10 years, per year +1.2%—— +13.9%

Risk

MeasureJDTDUPRENTSPY
Volatility, 1Y 29.7%98.8%84.2% 12.8%
Downside volatility, 1Y 26.9%124.5%83.1% 12.7%
Beta vs S&P 500, 1Y 0.582.301.69 1.00
Return / volatility, 1Y -0.43-0.73-0.42 1.06
Max drawdown, 5Y -76.6%-97.5%-99.6% -25.4%
From 52-week high -17.9%-74.9%-73.8% -1.6%
52-week high $33.77$8.72$9.39 $779.14
52-week low $25.19$1.99$1.55 $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.

MultipleJDTDUPRENT
P/E now vs peer median 18.4xmedian 18.4x -12.3xmedian 18.4x 1.9xmedian 18.4x
P/S now vs peer median 0.2xmedian 0.5x 0.9xmedian 0.5x 0.2xmedian 0.5x
EV/EBITDA now vs peer median —median 9.6x -24.1xmedian 9.6x -15.8xmedian 9.6x
P/FCF now vs peer median 4.5xmedian 16.4x -386.9xmedian 16.4x -1.3xmedian 16.4x
P/B now vs peer median 0.8xmedian 1.8x 4.8xmedian 1.8x -1.3xmedian 1.8x
PEG now vs peer median -1.92median 0.83 -0.33median 0.83 0.07median 0.83

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 monthsJDTDUPRENT
Revenue $189.20B $340.37M $366.90M
Gross profit $31.39B $269.65M $274.20M
Operating income $238.00M -$24.64M -$45.20M
Net income $2.85B -$23.45M $43.30M
Free cash flow $7.50B -$752.00K -$66.40M
R&D $3.82B – –
EPS (diluted) $1.44 $-0.18 $1.29
Cash & equivalents $13.11B $42.68M $29.00M
Total debt $2.52B $17.74M $157.50M
Shares (diluted) 1.49B 131.83M 33.58M
Enterprise value -$79.39B -$14.36M -$90.65M

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
MetricJDTDUPRENT
P/E 18.4x -12.3x 1.9x
P/FCF 4.5x -386.9x -1.3x
P/Operating cash flow 4.5x 29.9x 118.7x
P/S 0.2x 0.9x 0.2x
P/B 0.8x 4.8x -1.3x
P/Tangible book 0.8x 4.8x -1.2x
EV/EBITDA – -24.1x -15.8x
EV/EBIT 14.8x -10.3x -4.7x
EV/Revenue 0.0x 0.7x 0.6x
EV/FCF 0.5x -337.6x -3.2x
EV/Operating cash flow 0.5x 26.1x 302.3x
PEG (3Y EPS CAGR) -1.92 -0.33 0.07

Growth

14 metrics
MetricJDTDUPRENT
Revenue growth (1Y) 7.6% 14.1% 21.2%
Revenue CAGR (3Y) 7.5% 2.9% 6.6%
Gross profit growth (1Y) 11.3% 13.6% 25.6%
Gross profit CAGR (3Y) -15.7% 9.0% 8.9%
Operating income growth (1Y) -94.3% -6.1% 26.1%
Operating income CAGR (3Y) -61.0% 30.5% 18.5%
Net income growth (1Y) -51.0% 35.5% 151.1%
Net income CAGR (3Y) -3.5% 32.5% 33.2%
EPS growth (1Y) -58.8% 39.4% 106.1%
EPS CAGR (3Y) -9.6% 37.2% 26.8%
Operating cash flow growth (1Y) 119.5% -23.9% -82.1%
Operating cash flow CAGR (3Y) 1.2% 32.5% 26.8%
Free cash flow growth (1Y) 119.5% -147.9% -1.7%
Free cash flow CAGR (3Y) 1.2% 74.9% 11.6%

Profitability

14 metrics
MetricJDTDUPRENT
Gross margin 16.6% 79.2% 74.7%
EBITDA margin – -3.1% -3.7%
Operating margin 0.1% -7.2% -12.3%
Pretax margin 1.8% -6.9% 11.8%
Net margin 1.1% -6.9% 11.8%
FCF margin 4.0% -0.2% -18.1%
Operating cash flow margin 4.0% 2.9% 0.2%
Return on equity 6.9% -38.7% –
Return on assets 2.8% -13.8% 21.4%
Return on invested capital 0.6% -31.5% –
Return on capital employed 0.5% -23.0% -33.1%
Asset turnover 1.8x 2.0x 1.8x
Cash conversion (OCF / net income) 2.6x -0.4x 0.0x
Stock comp / revenue – 6.1% 1.0%

Financial Health

11 metrics
MetricJDTDUPRENT
Debt / assets 2.4% 10.5% 81.9%
Debt / equity 0.1x 0.3x -2.4x
Net debt / EBITDA – 3.5x -9.6x
Debt / FCF 0.3x -23.6x -2.4x
Liabilities / assets 61.1% 64.3% 134.0%
Equity / assets 38.9% 35.7% -34.0%
Interest coverage 0.6x -16.9x –
Current ratio 1.1x 1.0x 0.7x
Quick ratio 0.6x 1.0x 0.4x
Cash ratio 0.6x 0.9x 0.4x
Altman Z-score – -1.76 -7.05

Shareholder Returns

7 metrics
MetricJDTDUPRENT
Dividend yield 3.6% – –
Net buyback yield – -5.6% -15.3%
Shareholder yield 3.6% -5.6% -15.3%
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.

ConsensusJDTDUPRENT
Forward P/E 9.2xFY2026 – –
EPS, next fiscal year $3.00FY2026 $-0.16FY2026 $-19.23FY2026
EPS growth, next FY +17.6%FY2026 – -458.1%FY2026
EPS growth, the year after +43.3% – –
Revenue, next fiscal year $193.63BFY2026 $328.44MFY2026 $293.58MFY2026
Revenue growth, next FY +3.5%FY2026 +5.7%FY2026 -11.0%FY2026
Revenue growth, the year after +2.2% +20.1% +43.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersJDTDUPRENT
Held by institutions 16.2% 97.1% 9.4%
Institutions holding 427 177 53
Change in shares held, QoQ +10.6% +13.7% +7.2%
Institutions buying 221 114 30
Institutions selling 130 45 9
Buyers to sellers 1.70 2.53 3.33

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.

JDTDUPRENT
JD 1.00 0.05 0.02
TDUP 0.05 1.00 0.14
RENT 0.02 0.14 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, JD, TDUP and RENT?

JD.com (JD) is the largest by market capitalisation: JD.com (JD) $40.81B, ThredUp (TDUP) $190.49M, Rent the Runway (RENT) $76.55M.

Which stock is cheaper, JD, TDUP and RENT?

Rent the Runway (RENT) trades on the lowest price-to-earnings ratio (JD.com (JD) 19.0x, ThredUp (TDUP) -8.1x, Rent the Runway (RENT) 1.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Rent the Runway (RENT) grew revenue fastest over the trailing twelve months: JD.com (JD) +7.6%, ThredUp (TDUP) +14.1%, Rent the Runway (RENT) +21.2%.

Which company is more profitable?

Rent the Runway (RENT) has the highest net margin (JD.com (JD) 1.1%, ThredUp (TDUP) -6.9%, Rent the Runway (RENT) 11.8%). On return on invested capital, JD.com (JD) leads (JD.com (JD) 0.6%, ThredUp (TDUP) -31.5%).

Which stock has performed better?

Over the past year JD.com (JD) returned the most: JD.com (JD) -12.9%, ThredUp (TDUP) -72.1%, Rent the Runway (RENT) -35.3%. Over five years, JD.com (JD) compounded fastest (JD.com (JD) -18.6%/yr, ThredUp (TDUP) -35.4%/yr, Rent the Runway (RENT) -62.5%/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) 29.7%, ThredUp (TDUP) 98.8%, Rent the Runway (RENT) 84.2%). Volatility measures how widely the price swings, not the risk of the business.

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

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.