TDUP vs GCT Stock Comparison

ThredUp and GigaCloud Technology Prices as of Oct 27, 2026 Peers: Industry group
TDUP ThredUp Inc.
$2.02 -10.2% 1M -77.5% 1Y
Market cap
$265.22M
P/E
–
Revenue (TTM)
$334.30M
Div. yield
–
Online Retail Consumer Discretionary
GCT GigaCloud Technology Inc
$59.60 +10.4% 1M +108.7% 1Y
Market cap
$4.29B
P/E
13.9x
Revenue (TTM)
$1.47B
Div. yield
–
Online Retail Consumer Discretionary
6 wins

Head to Head

6 decided of 12

GigaCloud Technology leads on 6 of the 12 questions below (GigaCloud Technology 6). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTDUPGCTLeader
Larger companyMarket capitalisation $265.22M $4.29B GCT
Cheaper on earningsLower P/E, profitable companies only -11.8x 13.9x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 13.8x –
Faster revenue growthRevenue growth, trailing twelve months +20.4% +22.9% GCT
More profitableNet margin, trailing twelve months -6.6% 10.6% GCT
Better return on capitalReturn on invested capital -30.6% — –
Less leveragedLower net debt / EBITDA 3.6x — –
Higher dividend yieldTrailing dividend yield — 0.00% –
Better 1-year returnPrice return, last 12 months -77.5% +108.7% GCT
Better 5-year returnAnnualised price return, 5 years -37.9%/yr — –
Less volatileAnnualised volatility, 1 year 98.1% 67.2% GCT
Higher overall scoreMean of the five percentile scores vs peers 33/100 58/100 GCT

Percentile Scorecard

TDUPGCT

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

AxisTDUPGCT
Valuation 12 #92 of 104 17 #87 of 104
Growth 90 #11 of 99 62 #38 of 99
Profitability 21 #78 of 98 73 #27 of 98
Financial Health 39 #69 of 112 90 #12 of 112
Shareholder Returns 4 #69 of 72 47 #39 of 72
Overall 33 58
  • TDUP ranked among 115 companies in Retail
  • GCT ranked among 115 companies in Retail

Price Performance

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

Returns

PeriodTDUPGCTSPY
1 month -10.2%+10.4% -0.2%
3 months -65.7%+48.0% +3.9%
6 months -51.8%+38.7% +8.2%
Year to date -68.4%+51.7% +12.9%
1 year -77.5%+108.7% +12.3%
3 years -27.9%+625.1% +87.4%
3 years, per year -10.3%+93.6% +23.3%
5 years -90.7%— +67.9%
5 years, per year -37.9%— +10.9%

Risk

MeasureTDUPGCTSPY
Volatility, 1Y 98.1%67.2% 12.7%
Downside volatility, 1Y 123.8%55.6% 12.7%
Beta vs S&P 500, 1Y 2.271.87 1.00
Return / volatility, 1Y -0.791.62 0.97
Max drawdown, 5Y -97.6%-91.1% -25.4%
From 52-week high -78.2%-1.3% -1.2%
52-week high $9.26$60.39 $779.14
52-week low $1.99$25.46 $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.

MultipleTDUPGCT
P/E now vs peer median -11.8xmedian 16.7x 13.9xmedian 16.7x
P/S now vs peer median 0.8xmedian 0.5x 2.9xmedian 0.5x
EV/EBITDA now vs peer median -23.6xmedian 9.0x 21.8xmedian 9.0x
P/FCF now vs peer median 164.4xmedian 16.5x 27.2xmedian 16.5x
P/B now vs peer median 4.4xmedian 1.7x 8.0xmedian 1.7x
PEG now vs peer median -0.30median 0.72 —median 0.72

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 monthsTDUPGCT
Revenue $334.30M $1.47B
Gross profit $265.83M $351.40M
Operating income -$23.77M $170.80M
Net income -$22.23M $156.13M
Free cash flow $1.61M $157.64M
R&D – $10.20M
EPS (diluted) $-0.17 $4.27
Cash & equivalents $42.17M $334.50M
Total debt $17.72M –
Shares (diluted) 129.85M 36.55M
Enterprise value $64.10M $2.76B

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
MetricTDUPGCT
P/E -11.8x 13.9x
P/FCF 164.4x 27.2x
P/Operating cash flow 19.3x 25.3x
P/S 0.8x 2.9x
P/B 4.4x 8.0x
P/Tangible book 4.4x 8.1x
EV/EBITDA -23.6x 21.8x
EV/EBIT -9.7x 22.9x
EV/Revenue 0.7x 2.7x
EV/FCF 142.9x 24.8x
EV/Operating cash flow 16.7x 23.1x
PEG (3Y EPS CAGR) -0.30 –

Growth

14 metrics
MetricTDUPGCT
Revenue growth (1Y) 20.4% 22.9%
Revenue CAGR (3Y) 3.9% –
Gross profit growth (1Y) 20.3% 24.2%
Gross profit CAGR (3Y) 10.6% –
Operating income growth (1Y) 18.9% 28.9%
Operating income CAGR (3Y) 33.1% –
Net income growth (1Y) 60.9% 17.1%
Net income CAGR (3Y) 35.2% –
EPS growth (1Y) 63.8% 22.1%
EPS CAGR (3Y) 39.8% –
Operating cash flow growth (1Y) 28.2% -1.4%
Operating cash flow CAGR (3Y) 32.5% –
Free cash flow growth (1Y) 56.1% -2.9%
Free cash flow CAGR (3Y) 26.5% –

Profitability

14 metrics
MetricTDUPGCT
Gross margin 79.5% 24.0%
EBITDA margin -2.9% 12.2%
Operating margin -7.1% 11.6%
Pretax margin -6.7% 12.5%
Net margin -6.6% 10.6%
FCF margin 0.5% 10.7%
Operating cash flow margin 4.1% 11.5%
Return on equity -37.0% 29.9%
Return on assets -13.0% 12.5%
Return on invested capital -30.6% –
Return on capital employed -21.7% 18.9%
Asset turnover 2.0x 1.2x
Cash conversion (OCF / net income) -0.6x 1.1x
Stock comp / revenue 6.1% 0.8%

Financial Health

11 metrics
MetricTDUPGCT
Debt / assets 10.4% –
Debt / equity 0.3x –
Net debt / EBITDA 3.6x –
Debt / FCF 11.0x –
Liabilities / assets 64.3% 58.1%
Equity / assets 35.7% 41.9%
Interest coverage -14.9x 460.4x
Current ratio 1.0x 2.1x
Quick ratio 0.9x 1.3x
Cash ratio 0.9x 1.1x
Altman Z-score -1.89 5.91

Shareholder Returns

7 metrics
MetricTDUPGCT
Dividend yield – –
Net buyback yield -8.1% 2.1%
Shareholder yield -8.1% 2.1%
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.

ConsensusTDUPGCT
Forward P/E – 13.8xFY2026
EPS, next fiscal year $-0.16FY2026 $4.32FY2026
EPS growth, next FY – +20.3%FY2026
EPS growth, the year after – +25.2%
Revenue, next fiscal year $328.44MFY2026 $1.61BFY2026
Revenue growth, next FY +5.7%FY2026 +24.8%FY2026
Revenue growth, the year after +20.1% +2.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTDUPGCT
Held by institutions 97.1% 65.4%
Institutions holding 177 220
Change in shares held, QoQ +13.7% +14.0%
Institutions buying 114 136
Institutions selling 45 62
Buyers to sellers 2.53 2.19

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.

TDUPGCT
TDUP 1.00 0.09
GCT 0.09 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, TDUP and GCT?

GigaCloud Technology (GCT) is the largest by market capitalisation: ThredUp (TDUP) $265.22M, GigaCloud Technology (GCT) $4.29B.

Which company is growing faster?

GigaCloud Technology (GCT) grew revenue fastest over the trailing twelve months: ThredUp (TDUP) +20.4%, GigaCloud Technology (GCT) +22.9%.

Which company is more profitable?

GigaCloud Technology (GCT) has the highest net margin (ThredUp (TDUP) -6.6%, GigaCloud Technology (GCT) 10.6%).

Which stock has performed better?

Over the past year GigaCloud Technology (GCT) returned the most: ThredUp (TDUP) -77.5%, GigaCloud Technology (GCT) +108.7%. Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, GigaCloud Technology (GCT) has been the steadiest (ThredUp (TDUP) 98.1%, GigaCloud Technology (GCT) 67.2%). Volatility measures how widely the price swings, not the risk of the business.

Do TDUP and GCT move together?

Their daily returns over the past year have a correlation of 0.09, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, TDUP and GCT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, GigaCloud Technology (GCT) 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.