Floor & Decor Holdings Inc (FND)vsThredUp Inc (TDUP)
FND
Floor & Decor Holdings Inc
$47.28
-0.27%
CONSUMER CYCLICAL · Cap: $5.03B
TDUP
ThredUp Inc
$2.48
+2.48%
CONSUMER CYCLICAL · Cap: $325.71M
Smart Verdict
WallStSmart Research — data-driven comparison
Floor & Decor Holdings Inc generates 1309% more annual revenue ($4.71B vs $334.30M). FND leads profitability with a 4.9% profit margin vs -6.7%. FND earns a higher WallStSmart Score of 53/100 (C-).
FND
Buy53
out of 100
Grade: C-
TDUP
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.8%
Fair Value
$80.92
Current Price
$47.28
$33.64 discount
Margin of Safety
+17.9%
Fair Value
$5.48
Current Price
$2.48
$3.00 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 53.4% YoY
Reasonable price relative to book value
16.9% revenue growth
Areas to Watch
Expensive relative to growth rate
3.0% revenue growth
4.9% margin — thin
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -36.6% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : FND
The strongest argument for FND centers on EPS Growth, Price/Book.
Bull Case : TDUP
The strongest argument for TDUP centers on Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bear Case : FND
The primary concerns for FND are PEG Ratio, Revenue Growth, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Bear Case : TDUP
The primary concerns for TDUP are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
FND profiles as a value stock while TDUP is a growth play — different risk/reward profiles.
TDUP carries more volatility with a beta of 1.98 — expect wider price swings.
TDUP is growing revenue faster at 16.9% — sustainability is the question.
FND generates stronger free cash flow (96M), providing more financial flexibility.
Bottom Line
FND scores higher overall (53/100 vs 34/100). TDUP offers better value entry with a 17.9% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Floor & Decor Holdings Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Floor & Decor Holdings, Inc. is a multi-channel specialty retailer of hard surface flooring and related accessories. The company is headquartered in Atlanta, Georgia.
Visit Website →ThredUp Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
ThredUp Inc. operates online resale platforms that allow consumers to buy and sell second-hand clothing, shoes, and accessories for women and children. The company is headquartered in Oakland, California.
Visit Website →Compare with Other HOME IMPROVEMENT RETAIL Stocks
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