Floor & Decor Holdings Inc (FND)vsThredUp Inc (TDUP)
FND
Floor & Decor Holdings Inc
$50.78
-3.05%
CONSUMER CYCLICAL · Cap: $5.77B
TDUP
ThredUp Inc
$4.80
+5.03%
CONSUMER CYCLICAL · Cap: $640.04M
Smart Verdict
WallStSmart Research — data-driven comparison
Floor & Decor Holdings Inc generates 1356% more annual revenue ($4.68B vs $321.19M). FND leads profitability with a 4.3% profit margin vs -6.7%. FND earns a higher WallStSmart Score of 40/100 (D).
FND
Hold40
out of 100
Grade: D
TDUP
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.9%
Fair Value
$81.06
Current Price
$50.78
$30.28 discount
Margin of Safety
+18.2%
Fair Value
$5.50
Current Price
$4.80
$0.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.3% margin — thin
Operating margin of 4.5%
Trading at 10.2x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -36.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : FND
The strongest argument for FND centers on Price/Book.
Bull Case : TDUP
Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : FND
The primary concerns for FND are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.3% margins leave little buffer for downturns.
Bear Case : TDUP
The primary concerns for TDUP are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
FND profiles as a value stock while TDUP is a turnaround play — different risk/reward profiles.
TDUP carries more volatility with a beta of 2.06 — expect wider price swings.
TDUP is growing revenue faster at 14.6% — sustainability is the question.
FND generates stronger free cash flow (46M), providing more financial flexibility.
Bottom Line
FND scores higher overall (40/100 vs 32/100). TDUP offers better value entry with a 18.2% margin of safety. Both earn "Hold" 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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