LCID
Lucid Group, Inc.
LCID has the edge over TDUP overall, supported by stronger fundamentals and lower modeled downside.
TDUP
ThredUp Inc.
TDUP offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
LCID Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
LCID's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
TDUP Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Strong |
TDUP's revenue and balance sheet are currently healthy, but its profitability and cash flow are under pressure.
LCID PE Valuation
LCID has no meaningful PE right now: it lost money over the past year.
TDUP PE Valuation
TDUP has no meaningful PE right now: it lost money over the past year.
LCID Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect LCID's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
TDUP Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Stable | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect TDUP's losses to grow, with revenue holding steady. However, they disagree widely on these estimates.
LCID Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$13.08 | -$2.57 |
| Q2 2026 | -$13.65 | -$2.35 |
| Q1 2026 | -$13.15 | -$1.25 |
| Q4 2025 | -$12.09 | +$0.41 |
| Q3 2025 | -$10.51 | +$2.49 |
| Q2 2025 | -$11.30 | +$0.40 |
| Q1 2025 | -$11.90 | +$0.40 |
| Q4 2024 | -$12.50 | +$1.10 |
LCID is still losing money, but less than at its worst: $13.08 per share over the past year, against $16.50 at its worst in mid-2023.
TDUP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.20 | +$0.10 |
| Q2 2026 | -$0.19 | +$0.30 |
| Q1 2026 | -$0.18 | +$0.40 |
| Q4 2025 | -$0.17 | +$0.52 |
| Q3 2025 | -$0.30 | +$0.34 |
| Q2 2025 | -$0.49 | +$0.10 |
| Q1 2025 | -$0.58 | +$0.06 |
| Q4 2024 | -$0.69 | -$0.01 |
TDUP has the edge over LCID on earnings, with more consistent year-over-year improvement.
LCID Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $350.3M | +4.1% |
| Q2 2026 | $405.3M | +56% |
| Q1 2026 | $282.5M | +20% |
| Q4 2025 | $522.7M | +123% |
| Q3 2025 | $336.6M | +68% |
| Q2 2025 | $259.4M | +29% |
| Q1 2025 | $235M | +36% |
| Q4 2024 | $234.5M | +49% |
LCID has the edge over TDUP on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -245% | +35 points |
| Q2 2026 | -267% | +43 points |
| Q1 2026 | -350% | -56 points |
| Q4 2025 | -204% | +109 points |
| Q3 2025 | -280% | +105 points |
| Q2 2025 | -310% | +83 points |
| Q1 2025 | -294% | +128 points |
| Q4 2024 | -313% | +156 points |
LCID's operating margin was −245% last quarter, up 35 points from the same quarter a year ago, near the top of its range since 2020.
TDUP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $88.2M | +7.4% |
| Q2 2026 | $90.8M | +17% |
| Q1 2026 | $81.7M | +15% |
| Q4 2025 | $79.7M | +188% |
| Q3 2025 | $82.2M | +13% |
| Q2 2025 | $77.7M | -2.6% |
| Q1 2025 | $71.3M | -10% |
| Q4 2024 | $27.7M | -66% |
TDUP's revenue has grown year over year for five quarters in a row: $88M last quarter, up 7.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -6% | -0.6 points |
| Q2 2026 | -6.7% | 0 points |
| Q1 2026 | -8.1% | -0.5 points |
| Q4 2025 | -8.4% | -64 points |
| Q3 2025 | -5.3% | +29 points |
| Q2 2025 | -6.8% | +11 points |
| Q1 2025 | -7.6% | +13 points |
| Q4 2024 | 55% | +73 points |
TDUP has the edge over LCID on profitability, with a higher operating margin.
LCID Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1B | -$84.2M |
| Q2 2026 | -$1.5B | -$463.2M |
| Q1 2026 | -$1.4B | -$849M |
| Q4 2025 | -$1.2B | -$417.1M |
| Q3 2025 | -$955.5M | -$333M |
| Q2 2025 | -$1B | -$271.6M |
| Q1 2025 | -$589.9M | +$125.1M |
| Q4 2024 | -$824.8M | -$77.6M |
LCID has burned cash in almost every quarter: −$5.2B over the past year, against −$3.4B the year before.
TDUP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $12K | -99% |
| Q2 2026 | $1.8M | +$4.7M |
| Q1 2026 | $643K | -84% |
| Q4 2025 | -$3.2M | -182% |
| Q3 2025 | $2.4M | +207% |
| Q2 2025 | -$2.9M | +$3.2M |
| Q1 2025 | $3.9M | +$4.2M |
| Q4 2024 | $3.9M | +$14.1M |
TDUP has the edge over LCID on cash flow, with more consistent year-over-year improvement.
LCID Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.3% | +12.5M shares |
| 1 year | +26% | +82.4M shares |
| 3 years | +73% | +166M shares |
LCID has 395M diluted shares, up 26% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | $2.2M |
| Q1 2020 | — |
TDUP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.5% | +2M shares |
| 1 year | +6.4% | +7.9M shares |
| 3 years | +24% | +25.9M shares |
| 5 years | +40% | +37.4M shares |
| Available history | +70% | +54.3M shares |
TDUP has the edge over LCID on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
LCID Net Leverage
LCID's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
TDUP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2025 | -2.2x | Net Cash |
TDUP has more cash than debt.
LCID Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.9 | Neutral |
| Stochastic | 7.1 | Oversold |
LCID's weekly RSI is 33 (neutral) and its Stochastic is 7 (oversold).
TDUP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.1 | Neutral |
| Stochastic | 5.4 | Oversold |
TDUP's weekly RSI is 30 (neutral) and its Stochastic is 5 (oversold).
LCID PE vs Consumer Cyclical Sector
LCID has no meaningful PE right now: it lost money over the past year.
TDUP PE vs Consumer Cyclical Sector
TDUP has no meaningful PE right now: it lost money over the past year.
LCID Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.53 | 7.9% below |
| 20 week MA | $4.88 | 33% below |
| 50 week MA | $7.33 | 56% below |
| 100 week MA | $15.4 | 79% below |
| 200 week MA | $31.9 | 90% below |
LCID is in a downtrend: it's below all five of its weekly moving averages, and 90% below its 200-week average.
TDUP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.00 | 25% below |
| 20 week MA | $3.36 | 55% below |
| 50 week MA | $4.39 | 66% below |
| 100 week MA | $5.27 | 72% below |
| 200 week MA | $3.68 | 59% below |
TDUP is in a downtrend: it's below all five of its weekly moving averages, and 59% below its 200-week average.
LCID Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $98.9 | $100.4 | +1.5% |
| 2021 | $100.4 | $376.4 | +275% |
| 2022 | $376.4 | $67.0 | -82% |
| 2023 | $67.0 | $42.1 | -37% |
| 2024 | $42.1 | $32.0 | -24% |
| 2025 | $32.0 | $11.4 | -64% |
| 2026 YTD | $11.4 | $3.25 | -72% |
LCID has the edge over TDUP on returns for 2026, with the stronger performance.
TDUP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $20.0 | $13.3 | -34% |
| 2022 | $13.3 | $1.34 | -90% |
| 2023 | $1.34 | $2.25 | +68% |
| 2024 | $2.25 | $1.39 | -38% |
| 2025 | $1.39 | $6.23 | +348% |
| 2026 YTD | $6.23 | $1.50 | -76% |
TDUP's yearly returns have swung widely, from +348% in 2025 to −90% in 2022. It's down 76% so far in 2026.