RIVN
Rivian Automotive, Inc.
RIVN has the edge over TDUP overall, supported by lower modeled downside and stronger fundamentals.
TDUP
ThredUp Inc.
TDUP offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
RIVN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
RIVN'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.
RIVN PE Valuation
RIVN 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.
RIVN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
RIVN has the edge over TDUP on the outlook, with more favorable earnings and revenue expectations.
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.
RIVN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.25 | +$0.83 |
| Q2 2026 | -$2.58 | +$0.62 |
| Q1 2026 | -$2.92 | +$0.77 |
| Q4 2025 | -$3.07 | +$1.62 |
| Q3 2025 | -$3.08 | +$2.52 |
| Q2 2025 | -$3.20 | +$2.76 |
| Q1 2025 | -$3.69 | +$2.08 |
| Q4 2024 | -$4.69 | +$1.05 |
RIVN has the edge over TDUP on earnings, with more consistent year-over-year improvement.
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 is still losing money, but far less than before: $0.20 per share over the past year, against $1.35 at its worst in late 2021.
RIVN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.2B | +38% |
| Q2 2026 | $1.7B | +27% |
| Q1 2026 | $1.4B | +11% |
| Q4 2025 | $1.3B | -26% |
| Q3 2025 | $1.6B | +78% |
| Q2 2025 | $1.3B | +13% |
| Q1 2025 | $1.2B | +3% |
| Q4 2024 | $1.7B | +32% |
RIVN has the edge over TDUP on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -41% | +22 points |
| Q2 2026 | -50% | +35 points |
| Q1 2026 | -64% | -11 points |
| Q4 2025 | -65% | -27 points |
| Q3 2025 | -63% | +71 points |
| Q2 2025 | -86% | +33 points |
| Q1 2025 | -53% | +70 points |
| Q4 2024 | -38% | +82 points |
RIVN's operating margin was −41% last quarter, up 22 points from the same quarter a year ago, near the top of its range since 2021.
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 RIVN on profitability, with a higher operating margin.
RIVN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.1B | -$703M |
| Q2 2026 | -$849M | -$451M |
| Q1 2026 | -$1.1B | -$549M |
| Q4 2025 | -$1.1B | -234% |
| Q3 2025 | -$421M | +$732M |
| Q2 2025 | -$398M | +$639M |
| Q1 2025 | -$526M | +$997M |
| Q4 2024 | $856M | +$2.3B |
RIVN has burned cash in almost every quarter: −$4.2B over the past year, against −$489M 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 RIVN on cash flow, with more consistent year-over-year improvement.
RIVN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +9.1% | +121M shares |
| 1 year | +19% | +226M shares |
| 3 years | +52% | +494M shares |
RIVN has 1.4B diluted shares, up 19% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | $6M |
| Q3 2020 | — |
| Q2 2020 | — |
| 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 RIVN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
RIVN Net Leverage
RIVN'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.
RIVN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 25.6 | Neutral |
RIVN's weekly RSI is 41 (neutral) and its Stochastic is 26 (neutral).
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).
RIVN PE vs Consumer Cyclical Sector
RIVN 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.
RIVN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.3 | 3.9% below |
| 20 week MA | $15.1 | 15% below |
| 50 week MA | $15.9 | 19% below |
| 100 week MA | $14.7 | 13% below |
| 200 week MA | $15.1 | 15% below |
RIVN is in a downtrend: it's below all five of its weekly moving averages, and 15% 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.
RIVN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $130.0 | $96.8 | -25% |
| 2022 | $96.8 | $19.1 | -80% |
| 2023 | $19.1 | $23.5 | +23% |
| 2024 | $23.5 | $13.7 | -42% |
| 2025 | $13.7 | $20.9 | +53% |
| 2026 YTD | $20.9 | $12.8 | -39% |
RIVN 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.