Yatsen (NYSE:YSG – Get Free Report) and ThredUp (NASDAQ:TDUP – Get Free Report) are both small-cap consumer staples companies, but which is the superior stock? We will compare the two businesses based on the strength of their valuation, institutional ownership, earnings, risk, profitability, analyst recommendations and dividends.
Analyst Recommendations
This is a summary of recent ratings and price targets for Yatsen and ThredUp, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Yatsen | 1 | 0 | 0 | 0 | 1.00 |
| ThredUp | 1 | 1 | 3 | 2 | 2.86 |
ThredUp has a consensus price target of $9.14, indicating a potential upside of 113.05%. Given ThredUp’s stronger consensus rating and higher possible upside, analysts plainly believe ThredUp is more favorable than Yatsen.
Profitability
| Net Margins | Return on Equity | Return on Assets | |
| Yatsen | -1.87% | -2.65% | -2.04% |
| ThredUp | -6.68% | -36.11% | -12.53% |
Earnings & Valuation
This table compares Yatsen and ThredUp”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Yatsen | $614.62 million | 0.40 | -$11.56 million | ($0.13) | -19.96 |
| ThredUp | $310.81 million | 1.78 | -$20.21 million | ($0.16) | -26.81 |
Yatsen has higher revenue and earnings than ThredUp. ThredUp is trading at a lower price-to-earnings ratio than Yatsen, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk
Yatsen has a beta of -1.65, indicating that its share price is 265% less volatile than the S&P 500. Comparatively, ThredUp has a beta of 2.07, indicating that its share price is 107% more volatile than the S&P 500.
Institutional and Insider Ownership
89.1% of ThredUp shares are held by institutional investors. 29.0% of Yatsen shares are held by insiders. Comparatively, 23.1% of ThredUp shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Summary
Yatsen beats ThredUp on 8 of the 15 factors compared between the two stocks.
About Yatsen
Yatsen Holding Limited, together with its subsidiaries, engages in the development and sale of beauty products under the Perfect Diary, Little Ondine, Pink Bear, Abby’s Choice, GalÃnic, DR.WU, Eve Lom, and EANTiM brands in the People’s Republic of China. The company offers color cosmetics for lips, eyes, and face; skin care products, including face serums and creams, eye creams, masks, toners, makeup removers, cleansers, ampoules, and anti-acne patches; and beauty tools and kits, sunscreen products, and beauty devices. It sells its products through stores and online channel. The company was formerly known as Mangrove Bay Ecommerce Holding (Cayman) and changed its name to Yatsen Holding Limited in January 2019. Yatsen Holding Limited was founded in 2016 and is headquartered in Guangzhou, China.
About ThredUp
ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States and internationally. Its platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.
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