TDUP vs CODI

Comparison between ThredUp Inc - Class A (TDUP, Company) and Compass Diversified Holdings (CODI, Company).

TDUP is from the Consumer Cyclical sector, while CODI is from the Industrials sector.

5-Year PerformanceCODI has outperformed TDUP, delivering a return of -13.3% compared to -27.0%

TDUP vs CODI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TDUP(COMPANY)	CODI(COMPANY)
Market Cap	$779M	$778M
Max Drawdown	98.32%	85.84%
Sharpe Ratio	-0.31	0.82
5Y Beta	1.44	0.97
Industry	Internet Retail	Conglomerates
P/E Ratio	-35.51	-10.81
Forward P/E	N/A	11.88
PEG Ratio	N/A	2.65
Dividend Yield	N/A	2.40%
5Y Dividends CAGR	N/A	-7.03%
Debt to Equity	29.87%	464.24%
Free Cash Flow Yield	-2.36%	1.30%
P/S Ratio	2.43	0.42
P/B Ratio	13.95	12.91

Market Cap

Winner

TDUP

$779M

CODI

$778M

Max Drawdown

TDUP

98.32%

Winner

CODI

85.84%

Sharpe Ratio

TDUP

-0.31

Winner

CODI

0.82

5Y Beta

TDUP

1.44

Winner

CODI

0.97

Industry

TDUP

Internet Retail

CODI

Conglomerates

P/E Ratio

Winner

TDUP

-35.51

CODI

-10.81

Forward P/E

TDUP

N/A

CODI

11.88

PEG Ratio

TDUP

N/A

CODI

2.65

Dividend Yield

TDUP

N/A

CODI

2.40%

5Y Dividends CAGR

TDUP

N/A

CODI

-7.03%

Debt to Equity

Winner

TDUP

29.87%

CODI

464.24%

Free Cash Flow Yield

TDUP

-2.36%

Winner

CODI

1.30%

P/S Ratio

TDUP

2.43

Winner

CODI

0.42

P/B Ratio

TDUP

13.95

Winner

CODI

12.91

TDUP vs CODI - Historical Returns

Returns include dividend reinvestment.

Period	TDUP	CODI
1 month	-12.84%	-1.28%
3 months	+35.39%	-12.79%
6 months	+9.83%	+64.26%
1 year	-28.75%	+48.89%
5 years(CAGR)	-27.01%	-13.29%
10 years(CAGR)	N/A	+0.74%
Max(CAGR)	-20.99%	+5.81%

TDUP

-12.84%

Winner

CODI

-1.28%

Winner

TDUP

+35.39%

CODI

-12.79%

TDUP

+9.83%

Winner

CODI

+64.26%

TDUP

-28.75%

Winner

CODI

+48.89%

5Y(CAGR)

TDUP

-27.01%

Winner

CODI

-13.29%

10Y(CAGR)

TDUP

N/A

CODI

+0.74%

Max(CAGR)

TDUP

-20.99%

Winner

CODI

+5.81%

TDUP vs CODI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TDUP	CODI
2026	-6.10%	+115.48%
2025	+353.19%	-78.33%
2024	-38.77%	+6.66%
2023	+90.68%	+22.82%
2022	-90.42%	-38.51%
2021	-36.20%	+71.72%
2020	N/A	-16.37%
2019	N/A	+110.43%
2018	N/A	-19.82%
2017	N/A	+0.53%
2016	N/A	+22.19%
2015	N/A	+6.56%
2014	N/A	-8.69%
2013	N/A	+42.52%
2012	N/A	+26.36%
2011	N/A	-23.96%
2010	N/A	+49.54%
2009	N/A	+22.38%
2008	N/A	-14.12%
2007	N/A	-9.40%
2006	N/A	+18.04%

TDUP vs CODI Drawdown Comparison

The maximum drawdown for TDUP was -98.32%, occurring on Nov 4, 2024. This drawdown has not yet recovered.

The maximum drawdown for CODI was -83.29%, occurring on Jan 2, 2026. This drawdown has not yet recovered.

The current TDUP drawdown is -81.85%. The current CODI drawdown is -63.98%.

Rank	TDUP	CODI
#1	-98.32% Mar 29, 2021 - Nov 4, 2024	-83.29% Dec 10, 2021 - Jan 2, 2026
#2	N/A	-56.83% Dec 26, 2019 - Mar 2, 2021
#3	N/A	-54.51% Jul 17, 2007 - Mar 1, 2010
#4	N/A	-34.83% Sep 14, 2018 - Jun 4, 2019
#5	N/A	-33.88% Jan 14, 2011 - Jan 10, 2013
#6	N/A	-16.86% Apr 12, 2010 - Sep 20, 2010
#7	N/A	-15.07% Oct 31, 2014 - Apr 18, 2016
#8	N/A	-14.62% Nov 25, 2016 - Oct 6, 2017
#9	N/A	-13.41% Feb 7, 2007 - Jun 22, 2007
#10	N/A	-12.33% Jan 21, 2014 - Oct 31, 2014
#11	N/A	-12.19% Oct 17, 2017 - Jun 8, 2018
#12	N/A	-12.18% Sep 3, 2021 - Nov 5, 2021
#13	N/A	-10.11% May 22, 2006 - Sep 15, 2006
#14	N/A	-9.21% May 5, 2021 - Aug 6, 2021
#15	N/A	-8.68% Nov 15, 2021 - Dec 7, 2021