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JOUT vs TDUP

JOUT
Johnson Outdoors Inc.
NEUTRAL
Price
$51.62
Market Cap
$539.6M
Sector
Consumer Cyclical
AI Confidence
80%
TDUP
ThredUp Inc.
BEARISH
Price
$4.28
Market Cap
$552.1M
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
JOUT
--
TDUP
--
Forward P/E
JOUT
21.33
TDUP
-54.87
P/B Ratio
JOUT
1.28
TDUP
9.18
P/S Ratio
JOUT
0.86
TDUP
1.78
EV/EBITDA
JOUT
20.24
TDUP
-70.66

Profitability

Gross Margin
JOUT
36.36%
TDUP
79.39%
Operating Margin
JOUT
-2.07%
TDUP
-7.04%
Profit Margin
JOUT
-3.56%
TDUP
-6.5%
ROE
JOUT
-5.22%
TDUP
-35.0%
ROA
JOUT
0.12%
TDUP
-7.64%

Growth

Revenue Growth
JOUT
30.9%
TDUP
18.5%
Earnings Growth
JOUT
--
TDUP
--

Financial Health

Debt/Equity
JOUT
0.11
TDUP
0.88
Current Ratio
JOUT
3.78
TDUP
0.91
Quick Ratio
JOUT
2.0
TDUP
0.81

Dividends

Dividend Yield
JOUT
2.56%
TDUP
--
Payout Ratio
JOUT
272.34%
TDUP
0.0%

AI Verdict

JOUT NEUTRAL

JOUT exhibits a stable financial foundation with a Piotroski F-Score of 5/9 and an exceptionally clean balance sheet (Debt/Equity 0.11). While the company has achieved impressive revenue growth of 30.9% and a strong 1-year price rally, it remains fundamentally unprofitable with negative net and operating margins. The dividend is currently unsustainable, featuring a payout ratio of 272.34%, and insider activity is bearish. The valuation is stretched relative to earnings, as evidenced by a PEG ratio of 3.21.

Strengths
Very low leverage with a Debt/Equity ratio of 0.11
Strong liquidity position with a Current Ratio of 3.78
Robust top-line growth (30.9% YoY Revenue Growth)
Risks
Negative profitability (Profit Margin -3.56%, ROE -5.22%)
Unsustainable dividend payout ratio of 272.34%
Bearish insider sentiment with consistent selling and zero buys
TDUP BEARISH

TDUP exhibits severe financial fragility, highlighted by a weak Piotroski F-Score of 2/9 and a Current Ratio of 0.91, indicating potential liquidity distress. Despite a 'Strong Buy' analyst consensus and a target price of $8.70, there is a stark divergence between external projections and internal behavior, as the CEO, CFO, and COO have all engaged in significant selling. While gross margins are impressive at 79.39% and revenue growth remains positive, the company's inability to achieve profitability and its high Price-to-Book ratio (9.18) suggest the stock is fundamentally overvalued. The combination of poor deterministic health scores and bearish insider sentiment outweighs the optimistic analyst targets.

Strengths
Strong Gross Margin of 79.39%
Positive YoY Revenue Growth of 18.50%
Significant Q/Q Revenue spike of 188.08%
Risks
Critical financial health (Piotroski F-Score 2/9)
Liquidity risk with a Current Ratio below 1.0 (0.91)
Heavy insider selling by the entire C-suite (CEO, CFO, COO)

Compare Another Pair

JOUT vs TDUP: Head-to-Head Comparison

This page compares Johnson Outdoors Inc. (JOUT) and ThredUp Inc. (TDUP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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