Yatsen (NYSE:YSG – Get Free Report) and ThredUp (NASDAQ:TDUP – Get Free Report) are both small-cap consumer staples companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, earnings, institutional ownership, analyst recommendations, valuation, profitability and risk.
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 | 0.37 | -$11.56 million | ($0.13) | -18.88 |
| ThredUp | $310.81 million | 1.69 | -$20.21 million | ($0.16) | -25.44 |
Analyst Ratings
This is a breakdown of recent ratings and price targets for Yatsen and ThredUp, as reported 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 124.57%. Given ThredUp’s stronger consensus rating and higher possible upside, analysts clearly believe ThredUp is more favorable than Yatsen.
Institutional and Insider Ownership
89.1% of ThredUp shares are owned by institutional investors. 29.0% of Yatsen shares are owned by company insiders. Comparatively, 23.1% of ThredUp shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
Profitability
This table compares Yatsen and ThredUp’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Yatsen | -1.87% | -2.65% | -2.04% |
| ThredUp | -6.68% | -36.11% | -12.53% |
Risk and Volatility
Yatsen has a beta of -1.65, suggesting that its share price is 265% less volatile than the S&P 500. Comparatively, ThredUp has a beta of 2.07, suggesting that its share price is 107% more volatile than the S&P 500.
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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