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Side-by-side financial comparison of Information Services Group Inc. (III) and ThredUp Inc. (TDUP). Click either name above to swap in a different company.
ThredUp Inc. is the larger business by last-quarter revenue ($81.7M vs $61.2M, roughly 1.3× Information Services Group Inc.). Information Services Group Inc. runs the higher net margin — 4.4% vs -7.9%, a 12.4% gap on every dollar of revenue. On growth, ThredUp Inc. posted the faster year-over-year revenue change (14.6% vs 2.7%). Over the past eight quarters, ThredUp Inc.'s revenue compounded faster (10.6% CAGR vs -2.4%).
EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...
ThredUp Inc. is an American company that operates an online resale platform specializing in the sale of second-hand clothing, footwear, and accessories. Founded in 2009 and headquartered in Oakland, California, it has established itself as one of the leading resale fashion marketplaces.
III vs TDUP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $61.2M | $81.7M |
| Net Profit | $2.7M | $-6.5M |
| Gross Margin | — | 79.2% |
| Operating Margin | 8.2% | 12.8% |
| Net Margin | 4.4% | -7.9% |
| Revenue YoY | 2.7% | 14.6% |
| Net Profit YoY | 82.5% | -24.1% |
| EPS (diluted) | $0.05 | $-0.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $61.2M | $81.7M | ||
| Q4 25 | $61.2M | $79.7M | ||
| Q3 25 | $62.4M | $82.2M | ||
| Q2 25 | $61.6M | $77.7M | ||
| Q1 25 | $59.6M | $71.3M | ||
| Q4 24 | $57.8M | $67.3M | ||
| Q3 24 | $61.3M | $61.5M | ||
| Q2 24 | $64.3M | $66.7M |
| Q1 26 | $2.7M | $-6.5M | ||
| Q4 25 | $2.6M | $-5.6M | ||
| Q3 25 | $3.1M | $-4.2M | ||
| Q2 25 | $2.2M | $-5.2M | ||
| Q1 25 | $1.5M | $-5.2M | ||
| Q4 24 | $3.0M | $-21.7M | ||
| Q3 24 | $1.1M | $-24.8M | ||
| Q2 24 | $2.0M | $-14.0M |
| Q1 26 | — | 79.2% | ||
| Q4 25 | 44.8% | 79.6% | ||
| Q3 25 | 42.2% | 79.4% | ||
| Q2 25 | 42.2% | 79.5% | ||
| Q1 25 | 43.1% | 79.1% | ||
| Q4 24 | 41.5% | 80.4% | ||
| Q3 24 | 40.4% | 79.3% | ||
| Q2 24 | 39.5% | 78.8% |
| Q1 26 | 8.2% | 12.8% | ||
| Q4 25 | 8.4% | -8.4% | ||
| Q3 25 | 7.4% | -5.3% | ||
| Q2 25 | 7.6% | -6.8% | ||
| Q1 25 | 5.7% | -7.6% | ||
| Q4 24 | 0.3% | -12.1% | ||
| Q3 24 | 7.0% | -17.0% | ||
| Q2 24 | 5.7% | -14.4% |
| Q1 26 | 4.4% | -7.9% | ||
| Q4 25 | 4.3% | -7.0% | ||
| Q3 25 | 4.9% | -5.2% | ||
| Q2 25 | 3.5% | -6.7% | ||
| Q1 25 | 2.5% | -7.3% | ||
| Q4 24 | 5.3% | -32.3% | ||
| Q3 24 | 1.9% | -40.3% | ||
| Q2 24 | 3.2% | -20.9% |
| Q1 26 | $0.05 | $-0.05 | ||
| Q4 25 | $0.06 | $-0.06 | ||
| Q3 25 | $0.06 | $-0.03 | ||
| Q2 25 | $0.04 | $-0.04 | ||
| Q1 25 | $0.03 | $-0.04 | ||
| Q4 24 | $0.07 | $-0.19 | ||
| Q3 24 | $0.02 | $-0.22 | ||
| Q2 24 | $0.04 | $-0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $39.0M |
| Total DebtLower is stronger | — | $17.7M |
| Stockholders' EquityBook value | — | $59.4M |
| Total Assets | — | $172.4M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.0M | ||
| Q4 25 | $28.7M | $38.6M | ||
| Q3 25 | $28.7M | $46.2M | ||
| Q2 25 | $25.2M | $41.0M | ||
| Q1 25 | $20.1M | $41.1M | ||
| Q4 24 | $23.1M | $31.9M | ||
| Q3 24 | $9.7M | $43.7M | ||
| Q2 24 | $11.8M | $44.8M |
| Q1 26 | — | $17.7M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $59.4M | ||
| Q4 25 | $94.7M | $59.2M | ||
| Q3 25 | $94.7M | $59.1M | ||
| Q2 25 | $94.1M | $60.2M | ||
| Q1 25 | $95.0M | $56.1M | ||
| Q4 24 | $96.3M | $56.3M | ||
| Q3 24 | $96.6M | $69.3M | ||
| Q2 24 | $95.5M | $86.5M |
| Q1 26 | — | $172.4M | ||
| Q4 25 | $211.0M | $167.2M | ||
| Q3 25 | $213.3M | $172.5M | ||
| Q2 25 | $200.7M | $173.6M | ||
| Q1 25 | $202.4M | $172.5M | ||
| Q4 24 | $204.5M | $171.2M | ||
| Q3 24 | $227.1M | $214.9M | ||
| Q2 24 | $235.3M | $231.2M |
| Q1 26 | — | 0.30× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $4.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.8M | ||
| Q4 25 | $5.1M | $-1.5M | ||
| Q3 25 | $11.1M | $6.0M | ||
| Q2 25 | $11.9M | $344.0K | ||
| Q1 25 | $978.0K | $5.7M | ||
| Q4 24 | $6.6M | $663.0K | ||
| Q3 24 | $8.8M | $3.3M | ||
| Q2 24 | $2.2M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $4.3M | $-3.2M | ||
| Q3 25 | $9.5M | $2.4M | ||
| Q2 25 | $11.1M | $-2.9M | ||
| Q1 25 | $141.0K | $3.9M | ||
| Q4 24 | $6.0M | $-1.8M | ||
| Q3 24 | $8.4M | $1.2M | ||
| Q2 24 | $1.3M | $-5.8M |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | -4.0% | ||
| Q3 25 | 15.2% | 2.9% | ||
| Q2 25 | 18.0% | -3.8% | ||
| Q1 25 | 0.2% | 5.5% | ||
| Q4 24 | 10.4% | -2.7% | ||
| Q3 24 | 13.7% | 2.0% | ||
| Q2 24 | 2.0% | -8.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 2.2% | ||
| Q3 25 | 2.5% | 4.4% | ||
| Q2 25 | 1.4% | 4.2% | ||
| Q1 25 | 1.4% | 2.5% | ||
| Q4 24 | 0.9% | 3.7% | ||
| Q3 24 | 0.6% | 3.5% | ||
| Q2 24 | 1.4% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.94× | — | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 5.46× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 2.15× | — | ||
| Q3 24 | 7.66× | — | ||
| Q2 24 | 1.07× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
