vs
Side-by-side financial comparison of OPKO HEALTH, INC. (OPK) and ThredUp Inc. (TDUP). Click either name above to swap in a different company.
OPKO HEALTH, INC. is the larger business by last-quarter revenue ($148.5M vs $81.7M, roughly 1.8× ThredUp Inc.). ThredUp Inc. runs the higher net margin — -7.9% vs -21.1%, a 13.1% gap on every dollar of revenue. On growth, ThredUp Inc. posted the faster year-over-year revenue change (14.6% vs -19.2%). Over the past eight quarters, ThredUp Inc.'s revenue compounded faster (10.6% CAGR vs -7.5%).
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
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.
OPK vs TDUP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $148.5M | $81.7M |
| Net Profit | $-31.3M | $-6.5M |
| Gross Margin | 43.1% | 79.2% |
| Operating Margin | -25.8% | 12.8% |
| Net Margin | -21.1% | -7.9% |
| Revenue YoY | -19.2% | 14.6% |
| Net Profit YoY | -322.8% | -24.1% |
| EPS (diluted) | $-0.04 | $-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 | — | $81.7M | ||
| Q4 25 | $148.5M | $79.7M | ||
| Q3 25 | $151.7M | $82.2M | ||
| Q2 25 | $156.8M | $77.7M | ||
| Q1 25 | $150.0M | $71.3M | ||
| Q4 24 | $183.6M | $67.3M | ||
| Q3 24 | $173.6M | $61.5M | ||
| Q2 24 | $182.2M | $66.7M |
| Q1 26 | — | $-6.5M | ||
| Q4 25 | $-31.3M | $-5.6M | ||
| Q3 25 | $21.6M | $-4.2M | ||
| Q2 25 | $-148.4M | $-5.2M | ||
| Q1 25 | $-67.6M | $-5.2M | ||
| Q4 24 | $14.0M | $-21.7M | ||
| Q3 24 | $24.9M | $-24.8M | ||
| Q2 24 | $-10.3M | $-14.0M |
| Q1 26 | — | 79.2% | ||
| Q4 25 | 43.1% | 79.6% | ||
| Q3 25 | 32.9% | 79.4% | ||
| Q2 25 | 31.5% | 79.5% | ||
| Q1 25 | 28.4% | 79.1% | ||
| Q4 24 | 46.1% | 80.4% | ||
| Q3 24 | 23.1% | 79.3% | ||
| Q2 24 | 28.4% | 78.8% |
| Q1 26 | — | 12.8% | ||
| Q4 25 | -25.8% | -8.4% | ||
| Q3 25 | 31.7% | -5.3% | ||
| Q2 25 | -38.3% | -6.8% | ||
| Q1 25 | -44.8% | -7.6% | ||
| Q4 24 | -18.0% | -12.1% | ||
| Q3 24 | 8.2% | -17.0% | ||
| Q2 24 | -33.9% | -14.4% |
| Q1 26 | — | -7.9% | ||
| Q4 25 | -21.1% | -7.0% | ||
| Q3 25 | 14.3% | -5.2% | ||
| Q2 25 | -94.7% | -6.7% | ||
| Q1 25 | -45.1% | -7.3% | ||
| Q4 24 | 7.6% | -32.3% | ||
| Q3 24 | 14.3% | -40.3% | ||
| Q2 24 | -5.7% | -20.9% |
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $-0.04 | $-0.06 | ||
| Q3 25 | $0.03 | $-0.03 | ||
| Q2 25 | $-0.19 | $-0.04 | ||
| Q1 25 | $-0.10 | $-0.04 | ||
| Q4 24 | $0.02 | $-0.19 | ||
| Q3 24 | $0.03 | $-0.22 | ||
| Q2 24 | $-0.01 | $-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 | $364.4M | $39.0M |
| Total DebtLower is stronger | $344.0M | $17.7M |
| Stockholders' EquityBook value | $1.3B | $59.4M |
| Total Assets | $1.9B | $172.4M |
| Debt / EquityLower = less leverage | 0.27× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.0M | ||
| Q4 25 | $364.4M | $38.6M | ||
| Q3 25 | $412.0M | $46.2M | ||
| Q2 25 | $267.3M | $41.0M | ||
| Q1 25 | $428.8M | $41.1M | ||
| Q4 24 | $426.6M | $31.9M | ||
| Q3 24 | $400.1M | $43.7M | ||
| Q2 24 | $40.6M | $44.8M |
| Q1 26 | — | $17.7M | ||
| Q4 25 | $344.0M | — | ||
| Q3 25 | $344.2M | — | ||
| Q2 25 | $343.3M | — | ||
| Q1 25 | $439.2M | — | ||
| Q4 24 | $437.2M | — | ||
| Q3 24 | $441.0M | — | ||
| Q2 24 | $201.9M | — |
| Q1 26 | — | $59.4M | ||
| Q4 25 | $1.3B | $59.2M | ||
| Q3 25 | $1.3B | $59.1M | ||
| Q2 25 | $1.3B | $60.2M | ||
| Q1 25 | $1.3B | $56.1M | ||
| Q4 24 | $1.4B | $56.3M | ||
| Q3 24 | $1.4B | $69.3M | ||
| Q2 24 | $1.4B | $86.5M |
| Q1 26 | — | $172.4M | ||
| Q4 25 | $1.9B | $167.2M | ||
| Q3 25 | $2.0B | $172.5M | ||
| Q2 25 | $2.0B | $173.6M | ||
| Q1 25 | $2.1B | $172.5M | ||
| Q4 24 | $2.2B | $171.2M | ||
| Q3 24 | $2.3B | $214.9M | ||
| Q2 24 | $2.0B | $231.2M |
| Q1 26 | — | 0.30× | ||
| Q4 25 | 0.27× | — | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | 0.14× | — |
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 | $-25.9M | $4.8M |
| Free Cash FlowOCF − Capex | $-28.6M | — |
| FCF MarginFCF / Revenue | -19.3% | — |
| Capex IntensityCapex / Revenue | 1.8% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-190.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.8M | ||
| Q4 25 | $-25.9M | $-1.5M | ||
| Q3 25 | $-34.6M | $6.0M | ||
| Q2 25 | $-83.4M | $344.0K | ||
| Q1 25 | $-34.6M | $5.7M | ||
| Q4 24 | $-44.4M | $663.0K | ||
| Q3 24 | $-77.1M | $3.3M | ||
| Q2 24 | $-26.4M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $-3.2M | ||
| Q3 25 | $-37.8M | $2.4M | ||
| Q2 25 | $-86.7M | $-2.9M | ||
| Q1 25 | $-37.7M | $3.9M | ||
| Q4 24 | $-49.8M | $-1.8M | ||
| Q3 24 | $-85.0M | $1.2M | ||
| Q2 24 | $-33.7M | $-5.8M |
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | -4.0% | ||
| Q3 25 | -24.9% | 2.9% | ||
| Q2 25 | -55.3% | -3.8% | ||
| Q1 25 | -25.2% | 5.5% | ||
| Q4 24 | -27.1% | -2.7% | ||
| Q3 24 | -49.0% | 2.0% | ||
| Q2 24 | -18.5% | -8.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 2.2% | ||
| Q3 25 | 2.1% | 4.4% | ||
| Q2 25 | 2.1% | 4.2% | ||
| Q1 25 | 2.1% | 2.5% | ||
| Q4 24 | 2.9% | 3.7% | ||
| Q3 24 | 4.6% | 3.5% | ||
| Q2 24 | 4.0% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -1.60× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -3.17× | — | ||
| Q3 24 | -3.10× | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
TDUP
Segment breakdown not available.