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Operates an online and physical consignment marketplace for authenticated luxury resale goods such as handbags and jewelry.
Operates an online and physical consignment marketplace for authenticated luxury resale goods such as handbags and jewelry.
Takes a commission on each item it sells for consignors after authenticating, photographing and listing it, with a smaller part of sales coming from items it buys outright. In-house experts authenticate every piece, and that checking is what separates it from open peer-to-peer resale sites.
Moat: narrow (brand, process know-how, data). In-house authentication expertise and consignor trust built over years differentiate from unverified peer-to-peer resale.
Headquarters: San Francisco, California, United States · Founded: 2011 · Employees: 3,140
Size RealReal (REAL) is a United States Consumer Discretionary company (Internet Retail) with a market value of $1.61B, the 1944th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.87 on 6 Nov 2026.
Performance Over six months the shares gained 25.4%, against +3.8% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 18.1% over the last twelve months (peer median +7.7%); the operating margin is 0.4% (peer median 6.4%).
Valuation It trades at 47.8× forward earnings against a peer median of 22.7× (2nd most expensive of 17).
Credit RealReal has 1 bond outstanding ($190M).
Short interest Short interest is 14.4% of the free float (15 Oct 2026).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $782M | $693M | $600M | $549M | $603M |
| Revenue growth | — | +15% | +9% | -9% | — |
| Gross profit | $552M | $484M | $414M | $345M | $321M |
| EBITDA | $52.5M | $25.1M | -$7.41M | -$73.0M | -$141M |
| Net income | -$11.1M | -$41.8M | -$134M | -$168M | -$196M |
| Free cash flow | $19.2M | -$1.07M | -$4.50M | -$103M | -$128M |
| Capital expenditure | $39.0M | $31.5M | $26.0M | $42.1M | $36.9M |
| Total debt | $463M | $463M | $547M | $577M | $596M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| RealReal REAL | $1.61B | +25% | +18% | 0% | 47.8× | n/a |
| thredUP TDUP | n/a | +26% | n/a | n/a | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | REAL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +33.8% | +0.2% | 2nd highest of 21 |
| 6-month return | +25.4% | +3.8% | 5th highest of 21 |
| Distance from 52-week high | -26.0% | -27.9% | 10th highest of 21 |
| Revenue growth (TTM) | +18.1% | +7.7% | 5th highest of 21 |
| Operating margin | 0.4% | 6.4% | 6th lowest of 21 |
| Forward P/E | 47.8× | 22.7× | 2nd most expensive of 17 |
| EV / EBITDA | 36.9× | 12.4× | most expensive of 10 |
| Net debt / EBITDA | 6.3× | -0.2× | 3rd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| RealReal REAL | United States | $1.61B | +25% | +18% | 0% | 47.8× | n/a | n/a |
| Global Industrial GIC | United States | $1.77B | +59% | +10% | 8% | 22.4× | 1.3% | +6.0% |
| LuxExperience B.V. Sponsored ADR LUXE | United States | $1.40B | +20% | +111% | -6% | 194.0× | n/a | n/a |
| Liquidity Services LQDT | United States | $1.37B | +21% | +5% | 9% | 24.8× | 16.2% | +18.3% |
| Revolve RVLV | United States | $1.32B | -11% | +15% | 6% | 20.4× | n/a | n/a |
| Guangzhou Ruoyuchen Technology 003010.SZ | China | $1.31B | -8% | +75% | 10% | 23.0× | 1.7% | +24.7% |
| Vedant Fashions MANYAVAR.NS | India | $1.22B | +6% | +2% | 32% | 29.6× | 21.4% | +21.5% |
| Akso Health Group Sponsored ADR AHG | United States | $1.14B | -34% | -6% | -29% | n/a | n/a | n/a |
| NanJi E-Commerce 002127.SZ | China | $1.05B | -1% | -28% | -12% | 29.9× | 6.4% | -9.0% |
| IndiaMART InterMESH INDIAMART.NS | India | $985M | -26% | +12% | 34% | 17.0× | 8.2% | +18.6% |
| Huakai Yibai Technology 300592.SZ | China | $966M | +27% | -11% | 7% | 15.7× | 3.4% | +132.3% |
| THG THG.L | United Kingdom | $877M | +30% | +10% | -1% | n/a | n/a | n/a |
| Petco Health & Wellness WOOF | United States | $848M | +5% | -1% | 3% | 12.5× | 6.6% | +3.9% |
| Hangzhou Onechance Tech Crop 300792.SZ | China | $839M | -32% | -19% | 9% | 46.2× | 19.9% | -3.7% |
| Aucnet 3964.T | Japan | $824M | +12% | +12% | 15% | 15.5× | 0.1% | +21.6% |
| Xingyun Technology 300209.SZ | China | $3.15B | +30% | +978% | 23% | n/a | n/a | n/a |
| Global Top E-Commerce 002640.SZ | China | $757M | -12% | -6% | 1% | n/a | 33.4% | -19.8% |
| AO World AO..L | United Kingdom | $687M | +6% | +11% | 4% | 13.3× | 3.0% | -5.3% |
| Mercari 4385.T | Japan | $3.76B | -5% | +19% | 19% | 15.6× | n/a | n/a |
| ASKUL 2678.T | Japan | $682M | +2% | -20% | -5% | 29.2× | n/a | n/a |
| Yiwu Huading Nylon 601113.SS | China | $670M | -28% | -5% | 1% | 41.2× | n/a | n/a |
RealReal has 1 bond outstanding with $190M face value.