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Company Analysis

The RealReal, Inc. REAL

A comprehensive view of key metrics, scores, and financial health for The RealReal, Inc.

Overview of The RealReal, Inc.

REAL NMS
Consumer Cyclical Luxury Goods Small Cap
The RealReal, Inc. (REAL), is a Small Cap company, in the Luxury Goods industry, last closed at $9.56, about 14.9% overvalued vs fair value, +60.9% 1Y return, ranked 397/539 in sector.
$9.56
-4.11%
As of March 13, 2026
Previous close • Vol 90d: 77.7%
52-Week Range
Market Cap
$1.35B
Enterprise Value
$1.66B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.therealreal.com
HQ San Francisco, CA
Employees 3,011
Fiscal year Dec 31

Next Events

Earnings May 11 Estimated

Fair Value Snapshot

Bear Base Bull
$7
$8
$9
Current: $9.56 -15% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$692.8M
15.4%%
Gross Profit
$516.8M
15.5%%
Operating Income
$-23.9M
57.5%%
Net Income
$-41.8M
68.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-1.9%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$278.9M
34950.9% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
7
Active Leaks
4/7
Improving
1
High Impact
5
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating The RealReal, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
38
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Weak
25
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 85% Coverage
Trade-Off Triangle Visualization A ternary plot showing REAL's balance between Growth (50.9%), Profitability (24.0%), and Safety (25.1%). Growth 51% Safety 25% Profitability 24%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

89th percentile vs peers
89
Key Signals
Rev Growth YoY 15.4% 95p Revenue CAGR 3Y 4.7% 85p EPS Growth YoY 24.8% 85p
Strengths
  • Growth performance in top 20% of peers (percentile: 89)
  • Rev Growth Yoy in top 20% of peers (15.4%, 95th percentile)
  • Revenue Cagr 3Y in top 20% of peers (4.7%, 85th percentile)
  • Eps Growth Yoy in top 20% of peers (24.8%, 85th percentile)
  • Gross Profit Margin in top 20% of peers (74.6%, 85th percentile)
Risks

No significant risks identified for this axis.

Profitability

42th percentile vs peers
42
Key Signals
Strengths
Risks
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Safety

43th percentile vs peers
44
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for The RealReal, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$8.14
- - -
-14.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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