TheRealReal, Inc.(REAL)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,252 of 2,962 stocks
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in REAL
Events flagged as statistical outliers against REAL's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-06
REAL quality score dropped 20 points (54→34) on a new filing
View source filing →
REAL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for TheRealReal, Inc. (REAL), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores REAL at 36.8/100 on a 32-signal composite quality model, placing it at rank #2,252 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (7.8) and balance sheet strength (10.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 27.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TheRealReal, Inc. reports quarterly revenue of $192.6M, net income of $-27.2M, an operating margin of -1.2%. Top institutional holders of REAL by reported 13-F value include BlackRock, Divisadero Street Capital Management, FMR, based on the most recent SEC filings. REAL trades on the Nasdaq exchange and files with the SEC under CIK 1573221. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate REAL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TheRealReal, Inc. directly from SEC EDGAR. TheRealReal, Inc.'s 13F Pro composite quality score has ranged between 28 and 58 since 2024, currently 36.8 — an improving long-term trajectory across 55 quarterly and live scoring snapshots.
Revenue
Q2 2026
$192.6M
Net Income
Q2 2026
$-27.2M
Free Cash Flow
Q2 2026
$-2.4M
Operating Margin
Q2 2026
-1.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+15.4% YoYNet Income
+68.9% YoYOperating Income
+57.6% YoYEPS (Diluted)
+43.5% YoYTotal Assets
-3.3% YoYOp. Cash Flow
+37.9% YoYFree Cash Flow
+45.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $692.8M +15.4% | $600.5M +9.3% | $549.3M -9.0% | $603.5M +29.0% | $467.7M +55.9% | $299.9M |
| Net Income | $-41.8M +68.9% | $-134.2M +20.3% | $-168.5M +14.2% | $-196.4M +16.8% | $-236.1M -34.3% | $-175.8M |
| Operating Income | $-23.9M +57.6% | $-56.5M +66.0% | $-166.3M +12.1% | $-189.2M +12.0% | $-214.9M -24.4% | $-172.8M |
| EPS (Diluted) | $-0.70 +43.5% | $-1.24 +24.8% | $-1.65 +19.5% | $-2.05 +20.5% | $-2.58 -28.4% | $-2.01 |
| Total Assets | $409.0M -3.3% | $423.1M -5.3% | $446.9M -27.4% | $615.6M -18.5% | $754.9M +24.8% | $605.1M |
| Operating Cash Flow | $37.0M +37.9% | $26.8M +143.8% | $-61.3M +33.1% | $-91.6M +35.6% | $-142.2M -5.8% | $-134.4M |
| Free Cash Flow | $18.4M +45.8% | $12.6M +113.9% | $-90.4M +21.0% | $-114.4M +36.3% | $-179.6M -17.7% | $-152.7M |
Get alerted when REAL's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for TheRealReal, Inc. including:
Top Institutional Holders of REAL
BlackRock, Inc.
$134.5M11,408,817 shDivisadero Street Capital Management, LP
$108.4M9,198,248 shFMR LLC
$59.5M5,045,191 shD. E. Shaw & Co., Inc.
$57.6M4,881,501 shVANGUARD CAPITAL MANAGEMENT LLC
$55.6M4,713,711 shTWO SIGMA INVESTMENTS, LP
$47.1M3,996,366 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$46.4M3,936,756 shAMERICAN CENTURY COMPANIES INC
$43.8M3,718,683 shWoodson Capital Management, LP
$38.9M3,300,000 shSTATE STREET CORP
$37.3M3,161,327 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $134.5M | 11,408,817 |
| Divisadero Street Capital Management, LP | $108.4M | 9,198,248 |
| FMR LLC | $59.5M | 5,045,191 |
| D. E. Shaw & Co., Inc. | $57.6M | 4,881,501 |
| VANGUARD CAPITAL MANAGEMENT LLC | $55.6M | 4,713,711 |
| TWO SIGMA INVESTMENTS, LP | $47.1M | 3,996,366 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $46.4M | 3,936,756 |
| AMERICAN CENTURY COMPANIES INC | $43.8M | 3,718,683 |
| Woodson Capital Management, LP | $38.9M | 3,300,000 |
| STATE STREET CORP | $37.3M | 3,161,327 |
Companies Similar to REAL
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
Stitch Fix, Inc.
Savers Value Village, Inc.
KURA SUSHI USA, INC.
Citi Trends Inc
Wayfair Inc.
Array Technologies, Inc.
ThredUp Inc.
ONE Group Hospitality, Inc.
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Consumer Discretionary Companies
View all Consumer Discretionary →Put REAL on your watchlist
Track score changes the day TheRealReal, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is REAL a good stock to buy?
13F Pro's AI-powered analysis of TheRealReal, Inc. (REAL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for REAL are available on the REAL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. REAL is classified as a small company.
Which hedge funds own REAL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling REAL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TheRealReal, Inc.'s investment landscape.