William Blair refreshes its analyst conviction list
William Blair’s October conviction list: 6 new stocks (REAL, CHYM, DAVE, RELY, DNTH, NTSK) and 4 removals—key catalysts, ...
Model output · Signal date 2026-10-14
Therealreal, Inc. (REAL) Stock Forecast Oct. 14, 2026
Analysis updated on Oct. 14, 2026 (UTC) · Alpha · vs marketSwitch to Total · Nasdaq
Rating · 90D
▲ Bullish
Exact rating locked
90-day forecast
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30-day forecast
Alpha
Rank in coverage
Top 35%
of 5379 stocks scored
Rank correlation · 90D
n/a
No per-ticker sample yet
Market Cap
$1.19B
small-cap · #3 of 10 peers
Summary
Therealreal, Inc. (REAL) stock forecast summary
Our AI ranks Therealreal, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
Therealreal, Inc. is a small-cap company with a market capitalization of $1.19B. It ranks number 3 by market capitalization among the 10 Retail-Miscellaneous Retail issuers in our coverage with a current forecast. Its Gross Margin of 74.5% is the highest of the 10 peers that report one.
A per-ticker accuracy statistic for REAL is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.3%, buy ≥ +0.5%, sell < -0.5%, strong sell < -1.6% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-13 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, REAL included.
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REAL price chart and AI forecast
Cross-section · 2026-10-13
How REAL ranks among 5379 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals
Therealreal, Inc. (REAL) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Retail-Miscellaneous Retail peers listed below that report each metric.
Valuation & Market
| Metric | REAL | Rank |
|---|---|---|
| Market Cap | $1.19B | 3/10 |
| EPS | $-0.80 | – |
| Revenue/Share | $6.16 | – |
| FCF/Share | $0.30 | – |
Profitability & Margins
| Metric | REAL | Rank |
|---|---|---|
| ROA | -21.4% | 8/14 |
| ROIC | -4.0% | 8/9 |
| Gross Margin | 74.5% | 1/10 |
| Operating Margin | -0.8% | 9/12 |
| Net Margin | -10.8% | 8/13 |
| EBT Margin | -10.8% | 10/13 |
| Tax Rate | -0.5% | – |
Financial Health
| Metric | REAL | Rank |
|---|---|---|
| Current Ratio | 0.83x | 7/11 |
| Quick Ratio | 0.68x | 4/10 |
| Interest Coverage | -0.2x | 9/16 |
| Working Capital | -$40M | 9/10 |
Cash Flow
| Metric | REAL | Rank |
|---|---|---|
| Operating Cash Flow | $54M | 5/15 |
| Free Cash Flow | $36M | 5/7 |
| Capital Spending | -$18M | 4/7 |
| OCF Growth YoY | 930.1% | 1/7 |
| FCF/Sales | 4.8% | 3/8 |
| CapEx/Sales | 2.4% | 4/8 |
Operational Efficiency
| Metric | REAL | Rank |
|---|---|---|
| Asset Turnover | 1.98x | 2/9 |
| Receivables Turnover | 37.4x | 3/8 |
| Inventory Turnover | 5.4x | 4/7 |
| Fixed Assets Turnover | 7.5x | 3/9 |
| Days Sales Outstanding | 10 days | 6/8 |
| Days Inventory | 68 days | 4/7 |
| Payables Period | 29 days | 6/8 |
| Cash Conversion Cycle | 49 days | 2/5 |
Income Statement
| Metric | REAL | Rank |
|---|---|---|
| Total Revenue | $749M | 5/8 |
| Operating Income | -$5M | 10/12 |
| Net Income | -$81M | 14/14 |
| SG&A Expense | $208M | 2/5 |
| Cost of Goods Sold | $191M | 5/12 |
Dividend & Shareholder Information
| Metric | REAL | Rank |
|---|---|---|
| Shares Outstanding | 122M | – |
Balance Sheet Highlights (USD millions)
| Total Current Assets | $193M | |
| Cash & Short-term Investments | $119M | |
| Accounts Receivable | $20M | |
| Inventory | $35M | |
| Total Liabilities | $756M | |
| Short-term Debt | $218M |
Quarterly Financial Reports
REAL quarterly financials and insider trading
Industry Peers · Retail-Miscellaneous Retail
Therealreal, Inc. (REAL) industry peers
Companies classified under the same SEC industry code as Therealreal, Inc. (Retail-Miscellaneous Retail): 18 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| REAL Therealreal, Inc. | ▲ | $1.19B |
| FCFS Firstcash Holdings, Inc. | ▼ | $9.49B |
| SVV Savers Value Village, Inc. | ▶ | $1.42B |
| SPH Suburban Propane Partners Lp | ▶ | $1.15B |
| WINA Winmark Corp | ▶ | $1.01B |
| PLBY Playboy, Inc. | ▶ | $122M |
| AASP Agassi Sports Entertainment Corp. | ▶ | $67M |
| LIVE Live Ventures Inc | ▲ | $23M |
| VIPZ Vip Play, Inc. | ▼ | $15M |
| BLMH Blum Holdings, Inc. | ▼ | $4M |
| BLPG Blue Line Protection Group, Inc. | ▲ | N/A |
| CIMG Cimg Inc. | ▼ | N/A |
| FGPR Ferrellgas Partners L P | ▼ | N/A |
| FVTI Fortune Valley Treasures, Inc. | ▼ | N/A |
| MDEX Madison Technologies Inc. | ▼ | N/A |
| NEXR Nexera Technologies Ltd | ▼ | N/A |
| RTON Right On Brands, Inc. | ▼ | N/A |
| WBUY Webuy Global Ltd | ▼ | N/A |
Where REAL sits on the market map
Trade & Services · Retail-Miscellaneous Retail
News
Therealreal, Inc. (REAL) stock news
Therealreal Inc. (REAL)
On August 6, The RealReal (NASDAQ:REAL) reported second quarter results that beat its own outlook and pushed the resale luxury marketplace to raise its full year guidance. The RealReal, Inc.
Therealreal Inc to Host Earnings Call
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FAQ
Therealreal, Inc. (REAL) stock forecast FAQ
What is the Therealreal, Inc. (REAL) stock forecast?
Our AI ranks Therealreal, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
How accurate are Therealreal, Inc. stock predictions?
A per-ticker accuracy statistic for REAL is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Therealreal, Inc. forecasts updated?
Therealreal, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 14, 2026.
Which companies are Therealreal, Inc.'s industry peers?
18 issuers in our coverage, REAL included, share the SEC industry code Retail-Miscellaneous Retail. The largest are: Firstcash Holdings, Inc. (FCFS), Savers Value Village, Inc. (SVV), Suburban Propane Partners Lp (SPH), Winmark Corp (WINA), Playboy, Inc. (PLBY), Agassi Sports Entertainment Corp. (AASP).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.