A O Smith Corp vs Rent the Runway Inc — how do they compare? A O Smith Corp trades at $59.36 (market cap $8.33B), while Rent the Runway Inc trades at $3.39 (market cap $113.71M). The key difference: A O Smith Corp is far larger — about 73.3× Rent the Runway Inc's market cap, and A O Smith Corp pays a 2.35% dividend while Rent the Runway Inc pays none. Which is the better fit depends on your goals.
| AOS | RENT | |
|---|---|---|
Market Cap | $8.33B | $113.71M |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $9.39 |
52-Week Low | $55.78 | $3.10 |
Enterprise Value | $8.78B | $273.81M |
Dividend Yield | 2.35% | — |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith (AOS) trades at $60.44, up 2.41% today, with a bearish technical signal despite recent leadership changes. The company reported mixed Q1 2026 earnings, missing EPS estimates at $0.85 versus $0.94 expected, while maintaining solid profitability with a 13.84% net margin. Cash flow trends show improving operations, and the stock offers a dividend with a recent $0.36 payout announced.
The outlook is cautious due to earnings volatility and bearish technicals, but valuation appears reasonable with a P/E of 16.12. Risks include China market weakness and competitive pressures, while analyst consensus leans hold with a $68 price target suggesting modest upside potential from current levels.
Rent the Runway (RENT) trades at $3.35, up 0.6% with a bullish technical signal. The company shows improving fundamentals with 2025 revenue reaching $306.2M and narrowing losses, though negative equity and high debt remain concerns. Recent leadership transition and Q1 2026 revenue growth of 29% indicate strategic shifts. Analyst consensus leans positive with 42% buy ratings but mixed earnings performance.
The outlook suggests potential upside based on low valuation multiples (P/E 0.45, P/S 0.19) and revenue growth trajectory, but risks include persistent negative cash flow, high leverage, and execution challenges under new management. Investors should weigh the discounted valuation against ongoing profitability concerns.
Trailing returns across standard periods
A.O. Smith Corporation manufactures and markets comprehensive lines of residential and commercial gas, gas tankless, and electric water heaters. Supplementary products include water heating equipment, condensing and noncondensing boilers, and water system tanks. The company's two operating segments are by geographic region: North America (majority of total revenue) and the Rest of the World. A material portion of sales in North America derive from replacing existing products, and the company utilizes a wholesale distribution channel and multiple selling locations. The Rest of the World segment sells primarily to Asian countries and operates sales offices to expand distribution and market its product portfolio.
Read more on AOS →Rent the Runway Inc is an e-commerce platform that allows users to rent, subscribe, or buy designer apparel and accessories.
Read more on RENT →