Arm Holdings plc vs Rent the Runway Inc — how do they compare? Arm Holdings plc trades at $274.3 (market cap $286.06B), while Rent the Runway Inc trades at $3.59 (market cap $122.48M). The key difference: Arm Holdings plc is far larger — about 2335.6× Rent the Runway Inc's market cap, and Arm Holdings plc is trading nearer its 52-week high, Rent the Runway Inc nearer its low. Which is the better fit depends on your goals.
| ARM | RENT | |
|---|---|---|
Market Cap | $286.06B | $122.48M |
Sector | Technology | Consumer Cyclical |
52-Week High | $439.46 | $9.39 |
52-Week Low | $104.55 | $3.01 |
Enterprise Value | $282.64B | $282.58M |
Signals from Pluang's Aura AI — not financial advice
ARM stock trades at $282.57, down 1.43% over 24 hours, with a bullish technical outlook supported by moving averages and key support at $272. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.45 beating the $0.40 estimate. Revenue grew to $4.01B in 2025, with a net income margin of 20.25%, though valuation multiples remain elevated with a P/E of 273.32.
The outlook is positive due to AI-driven growth in licensing and royalties, with management targeting $25B revenue by FY31. However, risks include stretched valuation, smartphone market headwinds, and execution challenges. Analyst consensus is bullish with a $329.80 price target, suggesting 17% upside from current levels.
Rent the Runway (RENT) trades at $3.68, up 1.66% today, with a bullish technical signal from moving averages. The company reported Q1 2026 revenue growth of 29.2% year-over-year to $89.9M, beating expectations, but remains unprofitable with a net loss of $69.9M in 2025. Valuation metrics appear low with a P/E of 0.49 and P/S of 0.2, while analyst consensus is mixed with 42% buy ratings. Leadership transition is underway with a new interim CEO appointed in May 2026.
The outlook is cautiously optimistic due to strong revenue growth and attractive valuation, but significant risks include persistent losses, high debt, and negative equity. Investors should weigh the potential for operational turnaround against substantial financial leverage and execution challenges in a competitive retail market.
Trailing returns across standard periods
Latest headlines on both assets
Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →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 →