CDW Corp. vs Rent the Runway Inc — how do they compare? CDW Corp. trades at $135.37 (market cap $17.06B), while Rent the Runway Inc trades at $3.59 (market cap $122.48M). The key difference: CDW Corp. is far larger — about 139.3× Rent the Runway Inc's market cap, and CDW Corp. pays a 1.85% dividend while Rent the Runway Inc pays none. Which is the better fit depends on your goals.
| CDW | RENT | |
|---|---|---|
Market Cap | $17.06B | $122.48M |
Sector | Technology | Consumer Cyclical |
52-Week High | $170.77 | $9.39 |
52-Week Low | $99.30 | $3.01 |
Enterprise Value | $22.66B | $282.58M |
Dividend Yield | 1.85% | — |
Signals from Pluang's Aura AI — not financial advice
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
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
CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →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 →