Chewy Inc vs Rent the Runway Inc — how do they compare? Chewy Inc trades at $22.38 (market cap $9.20B), while Rent the Runway Inc trades at $3.59 (market cap $122.65M). The key difference: Chewy Inc is far larger — about 75× Rent the Runway Inc's market cap, and Chewy Inc is trading nearer its 52-week high, Rent the Runway Inc nearer its low. Which is the better fit depends on your goals.
| CHWY | RENT | |
|---|---|---|
Market Cap | $9.20B | $122.65M |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $42.33 | $9.39 |
52-Week Low | $17.51 | $3.01 |
Enterprise Value | $9.16B | $282.75M |
Signals from Pluang's Aura AI — not financial advice
CHWY trades at $22.38, down 0.93% on the day, with a bearish technical signal and neutral oscillators. Revenue grew to $11.86B in 2025, with net income surging to $392.74M, though margins remain thin. Recent news highlights insider selling and mixed institutional moves, while analyst consensus is strongly bullish with an $33.82 price target.
The stock offers growth potential from recurring revenue and market expansion but faces risks from competition and volatile earnings. With high valuation multiples and bearish technicals, near-term pressure may persist, but long-term prospects hinge on sustained profitability and execution against rivals like Amazon.
Rent the Runway (RENT) trades at $3.60, down 1.1% on the day. The stock shows a bullish technical signal with positive moving averages, while fundamentals reveal a mixed picture: revenue grew to $306.20M in 2025 (company filing, 2025), but net losses persist at -$69.90M. Recent leadership changes, with Teri Bariquit appointed interim CEO (GlobeNewsWire, 2026-05-13), add a layer of transition. The company maintains a high gross margin of 73.81%, yet negative shareholder equity of -$182.50M signals significant financial leverage.
The outlook is cautiously optimistic. A low P/S ratio of 0.2 suggests potential undervaluation if the company can achieve projected profitability in 2026. However, high debt levels, consecutive annual net losses, and execution risks under new leadership pose substantial threats to shareholder value. Analyst sentiment is divided, with a 'Hold' bias reflecting this uncertainty.
Trailing returns across standard periods
Chewy is the largest e-commerce pet care retailer in the U.S., generating $8.9 billion in 2021 sales across pet food, treats, hard goods, and pharmacy categories. The firm was founded in 2011, acquired by PetSmart in 2017, and tapped public markets as a standalone company in 2019, after spending a couple of years developing under the aegis of the pet superstore chain. The firm generates sales from pet food, treats, over-the-counter medications, medical prescription fulfillment, and hard goods, like crates, leashes, and bowls.
Read more on CHWY →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 →