Estee Lauder Companies Inc vs Rent the Runway Inc — how do they compare? Estee Lauder Companies Inc trades at $82.78 (market cap $29.78B), while Rent the Runway Inc trades at $3.39 (market cap $111.69M). The key difference: Estee Lauder Companies Inc is far larger — about 266.6× Rent the Runway Inc's market cap, and Estee Lauder Companies Inc pays a 1.7% dividend while Rent the Runway Inc pays none. Which is the better fit depends on your goals.
| EL | RENT | |
|---|---|---|
Market Cap | $29.78B | $111.69M |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $119.61 | $9.39 |
52-Week Low | $67.23 | $3.10 |
Enterprise Value | $35.95B | $271.79M |
Dividend Yield | 1.7% | — |
Signals from Pluang's Aura AI — not financial advice
Estée Lauder (EL) trades at $80.86, down 0.36% on the day, with a bearish technical signal and recent earnings beats. The stock shows a high P/E of 147.8 and negative net income margin of -1.67%, though revenue remains substantial at $14.33 billion for 2025. Recent news highlights innovation in beauty trends, but cash flow trends show net outflows over recent years.
Outlook is mixed: analyst consensus targets $90.60 with 44% buy ratings, but high valuation and profitability challenges pose risks. Recovery depends on margin improvement and sustained revenue growth amid competitive pressures.
RENT stock trades at $3.24, down 2.99% on the day, with a bearish technical signal. The company reported Q1 2026 revenue growth of 29% year-over-year to $89.9 million, beating EPS expectations, but maintains negative net income and free cash flow. Leadership is in transition with a new interim CEO. The balance sheet shows negative shareholder equity of -$182.5 million and high debt levels, though the debt-to-asset ratio is projected to improve significantly by 2026.
The outlook is mixed: low valuation multiples (P/S 0.18) suggest potential upside, but persistent losses, high debt, and leadership changes pose significant risks. Analyst consensus is cautious with 42% buy ratings. Revenue growth and balance sheet improvements are key to watch, but the stock carries high risk due to profitability challenges.
Trailing returns across standard periods
Estee Lauder is the world leader in the global prestige beauty market, participating across skincare (56% of fiscal 2022 sales), makeup (26%), fragrance (14%), and haircare (4%) categories, with popular brands such as Estee Lauder, Clinique, MAC, La Mer, Jo Malone, Aveda, Bobbi Brown, Too Faced, Origins, Dr. Jart+, and The Ordinary. The firm operates in 150 countries, with 26% of fiscal 2022 revenue stemming from the Americas, 43% from Europe, the Middle East, and Africa, and 31% from Asia-Pacific. The company sells its products through department stores, travel retail, multi-brand specialty beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Read more on EL →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 →