Etsy Inc vs Rent the Runway Inc — how do they compare? Etsy Inc trades at $85.51 (market cap $8.14B), while Rent the Runway Inc trades at $3.36 (market cap $111.69M). The key difference: Etsy Inc is far larger — about 72.9× Rent the Runway Inc's market cap, and Etsy Inc is trading nearer its 52-week high, Rent the Runway Inc nearer its low. Which is the better fit depends on your goals.
| ETSY | RENT | |
|---|---|---|
Market Cap | $8.14B | $111.69M |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $85.74 | $9.39 |
52-Week Low | $44.05 | $3.10 |
Enterprise Value | $9.79B | $271.79M |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $84.30, up 1.49% today, with a bullish technical signal from moving averages. The stock shows strong earnings beats in recent quarters but faces declining revenue and net income margins year-over-year. Positive sentiment is driven by AI-powered seller tools and app engagement growth, though active buyer declines remain a concern. Cash flow improved significantly in 2025 to $593 million.
Outlook is mixed: analyst consensus is cautious with a $72.38 price target below current levels, but technical momentum and AI initiatives offer upside potential. Key risks include high debt, competitive pressure, and inconsistent profitability. Institutional sentiment leans bullish with 49% buy ratings.
RENT trades at $3.32, up 2.47% with a bearish technical signal despite recent earnings beats. The company shows improving fundamentals with revenue growth to $306.20M in 2025 and narrowing losses, though negative equity of -$182.50M and high debt-to-asset ratio of 139.62% pose concerns. Analyst consensus is mixed with 42% buy ratings amid leadership transitions and subscriber growth initiatives.
The outlook hinges on execution of new revenue streams and cost management. Opportunities include undervaluation (P/S 0.18) and projected 2026 profitability, but risks from negative cash flows, high leverage, and competitive pressures require careful monitoring for sustainable turnaround.
Trailing returns across standard periods
Latest headlines on both assets
Etsy operates a top-10 e-commerce marketplace operator in the U.S. and the U.K., with sizable operations in Germany, France, Australia, and Canada. The firm dominates an interesting niche, connecting buyers and sellers through its online market to exchange vintage and craft goods. With $13.5 billion in 2021 consolidated gross merchandise volume, the firm has cemented itself as one of the largest players in a quickly growing space, generating revenue from listing fees, commissions on sold items, advertising services, payment processing, and shipping labels. As of the end of 2021, the firm connected more than 96 million buyers and more than 7.5 million sellers on its marketplace properties: Etsy, Reverb (musical equipment), Elo7 (crafts in Brazil), and Depop (clothing resale).
Read more on ETSY →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 →