Fastly Inc vs Rent the Runway Inc — how do they compare? Fastly Inc trades at $28.79 (market cap $4.58B), while Rent the Runway Inc trades at $3.63 (market cap $122.65M). The key difference: Fastly Inc is far larger — about 37.3× Rent the Runway Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Rent the Runway Inc nearer its low. Which is the better fit depends on your goals.
| FSLY | RENT | |
|---|---|---|
Market Cap | $4.58B | $122.65M |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $9.39 |
52-Week Low | $6.85 | $3.01 |
Enterprise Value | $4.65B | $282.75M |
Signals from Pluang's Aura AI — not financial advice
FSLY trades at $29.39, up 5.89% today, near its 52-week high. The stock shows bullish technical signals with strong moving average support. Recent earnings beats, including Q2 2026 EPS of $0.15 versus $0.07 expected, and raised 2026 revenue guidance to $687M reflect robust execution. Security and AI demand are driving growth, though the company remains unprofitable with a net margin of -11.8%.
Outlook is positive due to accelerating revenue growth and AI tailwinds, but risks include persistent losses, high valuation at P/S of 6.38, and competitive pressures. Analysts are mixed with a $28.25 consensus target, slightly below current price, suggesting cautious optimism amid execution risks.
Rent the Runway (RENT) trades at $3.70, up 1.65% with a bullish technical signal. The company shows improving fundamentals with Q1 2026 revenue growth of 29.2% to $89.9M and narrowing losses. Despite negative equity of -$182.5M, valuation metrics appear attractive with P/E of 0.48 and P/S of 0.2. Recent leadership transition with Teri Bariquit as interim CEO brings fresh perspective to the subscription fashion platform.
The outlook remains cautiously optimistic with analyst consensus leaning buy (42%) though profitability challenges persist. Key opportunities include subscriber growth and margin improvement, while risks involve high debt load and competitive pressure. The stock offers speculative upside if the company can achieve projected 2026 profitability of $30M net income.
Trailing returns across standard periods
Latest headlines on both assets
Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly's strategy differs from traditional CDNs, which focused on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly has far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated about two thirds of its revenue in the United States in 2020.
Read more on FSLY →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 →