Fastly Inc vs Rent the Runway Inc — how do they compare? Fastly Inc trades at $28.5 (market cap $4.58B), while Rent the Runway Inc trades at $3.59 (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
Fastly (FSLY) trades at $28.59, up 3.03% today, with strong technical momentum and bullish moving averages. The company reported consecutive earnings beats, with Q2 2026 EPS of $0.15 surpassing estimates, and raised its 2026 outlook driven by security and AI demand. Revenue growth is robust at 23% year-over-year, though the company remains unprofitable with a net income margin of -11.8%.
The outlook is positive given accelerating revenue growth and strategic positioning in edge cloud and AI infrastructure, but risks include persistent losses, high valuation multiples, and competitive pressures. Analyst consensus is cautious with a hold-heavy rating and a $28.25 price target, slightly below the current price.
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
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 →