Lululemon Athletica Inc vs Rent the Runway Inc — how do they compare? Lululemon Athletica Inc trades at $115.92 (market cap $13.25B), while Rent the Runway Inc trades at $3.09 (market cap $104.26M). The key difference: Lululemon Athletica Inc is far larger — about 127.1× Rent the Runway Inc's market cap. Which is the better fit depends on your goals.
| LULU | RENT | |
|---|---|---|
Market Cap | $13.25B | $104.26M |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $224.03 | $9.39 |
52-Week Low | $105.43 | $3.09 |
Enterprise Value | $13.87B | $264.36M |
Signals from Pluang's Aura AI — not financial advice
Lululemon trades at $116.79, up 0.4% on the day, with a bearish technical signal but strong fundamentals including a 13.03% net margin and 32.03% ROE. Recent earnings beats and a $30M investment in nylon recycling startup Syntetica highlight growth initiatives, though the stock faces headwinds from North American weakness and a class-action lawsuit over tariff costs. The current price sits near pivot point resistance at $117.
The outlook is mixed: valuation metrics like a 9.42 P/E suggest potential upside to the $129.29 consensus target, but bearish technicals and competitive pressures pose risks. Investment opportunity lies in robust cash flow and buyback potential, while key risks include brand controversies and macroeconomic sensitivity.
RENT trades at $3.11, down 1.58% with a bearish technical signal. The company shows improving fundamentals with revenue growing to $306.20M in 2025 and narrowing losses from -$212M in 2022 to -$69.90M. Valuation metrics appear attractive with P/E of 0.42 and P/S of 0.17, while recent leadership changes and Q1 2026 revenue growth of 29.2% suggest operational momentum.
Despite deep negative equity and high debt levels, RENT's improving margin trends and analyst buy ratings (42% consensus) indicate potential upside. Key risks include persistent negative cash flow and competitive pressures in the rental fashion space. The stock presents a high-risk opportunity with valuation support if turnaround execution continues.
Trailing returns across standard periods
Lululemon Athletica Inc. designs, distributes, and markets athletic apparel, footwear, and accessories for women, men, and girls. Lululemon offers pants, shorts, tops, and jackets for both leisure and athletic activities such as yoga and running. The company also sells fitness accessories, such as bags, yoga mats, and equipment. Lululemon sells its products through more than 600 company-owned stores in 18 countries, e-commerce, outlets, and wholesale accounts. The company was founded in 1998 and is based in Vancouver, Canada.
Read more on LULU →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 →