ON Holding AG vs Rent the Runway Inc — how do they compare? ON Holding AG trades at $27.11 (market cap $9.11B), while Rent the Runway Inc trades at $2.81 (market cap $107.97M). The key difference: ON Holding AG is far larger — about 84.4× Rent the Runway Inc's market cap. Which is the better fit depends on your goals.
| ONON | RENT | |
|---|---|---|
Market Cap | $9.11B | $107.97M |
Sector | Technology | Consumer Cyclical |
52-Week High | $50.63 | $9.39 |
52-Week Low | $26.84 | $3.01 |
Enterprise Value | $8.25B | $268.07M |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $27.27, down 2.57% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a 64.82% gross margin and 12.3% net income margin, while analyst consensus remains optimistic with a $45.67 price target. Recent news highlights robust APAC growth but notes tariff and cost risks.
Outlook is mixed: strong DTC growth and margin expansion support upside, but near-term headwinds include U.S. tariffs and wholesale restraint. The stock's current valuation near support levels may offer entry points for long-term investors despite technical weakness.
RENT trades at $3.2, down 15.9% in 24 hours, with a bullish technical signal from moving averages. The company reported Q1 2026 EPS of -$0.04, beating expectations, but net income remains negative at -$69.9M for 2025. Revenue grew to $306.2M, with a high gross margin of 73.81%, while debt-to-asset ratio stands at 139.62%, indicating significant leverage. Analyst consensus is mixed, with 42% buy ratings and no sell recommendations.
Outlook hinges on debt management and path to profitability; opportunities include revenue growth and low P/E of 0.42, but risks involve high liabilities and inconsistent earnings. The stock faces pressure from negative equity and cash flow challenges, requiring careful monitoring of upcoming Q2 2026 results on September 11, 2026.
Trailing returns across standard periods
Latest headlines on both assets
ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →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 →