Rent the Runway Inc vs Sunrun Inc — how do they compare? Rent the Runway Inc trades at $3.09 (market cap $104.26M), while Sunrun Inc trades at $10.96 (market cap $2.73B). The key difference: Sunrun Inc is far larger — about 26.2× Rent the Runway Inc's market cap, and Sunrun Inc is trading nearer its 52-week high, Rent the Runway Inc nearer its low. Which is the better fit depends on your goals.
| RENT | RUN | |
|---|---|---|
Market Cap | $104.26M | $2.73B |
Sector | Consumer Cyclical | Technology |
52-Week High | $9.39 | $21.41 |
52-Week Low | $3.09 | $9.07 |
Enterprise Value | $264.36M | $16.92B |
Signals from Pluang's Aura AI — not financial advice
RENT trades at $3.10, down 1.9% on the day, with a bearish technical signal from moving averages despite a neutral oscillator reading. The company reported Q1 2026 revenue growth of 29.2% year-over-year to $89.9 million, beating expectations, but net income remains negative at -$69.9 million for 2025. Leadership transition is underway with the CEO stepping down in May 2026, while the balance sheet shows negative equity of -$182.5 million and high debt levels.
The outlook is mixed: strong revenue growth and low valuation ratios (P/E 0.41, P/S 0.17) suggest upside potential, but persistent losses, negative equity, and high leverage pose significant risks. Analyst consensus is cautious with 42% buy ratings, highlighting the stock's speculative nature amid operational challenges and debt concerns.
Sunrun (RUN) trades at $11.44, down 3.46% today, with a bearish technical outlook despite strong recent earnings beats. The company shows solid fundamentals with a 17.88% net income margin and attractive valuation ratios (P/E 5.37, P/B 0.82). Recent developments include a major virtual power plant partnership with Tesla and Renew Home, expanding grid capacity to 425 megawatts.
While analyst consensus remains bullish with a $15.91 price target, negative cash flows and high debt-to-asset ratio (70.76%) present significant risks. The stock offers value potential if execution improves, but investors face volatility from operational challenges and market sentiment shifts.
Trailing returns across standard periods
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 →Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →