Rent the Runway Inc vs Tidewater Inc — how do they compare? Rent the Runway Inc trades at $2.81 (market cap $107.97M), while Tidewater Inc trades at $92.78 (market cap $4.58B). The key difference: Tidewater Inc is far larger — about 42.4× Rent the Runway Inc's market cap, and Tidewater 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 | TDW | |
|---|---|---|
Market Cap | $107.97M | $4.58B |
Sector | Consumer Cyclical | Utilities |
52-Week High | $9.39 | $100.61 |
52-Week Low | $3.01 | $47.29 |
Enterprise Value | $268.07M | $4.62B |
Signals from Pluang's Aura AI — not financial advice
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.
TDW trades at $92.00, down 2.4% on the day, with a bullish technical signal and support near $91. The company reported a net income of $334.66M in 2025, though 2026 earnings have missed expectations in two of the last three quarters. Recent news includes the completion of the Wilson Sons Ultratug acquisition (Business Wire, 2026-08-31), potentially expanding its offshore service capabilities.
The stock offers a 14.7% upside to the consensus price target of $105.50, supported by strong institutional interest, but faces risks from volatile earnings and competitive pressures in the energy sector. Profit margins are expected to compress in 2026, requiring careful monitoring of operational execution.
Trailing returns across standard periods
Latest headlines on both assets
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 →Tidewater is the leading global provider of offshore support vessels (OSVs) to the energy industry. With the world's largest fleet of platform supply vessels (PSVs) and anchor handling tugs (AHTS), it provides critical logistics and marine support for offshore oil, gas, and renewable energy projects. Following a period of massive strategic consolidation, Tidewater is now focused on maximizing day rates and free cash flow in a supply-constrained market, positioning itself as a primary beneficiary of the multi-year offshore upcycle.
Read more on TDW →