Rent the Runway Inc vs VF Corp — how do they compare? Rent the Runway Inc trades at $2.81 (market cap $107.97M), while VF Corp trades at $12.84 (market cap $5.19B). The key difference: VF Corp is far larger — about 48.1× Rent the Runway Inc's market cap, and VF Corp pays a 2.73% dividend while Rent the Runway Inc pays none. Which is the better fit depends on your goals.
| RENT | VFC | |
|---|---|---|
Market Cap | $107.97M | $5.19B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $9.39 | $21.55 |
52-Week Low | $3.01 | $12.91 |
Enterprise Value | $268.07M | $9.47B |
Dividend Yield | — | 2.73% |
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.
VFC trades at $13.20, down 1.86% on the day, with a bearish technical outlook and recent earnings misses. The company reported a net loss of $189.72 million for 2025, though revenue of $9.50 billion and a gross margin of 54.97% show underlying strength. Analyst consensus is a Hold with a $17.38 price target, reflecting cautious optimism amid Vans brand challenges.
The stock offers value with a low P/S of 0.55, but execution risks persist. Upside depends on a Vans turnaround and debt reduction, while downside risks include weak consumer sentiment and competitive pressures. Near-term volatility is likely pending Q3 2026 earnings results.
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 →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →