Rent the Runway Inc vs Wayfair Inc — how do they compare? Rent the Runway Inc trades at $2.81 (market cap $107.97M), while Wayfair Inc trades at $100.12 (market cap $13.69B). The key difference: Wayfair Inc is far larger — about 126.8× Rent the Runway Inc's market cap, and Wayfair 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 | W | |
|---|---|---|
Market Cap | $107.97M | $13.69B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $9.39 | $119.05 |
52-Week Low | $3.01 | $57.40 |
Enterprise Value | $268.07M | $16.03B |
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.
Wayfair (W) trades at $99.96, up 0.53% today, with a bullish technical signal supported by moving averages. The stock shows strong revenue growth of 7.5% year-over-year in Q2 2026 and has beaten earnings estimates in two of the last three quarters. Recent positive sentiment follows the company's 10th store announcement and a golden cross technical pattern. However, the company continues to report net losses with a -2.49% net income margin and carries significant debt with a 95.11% debt-to-asset ratio.
Wayfair presents a mixed investment case with strong revenue momentum and market share gains offset by persistent profitability challenges. The consensus price target of $125.14 suggests 25% upside potential, supported by 53.57% analyst buy ratings. Key risks include ongoing net losses, high leverage, and consumer spending sensitivity. The stock's technical strength and expansion initiatives provide catalysts, but profitability improvement remains critical for sustained upside.
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 →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →