Rent the Runway Inc vs Zscaler Inc — how do they compare? Rent the Runway Inc trades at $3.09 (market cap $104.26M), while Zscaler Inc trades at $142.2 (market cap $24.05B). The key difference: Zscaler Inc is far larger — about 230.7× Rent the Runway Inc's market cap, and Zscaler 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 | ZS | |
|---|---|---|
Market Cap | $104.26M | $24.05B |
Sector | Consumer Cyclical | Technology |
52-Week High | $9.39 | $336.27 |
52-Week Low | $3.09 | $118.05 |
Enterprise Value | $264.36M | $22.37B |
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.
Zscaler trades at $148.72, down 0.78% on the day, with strong technical momentum showing bullish moving average signals and key support at $147. The company demonstrates robust revenue growth, increasing from $1.1B in 2022 to $2.67B in 2025, while narrowing net losses from -$390M to -$41M. Recent earnings beats and accelerating Zero Trust adoption position Zscaler for continued enterprise security market share gains amid growing cybersecurity spending trends.
Zscaler presents a compelling growth story with 79% analyst buy ratings and a $192.46 price target offering 29% upside potential. However, persistent profitability challenges, rising AI infrastructure costs, and ongoing class action investigations create near-term execution risks. The stock's premium valuation at 7.5x sales requires sustained revenue acceleration to justify current levels.
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 →Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.
Read more on ZS →