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Company Analysis

Rent the Runway, Inc. RENT

A comprehensive view of key metrics, scores, and financial health for Rent the Runway, Inc.

Overview of Rent the Runway, Inc.

RENT NGM
Consumer Cyclical Apparel Retail Micro Cap
Rent the Runway, Inc. (RENT), is a Micro Cap company, in the Apparel Retail industry, last closed at $4.50, about 43.6% undervalued vs fair value, -1.1% 1Y return, ranked 414/539 in sector.
$4.50
1.81%
As of March 13, 2026
Previous close • Vol 90d: 85.0%
52-Week Range
Market Cap
$157.27M
Enterprise Value
$308.87M
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.renttherunway.com
HQ Brooklyn, NY
Employees 912
Fiscal year Jan 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$5
$6
$8
Current: $4.50 +44% vs base

Engine Room Money Flow™

Micro Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$306.2M
2.7%%
Gross Profit
$223.4M
5.3%%
Operating Income
$-47.3M
38.5%%
Net Income
$-69.9M
38.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
58.2%
Fair

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
1/6
Improving
1
High Impact
4
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Rent the Runway, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
39
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
35
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 84% Coverage
Trade-Off Triangle Visualization A ternary plot showing RENT's balance between Growth (47.3%), Profitability (23.8%), and Safety (28.9%). Growth 47% Safety 29% Profitability 24%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

73th percentile vs peers
73
Key Signals
Revenue CAGR 3Y 14.6% 88p Rev Growth YoY 2.7% 64p EPS Growth YoY 44.1% 66p
Strengths
  • Revenue Cagr 3Y in top 20% of peers (14.6%, 88th percentile)
  • Growth above peer median with strong metric coverage (75%)
  • Gross Profit Margin in top 20% of peers (73.0%, 97th percentile)
  • Quick Ratio in top 20% of peers (2.88, 97th percentile)
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

36th percentile vs peers
37
Key Signals
Strengths
Risks
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Safety

44th percentile vs peers
45
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Rent the Runway, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$6.46
- - -
+43.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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