LIVE
RENT
Rent the Runway, Inc. · Consumer Discretionary - Fashion Subscription
$3.40
-0.29% this month
VERSUS
⟷
COMPARE
W
Wayfair Inc. · Consumer Discretionary - E-Commerce / Home Goods
$88.52
+54.22% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
RENT
0
W
2
Comparison scoreboard
W LEADS 2/5AI Score
RENT 21.3
W ✓40.2
1Y Return
RENT -31.86%
W ✓+80.25%
Fwd P/E
RENT N/A
W 23.73
Target Up.
RENT N/A
W +3.64%
Op. Margin
RENT N/A
W N/A
Metrics last refreshed: 6/20/2026
Quick take
RENT vs W Stock Comparison: AI Score, Valuation, Performance and Upside
RENT is a niche fashion subscription company addressing sustainability-conscious consumers who want designer clothing access without ownership, while W (Wayfair) is the dominant online home goods marketplace — these companies serve very different consumer needs and are rarely compared directly, likely appearing together in screens for consumer discretionary e-commerce stocks.
RENT vs W contrasts a small-cap niche fashion rental subscription business against the dominant large-scale online home goods marketplace, illustrating the wide spectrum of consumer e-commerce business models.
Live analysis · updated 6/20/2026
W holds the edge across 2 of 5 key metrics in this comparison. W has delivered stronger 1-year price return (+80.25% vs -31.86% for RENT).
Normalized 1Y performance
RENT
W
Recent returns
RENT
W
Analyst price targets & sentiment
RENT
Price target data unavailable
N/A
W · 27 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
Price target range
analyst low$60.00
analyst high$123.00
analyst mean$91.74
current price$88.52
+3.6% upside to analyst mean
Who should consider this stock?
RENT may suit investors who:
- →Want exposure to a unique designer fashion subscription model with sustainability tailwinds
- →Believe fashion rental subscription is an underpenetrated market with long-term growth potential
- →Are comfortable with higher execution risk in a newer consumer subscription model
W may suit investors who:
- →Want the dominant online home goods retail exposure with proven scale and logistics infrastructure
- →Believe housing market recovery will drive renewed home goods purchasing demand
- →See value in Wayfair's path to profitability as revenue scales over its fixed logistics cost base
Performance & AI score
| Metric | RENT | W |
|---|---|---|
| AI score | 21.3 | 40.2 |
| AI rank | #4956 | #1071 |
| Latest close | $3.40 | $88.52 |
| 1M return | -0.29% | +54.22% |
| 6M return | -61.10% | -13.61% |
| 1Y return | -31.86% | +80.25% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | RENT | W |
|---|---|---|
| 1Y ago | $6.81K (-31.9%) started 2025-06-18 | $18.02K (+80.2%) started 2025-06-18 |
| 5Y ago | $88.13 (-99.1%) started 2021-10-27 | $2.92K (-70.8%) started 2021-06-18 |
| 10Y ago | $88.13 (-99.1%) started 2021-10-27 | $22K (+120.0%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | RENT | W |
|---|---|---|
| Market cap | $114.19M | $11.68B |
| Trailing P/E | 0.45 | N/A |
| Forward P/E | N/A | 23.73 |
| Price/Sales | 0.33 | 0.92 |
| EV/Revenue | 0.79 | 1.07 |
| Analyst target | N/A | $91.74 |
| Target upside | N/A | +3.64% |
Growth, profitability & risk
| Metric | RENT | W |
|---|---|---|
| Revenue growth | 29.20% | 7.40% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | -21.08% | +3.08% |
| Operating margin | N/A | N/A |
| Profit margin | 8.51% | -2.41% |
| ROIC proxy | N/A | N/A |
| Return on equity | N/A | N/A |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.17 | 3.02 |
| Debt/equity | N/A | N/A |
| Current ratio | 0.75 | 0.76 |
| Quick ratio | 0.51 | 0.59 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
RENT max drawdown64.54%
W max drawdown51.78%
RENT max wkly drop36.12%
W max wkly drop17.81%
5Y risk snapshot
RENT max drawdown99.14%
W max drawdown92.49%
RENT max wkly drop41.80%
W max wkly drop42.03%
10Y risk snapshot
RENT max drawdown99.14%
W max drawdown93.01%
RENT max wkly drop41.80%
W max wkly drop45.34%
Performance metrics by period
| Period | Metric | RENT | W |
|---|---|---|---|
| 1Y | Growth | -31.86% | +80.25% |
| CAGR | -31.88% | +80.32% | |
| Sharpe ratio | -0.01 | 1.16 | |
| Max drawdown | 64.54% | 51.78% | |
| Max daily drop | 36.38% | 13.02% | |
| Max wkly drop | 36.12% | 17.81% | |
| 5Y | Growth | -99.12% | -70.80% |
| CAGR | -63.93% | -21.83% | |
| Sharpe ratio | -0.22 | 0.04 | |
| Max drawdown | 99.14% | 92.49% | |
| Max daily drop | 38.74% | 25.68% | |
| Max wkly drop | 41.80% | 42.03% | |
| 10Y | Growth | -99.12% | +120.03% |
| CAGR | -63.93% | +8.21% | |
| Sharpe ratio | -0.22 | 0.42 | |
| Max drawdown | 99.14% | 93.01% | |
| Max daily drop | 38.74% | 26.68% | |
| Max wkly drop | 41.80% | 45.34% |
Business comparison
| Category | RENT | W |
|---|---|---|
| Company | Rent the Runway, Inc. | Wayfair Inc. |
| Sector | Consumer Discretionary - Fashion Subscription | Consumer Discretionary - E-Commerce / Home Goods |
| Industry | N/A | N/A |
| Core business | Rent the Runway provides a subscription service for renting designer clothing, shoes, and accessories, allowing members to access a rotating wardrobe of premium fashion without purchasing items outright. | Wayfair is the largest dedicated online home goods retailer in the United States, offering an enormous selection of furniture, decor, and home products from thousands of suppliers through a dropship and direct fulfillment model. |
| Investor focus | Investors track Rent the Runway's active subscriber count, revenue per subscriber, and the company's path toward sustainable profitability as it manages fashion inventory costs and customer acquisition. | Investors track Wayfair's active customer count and spend per customer, order growth, and the path to sustained profitability as revenue scales over its logistics infrastructure investment. |
RENT strengths
- →Unique subscription model for designer fashion access provides a differentiated value proposition for fashion-conscious consumers
- →Sustainable fashion angle resonates with consumers reducing clothing consumption and waste
- →Relationships with luxury and designer brands for inventory sourcing provide exclusive access
W strengths
- →Largest online home goods marketplace with the broadest selection of furniture, decor, and home products
- →Autoship and repeat purchase dynamics for home consumables create recurring customer relationships
- →CastleGate logistics network reduces delivery times for heavy goods while improving economics
Risks to watch — RENT
- →Subscriber count has fluctuated significantly as the company works to find a sustainable retention and acquisition balance
- →High inventory cost and logistics complexity make the rental fashion model operationally challenging
- →Fashion rental is not yet a proven sustainable business model at scale, with ongoing questions about path to profitability
Risks to watch — W
- →Home goods demand is sensitive to the housing market, which has been pressured by high mortgage rates
- →Sustained losses require continued access to capital markets while working toward profitability
- →Amazon and specialty retailers continue to compete aggressively for online home goods spending
Frequently asked questions
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