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.
W holds the edge across 3 of 5 key metrics in this comparison. W has delivered stronger 1-year price return (+9.30% vs -45.83% for RENT). On fundamentals, RENT is growing revenue faster (20.80%), while W maintains the higher operating margin (3.01%) — a classic growth-versus-profitability split.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- 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
- 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
| Metric | RENT | W |
|---|---|---|
| AI scorei | 21.8 | 48.6 |
| AI ranki | #4516 | #734 |
| Latest closei | $2.21 | $113.14 |
| 1M returni | +42.58% | +11.74% |
| 3M returni | -41.15% | +26.68% |
| 6M returni | -53.57% | +74.46% |
| 1Y returni | -45.83% | +9.30% |
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 | $5.55K (-44.5%) started 2025-11-03 | $10.95K (+9.5%) started 2025-11-03 |
| 5Y ago | $69.63 (-99.3%) started 2021-11-03 | $4.21K (-57.9%) started 2021-11-03 |
| 10Y ago | $57.28 (-99.4%) started 2021-10-27 | $35.05K (+250.5%) started 2016-11-03 |
Hypothetical — past performance does not guarantee future results.
| Metric | RENT | W |
|---|---|---|
| Market capi | $74.98M | $12.95B |
| Trailing P/Ei | 0.23 | N/A |
| Forward P/Ei | N/A | 24.41 |
| Price/Salesi | 0.20 | N/A |
| EV/Revenuei | 0.68 | 1.19 |
| Analyst targeti | N/A | $123.31 |
| Target upsidei | N/A | +30.43% |
| Metric | RENT | W |
|---|---|---|
| Revenue growthi | 20.80% | 7.50% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | -12.04% | +3.65% |
| Operating margini | -7.27% | 3.01% |
| Profit margini | 11.80% | -2.49% |
| ROIC proxyi | N/A | N/A |
| Return on equityi | N/A | N/A |
| Dividend yieldi | 0.00% | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.13 | 2.98 |
| Debt/equityi | N/A | N/A |
| Current ratioi | 0.67 | 0.74 |
| Quick ratioi | 0.44 | 0.58 |
Over the past year, RENT and W have moved weakly in the same direction (correlation of 0.15), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | RENT | W |
|---|---|---|---|
| 1Y | Growthi | -44.47% | +9.53% |
| CAGRi | -44.58% | +9.56% | |
| Volatilityi | 84.14% | 68.60% | |
| Sharpe ratioi | -0.34 | 0.40 | |
| Sortino ratioi | -0.49 | 0.64 | |
| Max drawdowni | 83.49% | 51.78% | |
| Current drawdowni | 76.46% | 5.81% | |
| Avg drawdowni | 45.94% | 21.94% | |
| Ulcer Indexi | 52.85% | 25.99% | |
| Max daily dropi | 21.22% | 13.02% | |
| Max wkly dropi | 49.28% | 17.81% | |
| 5Y | Growthi | -99.30% | -57.92% |
| CAGRi | -62.99% | -15.90% | |
| Volatilityi | 133.54% | 81.78% | |
| Sharpe ratioi | -0.22 | 0.14 | |
| Sortino ratioi | -0.40 | 0.21 | |
| Max drawdowni | 99.57% | 91.36% | |
| Current drawdowni | 99.39% | 59.49% | |
| Avg drawdowni | 89.70% | 74.56% | |
| Ulcer Indexi | 90.97% | 76.04% | |
| Max daily dropi | 38.74% | 25.68% | |
| Max wkly dropi | 49.28% | 42.03% | |
| 10Y | Growthi | -99.43% | +250.50% |
| CAGRi | -64.27% | +13.37% | |
| Volatilityi | 133.35% | 75.77% | |
| Sharpe ratioi | -0.25 | 0.48 | |
| Sortino ratioi | -0.45 | 0.73 | |
| Max drawdowni | 99.60% | 93.01% | |
| Current drawdowni | 99.43% | 67.25% | |
| Avg drawdowni | 89.99% | 48.48% | |
| Ulcer Indexi | 91.24% | 59.26% | |
| Max daily dropi | 38.74% | 26.68% | |
| Max wkly dropi | 49.28% | 45.34% |
| Category | RENT | W |
|---|---|---|
| Company | Rent the Runway, Inc. | Wayfair Inc. |
| Sector | Consumer Discretionary - Fashion Subscription | Consumer Cyclical |
| Industry | Apparel Retail | Internet Retail |
| 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. |
- 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
- 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
- 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
- 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
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