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Flags

Financial distress

Rent the Runway

NMQ:RENT · US76010Y2028
Specialty RetailSmall

360

23
Medium confidence — indicative
Profit price13
Owner Earnings Yield49
Dividend Yield1
Price/Sales64
EV / Gross Profit75
Price/Book92
Return on Capital1
Cash Return on Capital70
EBIT Margin5
Gross Profitability99
Cash Conversion5
Accruals1
Owner Earnings Margin56
Sales growth93
Profit growth87
Reinvestment31
Price momentum11
Debt load6
Refinancing5
Debt Payback16
Liquidity13
Analyst ratings24
Expectations trend50
Market mood19
Value Creation13/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Rent the Runway clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Based on 3/5 components.

Profile

CountryUSA
IndustrySpecialty Retail
SizeSmall
TypePublic Company
ExchangeNASDAQGM
Founded2009
Employees533
Websiterenttherunway.com
ISINUS76010Y2028
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)
Themes
Collaborative ConsumptionProcess AutomationLifestyleSoftware DevelopmentMachine LearningPredictive AnalyticsConsumer GoodsE-CommerceFashionRetail

Description

Rent the Runway, Inc. (‘Rent the Runway’) builds shared designer closet with thousands of styles by hundreds of brand partners worldwide. The company gives customers access to its ‘unlimited closet’ through its subscription offering (‘Subscription’)…

Analysis

Weak and unloved

Rent the Runway, Inc. scores below average on quality and is priced accordingly, a low-conviction position in either direction.

On valuation, the picture is fair. The owner-earnings multiple stands at 20.2×; owner earnings: the cash an owner could take out each year.

Growth is mixed; the safety picture is adequate. The company scores 13/20 on our value-creation score: creating some value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
16
2023202420252026

All-time high

86

Jan 2025

All-time low

16

Jun 2026

Average rank

38

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
64
93
89
22
Price/Earnings
100
80
80
27
Price/Book
92
90
80
38
Dividend Yield
1
1
1
1
Value (overall)
70
79
78
15

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →