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Rent the Runway, Inc.NasdaqGM:RENT 주식 보고서

시가총액 US$126.7m
주가
US$3.66
US$40
90.9% 저평가 내재 할인율
1Y-40.9%
7D-11.4%
1D
포트폴리오 가치
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Rent the Runway, Inc.

NasdaqGM:RENT 주식 리포트

시가총액: US$126.7m

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Rent the Runway, Inc. 경쟁사

가격 이력 및 성과

Rent the Runway 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$3.66
52주 최고가US$10.13
52주 최저가US$3.35
베타1.24
1개월 변동-23.75%
3개월 변동-42.36%
1년 변동-40.87%
3년 변동-91.07%
5년 변동n/a
IPO 이후 변동-99.05%

최근 뉴스 및 업데이트

Recent updates

분석 기사 Feb 11

Risks Still Elevated At These Prices As Rent the Runway, Inc. (NASDAQ:RENT) Shares Dive 26%

Rent the Runway, Inc. ( NASDAQ:RENT ) shares have retraced a considerable 26% in the last month, reversing a fair...
Seeking Alpha Jan 08

Rent The Runway: On The Brink Of Profitability In An Unforgiving Industry

Summary Rent the Runway (RENT) is rated 'Buy' due to its massive valuation discount and recent operational improvements, despite persistent profitability challenges. RENT operates in a highly fragmented, competitive market with modest pricing power and faces both direct and indirect competition across fashion retail and rental. Management expects to at least break even in FY2025, marking a potential first-ever profit, but cautions about sustainability given historical losses and economic sensitivity. With a price-sales multiple of 0.12 versus a sector median of 0.96, RENT offers extraordinary upside if valuation converges, though risks remain significant. Read the full article on Seeking Alpha
분석 기사 Dec 04

Rent the Runway, Inc. (NASDAQ:RENT) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders are no doubt pleased to see that the share price has bounced 29% in...
분석 기사 Sep 12

Even With A 82% Surge, Cautious Investors Are Not Rewarding Rent the Runway, Inc.'s (NASDAQ:RENT) Performance Completely

Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders would be excited to see that the share price has had a great month...
User avatar
새로운 내러티브 Apr 14

Subscription Improvements And Cash Flow Breakeven Will Shape Future Success

Rent the Runway aims for cash flow breakeven and enhanced margins by focusing on subscriber growth, marketing efficiency, and inventory expansion.
분석 기사 Jan 01

Rent the Runway, Inc.'s (NASDAQ:RENT) 28% Cheaper Price Remains In Tune With Revenues

Rent the Runway, Inc. ( NASDAQ:RENT ) shares have had a horrible month, losing 28% after a relatively good period...
분석 기사 Dec 12

Earnings Release: Here's Why Analysts Cut Their Rent the Runway, Inc. (NASDAQ:RENT) Price Target To US$30.50

One of the biggest stories of last week was how Rent the Runway, Inc. ( NASDAQ:RENT ) shares plunged 22% in the week...
분석 기사 Oct 20

Revenues Tell The Story For Rent the Runway, Inc. (NASDAQ:RENT) As Its Stock Soars 26%

Those holding Rent the Runway, Inc. ( NASDAQ:RENT ) shares would be relieved that the share price has rebounded 26% in...
분석 기사 Aug 21

Rent the Runway, Inc.'s (NASDAQ:RENT) Share Price Is Still Matching Investor Opinion Despite 28% Slump

Unfortunately for some shareholders, the Rent the Runway, Inc. ( NASDAQ:RENT ) share price has dived 28% in the last...
분석 기사 Jul 05

Rent the Runway, Inc. (NASDAQ:RENT) Shares Slammed 41% But Getting In Cheap Might Be Difficult Regardless

The Rent the Runway, Inc. ( NASDAQ:RENT ) share price has softened a substantial 41% over the previous 30 days, handing...
Seeking Alpha May 25

Rent the Runway: There's Salvage Value Here

Summary Rent the Runway's stock has tripled year to date in sympathy with other small-cap meme stocks, but the company has also made significant fundamental improvements. The company offers a subscription membership for renting designer items, starting at $89/month. While subscribers have been declining, Rent the Runway is focusing on improving profitability and pushing inventory sales. The company expects to improve adjusted EBITDA margins to 16% in FY24, alongside hitting FCF breakeven. The stock trades at just 7x FY24 adjusted EBITDA. Read the full article on Seeking Alpha
분석 기사 May 21

Rent the Runway, Inc. (NASDAQ:RENT) Stocks Shoot Up 191% But Its P/S Still Looks Reasonable

Rent the Runway, Inc. ( NASDAQ:RENT ) shares have continued their recent momentum with a 191% gain in the last month...
분석 기사 Apr 04

Is Now The Time To Look At Buying Rent the Runway, Inc. (NASDAQ:RENT)?

While Rent the Runway, Inc. ( NASDAQ:RENT ) might not have the largest market cap around , it saw significant share...
분석 기사 Feb 13

The Price Is Right For Rent the Runway, Inc. (NASDAQ:RENT) Even After Diving 26%

Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders won't be pleased to see that the share price has had a very rough...
분석 기사 Jan 31

Calculating The Intrinsic Value Of Rent the Runway, Inc. (NASDAQ:RENT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Rent the Runway fair value estimate is US$0.70 Current share...
분석 기사 Jan 03

What Is Rent the Runway, Inc.'s (NASDAQ:RENT) Share Price Doing?

Rent the Runway, Inc. ( NASDAQ:RENT ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 Dec 08

Market Participants Recognise Rent the Runway, Inc.'s (NASDAQ:RENT) Revenues Pushing Shares 25% Higher

Rent the Runway, Inc. ( NASDAQ:RENT ) shareholders are no doubt pleased to see that the share price has bounced 25% in...
Seeking Alpha Sep 30

Rent The Runway: Gone In A New York Minute

Summary Today, we take a first look at Rent The Runway, a unique retailing concern. This retailer seems to have come public at the wrong time and is leaking cash even as its posts solid revenue growth. Can the company survive without significant dilution until brighter days arrive?  An investment analysis follows in the paragraphs below. At that darkest moment, while drowning in the Abyss of Emotional Bankruptcy, reflect on this universal truth: the difference between success and failure is one more time.”― Ken Poirot Today, we shine the spotlight on Rent The Runway (RENT) for this first time. This unique retail concept came public late in 2021, right at the end of the IPO boom of last year. The company has delivered solid revenue growth, but profitability remains an issue and the stock has been pummeled in the unforgiving market environment. Management recently announced a major restructuring plan, will this be enough to right the ship? An analysis follows below. Seeking Alpha Company Overview: This fashion retailer is located in Brooklyn, New York. Through Rent The Runway, customers can subscribe, rent items a-la-carte and shop resale from over 800 designer brands. These include items such as evening wear and accessories to ready-to-wear, casual, maternity, outerwear, blouses, knitwear, jewelry, handbags, activewear, ski wear, home goods and kidswear. The stock currently trades right around $2.25 a share and sports an approximate market capitalization of $150 million. Second Quarter Results: On September 12th, the company posted second quarter numbers. The company lost 53 cents a share as revenues surged more than 60% on a year-over-year basis to $76.5 million. Both top and bottom line numbers nicely beat the consensus. September Company Presentation The company also saw a 37% increase in subscribers compared to 2Q2021 ending the quarter with just over 173,000. It should be noted that active sub growth dropped eight percent in the quarter vs analyst consensus calling for seven percent growth and decelerating from 17% growth in the first quarter of this year. Active sub growth was up 27% from the same period a year ago at just under 127,000 active subscribers. Gross margins also rose three percent to 42%. Management guided to $285 million to $290 million in revenue in FY2022. September Company Presentation Leadership also announced a large restructuring plan that will cut annual costs by $25 million to $27 million and hopefully boost the company to profitability over time. Among other things, this effort will result in the layoffs of 24% of the company's workforce and an approximate $2.5 million charge. September Company Presentation Analyst Commentary & Balance Sheet: The analyst community seems happy to give the company the benefit of the doubt at the moment. Since the restructuring plan was announced, eight analyst firms including Wells Fargo, Barclays and Goldman Sachs have reissued Buy ratings. Price targets proffered range from the $6 to $8 a share. Credit Suisse seems to be the lone skeptic maintaining their Hold rating and $4 price target. The analyst at Credit Suisse noted that 'this online retailer is more susceptible to macro pressures than anticipated'. September Company Presentation Not surprisingly, nearly 15% of the outstanding float in currently short in RENT. Insiders have been frequent but generally smallish sellers of the shares throughout 2022 despite the declining stock price. No insider purchases have occurred in the shares since the company came public. The company ended the second quarter with just over $190 million in cash and marketable securities on its balance sheet against just over $290 million in long term debt. The company had a net loss of $33.9 million in the second quarter of this year.
Seeking Alpha Sep 12

Rent the Runway GAAP EPS of -$0.53 beats by $0.12, revenue of $76.5M beats by $2.93M

Rent the Runway press release (NASDAQ:RENT): Q2 GAAP EPS of -$0.53 beats by $0.12. Revenue of $76.5M (+63.8% Y/Y) beats by $2.93M. Shares +4.26%.

주주 수익률

RENTUS Specialty RetailUS 시장
7D-11.4%2.6%-0.8%
1Y-40.9%-0.5%27.1%

수익률 대 산업: RENT은 지난 1년 동안 -0.5%의 수익을 기록한 US Specialty Retail 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: RENT은 지난 1년 동안 27.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is RENT's price volatile compared to industry and market?
RENT volatility
RENT Average Weekly Movement9.8%
Specialty Retail Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

안정적인 주가: RENT는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: RENT의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2009979Teri Bariquitwww.renttherunway.com

는 미국에서 공유 디자이너 옷장을 운영합니다. 이 회사는 이브닝웨어 및 액세서리, 기성복, 작업복, 데님, 캐주얼, 임부복, 아우터, 블라우스, 니트웨어, 라운지웨어, 보석, 핸드백, 활동복, 스키웨어를 구독, 대여, 재판매 방식으로 제공합니다. 또한 소프트웨어 개발 및 지원 활동에도 참여하고 있습니다.

Rent the Runway, Inc. 기초 지표 요약

Rent the Runway의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
RENT 기초 통계
시가총액US$126.66m
순이익 (TTM)US$22.60m
매출 (TTM)US$329.80m
5.4x
주가수익비율(P/E)
0.4x
주가매출비율(P/S)

RENT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
RENT 손익계산서 (TTM)
매출US$329.80m
매출원가US$88.50m
총이익US$241.30m
기타 비용US$218.70m
순이익US$22.60m

최근 보고된 실적

Jan 31, 2026

다음 실적 발표일

Jun 03, 2026

주당순이익(EPS)0.68
총이익률73.17%
순이익률6.85%
부채/자본 비율-434.9%

RENT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 04:31
종가2026/05/21 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Rent the Runway, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrew BooneCitizens JMP Securities, LLC
Eric SheridanGoldman Sachs
Lauren Cassel SchenkMorgan Stanley