Rent the Runway, Inc.(RENT)Stock Analysis
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Rank #1,360 of 2,962 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
RENT Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Rent the Runway, Inc. (RENT), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RENT at 54.0/100 on a 32-signal composite quality model, placing it at rank #1,360 of 2,962 stocks — the top half of the AI-ranked universe. RENT scores in the top quartile across balance sheet strength (96.5), institutional flow (82.8), profitability (75.1). Areas of concern include earnings quality (13.1) and free cash flow (27.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Rent the Runway, Inc. reports quarterly revenue of $97.7M, net income of $-12.9M. Top institutional holders of RENT by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, GEODE CAPITAL MANAGEMENT, based on the most recent SEC filings. RENT trades on the Nasdaq exchange and files with the SEC under CIK 1468327. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RENT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Rent the Runway, Inc. directly from SEC EDGAR. Rent the Runway, Inc.'s 13F Pro composite quality score has ranged between 26 and 58 since 2022, currently 54.0 — an improving long-term trajectory across 63 quarterly and live scoring snapshots.
Revenue
Q2 2026
$97.7M
Net Income
Q2 2026
$-12.9M
ROIC
Q2 2026
-33.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.7% YoYNet Income
+132.3% YoYOperating Income
-21.1% YoYEPS (Diluted)
+110.7% YoYTotal Assets
-7.9% YoYTotal Debt
-53.1% YoYOp. Cash Flow
-72.9% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $329.8M +7.7% | $306.2M +2.7% | $298.2M +0.6% | $296.4M +45.8% | $203.3M +29.1% | $157.5M |
| Net Income | $22.6M +132.3% | $-69.9M +38.3% | $-113.2M +18.4% | $-138.7M +34.5% | $-211.8M -23.8% | $-171.1M |
| Operating Income | $-57.5M -21.1% | $-47.5M +40.6% | $-80.0M +22.8% | $-103.6M +17.7% | $-125.9M +3.5% | $-130.5M |
| EPS (Diluted) | $1.88 +110.7% | $-17.62 +44.1% | $-31.52 +27.0% | $-43.17 +74.7% | $-170.30 -1008.7% | $-15.36 |
| Total Assets | $221.0M -7.9% | $240.0M -13.8% | $278.5M -17.2% | $336.2M -24.9% | $447.5M +39.5% | $320.7M |
| Total Debt | $157.0M -53.1% | $335.1M +8.8% | $307.9M +13.0% | $272.5M +3.1% | $264.3M -25.9% | $356.9M |
| Operating Cash Flow | $3.5M -72.9% | $12.9M +182.2% | $-15.7M +67.1% | $-47.7M -12.8% | $-42.3M +1.2% | $-42.8M |
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Top Institutional Holders of RENT
BlackRock, Inc.
$2.6M829,245 shVANGUARD CAPITAL MANAGEMENT LLC
$2.1M654,002 shGEODE CAPITAL MANAGEMENT, LLC
$1.3M399,826 shTechnology Crossover Management VIII, Ltd.
$622.1K197,481 shARES MANAGEMENT LLC
$533.6K169,383 shVANGUARD FIDUCIARY TRUST CO
$442.3K140,407 shSTATE STREET CORP
$352.5K111,897 shNORTHERN TRUST CORP
$318.8K101,193 shCastleKnight Management LP
$304.5K96,655 shVANGUARD PORTFOLIO MANAGEMENT LLC
$171.9K54,572 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.6M | 829,245 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.1M | 654,002 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3M | 399,826 |
| Technology Crossover Management VIII, Ltd. | $622.1K | 197,481 |
| ARES MANAGEMENT LLC | $533.6K | 169,383 |
| VANGUARD FIDUCIARY TRUST CO | $442.3K | 140,407 |
| STATE STREET CORP | $352.5K | 111,897 |
| NORTHERN TRUST CORP | $318.8K | 101,193 |
| CastleKnight Management LP | $304.5K | 96,655 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $171.9K | 54,572 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is RENT a good stock to buy?
13F Pro's AI-powered analysis of Rent the Runway, Inc. (RENT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RENT are available on the RENT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. RENT is classified as a small company.
Which hedge funds own RENT?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RENT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Rent the Runway, Inc.'s investment landscape.