RVLV vs RENT: Revolve vs Rent the Runway Stock Comparison: AI Score, Valuation, Performance and Upside
Revolve is a premium online retailer using influencer marketing to sell curated fashion to millennial buyers, while Rent the Runway is a subscription rental service allowing access to designer clothing without ownership. Revolve has better revenue quality and profitability; Rent the Runway has a more differentiated model but more difficult economics.
RVLV vs RENT is premium e-commerce influencer retail versus fashion rental subscription — Revolve wins if influencer-driven discovery continues to acquire high-value customers efficiently; Rent the Runway wins if subscription rental reaches the scale needed for sustainable unit economics.
RVLV holds the edge across 2 of 5 key metrics in this comparison. RVLV has delivered stronger 1-year price return (+14.29% vs -34.07% for RENT).
- →prefer premium online fashion retail with influencer-driven customer acquisition
- →value Revolve's FORWARD luxury segment as an upmarket expansion opportunity
- →want a profitable premium fashion e-commerce business vs a pre-profitability rental model
- →believe influencer marketing remains efficient for reaching high-income millennial buyers
- →believe fashion rental subscriptions will scale and achieve sustainable unit economics
- →want exposure to the access-not-ownership trend in fashion consumption
- →are comfortable with high execution risk and a challenging path to profitability
- →prefer a more differentiated business model vs traditional online retail
| Metric | RVLV | RENT |
|---|---|---|
| AI score | 23.8 | 21.4 |
| AI rank | #3408 | #4894 |
| Latest close | $24.47 | $3.29 |
| 1M return | +18.61% | -5.73% |
| 6M return | -20.08% | -63.44% |
| 1Y return | +14.29% | -34.07% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | RVLV | RENT |
|---|---|---|
| 1Y ago | $11.43K (+14.3%) started 2025-07-14 | $6.59K (-34.1%) started 2025-07-14 |
| 5Y ago | $3.67K (-63.3%) started 2021-07-14 | $85.28 (-99.1%) started 2021-10-27 |
| 10Y ago | $7.2K (-28.0%) started 2019-06-07 | $85.28 (-99.1%) started 2021-10-27 |
Hypothetical — past performance does not guarantee future results.
| Metric | RVLV | RENT |
|---|---|---|
| Market cap | $1.75B | $110.5M |
| Trailing P/E | 27.19 | 0.43 |
| Forward P/E | 22.84 | N/A |
| Price/Sales | 1.38 | 0.32 |
| EV/Revenue | 1.13 | 0.78 |
| Analyst target | $29.69 | N/A |
| Target upside | +21.34% | N/A |
| Metric | RVLV | RENT |
|---|---|---|
| Revenue growth | 15.60% | 29.20% |
| Earnings growth | 21.20% | N/A |
| EPS growth | +21.20% | N/A |
| FCF margin | +3.49% | -17.53% |
| Operating margin | N/A | N/A |
| Profit margin | 5.05% | 8.51% |
| ROIC proxy | 12.94% | N/A |
| Return on equity | 12.94% | N/A |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.61 | 1.20 |
| Debt/equity | 6.33 | N/A |
| Current ratio | 2.54 | 0.75 |
| Quick ratio | 1.35 | 0.51 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | RVLV | RENT |
|---|---|---|---|
| 1Y | Growth | +14.29% | -34.07% |
| CAGR | +14.30% | -34.09% | |
| Sharpe ratio | 0.43 | -0.04 | |
| Max drawdown | 44.32% | 66.99% | |
| Max daily drop | 13.87% | 36.38% | |
| Max wkly drop | 21.71% | 36.12% | |
| 5Y | Growth | -63.34% | -99.15% |
| CAGR | -18.19% | -63.62% | |
| Sharpe ratio | -0.10 | -0.22 | |
| Max drawdown | 85.74% | 99.20% | |
| Max daily drop | 15.74% | 38.74% | |
| Max wkly drop | 29.51% | 41.80% | |
| 10Y | Growth | -28.03% | -99.15% |
| CAGR | -4.53% | -63.62% | |
| Sharpe ratio | 0.19 | -0.22 | |
| Max drawdown | 85.74% | 99.20% | |
| Max daily drop | 18.56% | 38.74% | |
| Max wkly drop | 36.78% | 41.80% |
| Category | RVLV | RENT |
|---|---|---|
| Company | Revolve Group, Inc. | Rent the Runway, Inc. |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | N/A | N/A |
| Core business | Online premium fashion retailer targeting millennial and Gen-Z consumers with a curated selection of emerging and established brands. Revolve uses influencer marketing extensively through its network of social media brand ambassadors. | Fashion rental subscription service allowing members to borrow designer and premium clothing, handbags, and accessories rather than purchasing. Rent the Runway targets women who want a constantly refreshed wardrobe without ownership costs. |
| Investor focus | Active customer count, average order value, return rates, influencer marketing efficiency, and operating margin improvement. | Active subscriber count, revenue per subscriber, unit economics of subscription vs rental, inventory management, and path to cash flow breakeven. |
- →Influencer-driven marketing creates authentic brand discovery and customer acquisition more efficiently than traditional digital ads
- →Curated premium brand selection attracts high-income millennial buyers willing to pay full price
- →FORWARD segment targets ultra-luxury buyers, expanding Revolve's reach upmarket
- →Subscription model provides recurring revenue and predictable demand for inventory planning
- →Access-not-ownership model resonates with sustainability-conscious consumers who prefer not to buy disposable fashion
- →Designer brand relationships give RTR access to aspirational items many subscribers could not afford to purchase
- →High return rates are structurally embedded in online fashion — managing reverse logistics cost is critical
- →Competition from SSENSE, Farfetch, and Net-a-Porter in premium online fashion
- →Influencer saturation and rising cost of marketing partnerships could reduce acquisition efficiency
- →Inventory management and cleaning/fulfillment costs are structurally heavy for a rental business
- →Subscriber growth has been challenging to sustain at high acquisition costs
- →Fashion rental has proven a difficult category to scale profitably — path to sustained profitability remains uncertain
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