Rent the Runway, Inc. (RENT) intrinsic value & 10-year financials
Rent the Runway, Inc. (RENT) has a Graham intrinsic value of $54.63 per share. At $1.76 on Oct 17, 2026, the stock trades 97% below that value. Over the last 8 fiscal years revenue grew 12.6% a year to $43.8M, with an average return on invested capital of 24.9%.
- Graham intrinsic value
- $54.63
- Share price (Oct 17, 2026)
- $1.76
- Price vs Graham value
- 97% below
- Market cap
- $21.1M
- Revenue (FY2026)
- $43.8M
- Revenue growth (8-yr CAGR)
- 12.6%
- ROIC (10-yr avg)
- 24.9%
- Free cash flow (FY2026)
- -$72.4M
RENT 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2026 | $43.8M | $22.6M | $1.88 | -$72.4M | -131.3% | -51.9% |
| FY2025 | $40.7M | -$69.9M | -$18.51 | -$36.3M | -116.7% | -36.5% |
| FY2024 | $33.3M | -$113.2M | -$33.12 | -$93.6M | -240.2% | -60.0% |
| FY2023 | $27.8M | -$138.7M | -$2.16 | -$109.8M | -372.7% | -82.2% |
| FY2022 | $17.5M | -$211.8M | -$8.51 | -$73.1M | -719.4% | 300.1% |
| FY2021 | $21.6M | -$171.1M | -$15.36 | -$97.7M | -604.2% | 60.8% |
| FY2020 | $21.5M | -$153.9M | -$14.04 | -$155.3M | -604.7% | 44.3% |
| FY2019 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Rent the Runway, Inc. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Rent the Runway, Inc. has historically struggled to out-earn its cost of capital, averaging just -17.5% ROIC.
Rent the Runway, Inc. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Rent the Runway, Inc. is modeled at 12.6% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $54.63 per share.