a.k.a. Brands Holding Corp. (AKA) vs Rent the Runway, Inc. (RENT)

a.k.a. Brands Holding Corp. and Rent the Runway, Inc. are both Apparel Retail companies. a.k.a. Brands Holding Corp. is the larger, with a market value of $120.1M against $60.5M — 2.0× the size. a.k.a. Brands Holding Corp. has negative trailing earnings, so its P/E is not meaningful; Rent the Runway, Inc. trades at 0.1×. Rent the Runway, Inc. grew revenue faster over the last twelve months: 21.2% against 0.91%. Rent the Runway, Inc. has the higher net margin (11.8% vs −4.43%) and the lower return on invested capital (−47.9% vs −5.42%). Across the 17 metrics below, a.k.a. Brands Holding Corp. leads on 9 and Rent the Runway, Inc. on 8.

Valuation

Metric AKA RENT Apparel Retail median
P/E n/m 0.13 12.56
P/S 0.20 0.15 0.35
P/B 1.28 n/m 1.57
Price to free cash flow 13.46 n/m 11.15
EV/EBITDA 47.00 n/m 7.42
EV/Sales 0.33 0.49 0.51
Earnings yield (22.15%) 760.48% 5.76%
Free cash flow yield 7.43% (8.56%) 4.34%

Profitability

Metric AKA RENT Apparel Retail median
Gross margin 59.57% 32.68% 41.90%
Operating margin (2.50%) (12.32%) 2.50%
Net margin (4.43%) 11.80% 3.41%
Free cash flow margin 1.51% (1.31%) 2.86%
Return on equity (25.52%) (29.10%) 7.71%
Return on assets (6.56%) 21.05% 2.85%
Return on invested capital (5.42%) (47.88%) 6.41%

Growth

Metric AKA RENT Apparel Retail median
Revenue growth (TTM) 0.91% 21.17% 4.14%
EPS growth (last fiscal year) (19.11%) 110.16% —
Revenue growth, 5-year CAGR 22.69% 15.93% 5.92%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AKA RENT Apparel Retail median
Debt to equity 1.05 (2.40) 0.01
Current ratio 1.11 0.67 1.54
Net debt to EBITDA 193.19 (13.56) (0.29)

Dividend

Metric AKA RENT Apparel Retail median
Dividend yield — — 2.94%
Payout ratio 0.00 0.00 0.00

Size

Metric AKA RENT Apparel Retail median
Market cap 120.13m 60.46m 358.41m

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