Duluth Holdings Inc. (DLTH) vs Rent the Runway, Inc. (RENT)

Duluth Holdings Inc. and Rent the Runway, Inc. are both Apparel Retail companies. Duluth Holdings Inc. is the larger, with a market value of $152.0M against $61.1M — 2.5× the size. Rent the Runway, Inc. trades at the lower P/E: 0.1× against 25.1×. Rent the Runway, Inc. grew revenue faster over the last twelve months: 21.2% against −8.63%. Rent the Runway, Inc. has the higher net margin (11.8% vs 1.07%) and the lower return on invested capital (−47.9% vs 2.96%). Across the 18 metrics below, Rent the Runway, Inc. leads on 10 and Duluth Holdings Inc. on 8.

Valuation

Metric DLTH RENT Apparel Retail median
P/E 25.06 0.14 13.40
P/S 0.26 0.16 0.31
P/B 0.81 n/m 1.73
Price to free cash flow 2.46 n/m 12.11
EV/EBITDA 5.00 n/m 7.58
EV/Sales 0.30 0.50 0.51
Earnings yield 3.99% 717.51% 5.50%
Free cash flow yield 40.68% (8.08%) 3.85%

Profitability

Metric DLTH RENT Apparel Retail median
Gross margin 58.33% 32.68% 41.90%
Operating margin 1.71% (12.32%) 2.50%
Net margin 1.07% 11.80% 3.41%
Free cash flow margin 10.45% (1.31%) 2.86%
Return on equity 3.45% (29.10%) 7.71%
Return on assets 1.43% 21.05% 2.85%
Return on invested capital 2.96% (47.88%) 6.41%

Growth

Metric DLTH RENT Apparel Retail median
Revenue growth (TTM) (8.63%) 21.17% 4.17%
EPS growth (last fiscal year) 64.12% 110.16% 5.51%
Revenue growth, 5-year CAGR (2.42%) 15.93% 5.92%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DLTH RENT Apparel Retail median
Debt to equity 0.29 (2.40) 0.01
Current ratio 1.88 0.67 1.53
Net debt to EBITDA 2.35 (13.56) (0.38)

Dividend

Metric DLTH RENT Apparel Retail median
Dividend yield — — 1.80%
Payout ratio — — 0.21

Size

Metric DLTH RENT Apparel Retail median
Market cap 152.02m 61.13m 371.52m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack