Envela vs Rent The Runway
Rent The Runway is the larger business, with $330m of revenue in fiscal 2026 against $241m for Envela (1.4 times as much). Envela grew faster (33.6% against 7.7%). Rent The Runway kept more of each dollar of sales as profit: a net margin of 6.9% against 6.1%.
| Latest fiscal year | EnvelaELA, 2025 | Rent The RunwayRENT, 2026 |
|---|---|---|
| Revenue | $241m | $330m |
| Revenue growth | 33.6% | 7.7% |
| Net income | $14.6m | $22.6m |
| Operating margin | 7.5% | — |
| Net margin | 6.1% | 6.9% |
| Return on equity | 24.4% | — |
| Free cash flow | $1.4m | — |
| Cash | $18.2m | $50.4m |
| Total debt | $17.7m | $157m |
| Debt to equity | 26.4% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $188,908 | — |
| Employees | — | 942 |
| Market value | $291m | $73.9m |
| Price vs our value range | Below our value range | — |
| Moat score | 50 (Moderate) | 45 (Weak) |
| Insider trades, 12 months | 3 buys, 0 sales | 3 buys, 4 sales |