WallStSmart

The Gap, Inc. (GAP)vsRent the Runway Inc (RENT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Gap, Inc. generates 4786% more annual revenue ($15.37B vs $314.50M). GAP leads profitability with a 5.3% profit margin vs 3.4%. RENT trades at a lower P/E of 1.7x. GAP earns a higher WallStSmart Score of 55/100 (C).

GAP

Buy

55

out of 100

Grade: C

Growth: 2.7Profit: 5.5Value: 7.3Quality: 5.8
Piotroski: 2/9Altman Z: 2.38

RENT

Avoid

30

out of 100

Grade: F

Growth: 6.7Profit: 2.5Value: 8.3Quality: 5.0
Piotroski: 4/9Altman Z: -2.67
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GAPSignificantly Overvalued (-89.6%)

Margin of Safety

-89.6%

Fair Value

$14.48

Current Price

$24.93

$10.45 premium

UndervaluedFair: $14.48Overvalued
RENTUndervalued (+70.5%)

Margin of Safety

+70.5%

Fair Value

$19.58

Current Price

$4.81

$14.77 discount

UndervaluedFair: $19.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GAP3 strengths · Avg: 9.0/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
23.1%9/10

Every $100 of equity generates 23 in profit

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

RENT3 strengths · Avg: 9.3/10
P/E RatioValuation
1.7x10/10

Attractively priced relative to earnings

Debt/EquityHealth
-5.7610/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
15.4%8/10

15.4% revenue growth

Areas to Watch

GAP4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Operating MarginProfitability
4.9%3/10

Operating margin of 4.9%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

RENT4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$161.02M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.4%3/10

3.4% margin — thin

Return on EquityProfitability
-7.8%2/10

ROE of -7.8% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : GAP

The strongest argument for GAP centers on P/E Ratio, Return on Equity, Price/Book. PEG of 1.39 suggests the stock is reasonably priced for its growth.

Bull Case : RENT

The strongest argument for RENT centers on P/E Ratio, Debt/Equity, Revenue Growth. Revenue growth of 15.4% demonstrates continued momentum.

Bear Case : GAP

The primary concerns for GAP are Revenue Growth, Profit Margin, Operating Margin.

Bear Case : RENT

The primary concerns for RENT are EPS Growth, Market Cap, Profit Margin. Thin 3.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

GAP profiles as a value stock while RENT is a growth play — different risk/reward profiles.

GAP carries more volatility with a beta of 2.24 — expect wider price swings.

RENT is growing revenue faster at 15.4% — sustainability is the question.

GAP generates stronger free cash flow (696M), providing more financial flexibility.

Bottom Line

GAP scores higher overall (55/100 vs 30/100). RENT offers better value entry with a 70.5% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Gap, Inc.

CONSUMER CYCLICAL · APPAREL RETAIL · USA

The Gap, Inc. is a leading global apparel retailer founded in 1969, recognized for its portfolio of well-known brands such as Gap, Banana Republic, Old Navy, and Athleta. Headquartered in San Francisco, California, the company operates in over 40 countries and is dedicated to providing quality, value, and style to a diverse customer base. Emphasizing digital transformation and sustainability, Gap is expanding its e-commerce capabilities while focusing on innovative product development and strategic growth initiatives to maintain its competitive edge in the ever-evolving retail sector.

Rent the Runway Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Rent the Runway, Inc. rents women's designer dresses, clothing and accessories through its stores and online platform.

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