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ATRENEW INC (RERE) Stock Fundamental Analysis

USA - NYSE:RERE - US00138L1089 - ADR

4.01 USD
+0.15 (+3.89%)
Last: 10/20/2025, 8:13:50 PM
4.01 USD
0 (0%)
After Hours: 10/20/2025, 8:13:50 PM
Fundamental Rating

5

Overall RERE gets a fundamental rating of 5 out of 10. We evaluated RERE against 119 industry peers in the Specialty Retail industry. While RERE has a great health rating, there are worries on its profitability. RERE shows excellent growth, but is valued quite expensive already.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

RERE had positive earnings in the past year.
RERE had negative earnings in each of the past 5 years.
The reported operating cash flow has been mixed in the past 5 years: RERE reported negative operating cash flow in multiple years.
RERE Yearly Net Income VS EBIT VS OCF VS FCFRERE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 0 -1B -2B

1.2 Ratios

RERE's Return On Assets of 4.04% is fine compared to the rest of the industry. RERE outperforms 64.71% of its industry peers.
RERE has a Return On Equity of 5.54%. This is in the better half of the industry: RERE outperforms 61.34% of its industry peers.
RERE has a Return On Invested Capital (4.94%) which is in line with its industry peers.
Industry RankSector Rank
ROA 4.04%
ROE 5.54%
ROIC 4.94%
ROA(3y)-17.29%
ROA(5y)-20.7%
ROE(3y)-22.67%
ROE(5y)-27.41%
ROIC(3y)N/A
ROIC(5y)N/A
RERE Yearly ROA, ROE, ROICRERE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 -50 -100 -150

1.3 Margins

RERE has a Profit Margin (1.13%) which is comparable to the rest of the industry.
The Operating Margin of RERE (1.31%) is comparable to the rest of the industry.
RERE has a Gross Margin of 12.06%. This is amonst the worse of the industry: RERE underperforms 89.08% of its industry peers.
RERE's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 1.31%
PM (TTM) 1.13%
GM 12.06%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-3.4%
GM growth 5Y35.7%
RERE Yearly Profit, Operating, Gross MarginsRERE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 10 -10 -20 -30 -40

7

2. Health

2.1 Basic Checks

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), RERE is destroying value.
Compared to 1 year ago, RERE has less shares outstanding
The number of shares outstanding for RERE remains at a similar level compared to 5 years ago.
Compared to 1 year ago, RERE has an improved debt to assets ratio.
RERE Yearly Shares OutstandingRERE Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M 200M
RERE Yearly Total Debt VS Total AssetsRERE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B

2.2 Solvency

RERE has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z N/A
ROIC/WACC0.59
WACC8.34%
RERE Yearly LT Debt VS Equity VS FCFRERE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 0 2B 4B 6B

2.3 Liquidity

A Current Ratio of 3.23 indicates that RERE has no problem at all paying its short term obligations.
RERE has a Current ratio of 3.23. This is amongst the best in the industry. RERE outperforms 91.60% of its industry peers.
A Quick Ratio of 2.62 indicates that RERE has no problem at all paying its short term obligations.
RERE has a better Quick ratio (2.62) than 94.96% of its industry peers.
Industry RankSector Rank
Current Ratio 3.23
Quick Ratio 2.62
RERE Yearly Current Assets VS Current LiabilitesRERE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B

8

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 244.31% over the past year.
The Revenue has grown by 27.38% in the past year. This is a very strong growth!
Measured over the past years, RERE shows a very strong growth in Revenue. The Revenue has been growing by 32.94% on average per year.
EPS 1Y (TTM)244.31%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%28.12%
Revenue 1Y (TTM)27.38%
Revenue growth 3Y28.03%
Revenue growth 5Y32.94%
Sales Q2Q%32.16%

3.2 Future

Based on estimates for the next years, RERE will show a very strong growth in Earnings Per Share. The EPS will grow by 43.37% on average per year.
The Revenue is expected to grow by 26.79% on average over the next years. This is a very strong growth
EPS Next Y27.78%
EPS Next 2Y43.37%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year28.47%
Revenue Next 2Y26.79%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
RERE Yearly Revenue VS EstimatesRERE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 5B 10B 15B 20B 25B
RERE Yearly EPS VS EstimatesRERE Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 0 -1 -2 -3

2

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 30.85, RERE can be considered very expensive at the moment.
RERE's Price/Earnings is on the same level as the industry average.
RERE is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.69, which is the current average of the S&P500 Index.
RERE is valuated quite expensively with a Price/Forward Earnings ratio of 75.69.
Based on the Price/Forward Earnings ratio, RERE is valued a bit more expensive than 62.18% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 23.18. RERE is valued rather expensively when compared to this.
Industry RankSector Rank
PE 30.85
Fwd PE 75.69
RERE Price Earnings VS Forward Price EarningsRERE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

RERE's Enterprise Value to EBITDA is on the same level as the industry average.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.78
RERE Per share dataRERE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8 10

4.3 Compensation for Growth

The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
RERE's earnings are expected to grow with 43.37% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.11
PEG (5Y)N/A
EPS Next 2Y43.37%
EPS Next 3YN/A

0

5. Dividend

5.1 Amount

RERE does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

ATRENEW INC

NYSE:RERE (10/20/2025, 8:13:50 PM)

After market: 4.01 0 (0%)

4.01

+0.15 (+3.89%)

Chartmill FA Rating
GICS IndustryGroupConsumer Discretionary Distribution & Retail
GICS IndustrySpecialty Retail
Earnings (Last)08-20 2025-08-20/bmo
Earnings (Next)11-18 2025-11-18
Inst Owners34.53%
Inst Owner Change0%
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap889.03M
Analysts85.71
Price Target5.1 (27.18%)
Short Float %2.11%
Short Ratio1.58
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-25.52%
Min EPS beat(2)-29.48%
Max EPS beat(2)-21.57%
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)0.44%
Min Revenue beat(2)-1.18%
Max Revenue beat(2)2.05%
Revenue beat(4)1
Avg Revenue beat(4)-0.32%
Min Revenue beat(4)-1.18%
Max Revenue beat(4)2.05%
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-4.76%
EPS NY rev (1m)-90.8%
EPS NY rev (3m)4.55%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-2.34%
Revenue NY rev (1m)0%
Revenue NY rev (3m)2.59%
Valuation
Industry RankSector Rank
PE 30.85
Fwd PE 75.69
P/S 0.34
P/FCF N/A
P/OCF N/A
P/B 1.67
P/tB 1.68
EV/EBITDA 12.78
EPS(TTM)0.13
EY3.24%
EPS(NY)0.05
Fwd EY1.32%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS11.74
BVpS2.4
TBVpS2.39
PEG (NY)1.11
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 4.04%
ROE 5.54%
ROCE 6.26%
ROIC 4.94%
ROICexc 4.94%
ROICexgc 4.96%
OM 1.31%
PM (TTM) 1.13%
GM 12.06%
FCFM N/A
ROA(3y)-17.29%
ROA(5y)-20.7%
ROE(3y)-22.67%
ROE(5y)-27.41%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-3.4%
GM growth 5Y35.7%
F-ScoreN/A
Asset Turnover3.57
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA 0
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 3.23
Quick Ratio 2.62
Altman-Z N/A
F-ScoreN/A
WACC8.34%
ROIC/WACC0.59
Cap/Depr(3y)21.03%
Cap/Depr(5y)18.67%
Cap/Sales(3y)0.55%
Cap/Sales(5y)0.67%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)244.31%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%28.12%
EPS Next Y27.78%
EPS Next 2Y43.37%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)27.38%
Revenue growth 3Y28.03%
Revenue growth 5Y32.94%
Sales Q2Q%32.16%
Revenue Next Year28.47%
Revenue Next 2Y26.79%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y358.27%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year39.3%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y266.67%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y163.53%
OCF growth 3YN/A
OCF growth 5YN/A