Share Buyback and Margin Improvements Will Drive Market Strength Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 May 25

Updated

25 Nov 25

Views

71

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

82.7%

7D

-1.1%

Loading

1Y

82.7%

7D

-1.1%

You can edit this narrative until Nov 26 12:15 AM. Then, changes will post as Updates.

Author's Valuation

US$6.6121.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 25 Nov 25

Fair value Increased 5.14%

RERE: Share Buyback Completion And Rising Margins Will Support Profit Outlook

Analysts have raised their price target for ATRenew, increasing it from $6.28 to $6.61 per share. They cited improved profit margin expectations and slight adjustments to growth and discount rate assumptions.

Shared on 10 Nov 25

Fair value Increased 1.71%

RERE: Share Buyback Completion Expected To Drive Improved Profitability

Analysts have raised their price target for ATRenew slightly, increasing it from $6.18 to $6.28. They cited improved outlooks on revenue growth and profitability as the reasons for this adjustment.

Shared on 27 Oct 25

Fair value Decreased 12%

Analysts have lowered their price target for ATRenew from $7.00 to $6.18. They cite slightly slower projected revenue growth, which is partially offset by improved profit margin expectations.

Shared on 22 Aug 25

Fair value Increased 40%

The sharp increase in ATRenew’s price target is primarily supported by a substantial drop in its future P/E ratio, indicating improved valuation despite a marginal decline in net profit margin, raising the fair value estimate from $5.00 to $7.00. What's in the News ATRenew completed the repurchase of 12,061,224 shares (5.06% of shares outstanding) for $30.25 million under its buyback program announced March 2024.

AnalystConsensusTarget Fair Value

US$6.61

21.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

21.99%

Specialty Stores revenue growth rate

0.30%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.15%

Calculation

CN¥1.25b

Earnings '28

x

14.30x

PE Ratio '28

=

CN¥17.94b

Market Cap '28

CN¥17.94b

Market Cap '28

/

296.58m

No. shares '28

=

CN¥60.48

Share Price '28

CN¥60.48 Share Price '28

Discounted to 2025 @ 8.90% p.a.

=

CN¥46.83

Fair Value '25

CN¥46.83 Fair Value '25

Converted to USD @ 0.1408 CNY/USD Exchange Rate

=

US$6.59

Fair Value '25