ATRenew Résultats passés
Passé contrôle des critères 5/6
ATRenew a connu une croissance annuelle moyenne de ses bénéfices de 50.7%, tandis que le secteur Specialty Retail a vu ses bénéfices augmenter de en baisse à 3.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 24.9% par an. Le rendement des capitaux propres de ATRenew est 10.9% et ses marges nettes sont de 1.9%.
Informations clés
50.68%
Taux de croissance des bénéfices
80.96%
Taux de croissance du BPA
| Specialty Retail Croissance de l'industrie | 26.64% |
| Taux de croissance des recettes | 24.91% |
| Rendement des fonds propres | 10.87% |
| Marge nette | 1.90% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Article d’analyse • May 22
Results: ATRenew Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
As you might know, ATRenew Inc. ( NYSE:RERE ) just kicked off its latest first-quarter results with some very strong...Seeking Alpha • May 19
ATRenew Q1 Review: Fantastic Performance Leads Me To Upgrade It
Summary ATRenew Inc. delivered strong Q1 results, with 39.2% revenue growth and significant profitability improvements, prompting an upgrade to Buy. RERE's operating leverage and efficiency gains, along with disciplined cost controls, have driven non-GAAP income from operations up 70.2% year-over-year. Management guides Q2 revenue growth of 25%-27% y/y, above consensus, supported by robust China trade-in subsidies and a strong balance sheet. A conservative DCF model yields a $6 intrinsic value per share, but risks remain from subsidy withdrawal and inherent China-related uncertainties. Read the full article on Seeking AlphaArticle d’analyse • Dec 05
A Piece Of The Puzzle Missing From ATRenew Inc.'s (NYSE:RERE) 39% Share Price Climb
ATRenew Inc. ( NYSE:RERE ) shares have had a really impressive month, gaining 39% after a shaky period beforehand. The...
Mise à jour du récit • Nov 25
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.Mise à jour du récit • Nov 10
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.Mise à jour du récit • Oct 27
Share Buyback and Margin Improvements Will Drive Market Strength Ahead
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.Mise à jour du récit • Aug 22
Digitalization And Recycling In China Will Drive Sustainable Expansion
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.Article d’analyse • Jul 19
Investors Still Aren't Entirely Convinced By ATRenew Inc.'s (NYSE:RERE) Revenues Despite 32% Price Jump
Despite an already strong run, ATRenew Inc. ( NYSE:RERE ) shares have been powering on, with a gain of 32% in the last...Nouveau récit • May 29
Digitalization And Recycling In China Will Drive Sustainable Expansion
Growing sustainability awareness, digitalization, and rapid device turnover are increasing supply and demand for ATRenew's electronics recycling and trade-in platform in China.Article d’analyse • May 20
ATRenew Inc.'s (NYSE:RERE) Shares Leap 33% Yet They're Still Not Telling The Full Story
ATRenew Inc. ( NYSE:RERE ) shareholders are no doubt pleased to see that the share price has bounced 33% in the last...Article d’analyse • May 15
Estimating The Fair Value Of ATRenew Inc. (NYSE:RERE)
Key Insights The projected fair value for ATRenew is US$3.26 based on 2 Stage Free Cash Flow to Equity ATRenew's...Seeking Alpha • Mar 13
ATRenew: Bright Future, If Demand Stays High And Management Executes Well
Summary ATRenew Inc. reported mixed results, with an impressive 25.2% y/y sales growth but a slight miss on EPS; the GAAP operating margin turned positive at 1.1%. The company has a strong balance sheet with $350m in liquid assets, positioning it well for future growth and economic downturns. Future growth is expected from government subsidies, partnerships with JD and Apple, and aggressive expansion plans including 800 new stores in 2025. I remain cautious about RERE stock due to global economic uncertainties and negative sentiment towards Chinese companies, preferring to see consistent margin improvements before investing. Read the full article on Seeking AlphaArticle d’analyse • Dec 17
ATRenew Inc. (NYSE:RERE) Stock Rockets 26% But Many Are Still Ignoring The Company
The ATRenew Inc. ( NYSE:RERE ) share price has done very well over the last month, posting an excellent gain of 26...Seeking Alpha • Nov 22
ATRenew Reports Strong Q3 Earnings, Growth Likely To Continue
Summary ATRenew's 3Q 2024 earnings report shows a 24.4% sales increase and a shift from operational loss to profit, driven by cost optimizations and lower amortization expenses. The company's multi-category recycling business surged by 270% YOY, and its 1P-to-consumer sales increased by 120% YOY, indicating strong market demand. ATRenew's strong cash and debt fundamentals, along with sustainable sales growth, suggest potential for future net GAAP profitability and stock appreciation. The growing popularity of the circular economy in China and government support provide significant upside factors for ATRenew's continued success. Read the full article on Seeking AlphaSeeking Alpha • Aug 21
ATRenew's Quarterly Earnings Hit Record Highs, Maintain Buy
Summary ATRenew reported strong earnings results for Q2 2024, with total net revenues increasing by 27.4% year-over-year. The company's balance sheet remains strong, with sustainable sales growth and decreasing operating losses. ATRenew's management is optimistic about growth potential, citing increased recycling opportunities and partnerships with major brands like JD and Apple. Read the full article on Seeking AlphaArticle d’analyse • Aug 20
The Market Lifts ATRenew Inc. (NYSE:RERE) Shares 31% But It Can Do More
ATRenew Inc. ( NYSE:RERE ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Article d’analyse • Jul 03
ATRenew (NYSE:RERE) Has Debt But No Earnings; Should You Worry?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • May 21
ATRenew's Quarterly Sales Improve, I Remain Bullish
Summary ATRenew Inc.'s Q1 2024 earnings showed a 27.1% increase in total net revenues compared to the same period last year. The company's operating costs and expenses rose by 25.9%, mainly due to higher merchandise costs and fulfillment expenses. ATRenew's management is optimistic about future growth, citing increased recycling opportunities and growing demand for used products. Read the full article on Seeking AlphaArticle d’analyse • May 04
ATRenew Inc. (NYSE:RERE) Soars 26% But It's A Story Of Risk Vs Reward
ATRenew Inc. ( NYSE:RERE ) shares have continued their recent momentum with a 26% gain in the last month alone...Seeking Alpha • Mar 19
ATRenew Polishes Recycling Credentials To Record First Profit
Summary ATRenew’s revenue rose 30% in the fourth quarter, as its non-GAAP operating margin improved by 0.9 percentage points on growing efficiencies. The company’s iPhone recycling collaboration with Apple generated an additional 300 million yuan in revenue during the fourth quarter. Even after the big jump in its stock price, ATRenew’s shares still trade at a relatively low price-to-sales (P/S) ratio of 0.20. Read the full article on Seeking AlphaArticle d’analyse • Mar 13
ATRenew Inc.'s (NYSE:RERE) Shares Leap 39% Yet They're Still Not Telling The Full Story
ATRenew Inc. ( NYSE:RERE ) shareholders are no doubt pleased to see that the share price has bounced 39% in the last...Seeking Alpha • Mar 13
ATRenew Reported Excellent 2023 Results But The Stock Is Undervalued
Summary ATRenew Inc. reported strong earnings results for 2023, with total net revenues increasing by 31.4% compared to the previous year. The stock price has decreased due to the decline of the Chinese stock market, but this presents an opportunity for investors to buy an undervalued stock. The management's outlook is optimistic, with expectations of continued revenue growth in the first quarter of 2024. The company's financial stability and low valuation ratios make it an attractive investment option. Read the full article on Seeking AlphaArticle d’analyse • Jan 19
It's Down 28% But ATRenew Inc. (NYSE:RERE) Could Be Riskier Than It Looks
ATRenew Inc. ( NYSE:RERE ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Nov 29
ATRenew Chases New Growth With Refurbishment, New Apple Partnership
Summary ATRenew’s revenue rose 28% in the third quarter, as its refurbishment business and its move into non-electronics recycling gained momentum. The recycling specialist said its sales of refurbished products more than doubled in the third quarter, as it ramps up business under its new recycling partnership with Apple. The company has begun ramping up its acquisitions of used iPhones, its biggest product area, through its recent partnership with Apple in Mainland China. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
ATRenew Reported Very Sound Q3 Earnings, But The Stock Remains Undervalued
Summary ATRenew Inc. reported strong quarterly earnings, with a 28.4% increase in total net revenues. The company's loss from operations decreased significantly compared to the previous quarter. ATRenew's CEO expects continued growth in total revenues and highlights the success of their 1P business and multi-category recycling business. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
ATRenew Sees Big Potential In New Apple Partnership
Summary ATRenew’s revenue grew 38% in the second quarter, while its non-GAAP operating margin reached a record high of 1.8% on improving efficiencies. The company forecast its revenue growth will slow in the current quarter to about 26%, as Chinese consumers await new Apple and Huawei smartphones likely to launch in mid-September. ATRenew’s revenue growth rates have varied since its New York listing in 2021, but its improving profitability has been steadier. Read the full article on Seeking AlphaArticle d’analyse • Aug 25
A Look At The Intrinsic Value Of ATRenew Inc. (NYSE:RERE)
Key Insights ATRenew's estimated fair value is US$2.27 based on 2 Stage Free Cash Flow to Equity With US$2.28 share...Seeking Alpha • Aug 24
ATRenew Reports Sound Q2 2023 Earnings - More Growth Likely Ahead
Summary ATRenew's 2Q 2023 earnings show substantial improvement compared to the same period last year. The company's total net revenues grew by 38.1% and loss from operations narrowed down. The circular economy concept and falling consumer incomes can further stimulate ATRenew's business growth. Read the full article on Seeking AlphaSeeking Alpha • May 25
Smartphone Trade-Ups Lift ATRenew As Spending Resumes In China
Summary ATRenew’s revenue grew 30% in the first quarter, as it reported an adjusted profit for the fifth time in the last six quarters. The recycler’s quarterly operating margin also improved on greater automation and a number of other steps to improve efficiencies. As ATRenew’s shares have risen, its price-to-sales (P/S) ratio has crept up to its current level of about 0.46. Read the full article on Seeking AlphaArticle d’analyse • May 10
Estimating The Fair Value Of ATRenew Inc. (NYSE:RERE)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ATRenew fair value estimate is US$2.76 With US$2.44 share...Seeking Alpha • Dec 09
ATRenew extends share repurchase plan
ATRenew (NYSE:RERE) has extended its existing share repurchase program for another twelve-month period starting from Dec. 28, 2022, with all other terms remain unchanged. The company may repurchase up to $100M of its shares under the program which commenced on Dec. 28, 2021. As of Dec. 9, 2022, $33M of its shares were repurchased.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment ATRenew gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 22,555 | 429 | 3,878 | 262 |
| 31 Dec 25 | 21,048 | 336 | 3,690 | 244 |
| 30 Sep 25 | 19,643 | 283 | 3,548 | 238 |
| 30 Jun 25 | 18,545 | 210 | 3,404 | 228 |
| 31 Mar 25 | 17,331 | 127 | 3,261 | 215 |
| 31 Dec 24 | 16,328 | -8 | 3,056 | 210 |
| 30 Sep 24 | 15,353 | -83 | 2,872 | 217 |
| 30 Jun 24 | 14,558 | -145 | 2,797 | 203 |
| 31 Mar 24 | 13,745 | -199 | 2,704 | 198 |
| 31 Dec 23 | 12,966 | -156 | 2,641 | 196 |
| 30 Sep 23 | 12,073 | -2,310 | 2,906 | 186 |
| 30 Jun 23 | 11,353 | -2,296 | 2,931 | 197 |
| 31 Mar 23 | 10,535 | -2,357 | 2,883 | 212 |
| 31 Dec 22 | 9,869 | -2,468 | 2,890 | 228 |
| 30 Sep 22 | 9,324 | -420 | 2,655 | 235 |
| 30 Jun 22 | 8,750 | -503 | 2,588 | 250 |
| 31 Mar 22 | 8,472 | -883 | 2,876 | 273 |
| 31 Dec 21 | 7,780 | -1,325 | 2,702 | 265 |
| 30 Sep 21 | 6,989 | -1,648 | 2,430 | 242 |
| 30 Jun 21 | 6,352 | -1,929 | 2,214 | 215 |
| 31 Mar 21 | 5,680 | -1,866 | 1,731 | 167 |
| 31 Dec 20 | 4,858 | -1,775 | 1,584 | 152 |
| 31 Dec 19 | 3,932 | -1,583 | 1,366 | 143 |
| 31 Dec 18 | 3,262 | -1,086 | 672 | 66 |
Des revenus de qualité: RERE a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de RERE sont plus élevées que l'année dernière RERE. (1.9%) sont plus élevées que l'année dernière (0.7%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: RERE est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 50.7% par an.
Accélération de la croissance: La croissance des bénéfices de RERE au cours de l'année écoulée ( 236.3% ) dépasse sa moyenne sur 5 ans ( 50.7% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices RERE au cours de l'année écoulée ( 236.3% ) a dépassé celle du secteur Specialty Retail -1.1%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de RERE ( 10.9% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 17:59 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ATRenew Inc. est couverte par 8 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Junyun Chen | Citic Securities Co., Ltd. |
| Andy Yu | DBS Bank Ltd |
| Ronald Keung | Goldman Sachs |