ATRenew Inc.

NYSE:RERE 株式レポート

時価総額：US$1.1b

ATRenew 将来の成長

Future 基準チェック /46

ATRenew利益と収益がそれぞれ年間32%と18.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.6% 33.7%なると予測されています。

主要情報

32.0%

収益成長率

33.69%

EPS成長率

Specialty Retail 収益成長10.1%
収益成長率18.9%
将来の株主資本利益率17.65%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

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 Alpha
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
User avatar
新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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.

業績と収益の成長予測

NYSE:RERE - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202838,7571,080N/AN/A2
12/31/202731,872832N/AN/A6
12/31/202626,592587N/AN/A2
3/31/202622,555429N/AN/AN/A
12/31/202521,048336-559-415N/A
9/30/202519,643283N/AN/AN/A
6/30/202518,545210N/AN/AN/A
3/31/202517,331127N/AN/AN/A
12/31/202416,328-8583643N/A
9/30/202415,353-83N/AN/AN/A
6/30/202414,558-145N/AN/AN/A
3/31/202413,745-199N/AN/AN/A
12/31/202312,966-156159244N/A
9/30/202312,073-2,310N/AN/AN/A
6/30/202311,353-2,296N/AN/AN/A
3/31/202310,535-2,357N/AN/AN/A
12/31/20229,869-2,468820881N/A
9/30/20229,324-420N/AN/AN/A
6/30/20228,750-503N/AN/AN/A
3/31/20228,472-883N/AN/AN/A
12/31/20217,780-1,325-1,092-1,018N/A
9/30/20216,989-1,648N/AN/AN/A
6/30/20216,352-1,929N/AN/AN/A
3/31/20215,680-1,866-541-512N/A
12/31/20204,858-1,775-451-413N/A
12/31/20193,932-1,583N/A-411N/A
12/31/20183,262-1,086N/A-358N/A

アナリストによる今後の成長予測

収入対貯蓄率: REREの予測収益成長率 (年間32% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: REREの収益 ( 32% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: REREの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: REREの収益 ( 18.9% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: REREの収益 ( 18.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: REREの 自己資本利益率 は、3年後には低くなると予測されています ( 17.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 20:25
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ATRenew Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Junyun ChenCitic Securities Co., Ltd.
Andy YuDBS Bank Ltd
Ronald KeungGoldman Sachs