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ATRenew Inc.NYSE:RERE Stock Report

Market Cap US$1.0b
Share Price
US$4.68
US$6.61
29.1% undervalued intrinsic discount
1Y78.6%
7D4.0%
1D
Portfolio Value
View

ATRenew Inc.

NYSE:RERE Stock Report

Market Cap: US$1.0b

ATRenew (RERE) Stock Overview

ATRenew Inc., together with its subsidiaries, sell pre-owned consumer electronics through its online platforms and other channels in the People’s Republic of China. More details

RERE fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance5/6
Financial Health5/6
Dividends1/6

RERE Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

ATRenew Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for ATRenew
Historical stock prices
Current Share PriceUS$4.68
52 Week HighUS$6.47
52 Week LowUS$2.41
Beta0.23
1 Month Change-2.09%
3 Month Change-17.17%
1 Year Change78.63%
3 Year Change62.50%
5 Year Changen/a
Change since IPO-72.81%

Recent News & Updates

Analysis Article 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 Alpha

Recent updates

Analysis Article 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 Alpha
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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
New Narrative 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.
Analysis Article 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...
Analysis Article 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
Analysis Article 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
Analysis Article 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...
Analysis Article 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
Analysis Article 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
Analysis Article 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
Analysis Article 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
Analysis Article 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
Analysis Article 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.

Shareholder Returns

REREUS Specialty RetailUS Market
7D4.0%5.5%1.1%
1Y78.6%2.6%28.7%

Return vs Industry: RERE exceeded the US Specialty Retail industry which returned 2.6% over the past year.

Return vs Market: RERE exceeded the US Market which returned 28.7% over the past year.

Price Volatility

Is RERE's price volatile compared to industry and market?
RERE volatility
RERE Average Weekly Movement9.0%
Specialty Retail Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stable Share Price: RERE has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: RERE's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20112,414Kerry Chenwww.atrenew.com/zh-cn

ATRenew Inc., together with its subsidiaries, sell pre-owned consumer electronics through its online platforms and other channels in the People’s Republic of China. It provides services to third-party merchants to sell the products through its platforms. ATRenew Inc. was formerly known as AiHuiShou International Co. Ltd.

ATRenew Inc. Fundamentals Summary

How do ATRenew's earnings and revenue compare to its market cap?
RERE fundamental statistics
Market capUS$1.03b
Earnings (TTM)US$63.08m
Revenue (TTM)US$3.32b
16.4x
P/E Ratio
0.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
RERE income statement (TTM)
RevenueCN¥22.55b
Cost of RevenueCN¥17.90b
Gross ProfitCN¥4.65b
Other ExpensesCN¥4.23b
EarningsCN¥428.58m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.94
Gross Margin20.63%
Net Profit Margin1.90%
Debt/Equity Ratio7.5%

How did RERE perform over the long term?

See historical performance and comparison

Dividends

2.1%
Current Dividend Yield
n/a
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/25 07:34
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ATRenew Inc. is covered by 8 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Junyun ChenCitic Securities Co., Ltd.
Andy YuDBS Bank Ltd
Ronald KeungGoldman Sachs