RERE Stock Analysis: ATRenew DRC | NYSE
Internet Retail | NYSE, USA | Market Cap: 888m USD | 12M Return: 9.8% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 3.55M
Qual. Beats: 0
Rev. Trend: 100.0%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
ATRenew Inc. (NYSE: RERE) is a China-based consumer electronics retailer that sells pre-owned (refurbished) devices primarily through its online platforms and other sales channels in the Peoples Republic of China. The company also operates a marketplace component, providing services that enable third-party merchants to sell products through its platforms. Originally incorporated in 2011 as AiHuiShou International Co. Ltd., the company rebranded to ATRenew Inc. in November 2021 and is headquartered in Shanghai. It trades on the NYSE following its June 2021 IPO and is classified within the Consumer Discretionary sector, specifically in the Computer & Electronics Retail sub-industry.
The broader refurbished electronics market in China has grown alongside rising consumer demand for affordable smartphones and laptops, as well as increasing awareness of sustainability and circular-economy practices. ATRenews hybrid model, combining direct resale with a third-party marketplace, positions it within both the used goods resale and e-commerce platform sectors, allowing it to capture revenue from transaction fees, service commissions, and direct sales of its own refurbished inventory.
- China consumer spending recovery lifts pre-owned electronics demand
- Smartphone OEM trade-in partnerships expand transaction volume
- JD and Alibaba competition pressures platform take rates
| Net Income: 428.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.09 > 0.02 and ΔFCF/TA -20.00 > 1.0 |
| NWC/Revenue: 12.37% < 20% (prev 16.96%; Δ -4.59% < -1%) |
| CFO/TA -0.07 > 3% & CFO -403.3m > Net Income 428.6m |
| Net Debt (-833.3m) to EBITDA (631.8m): -1.32 < 3 |
| Current Ratio: 2.42 > 1.5 & < 3 |
| Outstanding Shares: last quarter (363.1m) vs 12m ago -0.73% < -2% |
| Gross Margin: 20.63% > 18% (prev 20.48%; Δ 0.15% > 0.5%) |
| Asset Turnover: 398.5% > 50% (prev 323.4%; Δ 75.12% > 0%) |
| Interest Coverage Ratio: 89.95 > 6 (EBIT TTM 564.7m / Interest Expense TTM 6.28m) |
| A: 0.47 (Total Current Assets 4.76b - Total Current Liabilities 1.97b) / Total Assets 5.96b |
| B: 0.67 (Retained Earnings 3.99b / Total Assets 5.96b) |
| C: 0.10 (EBIT TTM 564.7m / Avg Total Assets 5.66b) |
| D: 1.93 (Book Value of Equity 3.93b / Total Liabilities 2.03b) |
| Altman-Z'' = 7.95 = AAA |
| DSRI: 0.67 (Receivables 1.08b/1.25b, Revenue 22.6b/17.3b) |
| GMI: 0.99 (GM 20.48% / 20.63%) |
| AQI: 1.23 (AQ_t 0.16 / AQ_t-1 0.13) |
| SGI: 1.30 (Revenue 22.6b / 17.3b) |
| TATA: 0.14 (NI 428.6m - CFO -403.3m) / TA 5.96b) |
| Beneish M = -2.94 (Cap -4..+1) = A |
As of July 11, 2026, the stock is trading at USD 3.95 with a total of 434,518 shares traded. Over the past week, the price has changed by -0.50%, over one month by -1.00%, over three months by -11.43% and over the past year by +9.79%.
Current recommended Stop Loss: 3.70 (which is 6.3% or 1.3 ATR below the current price).
ATRenew DRC has no consensus analysts rating.
| Analysts Target Price | 7.6 | 91.4% |
Market Cap CNY = 6.03b (888.2m USD * 6.7929 USD.CNY)
P/E Trailing = 16.04
P/E Forward = 10.2249
P/S = 0.0394
P/B = 1.5617
Revenue TTM = 22.6b CNY
EBIT TTM = 564.7m CNY
EBITDA TTM = 631.8m CNY
Long Term Debt = 64.6m CNY (estimated: total debt 358.2m - short term 293.6m)
Short Term Debt = 293.6m CNY (from shortTermDebt, last quarter)
Debt = 423.1m CNY (from shortLongTermDebtTotal, last quarter) + Leases 64.8m
Net Debt = -833.3m CNY (calculated: Debt 423.1m - CCE 1.26b)
Enterprise Value = 5.20b CNY (6.03b + Debt 423.1m - CCE 1.26b)
Interest Coverage Ratio = 89.95 (Ebit TTM 564.7m / Interest Expense TTM 6.28m)
EV/FCF = -9.57x (Enterprise Value 5.20b / FCF TTM -543.6m)
FCF Yield = -10.45% (FCF TTM -543.6m / Enterprise Value 5.20b)
FCF Margin = -2.41% (FCF TTM -543.6m / Revenue TTM 22.6b)
Net Margin = 1.90% (Net Income TTM 428.6m / Revenue TTM 22.6b)
Gross Margin = 20.63% ((Revenue TTM 22.6b - Cost of Revenue TTM 17.9b) / Revenue TTM)
Gross Margin QoQ = 21.81% (prev 19.54%)
Tobins Q-Ratio = 0.87 (Enterprise Value 5.20b / Total Assets 5.96b)
Interest Expense / Debt = 1.48% (Interest Expense 6.28m / Debt 423.1m)
Taxrate = 13.95% (69.5m / 498.1m)
NOPAT = 485.9m (EBIT 564.7m * (1 - 13.95%))
Current Ratio = 2.42 (Total Current Assets 4.76b / Total Current Liabilities 1.97b)
Debt / Equity = 0.11 (Debt 423.1m / totalStockholderEquity, last quarter 3.93b)
Debt / EBITDA = -1.32 (Net Debt -833.3m / EBITDA 631.8m)
Debt / FCF = 1.53 (negative FCF - burning cash) (Net Debt -833.3m / FCF TTM -543.6m)
Total Stockholder Equity = 3.90b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.57% (Net Income 428.6m / Total Assets 5.96b)
RoE = 10.99% (Net Income TTM 428.6m / Total Stockholder Equity 3.90b)
RoCE = 14.24% (EBIT 564.7m / Capital Employed (Equity 3.90b + L.T.Debt 64.6m))
RoIC = 15.37% (NOPAT 485.9m / Invested Capital 3.16b)
WACC = 9.70% (E(6.03b)/V(6.46b) * Re(10.29%) + D(423.1m)/V(6.46b) * Rd(1.48%) * (1-Tc(0.14)))
Discount Rate = 10.29% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 46.67 | Cagr: 49.77%
[DCF] Fair Price = unknown (Cash Flow -543.6m)
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.37 | # QB: 0
Revenue Correlation: 99.96 | Revenue CAGR: 27.79% | SUE: 0.20 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.61 | Chg30d=-0.97% | Revisions=-25% | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.75 | Chg30d=-9.22% | Revisions=-25% | Analysts=1
EPS current Year (2026-12-31): EPS=2.87 | Chg30d=-7.46% | Revisions=+0% | GrowthEPS=+64.5% | GrowthRev=+26.3%
EPS next Year (2027-12-31): EPS=4.07 | Chg30d=-0.54% | Revisions=+0% | GrowthEPS=+42.1% | GrowthRev=+19.3%
[Analyst] Revisions Ratio: -22% (up=2, down=4)