Overview Dividends

(RERE) ATRenew DRC - Ratings and Ratios

Exchange: NYSE • Country: China • Currency: USD • Type: Common Stock • ISIN: US00138L1089

Mobile, Laptop, Tablet, Drone, Camera

Computer & Electronics Retail
Market Cap in USD: 1,204m

IPO / Inception: 2021-06-18
Return 12m vs S&P 500: 76.1%

EPS (Earnings per Share)

EPS CAGR: 7.75%
EPS Trend: 57.9%

Last SUE: -1.44
Qual. Beats: 0

Revenue

Rev. CAGR: 22.09%
Rev. Trend: 97.3%

Last SUE: 0.01
Qual. Beats: 0

Dividends

Currently no dividends paid

Risk via 5d forecast
Volatility	72.2%
Value at Risk 5%th	93.8%
Relative Tail Risk	-21.02%

Reward TTM
Sharpe Ratio	1.37
Alpha	81.53
CAGR/Max DD	0.28

Character TTM
Hurst Exponent	0.616
Beta	0.716
Beta Downside	1.478

Drawdowns 3y
Max DD	69.07%
Mean DD	25.10%
Median DD	22.19%

Description: RERE ATRenew DRC November 30, 2025

ATRenew Inc. (NYSE:RERE) operates a pre-owned consumer electronics and luxury goods marketplace in China, selling items such as smartphones, laptops, drones, vintage bags, watches, liquor, and gold through both online platforms and physical stores. The company also offers third-party merchants fulfillment and sales services on its platforms. Originally founded as AiHuiShou International in 2011, it rebranded to ATRenew in November 2021 and is headquartered in Shanghai.

Key industry context: the Chinese second-hand electronics market is projected to exceed ¥150 billion in 2024, driven by rising consumer demand for affordable tech and tighter environmental regulations that encourage reuse. ATRenew’s gross merchandise volume (GMV) grew ~28 % YoY in the latest quarter, with an average order value of roughly ¥1,200, reflecting a shift toward higher-margin luxury accessories. The sector’s profitability is closely tied to inventory turnover and the company’s ability to authenticate and refurbish products efficiently, which historically yields a gross margin of 12-15 % for comparable platforms.

If you want a data-rich, side-by-side comparison of ATRenew’s financials and peer metrics, ValueRay’s analytics dashboard can provide the granular numbers you need to evaluate the investment case further.

Piotroski VR‑10 (Strict, 0-10) 8.0

Net Income (283.3m TTM) > 0 and > 6% of Revenue (6% = 1.18b TTM)

FCFTA 0.11 (>2.0%) and ΔFCFTA 7.81pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 15.55% (prev 18.01%; Δ -2.45pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.12 (>3.0%) and CFO 642.8m > Net Income 283.3m (YES >=105%, WARN >=100%)

Net Debt (-1.62b) to EBITDA (405.6m) ratio: -3.98 <= 3.0 (WARN <= 3.5)

Current Ratio 3.30 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (244.0m) change vs 12m ago -0.96% (target <= -2.0% for YES)

Gross Margin 62.29% (prev 19.68%; Δ 42.61pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 382.5% (prev 309.0%; Δ 73.51pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 31.42 (EBITDA TTM 405.6m / Interest Expense TTM 7.29m) >= 6 (WARN >= 3)

Altman Z'' -8.40

(A) 0.58 = (Total Current Assets 4.38b - Total Current Liabilities 1.33b) / Total Assets 5.30b

(B) -1.73 = Retained Earnings (Balance) -9.17b / Total Assets 5.30b

warn (B) unusual magnitude: -1.73 — check mapping/units

(D) -6.51 = Book Value of Equity -9.18b / Total Liabilities 1.41b

Total Rating: -8.40 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 86.14

1. Piotroski 8.0pt

2. FCF Yield 8.17%

3. FCF Margin 2.97%

4. Debt/Equity 0.09

5. Debt/Ebitda -3.98

6. ROIC - WACC (= 14.69)%

7. RoE 7.50%

8. Rev. Trend 97.35%

9. EPS Trend 57.92%

What is the price of RERE shares?

As of January 07, 2026, the stock is trading at USD 5.61 with a total of 3,267,695 shares traded.
Over the past week, the price has changed by +4.47%, over one month by +6.05%, over three months by +28.97% and over the past year by +107.01%.

Is RERE a buy, sell or hold?

ATRenew DRC has no consensus analysts rating.

What are the forecasts/targets for the RERE price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	7	23.9%
Analysts Target Price	7	23.9%
ValueRay Target Price	6.4	14.4%

RERE Fundamental Data Overview January 06, 2026

Market Cap CNY = 8.41b (1.20b USD * 6.9887 USD.CNY)
P/E Trailing = 31.8824
P/E Forward = 9.0662
P/S = 0.0613
P/B = 2.1655
Beta = 0.179
Revenue TTM = 19.63b CNY
EBIT TTM = 229.0m CNY
EBITDA TTM = 405.6m CNY
Long Term Debt = 77.0m CNY (from capitalLeaseObligations, last quarter)
Short Term Debt = 149.8m CNY (from shortLongTermDebt, last quarter)
Debt = 354.9m CNY (from shortLongTermDebtTotal, last fiscal year)
Net Debt = -1.62b CNY (from netDebt column, last fiscal year)
Enterprise Value = 7.14b CNY (8.41b + Debt 354.9m - CCE 1.63b)
Interest Coverage Ratio = 31.42 (Ebit TTM 229.0m / Interest Expense TTM 7.29m)
FCF Yield = 8.17% (FCF TTM 583.0m / Enterprise Value 7.14b)
FCF Margin = 2.97% (FCF TTM 583.0m / Revenue TTM 19.63b)
Net Margin = 1.44% (Net Income TTM 283.3m / Revenue TTM 19.63b)
Gross Margin = 62.29% ((Revenue TTM 19.63b - Cost of Revenue TTM 7.40b) / Revenue TTM)
Gross Margin QoQ = 100.0% (prev 20.71%)
Tobins Q-Ratio = 1.35 (Enterprise Value 7.14b / Total Assets 5.30b)
Interest Expense / Debt = 0.05% (Interest Expense 175.8k / Debt 354.9m)
Taxrate = -13.49% (negative due to tax credits) (-16.9m / 125.2m)
NOPAT = 259.8m (EBIT 229.0m * (1 - -13.49%)) [negative tax rate / tax credits]
Current Ratio = 3.30 (Total Current Assets 4.38b / Total Current Liabilities 1.33b)
Debt / Equity = 0.09 (Debt 354.9m / totalStockholderEquity, last quarter 3.89b)
Debt / EBITDA = -3.98 (Net Debt -1.62b / EBITDA 405.6m)
Debt / FCF = -2.77 (Net Debt -1.62b / FCF TTM 583.0m)
Total Stockholder Equity = 3.78b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.35% (Net Income 283.3m / Total Assets 5.30b)
RoE = 7.50% (Net Income TTM 283.3m / Total Stockholder Equity 3.78b)
RoCE = 5.94% (EBIT 229.0m / Capital Employed (Equity 3.78b + L.T.Debt 77.0m))
RoIC = 22.99% (NOPAT 259.8m / Invested Capital 1.13b)
WACC = 8.30% (E(8.41b)/V(8.77b) * Re(8.65%) + D(354.9m)/V(8.77b) * Rd(0.05%) * (1-Tc(-0.13)))
Discount Rate = 8.65% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 29.14%
[DCF Debug] Terminal Value 79.50% ; FCFE base≈413.3m ; Y1≈509.8m ; Y5≈869.8m
Fair Price DCF = 98.78 (DCF Value 13.17b / Shares Outstanding 133.4m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 57.92 | EPS CAGR: 7.75% | SUE: -1.44 | # QB: 0
Revenue Correlation: 97.35 | Revenue CAGR: 22.09% | SUE: 0.01 | # QB: 0
EPS next Year (2026-12-31): EPS=2.73 | Chg30d=+0.059 | Revisions Net=+1 | Growth EPS=+58.5% | Growth Revenue=+24.8%

Additional Sources for RERE Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle