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Earnings transcript
Read the complete earnings call transcript.
RERE
ATRenew Inc.
$4.08
-0.04
(-0.97%)
| Exchange: | NYSE |
| Market Cap: | 1.48B |
| Shares Outstanding: | 148.497M |
Delayed data
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Specialty Retail | |||||
| CEO: | Xuefeng Chen | |||||
| Full Time Employees: | 2096 | |||||
| Address: |
| |||||
| Website: | https://www.atrenew.com |
ATRenew Inc., operating through its various subsidiaries, oversees a comprehensive platform in the People’s Republic of China dedicated to the exchange and support of used consumer electronic devices. The company primarily engages in the resale of a diverse range of products, including smartphones, laptop computers, tablets, unmanned aerial vehicles, digital cameras, household items, and bags. These goods are distributed both via its digital online portals and through a network of physical retail establishments. Furthermore, ATRenew offers its platform as a service to independent merchants, facilitating their sale of products. By December 31, 2021, the company had established a significant presence, managing 1,287 AHS stores and 21 Paipai stores across 214 urban centers. Initially founded in 2011 as AiHuiShou International Co. Ltd., the enterprise adopted its current name, ATRenew Inc., in November 2021. Its principal corporate office is situated in Shanghai, China.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 12,965,782 | 16,328,400 | 20,474,799.793 |
| Gross Profit | 2,626,912 | 3,241,982 | 2,516,085.709 |
| EBITDA | 192,381 | 362,700 | 515,783.965 |
| Operating Income | -173,338 | 28,969 | 402,656.431 |
| Net Income | -156,250 | -8,229 | 327,125.883 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 5,493,079 | 5,090,721 | 5,969,743.065 |
| Total Liabilities | 1,781,618 | 1,396,169 | 1,976,799.006 |
| Total Stockholders Equity | 3,711,461 | 3,694,552 | 3,992,944.051 |
| Total Debt | 405,935 | 354,926 | 393,136.181 |
| Cash and Cash Equivalents | 1,978,696 | 1,970,183 | 1,538,940.358 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 243,898 | 0 | -403,274.136 |
| Capital Expenditure | -85,183 | 0 | -140,349.117 |
| Free Cash Flow | 158,715 | 0 | -543,623.254 |
| Net Income | -156,250 | -8,228.999 | 327,125.883 |
| Net Change in Cash | 487,070 | -2,190,696 | -474,927.476 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 39,460,626.418 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 40,868,879.257 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 40,164,752.838 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 7,986,672.976 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 8,271,697.719 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 8,129,185.347 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 2,135,003.264 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 2,242,323.457 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 2,188,663.361 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 5,552,157.069 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 5,750,299.919 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 5,651,228.494 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 6.030 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 6.140 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 5.850 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 2 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Growth: ATRenew Inc. reported significant revenue increases in Q4 and full year 2024, as highlighted in the earnings call transcript. This growth aligns with strong performance metrics over the past year (perf1y), indicating a solid market position within the pre-owned electronics sector.
- Operational Efficiency: Key financial metrics such as gross profit margin (grossProfitMarginTTM) and operating income from the income statement reflect effective cost management and operational scalability, positioning the company favorably against industry peers.
- Strong Cash Flow Generation: The cash flow statement shows positive net cash provided by operating activities and healthy free cash flow (freeCashFlow), providing financial flexibility for reinvestment and debt management.
- Strategic Brand and Technology Investments: The earnings call emphasized investments in brand building and AI technology, enhancing fulfillment capabilities and customer engagement, which are critical for sustaining competitive advantage in the industry.
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At what price to buy it? -
Intrinsic Value Calculator
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about RERE valuation
Is ATRenew Inc. (RERE) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for ATRenew Inc. (RERE) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is RERE a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether RERE trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is RERE’s P/E ratio?
You can see RERE’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for RERE?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is RERE a good long-term investment?
Whether RERE fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
RERE
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-0.97
Trading Metrics:
| Open: | 4.14 | Previous Close: | 4.12 | |
| Day Low: | 3.99 | Day High: | 4.22 | |
| Year Low: | 2.63 | Year High: | 6.47 | |
| Price Avg 50: | 4.62 | Price Avg 200: | 4.86 | |
| Volume: | 884276 | Average Volume: | 1.244M |
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Login — it's freeRERE full analysis
Welcome to MARKETSNAP’s SWOT analysis for ATRenew Inc., also known by its ticker RERE. If you’re not familiar with this company, let me give you the quick rundown. ATRenew operates in the pre-owned electronics market, focusing on recycling and reselling consumer electronics. Based in China, they’re carving out a niche in the circular economy, an industry that’s gaining traction as sustainability becomes a bigger focus. They’re part of the broader retail and technology sector, and their business model revolves around…
