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Recent

v0.1
RERE$4.64-0.22%
Fair $4.64+0.0%

RERE

ATRenew Inc.

Consumer Cyclical / Internet RetailNYSE

$4.64

-0.01 (-0.22%)

Fairly Valued+0.0%Fair Value $4.64Fund rank 26/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $158.7M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

53/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · RERELocal privado en este navegador · ATRenew Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.0B

P/E

17.8x

↑

EV/EBITDA

0.1x

↓

ROE

8.4%

↑

Gross Margin

20.7%

↓

Debt/Equity

0.11

↓
52-Week Range$5
$2$6

TradingView lightweight chart

RERE price, volumen y niveles de valoración

Último $4.640Periodo -73.0%
Fair value: $4.640

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+28.7%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-1.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.05B · net income $336.3M · FCF $-558.8M

2022-FY → 2025-FY

Gross margin

20.7%-2.4% pts

Operating margin

2.2%+10.3% pts

Net margin

1.6%+26.6% pts

FCF margin

-2.7%-11.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.05B$21.05B$16.33B$12.97B$9.87B
Net Income$336.3M$336.3M$-8.2M$-156.3M$-2.47B
EBITDA$582.6M$582.6M$281.6M$192.4M$-2.16B
EPS1.371.37-0.03-0.63-10.01
Gross Margin20.7%20.7%19.9%20.3%23.0%
Operating Margin2.2%2.2%0.2%-1.3%-8.1%
Net Margin1.6%1.6%-0.1%-1.2%-25.0%
Balance Sheet
Debt/Equity0.110.110.100.110.05
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$-558.8M$-558.8M$583.0M$158.7M$819.8M
Returns
ROE8.4%8.4%-0.2%-4.2%-63.6%
Valuation
P/E17.8517.85———
EV/EBITDA0.100.10-3.34-6.11—
P/B0.290.290.180.110.21
Growth & Yield
Revenue Growth28.9%28.9%25.9%31.4%—
EPS Growth4240.0%4240.0%94.8%93.7%—
Dividend Yield2.2%2.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-33.0%

fácil

EPS terminal req.

$0.41

Spread vs growth

4273.0%

5Y implied EPS CAGR

-18.3%

fácil

EPS terminal req.

$0.50

Spread vs growth

4258.3%

10Y implied EPS CAGR

-5.2%

fácil

EPS terminal req.

$0.80

Spread vs growth

4245.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +82.0%

Total return

+82.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.03 → 1.37

Residual

+79.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.2%
Residual / FX / buybacks / cross-term+79.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.