RERE
Fallen FavouriteATRenew Inc. · Consumer Cyclical · China · $851M cap · $1.9M/day traded
$3.86 -7.7% · close 12 Nov · scored 13 Nov
Score down 1.5 since 12 Nov.
Fallen Favourite: A good business, still expensive, and its momentum is weak.
Results expected 19 Nov. Analysts cut next year's EPS estimate 6.9% over 13 weeks.
As of 13 Nov 2026, the MoatMap Score for ATRenew Inc. (RERE) is 49/100, ranked against 25,000+ stocks in 38 markets (Quality 63, Value 35, Momentum 46, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
ABOUT ATRENEW INC.
Read
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.
FINANCIAL SUMMARY (USD)
Reported in CNY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5B | 1.8B | 2.3B | 2.9B | 25.8% | 3.6B | 4.0B | 4.9B | 24.7% |
| EPS | -1.49 | -0.09 | -0.00 | 0.19 | — | 0.28 | 0.33 | — | 61.7% |
| Shares | 149.2M | 146.3M | 146.6M | 146.3M | -1.9% | 132.8M | — | — | — |
| Debt | 29.3M | 57.1M | 48.6M | 65.3M | 30.6% | 80.1M | — | — | — |
| Equity | 557.5M | 522.2M | 506.2M | 570.4M | 0.8% | — | — | — | — |
| Op CF | 131.2M | 34.5M | 89.5M | -57.7M | -17.4% | -61.8M | — | — | — |
| Inv CF | -76.9M | 24.3M | -59.1M | -18.9M | — | — | — | — | — |
| Fin CF | -27.7M | 9.7M | -42.8M | -1.9M | — | — | — | — | — |
No new 52-week low for 20 weeks, 10% above that low, but not back above a rising 50-day average.
Swung more than 65% of stocks we rank over the past year (volatility 52% a year).
How this is worked out
The Price check reads only the chart, the price side of the Momentum score in words; it is not the MoatMap Score.
- Still falling: It set a new 52-week low in the last two weeks, after a deep fall.
- Finding a floor (this stock): It fell hard, but has set no new low for more than two weeks.
- Turning up: It has climbed off its low and is back above a rising 50-day average.
- In an uptrend: It is near its 52-week high and above its 200-day average.
- No clear trend: None of the above: no recent deep fall and no steady climb.
- No read yet: Not enough price history yet: it needs a year of trading.
In past US falls, waiting for Turning up cut the chance of another 20% drop from 42% to 33%. Returns were no better, and 33% of turns failed.
The exact rules
Still falling is a new 52-week low in the last two weeks, at least 25% below the high, with the low set after the high. Finding a floor is the same fall with no new low in the last two weeks. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average, with the 50-day average above the 200-day, and within 15% of the high. No clear trend is everything else. No read yet is under 252 trading days of history, or missing data. A new state shows once it has held for three trading days.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: how much the price moved day to day over the past year, scaled to a yearly figure (annualised volatility) and ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of RERE are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| RERE | ATRenew Inc.(you) | $851M | 49 |
| 300740.SZ | SYoung Group Co., Ltd. | $1.1B | 35 |
| 002640.SZ | Global Top E-Commerce Co., Ltd. | $801M | 26 |
| 301558.SZ | SFC Holdings Co., Ltd. | $775M | 24 |
| 300792.SZ | Hangzhou Onechance Tech Crop. | $884M | 22 |
| 2685.HK | Quantgroup Holding Limited | $211M | 56 |
| BZUN | Baozun Inc. | $206M | 61 |
| 301381.SZ | Sailvan Times Co., Ltd. | $1.3B | 86 |
| 301563.SZ | YH Group Internet and Technology Co., Ltd. | $1.6B | 16 |
| 7618.HK | JINGDONG Industrials, Inc. | $4.4B | 69 |
Peer medians: ROE 6.1% · P/E 23.5x · Gross margin 21.4%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.