ATRenew Inc. Sponsored ADR (RERE) vs Revolve Group, Inc. (RVLV)

ATRenew Inc. Sponsored ADR and Revolve Group, Inc. are both Internet Retail companies. Revolve Group, Inc. is the larger, with a market value of $1.7B against $519.0M — 3.2× the size. ATRenew Inc. Sponsored ADR trades at the lower P/E: 13.5× against 22.4×. ATRenew Inc. Sponsored ADR grew revenue faster over the last twelve months: 38.8% against 10.8%. Revolve Group, Inc. has the higher net margin (5.54% vs 2.00%) and the higher return on invested capital (21.8% vs 14.8%). Across the 21 metrics below, Revolve Group, Inc. leads on 12 and ATRenew Inc. Sponsored ADR on 9.

Valuation

Metric RERE RVLV Internet Retail median
P/E 13.48 22.35 24.35
P/S 0.27 1.24 0.69
P/B 1.66 3.01 1.66
Price to free cash flow n/m 63.96 15.23
EV/EBITDA 7.85 15.18 19.14
EV/Sales 0.21 1.00 0.75
Earnings yield 7.42% 4.47% (0.17%)
Free cash flow yield (13.28%) 1.56% 0.00%

Profitability

Metric RERE RVLV Internet Retail median
Gross margin 20.74% 54.32% 43.51%
Operating margin 2.70% 6.05% 0.08%
Net margin 2.00% 5.54% 0.56%
Free cash flow margin 0.00% 1.94% 0.00%
Return on equity 0.00% 14.41% 0.00%
Return on assets 8.54% 9.28% 0.00%
Return on invested capital 14.79% 21.76% 0.00%

Growth

Metric RERE RVLV Internet Retail median
Revenue growth (TTM) 38.80% 10.80% 10.80%
EPS growth (last fiscal year) 4,355.32% 24.64% 14.02%
Revenue growth, 5-year CAGR 33.72% 16.12% 10.81%
Net income growth, 5-year CAGR 0.00% 1.68% 0.00%

Health

Metric RERE RVLV Internet Retail median
Debt to equity 0.11 0.00 0.10
Current ratio 2.36 2.48 1.48
Net debt to EBITDA (2.59) (3.76) (0.25)

Dividend

Metric RERE RVLV Internet Retail median
Dividend yield 2.56% — 1.79%
Payout ratio 0.34 — 0.25

Size

Metric RERE RVLV Internet Retail median
Market cap 518.98m 1.65b 413.81m

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