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PETMED EXPRESS INC（PETS）与万物新生（RERE）财务数据对比。点击上方公司名可切换其他公司
万物新生的季度营收约是PETMED EXPRESS INC的1.1倍（$43.2M vs $40.7M），万物新生净利率更高（16.9% vs -26.0%，领先42.9%）
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
万物新生集团（ATRenew Inc.）是中国领先的二手消费电子产品交易与服务平台运营商，核心业务覆盖数码产品回收、质检、翻新及售卖，运营有爱回收等知名品牌，服务覆盖个人消费者及企业客户，市场遍及国内及部分东南亚地区。
PETS vs RERE — 直观对比
营收规模更大
RERE
是对方的1.1倍
$40.7M
净利率更高
RERE
高出42.9%
-26.0%
损益表 — Q3 FY2026 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $40.7M | $43.2M |
| 净利润 | $-10.6M | $7.3M |
| 毛利率 | 23.3% | — |
| 营业利润率 | -25.7% | — |
| 净利率 | -26.0% | 16.9% |
| 营收同比 | -23.3% | — |
| 净利润同比 | -1392.6% | — |
| 每股收益（稀释后） | $-0.50 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收PETSRERE
| Q4 25 | $40.7M | — | ||
| Q3 25 | $44.4M | — | ||
| Q2 25 | $51.2M | — | ||
| Q1 25 | $50.8M | — | ||
| Q4 24 | $52.0M | — | ||
| Q3 24 | $58.0M | — | ||
| Q2 24 | $66.2M | — | ||
| Q1 24 | $65.1M | — |
净利润PETSRERE
| Q4 25 | $-10.6M | — | ||
| Q3 25 | $-8.5M | — | ||
| Q2 25 | $-34.2M | — | ||
| Q1 25 | $-11.6M | — | ||
| Q4 24 | $-707.0K | — | ||
| Q3 24 | $2.3M | — | ||
| Q2 24 | $3.8M | — | ||
| Q1 24 | $-5.0M | — |
毛利率PETSRERE
| Q4 25 | 23.3% | — | ||
| Q3 25 | 28.0% | — | ||
| Q2 25 | 28.1% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 31.0% | — | ||
| Q3 24 | 32.3% | — | ||
| Q2 24 | 28.8% | — | ||
| Q1 24 | 29.3% | — |
营业利润率PETSRERE
| Q4 25 | -25.7% | — | ||
| Q3 25 | -18.9% | — | ||
| Q2 25 | -66.7% | — | ||
| Q1 25 | -11.9% | — | ||
| Q4 24 | -0.9% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | -5.9% | — |
净利率PETSRERE
| Q4 25 | -26.0% | — | ||
| Q3 25 | -19.2% | — | ||
| Q2 25 | -66.7% | — | ||
| Q1 25 | -22.9% | — | ||
| Q4 24 | -1.4% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | -7.7% | — |
每股收益（稀释后）PETSRERE
| Q4 25 | $-0.50 | — | ||
| Q3 25 | $-0.41 | — | ||
| Q2 25 | $-1.65 | — | ||
| Q1 25 | $-0.56 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $0.11 | — | ||
| Q2 24 | $0.18 | — | ||
| Q1 24 | $-0.24 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $26.9M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $32.8M | $557.1M |
| 总资产 | $88.0M | $722.9M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PETSRERE
| Q4 25 | $26.9M | — | ||
| Q3 25 | $36.1M | — | ||
| Q2 25 | $41.1M | — | ||
| Q1 25 | $54.7M | — | ||
| Q4 24 | $50.1M | — | ||
| Q3 24 | $52.0M | — | ||
| Q2 24 | $46.0M | — | ||
| Q1 24 | $55.3M | — |
股东权益PETSRERE
| Q4 25 | $32.8M | — | ||
| Q3 25 | $43.1M | — | ||
| Q2 25 | $51.5M | — | ||
| Q1 25 | $85.1M | — | ||
| Q4 24 | $96.2M | — | ||
| Q3 24 | $96.4M | — | ||
| Q2 24 | $93.5M | — | ||
| Q1 24 | $96.7M | — |
总资产PETSRERE
| Q4 25 | $88.0M | — | ||
| Q3 25 | $100.3M | — | ||
| Q2 25 | $109.8M | — | ||
| Q1 25 | $148.7M | — | ||
| Q4 24 | $144.8M | — | ||
| Q3 24 | $146.0M | — | ||
| Q2 24 | $152.7M | — | ||
| Q1 24 | $169.9M | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-9.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-9.2M | — |
| 自由现金流率自由现金流/营收 | -22.7% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-23.0M | — |
8季度趋势，按日历期对齐
经营现金流PETSRERE
| Q4 25 | $-9.2M | — | ||
| Q3 25 | $-2.2M | — | ||
| Q2 25 | $-12.3M | — | ||
| Q1 25 | $7.0M | — | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $7.4M | — | ||
| Q2 24 | $-8.5M | — | ||
| Q1 24 | $7.1M | — |
自由现金流PETSRERE
| Q4 25 | $-9.2M | — | ||
| Q3 25 | $-4.8M | — | ||
| Q2 25 | $-13.6M | — | ||
| Q1 25 | $4.6M | — | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | $6.1M | — | ||
| Q2 24 | $-9.2M | — | ||
| Q1 24 | $5.9M | — |
自由现金流率PETSRERE
| Q4 25 | -22.7% | — | ||
| Q3 25 | -10.8% | — | ||
| Q2 25 | -26.5% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | -3.7% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | -13.9% | — | ||
| Q1 24 | 9.0% | — |
资本支出强度PETSRERE
| Q4 25 | 0.1% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 1.9% | — |
现金转化率PETSRERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.18× | — | ||
| Q2 24 | -2.27× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
RERE
暂无分部数据
