vs
Rent the Runway, Inc.(RENT)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Rent the Runway, Inc.的4.1倍($43.2M vs $10.6M)。Rent the Runway, Inc.净利率更高(721.7% vs 16.9%,领先704.8%)
Rent the Runway Inc.是总部位于纽约的美国电商平台,由珍妮弗·海曼与珍妮弗·弗莱斯于2009年11月创立,主打设计师品牌服饰与配饰的租赁、订阅以及购买服务,是设计师服饰共享租赁模式的开创平台之一。
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。
RENT vs RERE — 直观对比
营收规模更大
RERE
是对方的4.1倍
$10.6M
净利率更高
RENT
高出704.8%
16.9%
损益表 — Q3 2026 vs Q1 2023
| 指标 | ||
|---|---|---|
| 营收 | $10.6M | $43.2M |
| 净利润 | $76.5M | $7.3M |
| 毛利率 | -126.4% | — |
| 营业利润率 | -152.8% | — |
| 净利率 | 721.7% | 16.9% |
| 营收同比 | 10.4% | — |
| 净利润同比 | 504.8% | — |
| 每股收益(稀释后) | $13.65 | — |
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
RENT
RERE
| Q4 25 | $10.6M | — | ||
| Q3 25 | $11.7M | — | ||
| Q2 25 | $7.6M | — | ||
| Q1 25 | $11.8M | — | ||
| Q4 24 | $9.6M | — | ||
| Q3 24 | $10.4M | — | ||
| Q2 24 | $8.9M | — | ||
| Q1 24 | $10.4M | — |
净利润
RENT
RERE
| Q4 25 | $76.5M | — | ||
| Q3 25 | $-26.4M | — | ||
| Q2 25 | $-26.1M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $-18.9M | — | ||
| Q3 24 | $-15.6M | — | ||
| Q2 24 | $-22.0M | — | ||
| Q1 24 | $-24.8M | — |
毛利率
RENT
RERE
| Q4 25 | -126.4% | — | ||
| Q3 25 | -92.3% | — | ||
| Q2 25 | -168.4% | — | ||
| Q1 25 | -71.2% | — | ||
| Q4 24 | -122.9% | — | ||
| Q3 24 | -98.1% | — | ||
| Q2 24 | -131.5% | — | ||
| Q1 24 | -93.3% | — |
营业利润率
RENT
RERE
| Q4 25 | -152.8% | — | ||
| Q3 25 | -171.8% | — | ||
| Q2 25 | -259.2% | — | ||
| Q1 25 | -65.3% | — | ||
| Q4 24 | -142.7% | — | ||
| Q3 24 | -92.3% | — | ||
| Q2 24 | -185.4% | — | ||
| Q1 24 | -185.6% | — |
净利率
RENT
RERE
| Q4 25 | 721.7% | — | ||
| Q3 25 | -225.6% | — | ||
| Q2 25 | -343.4% | — | ||
| Q1 25 | -113.6% | — | ||
| Q4 24 | -196.9% | — | ||
| Q3 24 | -150.0% | — | ||
| Q2 24 | -247.2% | — | ||
| Q1 24 | -238.5% | — |
每股收益(稀释后)
RENT
RERE
| Q4 25 | $13.65 | — | ||
| Q3 25 | $-6.55 | — | ||
| Q2 25 | $-6.58 | — | ||
| Q1 25 | $-2.72 | — | ||
| Q4 24 | $-4.70 | — | ||
| Q3 24 | $-4.17 | — | ||
| Q2 24 | $-6.03 | — | ||
| Q1 24 | $-5.36 | — |
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 | $50.7M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-35.1M | $557.1M |
| 总资产 | $231.0M | $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
RENT
RERE
| Q4 25 | $50.7M | — | ||
| Q3 25 | $43.6M | — | ||
| Q2 25 | $70.4M | — | ||
| Q1 25 | $77.4M | — | ||
| Q4 24 | $74.1M | — | ||
| Q3 24 | $76.6M | — | ||
| Q2 24 | $82.0M | — | ||
| Q1 24 | $84.0M | — |
总债务
RENT
RERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $340.6M | — | ||
| Q1 25 | $333.7M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
RENT
RERE
| Q4 25 | $-35.1M | — | ||
| Q3 25 | $-232.1M | — | ||
| Q2 25 | $-207.1M | — | ||
| Q1 25 | $-182.5M | — | ||
| Q4 24 | $-171.2M | — | ||
| Q3 24 | $-154.5M | — | ||
| Q2 24 | $-141.3M | — | ||
| Q1 24 | $-122.3M | — |
总资产
RENT
RERE
| Q4 25 | $231.0M | — | ||
| Q3 25 | $219.0M | — | ||
| Q2 25 | $245.3M | — | ||
| Q1 25 | $240.0M | — | ||
| Q4 24 | $251.6M | — | ||
| Q3 24 | $257.4M | — | ||
| Q2 24 | $278.4M | — | ||
| Q1 24 | $278.5M | — |
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 | $-1.4M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -0.02× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
RENT
RERE
| Q4 25 | $-1.4M | — | ||
| Q3 25 | $-10.5M | — | ||
| Q2 25 | $8.3M | — | ||
| Q1 25 | $1.4M | — | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $4.6M | — | ||
| Q1 24 | $-8.0M | — |
现金转化率
RENT
RERE
| Q4 25 | -0.02× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图