COMP <GO>
WINA vs RERE // REVENUE GROWTH (YOY)
Winmark Corporation (NASDAQ) VS. ATRenew Inc. (every three of which representing two ) (Class A) (NYSE) • 15-METRIC TALLY: WINA 5
— RERE 3
■ METRIC PARITY
LAST: $285.69 (-0.41%) • MKT CAP: $1.02B
revenue-growth
5.90%
LAST: $3.90 (-5.34%) • MKT CAP: $903.4M
revenue-growth
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WINA VS. RERE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WINA | RERE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 96.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 84.50% | 14.70% | +69.80 | WINA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.5x | 8.3x | +10.20 | RERE | /valuation <GO> |
| Free Cash Flow Yield | 4.38% | -8.85% | +13.23 | WINA | /fcf-yield <GO> |
| Operating Margin | 63.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 48.40% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 5.90% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.81% | 0.00% | +4.81 | WINA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 3/9 | +5.00 | WINA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.5 | 57.9 | -13.40 | RERE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.8x | 17.5x | +5.30 | RERE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.02B | $903.4M | $117.7M | WINA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WINA REV | RERE REV | WINA GROSS % | RERE GROSS % | WINA FCF | RERE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $86.1M | $0 | 96.4% | — | $44.7M | -$79.9M |
| FY 2024 | $81.3M | $0 | 95.8% | — | $42.0M | $79.9M |
| FY 2023 | $83.2M | $0 | — | — | $44.0M | $34.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WINA // BETA —
RERE // BETA —