Atour Lifestyle Holdings (ATAT) 주식 개요
아투어 라이프스타일 홀딩스는 자회사를 통해 중화인민공화국에서 라이프스타일 브랜드를 개발하고 있습니다. 자세히 보기
강점
위험 분석
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ATAT Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$64.14
FV
44.5% 저평가 내재 할인율30.00%
Revenue growth p.a.
73
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Atour Lifestyle Holdings Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$35.62 |
| 52주 최고가 | US$43.17 |
| 52주 최저가 | US$30.78 |
| 베타 | 0.65 |
| 1개월 변동 | 10.59% |
| 3개월 변동 | -7.14% |
| 1년 변동 | 1.89% |
| 3년 변동 | 70.76% |
| 5년 변동 | n/a |
| IPO 이후 변동 | 176.55% |
최근 뉴스 및 업데이트
Seeking Alpha • Jul 28
Atour Lifestyle Q2 2026 Preview: Trough Valuation Meets A Best-In-Class Flywheel
Summary Atour Lifestyle is well-positioned for Q2, with a bullish $50/share valuation and consensus targets up to $58. ATAT's differentiated value-for-money mid-upper hotel model and fast-growing retail segment drive brand loyalty and revenue diversification. Current 11.9x forward P/E is near a 5-year low, offering margin of safety versus peers and supported by $650mn net cash and 2.5% yield. We expect strong Q2 operating metrics, with focus on ADR, OCC, RevPAR, and continued execution despite China's macro headwinds. Read the full article on Seeking Alpha분석 기사 • Jun 18
Atour Lifestyle Holdings (ATAT) Stock Could Be 48.1% Undervalued After Strong Q1 2026 Results
Atour Lifestyle Holdings (NasdaqGS:ATAT) is in focus after reporting strong Q1 2026 results, with higher revenue and net income, as well as continued expansion across its more than 2,000 hotels and growing retail operations. See our latest analysis for Atour Lifestyle Holdings. Despite the strong Q1 update, Atour Lifestyle Holdings’ share price has come under pressure recently, with the stock down 8.62% over the past month and 16.50% year to date, even as the 3 year total shareholder return...
내러티브 업데이트 • Jun 18
ATAT: Dividend Policy And 30 Day Catalyst Watch Will Drive Upside
Analysts have inched up their price target for Atour Lifestyle Holdings to about $50.50 per share, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E, along with a near term upside catalyst watch highlighted in recent research. What’s in the News for Atour Lifestyle Holdings Recent coverage highlights Atour Lifestyle Holdings as a high growth hospitality stock with an asset light model, combining an expanding hotel network with a hotel plus retail approach and a focus on brand strength.내러티브 업데이트 • Jun 04
ATAT: Retail Expansion And Dividend Policy Will Support 30 Day Catalyst Watch
Analysts have nudged their fair value estimate for Atour Lifestyle Holdings higher to about $50.48 from $49.80, citing a slightly lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and updated future P/E expectations, along with recent research that includes a 30 day upside catalyst watch and a $1 trim in one firm's price target to $46. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 revenue that was largely in line with expectations, which they view as supportive of the revised fair value and current P/E assumptions.Recent updates
Seeking Alpha • Jul 28
Atour Lifestyle Q2 2026 Preview: Trough Valuation Meets A Best-In-Class Flywheel
Summary Atour Lifestyle is well-positioned for Q2, with a bullish $50/share valuation and consensus targets up to $58. ATAT's differentiated value-for-money mid-upper hotel model and fast-growing retail segment drive brand loyalty and revenue diversification. Current 11.9x forward P/E is near a 5-year low, offering margin of safety versus peers and supported by $650mn net cash and 2.5% yield. We expect strong Q2 operating metrics, with focus on ADR, OCC, RevPAR, and continued execution despite China's macro headwinds. Read the full article on Seeking Alpha분석 기사 • Jun 18
Atour Lifestyle Holdings (ATAT) Stock Could Be 48.1% Undervalued After Strong Q1 2026 Results
Atour Lifestyle Holdings (NasdaqGS:ATAT) is in focus after reporting strong Q1 2026 results, with higher revenue and net income, as well as continued expansion across its more than 2,000 hotels and growing retail operations. See our latest analysis for Atour Lifestyle Holdings. Despite the strong Q1 update, Atour Lifestyle Holdings’ share price has come under pressure recently, with the stock down 8.62% over the past month and 16.50% year to date, even as the 3 year total shareholder return...내러티브 업데이트 • Jun 18
ATAT: Dividend Policy And 30 Day Catalyst Watch Will Drive Upside
Analysts have inched up their price target for Atour Lifestyle Holdings to about $50.50 per share, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E, along with a near term upside catalyst watch highlighted in recent research. What’s in the News for Atour Lifestyle Holdings Recent coverage highlights Atour Lifestyle Holdings as a high growth hospitality stock with an asset light model, combining an expanding hotel network with a hotel plus retail approach and a focus on brand strength.내러티브 업데이트 • Jun 04
ATAT: Retail Expansion And Dividend Policy Will Support 30 Day Catalyst Watch
Analysts have nudged their fair value estimate for Atour Lifestyle Holdings higher to about $50.48 from $49.80, citing a slightly lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and updated future P/E expectations, along with recent research that includes a 30 day upside catalyst watch and a $1 trim in one firm's price target to $46. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 revenue that was largely in line with expectations, which they view as supportive of the revised fair value and current P/E assumptions.
새로운 내러티브 • May 26
Atour combines an asset-light hotel expansion model with strong brand positioning and a fast-scaling retail ecosystem.
COPILOT INVESTMENT MEMO – ATOUR LIFESTYLE HOLDINGS LIMITED (NASDAQ: ATAT) 1. Executive Summary Atour Lifestyle Holdings Limited (“Atour”) is a leading lifestyle hospitality group in China, operating a rapidly growing network of upper-midscale to upscale hotels complemented by a high-growth retail business.내러티브 업데이트 • Apr 25
ATAT: Retail Expansion And Buybacks Will Support Upcoming 30 Day Catalyst
Analysts have made a small upward adjustment to their fair value estimate for Atour Lifestyle Holdings to about $49.80, reflecting updated assumptions on discount rate, revenue growth, profit margins, and future P/E after recent research that cited healthy but moderating retail growth and a fresh 30 day upside catalyst watch. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 revenue that was largely in line with expectations, which they view as supportive of the updated fair value work rather than a reason to mark estimates sharply lower.내러티브 업데이트 • Apr 10
ATAT: Retail Expansion And Buybacks Will Drive Upcoming Upside Catalyst
Narrative update Analysts have trimmed their average price target on Atour Lifestyle by $1 to $46, reflecting slightly adjusted P/E and discount rate assumptions. The revised target still points to in-line Q4 revenue, better than expected adjusted EBITDA, and guidance for 25% to 30% retail revenue growth for the coming year.내러티브 업데이트 • Mar 27
ATAT: Retail Execution And Share Repurchases Will Support Further Upside
Narrative Update on Atour Lifestyle Holdings The analyst price target for Atour Lifestyle Holdings has been revised slightly lower to $46. This reflects analysts' updated assumptions for somewhat softer revenue growth, a modestly lower profit margin, a slightly reduced discount rate, and a marginally higher future P/E after Q4 results that were roughly in line with expectations.내러티브 업데이트 • Mar 12
ATAT: Higher Discount Rate And Refined Assumptions Will Support Further Upside
Analysts have slightly increased their price target on Atour Lifestyle Holdings to about $49.67 from roughly $49.61, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for the small adjustment. Valuation Changes Fair Value: $49.61 to $49.67, a slight upward adjustment in the modelled valuation.내러티브 업데이트 • Feb 25
ATAT: Lower Discount Rate And Stable Margins Will Support Further Upside
Analysts made a slight upward adjustment to their price target for Atour Lifestyle Holdings to $49.61, reflecting minor tweaks to fair value assumptions, the discount rate, and future P/E expectations. Valuation Changes Fair Value: $49.59 to $49.61, a very small upward adjustment in the modeled estimate.내러티브 업데이트 • Feb 10
ATAT: Expanded Hotel Network And Sleep Retail May Support Further Upside
Narrative Update The analyst price target for Atour Lifestyle Holdings has moved modestly higher to about $49.59 from $48.88, as analysts factor in recent Q3 beats, raised revenue guidance to about 35% growth, and continued hotel and sleep-focused retail expansion into their slightly higher long term growth and P/E assumptions. Analyst Commentary Recent research on Atour Lifestyle Holdings points to generally constructive sentiment, with analysts highlighting both growth opportunities and execution risks that could influence how the current valuation is viewed.내러티브 업데이트 • Jan 27
ATAT: Expanding Hotel Network And Sleep Retail Should Support Future Upside
Narrative Update on Atour Lifestyle Holdings The analyst price target for Atour Lifestyle Holdings has moved higher to US$48.88 from US$47.61, as analysts point to stronger recent revenue and profit metrics, raised revenue guidance of around 35% year over year, and continued hotel and sleep-focused retail expansion as key supports for their updated assumptions. Analyst Commentary Recent research updates give you a clearer view of how the Street is thinking about Atour Lifestyle Holdings, with several analysts lifting price targets and pointing to both opportunity and execution risks.내러티브 업데이트 • Jan 08
ATAT: Expanding Hotel And Retail Network Will Support Future Sleep Economy Upside
Narrative Update Overview The analyst price target for Atour Lifestyle Holdings has inched higher to just under US$48, as analysts factor in recent target increases to US$44 to US$45, stronger Q3 revenue and profit figures, higher full year and 2025 revenue guidance at about 35% y/y, and ongoing hotel and sleep focused retail expansion in their assumptions. Analyst Commentary Recent Street research around Atour Lifestyle focuses on its recent operating results, updated guidance, and positioning in China's hotel and sleep related retail markets.내러티브 업데이트 • Dec 25
ATAT: Expanding Hotel Network Will Drive Sleep Economy Upside Next Year
Analysts have nudged their price target for Atour Lifestyle Holdings slightly higher to around $47.16 per share from approximately $47.01, citing stronger than expected Q3 revenue and profit growth, raised 2025 revenue guidance, and continued momentum in hotel expansion and sleep focused retail offerings. Analyst Commentary Recent Street research remains broadly constructive on Atour Lifestyle Holdings, with multiple price target increases and fresh initiations underscoring confidence in the company’s growth trajectory and positioning in China’s sleep focused hospitality and retail market.분석 기사 • Dec 22
Is Now An Opportune Moment To Examine Atour Lifestyle Holdings Limited (NASDAQ:ATAT)?
Atour Lifestyle Holdings Limited ( NASDAQ:ATAT ), might not be a large cap stock, but it saw a decent share price...내러티브 업데이트 • Dec 11
ATAT: Expanding Hotel Network Will Drive Sleep Economy Upside In 2025
Analysts nudged their blended price target for Atour Lifestyle modestly higher by about $0.45 per share, citing stronger than expected Q3 growth, upgraded revenue guidance of roughly 35% year over year, and continued expansion in both hotel operations and sleep focused retail offerings. Analyst Commentary Analyst commentary around Atour Lifestyle remains overwhelmingly constructive, with recent coverage highlighting robust execution in both hotel operations and the broader sleep economy, alongside raised price targets and guidance upgrades.분석 기사 • Nov 28
Earnings Miss: Atour Lifestyle Holdings Limited Missed EPS By 66% And Analysts Are Revising Their Forecasts
The quarterly results for Atour Lifestyle Holdings Limited ( NASDAQ:ATAT ) were released last week, making it a good...내러티브 업데이트 • Nov 27
ATAT: Expanding Hotel Network Will Accelerate Retail Momentum In 2025
Analysts have raised their price target for Atour Lifestyle Holdings from $43.77 to $46.57. This change reflects confidence in the company’s robust revenue growth, margin improvements, and expanding hotel and retail operations.내러티브 업데이트 • Nov 09
ATAT: Demand Surge Will Drive Sleep Solutions Brand Momentum in 2025
Analysts have slightly lowered their price target for Atour Lifestyle Holdings from $43.79 to $43.77, as they cite anticipated robust growth in the company's innovative sleep solutions and sustained demand for key product lines. Analyst Commentary Recent street research highlights both positive outlooks and cautionary notes as analysts reassess Atour Lifestyle Holdings' growth trajectory and current valuation.내러티브 업데이트 • Oct 26
Sleep Product Demand And Digital Expansion Will Drive Hospitality Momentum In 2025
Analysts have raised their price target for Atour Lifestyle Holdings from $43.09 to $43.79, citing strong demand for the company's sleep products and anticipation of significant growth in gross merchandise volume next year. Analyst Commentary Bullish analysts have expressed renewed confidence in Atour Lifestyle Holdings, reflecting on both the company's current achievements and its potential for further growth.분석 기사 • Oct 10
Here's Why Atour Lifestyle Holdings (NASDAQ:ATAT) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...내러티브 업데이트 • Sep 20
Chinese Hotel Expansion And Digital Retail Will Drive Hospitality Success
The consensus price target for Atour Lifestyle Holdings has increased, primarily driven by a sharp decline in the forward P/E and a modest improvement in forecast revenue growth, raising the fair value estimate from $42.02 to $43.09. What's in the News Atour Lifestyle Holdings expects full-year 2025 net revenues to increase by 30% over 2024, based on current market conditions and preliminary estimates.분석 기사 • Aug 28
Atour Lifestyle Holdings Limited Just Missed EPS By 66%: Here's What Analysts Think Will Happen Next
Investors in Atour Lifestyle Holdings Limited ( NASDAQ:ATAT ) had a good week, as its shares rose 8.1% to close at...내러티브 업데이트 • Aug 28
Chinese Hotel Expansion And Digital Retail Will Drive Hospitality Success
The marked decline in Atour Lifestyle Holdings’ future P/E multiple, despite steady revenue growth expectations, has driven a modest increase in the consensus analyst price target from $40.22 to $41.06. What's in the News Company expects full-year 2025 net revenues to increase by 30% versus 2024, based on preliminary estimates.Seeking Alpha • Jan 29
Atour Lifestyle: An Undervalued, Rapidly Growing Hotel Franchise In China
Summary Atour Lifestyle Holdings Limited is rapidly expanding its manachised hotel network in China. The company is also growing its branded retail sales, adding a new meaningful revenue stream. The manachising business model allows very high-margin revenues through franchising fees, compared to the business model of for example Marriott and Hilton. With rapid revenue growth prospects and potential for margin expansion, Atour's ATAT ADS remains attractively valued. I estimate 58% upside to a fair value of $43.1. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Atour Lifestyle Holdings: A Growing Business With A Long Runway
Summary Atour Lifestyle Holdings has demonstrated strong growth, with significant revenue increases across its manachised hotels, leased hotels, and retail segments from 2021 to 2023. ATAT's asset-light model, similar to Marriott and Hilton, has enabled rapid expansion, with a 37.9% increase in hotels year-over-year by Q3 2024. The company has consistently raised its 2024 revenue guidance, reflecting strong performance and investor confidence, further boosted by a new generous dividend policy. Despite economic concerns in China, ATAT's diversified revenue streams and undervalued stock present an attractive risk-reward opportunity at the current price. Read the full article on Seeking Alpha
새로운 내러티브 • Nov 21
The Exciting Expansion And Upscale Brand Launch Set To Accelerate Growth And Loyalty
Expansion in hotel network and new upscale brand could boost future revenue, occupancy, and RevPAR through increased capacity and strategic positioning.Seeking Alpha • Oct 16
Atour: Where Hospitality Meets Retail
Summary Atour Lifestyle dominates China's upper-midscale hotel market, leveraging its unique manachising model and retail experience to ensure service quality and drive growth. The booming retail segment grew 153% YoY, enhances Atour's competitiveness and mitigates market cyclicality. Atour's valuation shows room for growth, trading at a below-average P/E ratio compared to peers. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
Atour Lifestyle: Beat-And-Raise Quarter Supports A Buy (Rating Upgrade)
Summary Atour Lifestyle's top line and bottom line for the recent quarter beat the consensus estimates by +9.6% and +5.4%, respectively. ATAT is now anticipating a +50% growth in its revenue for FY 2024, which is better than its prior +40% top line expansion guidance. The beat-and-raise quarter for Atour Lifestyle has left me impressed with the company's prospects, and this explains why I have raised the stock's rating to a Buy. Read the full article on Seeking AlphaSeeking Alpha • May 26
Atour Lifestyle: Recent Results Had Both Positive And Negative Takeaways
Summary ATAT's key positives are the favorable revenue growth prospects for its hotel business and retail business. The major negatives for Atour Lifestyle are the lack of clarity pertaining to its future capital return and the sharp increase in its selling and marketing expenses for Q1 2024. I retain my Hold rating for ATAT following an assessment of the company's most recent quarterly disclosures. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Atour Lifestyle: Mixed Read-Throughs From Lunar New Year Data
Summary The travel industry numbers relating to Mainland China's Lunar New Year holiday offer mixed read-throughs, which point to a murky 2024 outlook for ATAT. Atour Lifestyle's current valuations are in line with that of its peers based on the EV/EBITDA metric. I don't change my existing Hold rating for ATAT stock after analyzing the recent travel industry data and the stock's valuations. Read the full article on Seeking Alpha주주 수익률
| ATAT | US Hospitality | US 시장 | |
|---|---|---|---|
| 7D | 1.3% | 1.9% | 2.7% |
| 1Y | 1.9% | 1.6% | 20.9% |
수익률 대 산업: ATAT은 지난 1년 동안 1.6%의 수익을 기록한 US Hospitality 산업과 동일한 성과를 보였습니다.
수익률 대 시장: ATAT은 지난 1년 동안 20.9%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ATAT volatility | |
|---|---|
| ATAT Average Weekly Movement | 5.0% |
| Hospitality Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ATAT는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ATAT의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2012 | 6,356 | Haijun Wang | ir.yaduo.com |
아투어 라이프스타일 홀딩스는 자회사를 통해 중화인민공화국에서 라이프스타일 브랜드를 개발하고 있습니다. 이 회사는 숙박업과 소매업을 운영하며, 가맹점을 대신하여 호텔의 일상적인 관리 서비스를 포함한 호텔 관리 서비스를 제공하고 호텔 용품 및 기타 제품을 판매합니다. 또한 여행사도 운영합니다.
Atour Lifestyle Holdings Limited 기초 지표 요약
| ATAT 기초 통계 | |
|---|---|
| 시가총액 | US$4.85b |
| 순이익 (TTM) | US$272.95m |
| 매출 (TTM) | US$1.59b |
17.9x
주가수익비율(P/E)3.1x
주가매출비율(P/S)ATAT는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ATAT 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥10.70b |
| 매출원가 | CN¥5.97b |
| 총이익 | CN¥4.72b |
| 기타 비용 | CN¥2.88b |
| 순이익 | CN¥1.84b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 20, 2026
| 주당순이익(EPS) | 13.40 |
| 총이익률 | 44.16% |
| 순이익률 | 17.22% |
| 부채/자본 비율 | 6.6% |
ATAT의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.2%
현재 배당 수익률41%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 22:27 |
| 종가 | 2026/08/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Atour Lifestyle Holdings Limited는 29명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ronald Leung | BofA Global Research |
| Sijie Lin | China International Capital Corporation Limited |
| Joseph Wong | China Merchants Securities (HK) Co., Ltd |