Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ATAT
BuyAtour Lifestyle Holdings Limited · Consumer Cyclical · China · $4.9B · Avg Vol: $35M/d
COMPANY DESCRIPTION
Atour Lifestyle Holdings Limited is a rapidly expanding lifestyle hotel chain in China, known for its distinctive blend of hospitality, retail, and social experiences targeting the mid-to-high-end segment. The company differentiates itself through an innovative 'scenario-based retail' model integrated within its hotels, fostering strong brand loyalty and community engagement. Atour's competitive edge is driven by its unique brand positioning, rapid network expansion, and successful appeal to a growing demographic seeking curated travel and lifestyle experiences.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.1B | 337.8M | 696.4M | 1.1B | 1.5B | -9.2% | 1.7B | 1.9B | 2.3B | 24.9% |
| EPS | 0.89 | 0.41 | 3.02 | 5.13 | 6.46 | 64.0% | 2.11 | 7.95 | 9.63 | 22.1% |
| Shares | 436.2M | 111.5M | 111.5M | 111.5M | 111.5M | -74.4% | 111.5M | — | — | — |
| Debt | 109.4M | 343.1M | 291.2M | 258.6M | 227.6M | 20.1% | 193.0M | — | — | — |
| Equity | 579.4M | 178.7M | 308.7M | 441.2M | 536.4M | -1.9% | — | — | — | — |
| Op CF | 417.9M | 42.3M | 296.8M | 257.6M | 297.4M | -8.1% | 350.6M | — | — | — |
| Inv CF | -42.2M | -28.7M | -89.6M | -77.7M | -198.8M | — | — | — | — | — |
| Fin CF | -161.1M | 68.1M | -21.9M | -63.7M | -138.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ATAT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ATAT | Atour Lifestyle Holdings Limited(you) | $4.9B | 78 | Buy |
| 1179.HK | H World Group Limited | $14.7B | 62 | Hold |
| 002033.SZ | LiJiang YuLong Tourism Co., LTD. | $751M | 74 | Buy |
| 600258.SS | BTG Hotels (Group) Co., Ltd. | $2.1B | 46 | Hold |
| 600754.SS | Shanghai Jin Jiang International Hotels Co., Ltd. | $3.0B | 32 | Sell |
| 600054.SS | Huangshan Tourism Development Co.,Ltd. | $1.2B | 49 | Hold |
| 000069.SZ | Shenzhen Overseas Chinese Town Co.,Ltd. | $2.2B | 16 | Strong Sell |
| 600138.SS | China Cyts Tours Holding Co., Ltd. | $782M | 26 | Sell |
| 000430.SZ | Zhang Jia Jie Tourism Group Co., Ltd | $846M | 18 | Strong Sell |
| 002059.SZ | Yunnan Tourism Co., Ltd. | $705M | 14 | Strong Sell |
Peer medians: ROE 6.5% · P/E 24.0x · Gross margin 21.8%