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ATAT

ATAT

High conviction

Atour Lifestyle Holdings Limited

Consumer Cyclical · NASDAQ

$4.8B mkt cap

Brief updated Today

Atour Lifestyle Holdings Limited, operating through its subsidiaries, manages a substantial hotel chain across China. The company distinguishes itself by offering a range of themed hotels, including concepts like music, basketball, and literary hotels, designed to cater to diverse interests and life

Decifer Research·Data summary

ATAT is a high-conviction name in consumer_retail

ATAT sits at the intersection of key themes currently active in the market. The scoring engine rates it high based on how well the active market forces line up with its business, plus available fundamental data. Financial metrics and analyst consensus provide additional context.

Why now

The market forces active right now are aligned with the company's core business exposure. The timing reflects the intersection of theme strength and available catalyst data.

Key risks

Data availability limits full scoring across all dimensions. Market forces can reverse rapidly; theme exposure does not guarantee the price follows. Fundamental valuation data may not reflect the most recent quarterly results.

What to watch

Monitor conviction score changes, especially the macro and analyst dimensions. Earnings guidance updates and analyst consensus shifts are the primary near-term catalysts.

37High conviction Conviction
macro
25/25
analyst
22/38
momentum
8/20
forward catalyst
0/15
valuation
15/23
highs
-5/12
news catalyst
0/12
options flow
0/12
peer network
0/8
counter thesis
0/3
Key financials
Revenue growth (YoY)4751.0%
Gross margin4364.0%
Operating margin2444.0%
Net margin1722.0%
P/E ratio17.3x
Return on equity5162.0%
FCF yield687.0%
Debt / equity0.4x
EV / sales2.8x
Valuation
Analyst consensusBUY
DCF fair value$230
Next EPS estimate$4.01
Theme exposure
Consumer & RetailDirect

Atour Lifestyle Holdings Limited operates in travel lodging. That places it inside the Consumer & Retail story.

Macro context
Risk-on rotation underway

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Analyst intelligence
4 Buy0 Hold0 Sell
Earnings intelligence

Earnings surprises

+29.7%

2026-05

+11.6%

2026-03

+6.7%

2025-11

+2.4%

2025-08

+3.1%

2025-05

Generated Mon, 03 Aug 2026 17:34:20 GMT by Decifer intelligence engine. For informational purposes only — not investment advice. Decifer Intelligence Hub.