Análisis Argos
ATAT
ATATOportunidad
Atour Lifestyle Holdings Limited · Consumer Cyclical
US$ 32.22
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
89/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 27% el último año.
Retorno sobre el capital alto (87%).
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO6/6PASADO6/6SALUD6/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO6/6PASADO6/6SALUD6/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos89de 100Oportunidad
Ingresos35%
US$ 9.8 B
Margen operativo5%
23.6%
Flujo de caja libre11%
US$ 1.9 B
Deuda neta
US$ -1.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.5B
P/E2.7x
EV/EBITDA1.1x
FCF yield41.7%
ROIC87.2%
Margen operativo23.6%
Crecim. ingresos+35.1%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 1 jul
4 Leisure & Recreation Services Stocks to Buy Amid Industry Challenges
LTH, ATAT, LIND and MCS are benefiting from resilient travel demand, premium offerings and digital initiatives despite ongoing industry challenges.
zacks.com · 29 jun
ATAT vs. RCL: Which Stock Is the Better Value Option?
Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) and Royal Caribbean (RCL). But which of these two stocks is more attractive to value investors?
zacks.com · 11 jun
ATAT or ABNB: Which Is the Better Value Stock Right Now?
Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) and Airbnb, Inc. (ABNB). But which of these two stocks is more attractive to value investors?
seekingalpha.com · 8 jun
Atour Lifestyle: Smarter Strategy, Better Sleep, Attractive Upside
Atour Lifestyle is rated BUY with a $50 price target, offering ~43% upside due to compelling valuation and robust growth outlook. ATAT's differentiated manachised/franchised hotel model and fast-growing retail business drive superior margins and brand loyalty, supporting long-term ADR and OCC growth. Retail now accounts for nearly a third of revenue and half of gross profit, with full-year segment guidance raised to 30–35% y/y growth.
zacks.com · 4 jun
Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) is an Incredible Growth Stock: 3 Reasons Why
Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) is well positioned to outperform the market, as it exhibits above-average growth in financials.
seekingalpha.com · 4 jun
Atour Lifestyle: Promising Prospects For Hotel And Retail Businesses
Atour Lifestyle Holdings Limited remains a 'Buy,' as both its hospitality and retail segments show strong forward momentum. Atour's hotels division is well-positioned to maintain positive RevPAR growth in the near term on the back of external and internal tailwinds. Management recently raised the retail segment's FY26 topline growth guidance by 5ppts to +32.5%; this is achievable considering further product category penetration and cross-selling synergies.
seekingalpha.com · 4 jun
Atour Lifestyle Holdings Likely To Resume Moving Higher In Time
Atour Lifestyle Holdings has been losing ground with the stock moving lower in 2026, but there is reason to be optimistic about ATAT's chances to recover. There are multiple catalysts that could power a rebound, but the strongest one is probably the continued strong growth at ATAT. Higher fuel costs may work against many, but they could provide a windfall for ATAT by causing travelers to make more use of ATAT.
zacks.com · 20 may
ATAT vs. ABNB: Which Stock Is the Better Value Option?
Investors interested in Leisure and Recreation Services stocks are likely familiar with Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) and Airbnb, Inc. (ABNB). But which of these two companies is the best option for those looking for undervalued stocks?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.