Transaction log
Dec 13, 2024 - Bought 75 @ $27.14 (1.09% wtg, coffee can)
Jul 6, 2026 - Bought 50 @ $32.30 (1.51% wtg)
Atour Lifestyle Holdings
Location: Shanghai, China
Profile
Symbol: ATAT
Industry: Lodging
Sector: Consumer discretionary
Theme: Emerging markets consumer
Annual gross profit: $746 million
3 ½-Year gross profit growth: +77.0%/year
3 ½-Year shareholder growth: +77.7%/year
Estimated fair value: $71
Valuation assumption: 4.0% MFCF yield
Operating income/gross profit: 55.1%
Insider ownership: 18.8%
Investors: Trip.com (TCOM, 13.7%)
Estimated fair value history
Dec-24 - $42 (4.0% MFCF yield)
Mar-25 - $45
Jun-25 - $48
Sep-25 - $52
Dec-25 - $58
Mar-26 - $63
Jun-26 - $71
History
