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?
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?
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.
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.
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.
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?