ATAT
Atour Lifestyle Holdings Limited
ATAT has the edge over F overall, supported by stronger fundamentals and lower modeled downside.
F
Ford Motor Company
F offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
ATAT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
ATAT's revenue, profitability, cash flow and balance sheet are all currently strong.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
ATAT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 17x | $36.87 | — |
| Cheap | 18x | $37.84 | +2.6% |
| Fair | 25x | $53.81 | +46% |
| Expensive | 45x | $95.80 | +160% |
Historical ranges are pointers, not guarantees.
ATAT's PE is 17x, but its earnings don't support one, so it isn't a reliable read right now.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
ATAT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for ATAT, with profitability holding steady.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
ATAT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $2.12 | +42% |
| Q1 2026 | $1.98 | +46% |
| Q4 2025 | $1.74 | +46% |
| Q3 2025 | $1.58 | +72% |
| Q2 2025 | $1.49 | +91% |
| Q1 2025 | $1.36 | +92% |
| Q4 2024 | $1.19 | +86% |
| Q3 2024 | $0.92 | +100% |
ATAT has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
ATAT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $522.3M | +41% |
| Q1 2026 | $421.9M | +48% |
| Q4 2025 | $418.4M | +34% |
| Q3 2025 | $394.4M | +38% |
| Q2 2025 | $370.5M | +37% |
| Q1 2025 | $286M | +30% |
| Q4 2024 | $312.8M | +38% |
| Q3 2024 | $284.9M | +47% |
ATAT has the edge over F on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 21% | -3.3 points |
| Q1 2026 | 24% | +4.9 points |
| Q4 2025 | 25% | +5.4 points |
| Q3 2025 | 25% | -1.1 points |
| Q2 2025 | 24% | +2.4 points |
| Q1 2025 | 19% | -3.5 points |
| Q4 2024 | 20% | +5.6 points |
| Q3 2024 | 26% | -0.4 points |
ATAT has the edge over F on profitability, with a higher operating margin.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F's revenue grew through 2023 and has held roughly level since: $49.5B last quarter, down 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
ATAT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $123.4M | +12% |
| Q1 2026 | $43M | +$45.6M |
| Q4 2025 | $85.2M | -0.9% |
| Q3 2025 | $90.8M | +48% |
| Q2 2025 | $110.7M | +33% |
| Q1 2025 | -$2.6M | -113% |
| Q4 2024 | $86M | +3.4% |
| Q3 2024 | $61.3M | -24% |
ATAT generated $342M in free cash flow over the past year, up 34% from the year before.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F still generates free cash flow, though less than at its 2020 peak: $5.1B over the past year.
ATAT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.3% | -1.8M shares |
| 1 year | -2.2% | -3.1M shares |
| 3 years | -1% | -1.4M shares |
| 5 years | +1.2% | +1.7M shares |
| Available history | +8.9% | +11.2M shares |
ATAT has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $54M |
| Q1 2026 | $58.6M |
| Q4 2025 | $35.7M |
| Q3 2025 | $12.8M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
ATAT spent $161M buying back its own shares over the past year, after none the year before.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
ATAT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.9x | Net Cash |
| Q1 2026 | -0.9x | Net Cash |
| Q4 2025 | -0.7x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.8x | Net Cash |
| Q4 2024 | -1.1x | Net Cash |
| Q3 2024 | -0.7x | Net Cash |
ATAT has more cash than debt.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over ATAT on leverage, with a lower net debt burden relative to earnings.
ATAT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.6 | Neutral |
| Stochastic | 68.9 | Neutral |
ATAT's weekly RSI is 60 (neutral) and its Stochastic is 69 (neutral).
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
ATAT PE vs Consumer Cyclical Sector
| Metric | ATAT | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 18x | 3.5% below |
| PE % | 11 | 46 | 35 pts below |
ATAT is trading at 17x earnings, in line with the Consumer Cyclical sector's median of 18x, though its earnings don't support one.
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
ATAT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $33.5 | 10% above |
| 20 week MA | $33.5 | 10% above |
| 50 week MA | $35.8 | 2.9% above |
| 100 week MA | $34.1 | 8.3% above |
| 200 week MA | $27.1 | 36% above |
ATAT has the edge over F on trend strength, trading above more of its moving averages.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
ATAT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2022 | $12.9 | $18.5 | +44% |
| 2023 | $18.5 | $17.4 | -6.2% |
| 2024 | $17.4 | $27.0 | +56% |
| 2025 | $27.0 | $41.7 | +55% |
| 2026 YTD | $41.7 | $36.9 | -12% |
ATAT has finished higher in three of the last four years, two of them by more than 50%. It's down 12% so far in 2026.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F has the edge over ATAT on returns for 2026, with the stronger performance.