Atour Lifestyle Holdings Ltd ADR vs Marriott International Inc

Atour Lifestyle Holdings Ltd ADR (ATAT) is undervalued and Marriott International Inc (MAR) is overvalued.

Against our estimates of intrinsic value, ATAT trades at the wider discount: a margin of safety of +53%, against -36% for MAR.

Values as of the 22 Sept 2026 close.

Atour Lifestyle Holdings Ltd ADR (ATAT)

Discounting its cash flows at 8.6% (average of 3 methods) values the shares at $70.60; the price of $33.21 is 53% below that value, and 79% of that value comes from beyond year five.

Leak Score 100/100 on 3 of 12 signals

Marriott International Inc (MAR)

Discounting its cash flows at 10.3% (average of 3 methods) values the shares at $256.77; the price of $348.06 is 36% above that value, and 73% of that value comes from beyond year five.

Leak Score 63/100 on 8 of 12 signals

MetricATATMAR
VerdictUndervaluedOvervalued
Price$33.21$348.06
Intrinsic value$70.60$256.77
Margin of safety+53%-36%
Leak Score100/100 (3/12)63/100 (8/12)
Market cap$3.7B$90.8B
Revenue growth, 5 years43.1%19.9%
Operating margin21.2%15.7%
Net margin16.8%9.6%
Return on equity58.8%
Debt to equity0.38
P/E16.4x36.1x
Forward P/E11.8x26.6x
P/B9.2x
Dividend yield2.5%0.8%

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