ATAT vs HBNB vs VAC Stock Comparison

Atour Lifestyle Holdings, Hotel101 Global Holdings and Marriott Vacations Worldwide Prices as of Oct 28, 2026 Peers: Industry group

Head to Head

8 decided of 12

Atour Lifestyle Holdings leads on 6 of the 12 questions below (Atour Lifestyle Holdings 6, Marriott Vacations Worldwide 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionATATHBNBVACLeader
Larger companyMarket capitalisation $4.53B $1.05B $4.02B ATAT
Cheaper on earningsLower P/E, profitable companies only 16.0x -40.2x -12.0x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 12.7x — 12.0x VAC
Faster revenue growthRevenue growth, trailing twelve months +45.3% — +1.7% ATAT
More profitableNet margin, trailing twelve months 16.8% — -6.5% ATAT
Better return on capitalReturn on invested capital 73.2% — -31.8% ATAT
Less leveragedLower net debt / EBITDA — — -1.7x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -19.8% +8.9% +63.9% VAC
Better 5-year returnAnnualised price return, 5 years — — -6.5%/yr –
Less volatileAnnualised volatility, 1 year 39.5% 72.5% 60.5% ATAT
Higher overall scoreMean of the five percentile scores vs peers 83/100 — 29/100 ATAT

Percentile Scorecard

ATATHBNBVAC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisATATHBNBVAC
Valuation 78 #7 of 28 4 #27 of 28 33 #19 of 28
Growth 96 #2 of 25 – 4 #24 of 25
Profitability 100 #1 of 25 – 17 #21 of 25
Financial Health 97 #2 of 30 31 #21 of 30 35 #20 of 30
Shareholder Returns 44 #11 of 19 – 56 #9 of 19
Overall 83 – 29
  • ATAT ranked among 31 companies in Travel and Lodging
  • HBNB ranked among 31 companies in Travel and Lodging
  • VAC ranked among 31 companies in Travel and Lodging

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodATATHBNBVACSPY
1 month -7.6%+7.0%+7.2% +0.9%
3 months -14.3%-7.7%+9.1% +5.9%
6 months -20.0%-22.6%+63.9% +8.5%
Year to date -23.1%-32.7%+94.4% +13.3%
1 year -19.8%+8.9%+63.9% +12.4%
3 years +64.0%—+28.8% +88.1%
3 years, per year +17.9%—+8.8% +23.5%
5 years ——-28.7% +68.2%
5 years, per year ——-6.5% +11.0%
10 years ——+79.3% +263.4%
10 years, per year ——+6.0% +13.8%

Risk

MeasureATATHBNBVACSPY
Volatility, 1Y 39.5%72.5%60.5% 12.7%
Downside volatility, 1Y 38.5%75.6%63.7% 12.7%
Beta vs S&P 500, 1Y 0.730.311.41 1.00
Return / volatility, 1Y -0.500.121.06 0.98
Max drawdown, 5Y -46.9%-86.7%-73.6% -25.4%
From 52-week high -29.4%-49.7%-10.2% -0.9%
52-week high $42.90$10.00$124.86 $779.14
52-week low $30.29$4.25$45.49 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleATATHBNBVAC
P/E now vs peer median 14.8xmedian 18.2x -40.2xmedian 18.2x -11.7xmedian 18.2x
P/S now vs peer median 2.5xmedian 1.5x 15.5xmedian 1.5x 0.7xmedian 1.5x
EV/EBITDA now vs peer median —median 14.1x —median 14.1x -4.9xmedian 14.1x
P/FCF now vs peer median 12.0xmedian 16.4x -27.3xmedian 16.4x 39.0xmedian 16.4x
P/B now vs peer median 8.4xmedian 2.5x 68.8xmedian 2.5x 1.9xmedian 2.5x
PEG now vs peer median 0.19median 0.30 —median 0.30 0.26median 0.30

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsATATHBNBVAC
Revenue $1.69B – $5.16B
Gross profit $1.05B – $3.94B
Operating income $402.22M – -$1.39B
Net income $539.47M – -$335.00M
Free cash flow $345.77M – $99.00M
R&D $29.30M – –
EPS (diluted) $2.03 – $-8.74
Cash & equivalents $578.45M $14.67M $211.00M
Total debt $34.93M – $8.91B
Shares (diluted) 139.77M – 38.20M
Enterprise value $1.20B $1.05B $2.66B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricATATHBNBVAC
P/E 14.8x -40.2x -11.7x
P/FCF 12.0x -27.3x 39.0x
P/Operating cash flow 12.3x – 26.8x
P/S 2.5x 15.5x 0.7x
P/B 8.4x 68.8x 1.9x
P/Tangible book 8.4x 68.8x 2.8x
EV/EBITDA – – -4.9x
EV/EBIT 8.3x – -4.3x
EV/Revenue 2.0x – 1.2x
EV/FCF 9.7x – 60.6x
EV/Operating cash flow 9.9x – 41.7x
PEG (3Y EPS CAGR) 0.19 – 0.26

Growth

14 metrics
MetricATATHBNBVAC
Revenue growth (1Y) 45.3% – 1.7%
Revenue CAGR (3Y) 55.5% – 2.6%
Gross profit growth (1Y) 50.0% – 1.3%
Gross profit CAGR (3Y) 72.6% – 2.6%
Operating income growth (1Y) 55.3% – -100.1%
Operating income CAGR (3Y) 86.5% – -54.3%
Net income growth (1Y) 53.1% – -228.8%
Net income CAGR (3Y) 93.9% – -42.5%
EPS growth (1Y) 44.4% – -240.8%
EPS CAGR (3Y) 79.8% – -44.6%
Operating cash flow growth (1Y) 37.0% – 9.1%
Operating cash flow CAGR (3Y) 32.4% – -24.2%
Free cash flow growth (1Y) 34.3% – 41.4%
Free cash flow CAGR (3Y) 33.9% – -24.1%

Profitability

14 metrics
MetricATATHBNBVAC
Gross margin 62.3% – 76.3%
EBITDA margin – – -23.8%
Operating margin 23.8% – -27.0%
Pretax margin 24.3% – -6.5%
Net margin 16.8% – -6.5%
FCF margin 20.5% – 1.9%
Operating cash flow margin 20.1% – 2.8%
Return on equity 104.9% – -16.5%
Return on assets 42.6% – -3.5%
Return on invested capital 73.2% – -31.8%
Return on capital employed 55.6% – –
Asset turnover 1.3x – 0.5x
Cash conversion (OCF / net income) 0.6x – -0.4x
Stock comp / revenue – – 0.8%

Financial Health

11 metrics
MetricATATHBNBVAC
Debt / assets 2.7% – 24.8%
Debt / equity 0.1x – 1.1x
Net debt / EBITDA – – -1.7x
Debt / FCF 0.1x – 23.8x
Liabilities / assets 61.3% 88.8% 78.3%
Equity / assets 38.7% 11.2% 21.7%
Interest coverage 455.5x – -20.0x
Current ratio 1.9x 1.0x –
Quick ratio 1.7x 0.3x –
Cash ratio 1.6x 0.1x –
Altman Z-score 6.45 – –

Shareholder Returns

7 metrics
MetricATATHBNBVAC
Dividend yield 3.0% – 2.9%
Net buyback yield 0.0% – 0.6%
Shareholder yield 2.9% – 3.5%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusATATHBNBVAC
Forward P/E 12.7xFY2026 – 12.0xFY2026
EPS, next fiscal year $2.39FY2026 – $9.37FY2026
EPS growth, next FY +33.5%FY2026 – +30.9%FY2026
EPS growth, the year after +21.3% – -3.8%
Revenue, next fiscal year $2.03BFY2026 – $5.73BFY2026
Revenue growth, next FY +44.7%FY2026 – +14.0%FY2026
Revenue growth, the year after +17.0% – +0.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersATATHBNBVAC
Held by institutions 56.9% – 91.2%
Institutions holding 181 – 370
Change in shares held, QoQ +3.9% – -0.7%
Institutions buying 104 – 180
Institutions selling 64 – 104
Buyers to sellers 1.63 – 1.73

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ATATHBNBVAC
ATAT 1.00 -0.14 0.23
HBNB -0.14 1.00 -0.03
VAC 0.23 -0.03 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ATAT, HBNB and VAC?

Atour Lifestyle Holdings (ATAT) is the largest by market capitalisation: Atour Lifestyle Holdings (ATAT) $4.53B, Hotel101 Global Holdings (HBNB) $1.05B, Marriott Vacations Worldwide (VAC) $4.02B.

Which company is growing faster?

Atour Lifestyle Holdings (ATAT) grew revenue fastest over the trailing twelve months: Atour Lifestyle Holdings (ATAT) +45.3%, Marriott Vacations Worldwide (VAC) +1.7%.

Which company is more profitable?

Atour Lifestyle Holdings (ATAT) has the highest net margin (Atour Lifestyle Holdings (ATAT) 16.8%, Marriott Vacations Worldwide (VAC) -6.5%). On return on invested capital, Atour Lifestyle Holdings (ATAT) leads (Atour Lifestyle Holdings (ATAT) 73.2%, Marriott Vacations Worldwide (VAC) -31.8%).

Which stock has performed better?

Over the past year Marriott Vacations Worldwide (VAC) returned the most: Atour Lifestyle Holdings (ATAT) -19.8%, Hotel101 Global Holdings (HBNB) +8.9%, Marriott Vacations Worldwide (VAC) +63.9%. Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Atour Lifestyle Holdings (ATAT) has been the steadiest (Atour Lifestyle Holdings (ATAT) 39.5%, Hotel101 Global Holdings (HBNB) 72.5%, Marriott Vacations Worldwide (VAC) 60.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ATAT, HBNB and VAC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Atour Lifestyle Holdings (ATAT) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.