KE (BEKE) Stock Analysis
Here is a fundamental analysis of KE (BEKE), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.
Performance
Cumulative Growth
Trailing Returns
Performance at a Glance
| Metric | Current stock: BEKE | Industry group median |
|---|---|---|
| 1-Year Return | -9.41% | 2.83% |
Risk
Drawdown
Risk at a Glance
| Metric | Current stock: BEKE | Industry group median |
|---|---|---|
| 1-Year Volatility | 36.30% | 37.29% |
| Beta | -0.35 | 1.23 |
Company Profile
KE (BEKE) trades as an ADR rather than ordinary local shares — read it with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | BEKE |
|---|---|
| Name | Ke Holdings Inc. ADR |
| Country/Region | China |
| GICS Sector | Real Estate |
| GICS Industry Group | Real Estate Management & Development |
| GICS Industry | Real Estate Management & Development |
| GICS Sub-Industry | Real Estate Services |
| Market Capitalization | 18.80 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | August 13, 2020 |
| Security Type | ADR |
Valuation
Price-to-Earnings Ratio (TTM)
KE (BEKE) trades at P/E ratio of 38.39, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
BEKE
Real Estate Management & Development industry group
38.39
Group distribution
- Max
- 128.88
- Q3
- 128.31
- Median
- 39.38
- BEKE
- 38.39
- Q1
- 18.47
- Min
- 5.10
Largest peers
- CSGP
- 469.14
- ZG
- 128.88
- Z
- 128.12
- FSV
- 40.38
- BEKE
- 38.39
- CBRE
- 30.46
- JLL
- 16.14
Price-to-Sales Ratio (TTM)
KE (BEKE) trades at 0.21 on P/S ratio, in the lower sales-valuation quartile for its industry. That points to a cheaper revenue stream than most peers, with margin quality still doing the heavy lifting.
BEKE
Real Estate Management & Development industry group
0.21
Group distribution
- Max
- 13.64
- Q3
- 6.19
- Median
- 1.71
- Q1
- 0.87
- BEKE
- 0.21
- Min
- 0.00
Largest peers
- CSGP
- 3.93
- ZG
- 2.74
- Z
- 2.72
- FSV
- 1.18
- CBRE
- 0.93
- JLL
- 0.52
- BEKE
- 0.21
Price-to-Book Ratio (MRQ)
KE (BEKE) trades at 1.99 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
BEKE
Real Estate Management & Development industry group
1.99
Group distribution
- Max
- 5.60
- Q3
- 4.19
- BEKE
- 1.99
- Median
- 1.91
- Q1
- 1.07
- Min
- 0.41
Largest peers
- FSV
- 4.61
- CBRE
- 4.59
- BEKE
- 1.99
- JLL
- 1.90
- CSGP
- 1.69
- ZG
- 1.59
- Z
- 1.58
Valuation at a Glance
| Metric | Current stock: BEKE | Industry group median |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 38.39 | 39.38 |
| Price-to-Sales Ratio (TTM) | 0.21 | 1.71 |
| Price-to-Book Ratio (MRQ) | 1.99 | 1.91 |
| Free Cash Flow Yield | -1.46% | 3.48% |
Profitability
Return on Equity (TTM)
KE (BEKE) posts ROE of 5.08%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
BEKE
Real Estate Management & Development industry group
5.08%
Group distribution
- Max
- 22.48%
- Q3
- 11.17%
- BEKE
- 5.08%
- Median
- 3.95%
- Q1
- 0.30%
- Min
- -13.61%
Largest peers
- CBRE
- 15.60%
- JLL
- 12.43%
- FSV
- 11.24%
- BEKE
- 5.08%
- ZG
- 1.33%
- Z
- 1.33%
- CSGP
- 0.30%
Net Profit Margin (TTM)
KE (BEKE) keeps 3.77% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
BEKE
Real Estate Management & Development industry group
3.77%
Group distribution
- Max
- 21.64%
- Q3
- 9.72%
- BEKE
- 3.77%
- Median
- 3.01%
- Q1
- 0.31%
- Min
- -0.35%
Largest peers
- BEKE
- 3.77%
- JLL
- 3.35%
- CBRE
- 3.11%
- FSV
- 2.92%
- ZG
- 2.27%
- Z
- 2.27%
- CSGP
- 0.73%
Operating Profit Margin (TTM)
KE (BEKE) turns 6.74% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
BEKE
Real Estate Management & Development industry group
6.74%
Group distribution
- Max
- 21.48%
- BEKE
- 6.74%
- Q3
- 6.32%
- Median
- 2.97%
- Q1
- -5.10%
- Min
- -21.67%
Largest peers
- BEKE
- 6.74%
- ZG
- 5.09%
- Z
- 5.09%
- FSV
- 3.66%
- JLL
- 3.29%
- CBRE
- 2.65%
- CSGP
- 0.33%
Profitability at a Glance
| Metric | Current stock: BEKE | Industry group median |
|---|---|---|
| Return on Equity (TTM) | 5.08% | 3.95% |
| Return on Assets (TTM) | 1.50% | 1.16% |
| Net Profit Margin (TTM) | 3.77% | 3.01% |
| Operating Profit Margin (TTM) | 6.74% | 2.97% |
| Gross Profit Margin (TTM) | 22.13% | 41.95% |
Financial Strength
Current Ratio (MRQ)
KE (BEKE) has current ratio of 1.63, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
BEKE
Real Estate Management & Development industry group
1.63
Group distribution
- Max
- 5.67
- Q3
- 3.05
- Median
- 1.83
- BEKE
- 1.63
- Q1
- 1.27
- Min
- 0.42
Largest peers
- ZG
- 2.29
- Z
- 2.29
- CSGP
- 2.20
- FSV
- 1.74
- BEKE
- 1.63
- JLL
- 1.12
- CBRE
- 1.08
Debt-to-Equity Ratio (MRQ)
KE (BEKE) has debt-to-equity ratio of 0.25, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
BEKE
Real Estate Management & Development industry group
0.25
Group distribution
- Max
- 1.60
- Q3
- 1.04
- Median
- 0.45
- BEKE
- 0.25
- Q1
- 0.21
- Min
- 0.10
Largest peers
- CBRE
- 1.14
- FSV
- 0.72
- JLL
- 0.54
- BEKE
- 0.25
- CSGP
- 0.15
- ZG
- 0.10
- Z
- 0.10
Financial Strength at a Glance
| Metric | Current stock: BEKE | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 1.63 | 1.83 |
| Debt-to-Equity Ratio (MRQ) | 0.25 | 0.45 |
| Net Debt / EBITDA | -7.23 | 3.64 |
Dividends
Dividend Yield (TTM)
KE (BEKE) has dividend yield of 1.63%, in the upper peer-yield quartile while still inside the industry range. The dividend offers more cash income per dollar of share price than most peers, though payout coverage still matters.
BEKE
Real Estate Management & Development industry group
1.63%
Group distribution
- Max
- 2.41%
- BEKE
- 1.63%
- Q3
- 1.43%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- BEKE
- 1.63%
- FSV
- 0.85%
- CBRE
- 0.00%
- JLL
- 0.00%
- CSGP
- 0.00%
- ZG
- 0.00%
- Z
- 0.00%
Dividend Payout Ratio (TTM)
KE (BEKE) has payout ratio of 88.12%, above the peer distribution for its industry. The dividend consumes more reported earnings than peers normally do, leaving unusually thin earnings cover.
BEKE
Real Estate Management & Development industry group
88.12%
Group distribution
- BEKE
- 88.12%
- Max
- 43.71%
- Q3
- 31.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- BEKE
- 88.12%
- FSV
- 31.83%
- CBRE
- 0.00%
- JLL
- 0.00%
- CSGP
- 0.00%
- ZG
- 0.00%
- Z
- 0.00%
Dividends at a Glance
| Metric | Current stock: BEKE | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 1.63% | 0.00% |
| Dividend Payout Ratio (TTM) | 88.12% | 0.00% |