Ke Holdings Inc (BEKE)vsCBRE Group Inc Class A (CBRE)
BEKE
Ke Holdings Inc
$18.85
+0.16%
REAL ESTATE · Cap: $18.74B
CBRE
CBRE Group Inc Class A
$136.35
-0.62%
REAL ESTATE · Cap: $35.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 97% more annual revenue ($88.67B vs $45.01B). BEKE leads profitability with a 5.3% profit margin vs 3.1%. BEKE appears more attractively valued with a PEG of 0.38. CBRE earns a higher WallStSmart Score of 66/100 (B-).
BEKE
Buy62
out of 100
Grade: C+
CBRE
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.5%
Fair Value
$20.81
Current Price
$18.85
$1.96 discount
Margin of Safety
+4.0%
Fair Value
$134.00
Current Price
$136.35
$2.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 111.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 25.6% YoY
Areas to Watch
Moderate valuation
ROE of 7.2% — below average capital efficiency
5.3% margin — thin
Revenue declined 5.7%
Moderate valuation
3.1% margin — thin
Operating margin of 3.9%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, EPS Growth, Debt/Equity. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : CBRE
The strongest argument for CBRE centers on PEG Ratio, EPS Growth. Revenue growth of 12.7% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : CBRE
The primary concerns for CBRE are P/E Ratio, Profit Margin, Operating Margin. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CBRE carries more volatility with a beta of 1.23 — expect wider price swings.
CBRE is growing revenue faster at 12.7% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CBRE scores higher overall (66/100 vs 62/100) and 12.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ke Holdings Inc
REAL ESTATE · REAL ESTATE SERVICES · China
KE Holdings Inc. is involved in the operation of an integrated online and offline platform for housing transactions and services in the People's Republic of China. The company is headquartered in Beijing, China.
CBRE Group Inc Class A
REAL ESTATE · REAL ESTATE SERVICES · USA
CBRE Group, Inc. is an American commercial real estate services and investment firm. The abbreviation CBRE stands for Coldwell Banker Richard Ellis. It is the largest commercial real estate services company in the world.
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