Ke Holdings Inc (BEKE)vsCBRE Group Inc Class A (CBRE)
BEKE
Ke Holdings Inc
$18.87
+2.50%
REAL ESTATE · Cap: $20.50B
CBRE
CBRE Group Inc Class A
$146.33
-0.25%
REAL ESTATE · Cap: $42.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 124% more annual revenue ($94.58B vs $42.20B). BEKE leads profitability with a 3.2% profit margin vs 3.1%. BEKE appears more attractively valued with a PEG of 0.74. CBRE earns a higher WallStSmart Score of 65/100 (B-).
BEKE
Hold45
out of 100
Grade: D+
CBRE
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BEKE.
Margin of Safety
+45.1%
Fair Value
$272.08
Current Price
$146.33
$125.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 98.1% YoY
Growing faster than its price suggests
18.6% revenue growth
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
3.1% margin — thin
Operating margin of 2.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, Price/Book. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bull Case : CBRE
The strongest argument for CBRE centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 18.6% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : BEKE
The primary concerns for BEKE are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 48.5x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
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
BEKE profiles as a value stock while CBRE is a growth play — different risk/reward profiles.
CBRE carries more volatility with a beta of 1.28 — expect wider price swings.
CBRE is growing revenue faster at 18.6% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CBRE scores higher overall (65/100 vs 45/100) and 18.6% revenue growth. Both earn "Strong Buy" and "Hold" 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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