Ke Holdings Inc (BEKE)vsCBRE Group Inc Class A (CBRE)
BEKE
Ke Holdings Inc
$17.04
+0.71%
REAL ESTATE · Cap: $17.65B
CBRE
CBRE Group Inc Class A
$148.18
+0.50%
REAL ESTATE · Cap: $42.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 106% more annual revenue ($90.14B vs $43.71B). BEKE leads profitability with a 3.8% profit margin vs 3.0%. BEKE appears more attractively valued with a PEG of 0.51. BEKE earns a higher WallStSmart Score of 58/100 (C).
BEKE
Buy58
out of 100
Grade: C
CBRE
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.9%
Fair Value
$21.64
Current Price
$17.04
$4.60 discount
Margin of Safety
-13.2%
Fair Value
$129.69
Current Price
$148.18
$18.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 54.2% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
15.5% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
ROE of 5.3% — below average capital efficiency
3.8% margin — thin
Revenue declined 19.0%
Premium valuation, high expectations priced in
3.0% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.51 suggests the stock is reasonably priced for its growth.
Bull Case : CBRE
The strongest argument for CBRE centers on Revenue Growth. Revenue growth of 15.5% demonstrates continued momentum. PEG of 1.05 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. Thin 3.8% margins leave little buffer for downturns.
Bear Case : CBRE
The primary concerns for CBRE are P/E Ratio, Profit Margin, Operating Margin. Thin 3.0% 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 1.21 — expect wider price swings.
CBRE is growing revenue faster at 15.5% — sustainability is the question.
CBRE generates stronger free cash flow (-906M), providing more financial flexibility.
Bottom Line
BEKE scores higher overall (58/100 vs 53/100). Both earn "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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