Ke Holdings Inc (BEKE)vsCompass Inc (COMP)
BEKE
Ke Holdings Inc
$15.88
-1.61%
REAL ESTATE · Cap: $19.05B
COMP
Compass Inc
$7.77
-4.43%
REAL ESTATE · Cap: $6.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 1259% more annual revenue ($94.58B vs $6.96B). BEKE leads profitability with a 3.2% profit margin vs -84.0%. COMP earns a higher WallStSmart Score of 44/100 (D).
BEKE
Hold43
out of 100
Grade: D
COMP
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-545.2%
Fair Value
$2.92
Current Price
$15.88
$12.96 premium
Intrinsic value data unavailable for COMP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 75.0% YoY
Revenue surging 23.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
ROE of -9.8% — below average capital efficiency
Currently unprofitable
Operating margin of -1.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on Price/Book. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bull Case : COMP
The strongest argument for COMP centers on EPS Growth, Revenue Growth. Revenue growth of 23.1% demonstrates continued momentum.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Altman Z-Score, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin.
Key Dynamics to Monitor
BEKE profiles as a value stock while COMP is a growth play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.57 — expect wider price swings.
COMP is growing revenue faster at 23.1% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
COMP scores higher overall (44/100 vs 43/100) and 23.1% revenue growth. Both earn "Hold" 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.
Compass Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
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