Ke Holdings Inc (BEKE)vsCoStar Group Inc (CSGP)
BEKE
Ke Holdings Inc
$16.08
-3.25%
REAL ESTATE · Cap: $16.58B
CSGP
CoStar Group Inc
$33.89
+0.68%
REAL ESTATE · Cap: $13.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 2542% more annual revenue ($90.14B vs $3.41B). BEKE leads profitability with a 3.8% profit margin vs 0.7%. CSGP appears more attractively valued with a PEG of 0.12. BEKE earns a higher WallStSmart Score of 58/100 (C).
BEKE
Buy58
out of 100
Grade: C
CSGP
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.2%
Fair Value
$15.67
Current Price
$16.08
$0.41 premium
Margin of Safety
+89.2%
Fair Value
$442.44
Current Price
$33.89
$408.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 54.2% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 22.5% year-over-year
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%
ROE of 0.3% — below average capital efficiency
0.7% margin — thin
Operating margin of 0.3%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, EPS Growth, Debt/Equity. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : CSGP
The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Debt/Equity. Revenue growth of 22.5% demonstrates continued momentum. PEG of 0.12 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 : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Operating Margin. A P/E of 469.1x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
BEKE profiles as a value stock while CSGP is a growth play — different risk/reward profiles.
CSGP carries more volatility with a beta of 0.72 — expect wider price swings.
CSGP is growing revenue faster at 22.5% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEKE scores higher overall (58/100 vs 54/100). CSGP offers better value entry with a 89.2% margin of safety. 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.
CoStar Group Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
CoStar Group, Inc. provides online market information, analysis and services to the commercial real estate, hospitality, residential and related professional industries in the United States, Canada, Europe, Asia Pacific and Latin America. The company is headquartered in Washington, the District of Columbia.
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