Ke Holdings Inc (BEKE)vsCoStar Group Inc (CSGP)
BEKE
Ke Holdings Inc
$15.88
-1.61%
REAL ESTATE · Cap: $19.05B
CSGP
CoStar Group Inc
$42.90
+0.19%
REAL ESTATE · Cap: $18.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 2813% more annual revenue ($94.58B vs $3.25B). CSGP leads profitability with a 22.0% profit margin vs 3.2%. CSGP appears more attractively valued with a PEG of 0.18. CSGP earns a higher WallStSmart Score of 50/100 (D+).
BEKE
Hold43
out of 100
Grade: D
CSGP
Hold50
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
Margin of Safety
-34092.9%
Fair Value
$0.14
Current Price
$42.90
$42.76 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 26.9% 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
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 25.9%
Negative free cash flow — burning cash
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 : CSGP
The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 5.5%. Revenue growth of 26.9% 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 : CSGP
The primary concerns for CSGP are Piotroski F-Score, P/E Ratio, EPS Growth. A P/E of 2212.5x leaves little room for execution misses.
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 0.90 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (50/100 vs 43/100), backed by strong 22.0% margins and 26.9% 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.
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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