Ke Holdings Inc (BEKE)vsFrp Holdings Ord (FRPH)
BEKE
Ke Holdings Inc
$16.08
-3.25%
REAL ESTATE · Cap: $17.78B
FRPH
Frp Holdings Ord
$22.97
-1.29%
REAL ESTATE · Cap: $451.27M
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 269429% more annual revenue ($90.14B vs $33.45M). BEKE leads profitability with a 3.8% profit margin vs 2.8%. BEKE appears more attractively valued with a PEG of 0.49. BEKE earns a higher WallStSmart Score of 58/100 (C).
BEKE
Buy58
out of 100
Grade: C
FRPH
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.7%
Fair Value
$15.74
Current Price
$16.08
$0.34 premium
Margin of Safety
-37.7%
Fair Value
$17.34
Current Price
$22.97
$5.63 premium
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
Reasonable price relative to book value
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%
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.2% — below average capital efficiency
2.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, EPS Growth, Debt/Equity. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bull Case : FRPH
The strongest argument for FRPH centers on Price/Book. PEG of 1.12 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 : FRPH
The primary concerns for FRPH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 470.8x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
FRPH carries more volatility with a beta of 0.52 — expect wider price swings.
FRPH is growing revenue faster at -3.6% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEKE scores higher overall (58/100 vs 32/100). Both earn "Buy" and "Avoid" 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.
Frp Holdings Ord
REAL ESTATE · REAL ESTATE SERVICES · USA
FRP Holdings, Inc. is a real estate investment and development company in the United States. The company is headquartered in Jacksonville, Florida.
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