Ke Holdings Inc (BEKE)vsIron Mountain Incorporated (IRM)
BEKE
Ke Holdings Inc
$17.13
+7.06%
REAL ESTATE · Cap: $17.85B
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 1270% more annual revenue ($94.58B vs $6.90B). BEKE leads profitability with a 3.2% profit margin vs 2.1%. BEKE appears more attractively valued with a PEG of 0.68. IRM earns a higher WallStSmart Score of 52/100 (C-).
BEKE
Hold45
out of 100
Grade: D+
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BEKE.
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, Price/Book. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : BEKE
The primary concerns for BEKE are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 42.1x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 229.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
BEKE profiles as a value stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (52/100 vs 45/100) and 16.6% revenue growth. Both earn "Buy" 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.
Iron Mountain Incorporated
REAL ESTATE · REIT - SPECIALTY · USA
Iron Mountain Inc. (NYSE: IRM) is an American enterprise information management services company founded in 1951 and headquartered in Boston, Massachusetts.
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