Ke Holdings Inc (BEKE)vsIRSA Inversiones Y Representaciones (IRS)
BEKE
Ke Holdings Inc
$15.72
+1.81%
REAL ESTATE · Cap: $17.37B
IRS
IRSA Inversiones Y Representaciones
$15.58
+3.73%
REAL ESTATE · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 416% more annual revenue ($488.16B vs $94.58B). IRS leads profitability with a 98.9% profit margin vs 3.2%. BEKE appears more attractively valued with a PEG of 0.68. IRS earns a higher WallStSmart Score of 66/100 (B-).
BEKE
Hold45
out of 100
Grade: D+
IRS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-630.2%
Fair Value
$2.58
Current Price
$15.72
$13.14 premium
Margin of Safety
+46.2%
Fair Value
$29.24
Current Price
$15.58
$13.66 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 31 in profit
Keeps 99 of every $100 in revenue as profit
Strong operational efficiency at 55.0%
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
Trading at 9.0x book value
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
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 : IRS
The strongest argument for IRS centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 98.9% and operating margin at 55.0%.
Bear Case : BEKE
The primary concerns for BEKE are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 40.6x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : IRS
The primary concerns for IRS are Price/Book, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
BEKE profiles as a value stock while IRS is a declining play — different risk/reward profiles.
IRS carries more volatility with a beta of 0.21 — expect wider price swings.
IRS is growing revenue faster at -2.4% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
IRS scores higher overall (66/100 vs 45/100), backed by strong 98.9% margins. Both earn "Strong 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.
IRSA Inversiones Y Representaciones
REAL ESTATE · REAL ESTATE SERVICES · USA
IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.
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