Ke Holdings Inc (BEKE)vsIRSA Inversiones Y Representaciones (IRS)
BEKE
Ke Holdings Inc
$17.35
-1.70%
REAL ESTATE · Cap: $18.74B
IRS
IRSA Inversiones Y Representaciones
$14.50
-0.62%
REAL ESTATE · Cap: $1.20B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 686% more annual revenue ($696.73B vs $88.67B). IRS leads profitability with a 56.5% profit margin vs 5.3%. BEKE appears more attractively valued with a PEG of 0.38. IRS earns a higher WallStSmart Score of 65/100 (C+).
BEKE
Buy62
out of 100
Grade: C+
IRS
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.5%
Fair Value
$20.81
Current Price
$17.35
$3.46 discount
Intrinsic value data unavailable for IRS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 111.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 57 of every $100 in revenue as profit
Strong operational efficiency at 39.1%
Generating 29.6B in free cash flow
Areas to Watch
Moderate valuation
ROE of 7.2% — below average capital efficiency
5.3% margin — thin
Revenue declined 5.7%
4.1% revenue growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 23.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, EPS Growth, Debt/Equity. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : IRS
The strongest argument for IRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 56.5% and operating margin at 39.1%.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : IRS
The primary concerns for IRS are Revenue Growth, Market Cap, PEG Ratio.
Key Dynamics to Monitor
IRS carries more volatility with a beta of 0.11 — expect wider price swings.
IRS is growing revenue faster at 4.1% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRS scores higher overall (65/100 vs 62/100), backed by strong 56.5% margins. 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.
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.
Visit Website →Compare with Other REAL ESTATE SERVICES Stocks
Want to dig deeper into these stocks?