Ke Holdings Inc (BEKE)vsMarcus & Millichap Inc (MMI)
BEKE
Ke Holdings Inc
$16.33
-2.16%
REAL ESTATE · Cap: $17.62B
MMI
Marcus & Millichap Inc
$29.75
-1.82%
REAL ESTATE · Cap: $1.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 10817% more annual revenue ($88.67B vs $812.22M). BEKE leads profitability with a 5.3% profit margin vs 1.8%. BEKE appears more attractively valued with a PEG of 0.38. BEKE earns a higher WallStSmart Score of 62/100 (C+).
BEKE
Buy62
out of 100
Grade: C+
MMI
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.2%
Fair Value
$20.99
Current Price
$16.33
$4.66 discount
Margin of Safety
+15.3%
Fair Value
$30.84
Current Price
$29.75
$1.09 discount
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
Earnings expanding 56.9% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
17.8% revenue growth
Areas to Watch
Moderate valuation
ROE of 7.2% — below average capital efficiency
5.3% margin — thin
Revenue declined 5.7%
Expensive relative to growth rate
Smaller company, higher risk/reward
1.8% margin — thin
Operating margin of 1.1%
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 : MMI
The strongest argument for MMI centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 17.8% demonstrates continued momentum.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : MMI
The primary concerns for MMI are PEG Ratio, Market Cap, Profit Margin. A P/E of 83.6x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
BEKE profiles as a value stock while MMI is a growth play — different risk/reward profiles.
MMI carries more volatility with a beta of 1.24 — expect wider price swings.
MMI is growing revenue faster at 17.8% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEKE scores higher overall (62/100 vs 55/100). MMI offers better value entry with a 15.3% margin of safety. 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.
Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
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