Ke Holdings Inc (BEKE)vsNewmark Group Inc (NMRK)
BEKE
Ke Holdings Inc
$16.08
-3.25%
REAL ESTATE · Cap: $17.78B
NMRK
Newmark Group Inc
$14.61
+0.62%
REAL ESTATE · Cap: $3.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 2494% more annual revenue ($90.14B vs $3.48B). NMRK leads profitability with a 4.3% profit margin vs 3.8%. NMRK trades at a lower P/E of 18.7x. NMRK earns a higher WallStSmart Score of 59/100 (C).
BEKE
Buy58
out of 100
Grade: C
NMRK
Buy59
out of 100
Grade: C
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
-12.7%
Fair Value
$13.27
Current Price
$14.61
$1.34 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
Earnings expanding 146.9% YoY
Reasonable price relative to book value
Revenue surging 27.2% year-over-year
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%
Distress zone — elevated risk
4.3% margin — thin
Operating margin of 3.5%
Elevated debt levels
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 : NMRK
The strongest argument for NMRK centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 27.2% demonstrates continued momentum.
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 : NMRK
The primary concerns for NMRK are Altman Z-Score, Profit Margin, Operating Margin. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
BEKE profiles as a value stock while NMRK is a growth play — different risk/reward profiles.
NMRK carries more volatility with a beta of 1.70 — expect wider price swings.
NMRK is growing revenue faster at 27.2% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NMRK scores higher overall (59/100 vs 58/100) and 27.2% revenue growth. 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.
Newmark Group Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Newmark Group, Inc. provides commercial real estate services in the United States and internationally. The company is headquartered in New York, New York.
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