Ke Holdings Inc (BEKE)vsOpendoor Technologies Inc (OPEN)
BEKE
Ke Holdings Inc
$15.88
-1.61%
REAL ESTATE · Cap: $19.05B
OPEN
Opendoor Technologies Inc
$4.91
-4.47%
REAL ESTATE · Cap: $5.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 2064% more annual revenue ($94.58B vs $4.37B). BEKE leads profitability with a 3.2% profit margin vs -29.7%. BEKE earns a higher WallStSmart Score of 43/100 (D).
BEKE
Hold43
out of 100
Grade: D
OPEN
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-545.2%
Fair Value
$2.92
Current Price
$15.88
$12.96 premium
Intrinsic value data unavailable for OPEN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
0.0% earnings growth
Weak financial health signals
ROE of -151.3% — below average capital efficiency
Revenue declined 32.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on Price/Book. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bull Case : OPEN
The strongest argument for OPEN centers on Debt/Equity.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Altman Z-Score, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : OPEN
The primary concerns for OPEN are EPS Growth, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
BEKE profiles as a value stock while OPEN is a turnaround play — different risk/reward profiles.
OPEN carries more volatility with a beta of 3.79 — expect wider price swings.
BEKE is growing revenue faster at -28.7% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
BEKE scores higher overall (43/100 vs 27/100). Both earn "Hold" and "Avoid" 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.
Opendoor Technologies Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Opendoor Technologies Inc. operates a digital platform for residential real estate in the United States. The company is headquartered in San Francisco, California.
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