Ke Holdings Inc (BEKE)vsRafael Holdings, Inc. (RFL)
BEKE
Ke Holdings Inc
$16.08
-3.25%
REAL ESTATE · Cap: $17.78B
RFL
Rafael Holdings, Inc.
$1.55
+11.51%
REAL ESTATE · Cap: $92.58M
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 7750875% more annual revenue ($90.14B vs $1.16M). BEKE leads profitability with a 3.8% profit margin vs 0.0%. BEKE earns a higher WallStSmart Score of 58/100 (C).
BEKE
Buy58
out of 100
Grade: C
RFL
Avoid30
out of 100
Grade: F
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
+54.5%
Fair Value
$2.64
Current Price
$1.55
$1.09 discount
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
Reasonable price relative to book value
Revenue surging 174.0% year-over-year
Conservative balance sheet, low leverage
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%
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
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 : RFL
The strongest argument for RFL centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 174.0% 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 : RFL
The primary concerns for RFL are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
BEKE profiles as a value stock while RFL is a hypergrowth play — different risk/reward profiles.
RFL carries more volatility with a beta of 0.54 — expect wider price swings.
RFL is growing revenue faster at 174.0% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEKE scores higher overall (58/100 vs 30/100). RFL offers better value entry with a 54.5% margin of safety. Both earn "Buy" 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.
Rafael Holdings, Inc.
REAL ESTATE · REAL ESTATE SERVICES · USA
Rafael Holdings, Inc. owns commercial real estate assets and interests in preclinical and clinical stage pharmaceutical companies. The company is headquartered in Newark, New Jersey.
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