Ke Holdings Inc (BEKE)vsSeritage Growth Properties (SRG)
BEKE
Ke Holdings Inc
$15.72
+1.81%
REAL ESTATE · Cap: $17.37B
SRG
Seritage Growth Properties
$2.77
0.00%
REAL ESTATE · Cap: $153.77M
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 543277% more annual revenue ($94.58B vs $17.41M). BEKE leads profitability with a 3.2% profit margin vs 0.0%. BEKE earns a higher WallStSmart Score of 45/100 (D+).
BEKE
Hold45
out of 100
Grade: D+
SRG
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-630.2%
Fair Value
$2.58
Current Price
$15.72
$13.14 premium
Intrinsic value data unavailable for SRG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Revenue surging 61.1% year-over-year
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -19.7% — below average capital efficiency
Earnings declined 97.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, Price/Book. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : SRG
The strongest argument for SRG centers on Price/Book, Revenue Growth. Revenue growth of 61.1% demonstrates continued momentum.
Bear Case : BEKE
The primary concerns for BEKE are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 40.6x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : SRG
The primary concerns for SRG are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
BEKE profiles as a value stock while SRG is a hypergrowth play — different risk/reward profiles.
SRG carries more volatility with a beta of 2.48 — expect wider price swings.
SRG is growing revenue faster at 61.1% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
BEKE scores higher overall (45/100 vs 34/100). 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.
Seritage Growth Properties
REAL ESTATE · REAL ESTATE SERVICES · USA
Seritage Growth Properties is a publicly traded, self-managed and self-managed REIT with 166 wholly owned properties and 29 unconsolidated properties totaling approximately 30.
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