KE Holdings Inc. (BEKE)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
KE Holdings Inc. (BEKE) trades at $15.02 with AI Score 42/100 (Grade C). KE Holdings Inc. operates an integrated online and offline platform for housing transactions and services in the People's Republic of China. Market cap: $16.66B, Sector: Real estate.
Price live · AI analysis from May 10, 2026BEKE stock analysis for 2026: Analysts have set a consensus price target of $21.00 for KE Holdings Inc., suggesting 39.8% upside from the current price of $15.02. The AI MoonshotScore is 42/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
BEKE: the 1 perspectives are evenly split.
How is this calculated? →KE Holdings Inc. (BEKE) Real Estate Portfolio & Strategy
KE Holdings Inc. (BEKE) operates an integrated online and offline platform for housing transactions and services in China. With its Beike platform and Lianjia branded stores, the company connects home buyers, sellers, and real estate agents, leveraging technology to streamline the real estate transaction process in a fragmented market.
What Is the Investment Thesis for BEKE?
KE Holdings Inc. presents a notable research candidate due to its dominant position in China's real estate services market. The company's integrated online and offline platform, Beike, offers a comprehensive suite of services that streamline the home buying and selling process. With a market capitalization of $16.66B and a P/E ratio of 36.2, BEKE demonstrates substantial market value. A key growth catalyst is the increasing urbanization and rising disposable incomes in China, which are driving demand for housing. The company's expansion into home renovation and furnishing services also presents a significant growth opportunity. However, investors should be aware of potential risks, including regulatory changes and economic slowdowns in China.
Based on FMP financials and quantitative analysis
BEKE Key Highlights
- Market Cap of $16.66B indicates a substantial market presence in the real estate services sector.
- P/E ratio of 36.2 reflects investor expectations for future growth and earnings potential.
- Gross Margin of 21.4% demonstrates the company's ability to generate profit from its services.
- Dividend Yield of 1.45% provides a modest return for investors.
- 131,881 employees support the company's extensive operations across China.
Who Are BEKE's Competitors?
BEKE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EQR Equity Residential | $69.81 | -0.04% | $26.16B | 70 |
| SBAC SBA Communications Corporation | $178.74 | -3.15% | $18.96B | 66 |
| INVH Invitation Homes Inc. | $29.98 | -1.79% | $17.81B | 68 |
| WPC W. P. Carey Inc. | $70.64 | -0.95% | $15.73B | 71 |
| JLL Jones Lang LaSalle Incorporated (JLL) | $328.99 | +0.47% | $15.26B | 96 |
| CRSS Crossroads Impact Corp. | $7.00 | +0.00% | $74.33M | 66 |
| SDWHF Soundwill Holdings Limited | $0.87 | -0.01% | $246.92M | 64 |
| NTPIF Nam Tai Property Inc. | $4.75 | +0.00% | $289.75M | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BEKE's Key Strengths?
- Integrated online and offline platform
- Extensive network of real estate brokerage stores
- Strong brand recognition in China
- Comprehensive suite of services
What Are BEKE's Weaknesses?
- Reliance on the Chinese real estate market
- Exposure to regulatory changes
- Competition from other real estate service providers
- Profit Margin of 3.2% is relatively low
What Could Drive BEKE Stock Higher?
- Continued urbanization and rising incomes in China driving demand for housing.
- Expansion into new geographic markets and service offerings.
- Technological advancements and innovation in the real estate industry.
What Are the Key Risks for BEKE?
- Rich valuation — a P/E of 36.2 runs well above the Real Estate sector’s ~20x, leaving little room for a miss.
- Economic slowdown in China impacting housing demand.
- Regulatory changes affecting the real estate industry.
- Increased competition from other real estate service providers.
- Currency fluctuations impacting the value of the ADR.
What Are the Growth Opportunities for BEKE?
- Expansion into Home Renovation and Furnishing: KE Holdings can leverage its existing platform and customer base to expand into the home renovation and furnishing market. This market is estimated to be worth billions of dollars in China, and BEKE's integrated platform can provide a seamless experience for homeowners. Timeline: Ongoing.
- Increased Penetration in Lower-Tier Cities: While KE Holdings has a strong presence in major cities, there is significant potential to expand into lower-tier cities in China. These cities are experiencing rapid urbanization and rising incomes, driving demand for housing. Timeline: Ongoing.
- Enhancing Technology and Data Analytics: KE Holdings can further enhance its technology platform and data analytics capabilities to improve the efficiency and effectiveness of its services. This includes using AI and machine learning to match buyers and sellers, optimize pricing, and personalize the customer experience. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: KE Holdings can pursue strategic partnerships and acquisitions to expand its service offerings and geographic reach. This could include partnering with other real estate companies, technology providers, or financial institutions. Timeline: Ongoing.
- Development of New Service Offerings: KE Holdings can develop new service offerings to meet the evolving needs of its customers. This could include offering property management services, financial products, or insurance products. Timeline: Ongoing.
What Opportunities Does BEKE Have?
- Expansion into lower-tier cities
- Growth in home renovation and furnishing services
- Strategic partnerships and acquisitions
- Development of new service offerings
What Threats Does BEKE Face?
- Economic slowdown in China
- Increased competition
- Regulatory changes
- Fluctuations in interest rates
What Are BEKE's Competitive Advantages?
- Integrated online and offline platform provides a seamless experience for customers.
- Extensive network of real estate brokerage stores and agents.
- Strong brand recognition and reputation in the Chinese market.
- Proprietary technology and data analytics capabilities.
- Agent Cooperation Network fosters collaboration among service providers.
What Does BEKE Do?
Founded in 2001 and headquartered in Beijing, KE Holdings Inc. has evolved into a leading integrated online and offline platform for housing transactions and services in the People's Republic of China. The company's primary offering is the Beike platform, which connects home buyers, sellers, and real estate agents, providing a comprehensive suite of services throughout the transaction process. In addition to Beike, KE Holdings operates Lianjia, a network of real estate brokerage stores, and the Agent Cooperation Network, which fosters collaboration among service providers. KE Holdings also owns the Deyou brand for connected brokerage stores. The company operates through five segments: Existing Home Transaction Services, New Home Transaction Services, Home Renovation and Furnishing, Home rental services, and Emerging and Other Services. These segments cover a wide range of services, including property management, contract negotiation, secure payment processing, and escrow services. KE Holdings aims to improve efficiency and transparency in the Chinese real estate market through its integrated platform and extensive network.
What Products and Services Does BEKE Offer?
- Operates an integrated online and offline platform for housing transactions.
- Connects home buyers, sellers, and real estate agents.
- Provides existing home transaction services.
- Offers new home transaction services.
- Provides home renovation and furnishing services.
- Offers home rental services.
- Provides contract, secure payment, and escrow services.
How Does BEKE Make Money?
- Generates revenue from commissions on existing home transactions.
- Earns revenue from commissions on new home transactions.
- Derives revenue from home renovation and furnishing services.
- Collects fees from home rental services.
- Receives fees for providing contract, secure payment, and escrow services.
What Industry Does BEKE Operate In?
KE Holdings Inc. operates in the Real Estate - Services industry, which is experiencing growth driven by urbanization and rising incomes in China. The market is competitive, with players like Jones Lang LaSalle Incorporated (JLL) providing similar real estate services. KE Holdings differentiates itself through its integrated online and offline platform, Beike, which connects buyers, sellers, and agents. The industry is subject to regulatory changes and economic fluctuations, which can impact transaction volumes and profitability. Despite these challenges, the long-term outlook for the Chinese real estate market remains positive.
Who Are BEKE's Key Customers?
- Home buyers
- Home sellers
- Real estate agents
- Landlords
- Tenants
KE Holdings Inc. Financial Trajectory
KE Holdings Inc. (BEKE) reported $18.89B in revenue for Q1 2026, a decline of 14.9% compared to the prior quarter. The company recorded net income of $1.26B, with diluted EPS of $1.11. Revenue has contracted over three consecutive quarters, which investors in this large-cap Real Estate stock should monitor closely. Across the four most recent quarters, BEKE averaged $0.74 in diluted EPS.
Company Profile
KE Holdings Inc. operates in the Real Estate - Services industry within the Real Estate sector. It is headquartered in Beijing, CN. The company is led by CEO Yongdong Peng. BEKE has traded publicly since 2020.
How KE Holdings Inc. Is Valued
KE Holdings Inc. carries a market capitalization of $16.66B, placing it in the large-cap category. Relative to its peer group, BEKE's quantitative score of 42/100 is below the peer average of 74/100.
ROE 5%Key Financial Metrics
Return on equity for KE Holdings Inc. stands at 4.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.0%, showing how much profit it generates from its asset base. BEKE trades at a trailing price-to-earnings ratio of 36.24, above the Real Estate sector average of ~20x. Its free cash flow yield is -2.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.63 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 2.8%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
KE Holdings Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.71 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project KE Holdings Inc. revenue of about $88.88B for fiscal 2026, with EPS near $6.74. The estimate reflects 18 contributing analysts.
Net buyingInsider Activity
Over the past six months, KE Holdings Inc. insiders filed 16 SEC Form 4 transactions — 9 sales and 7 purchases. On net that is roughly 4K shares acquired (about $12K) — insiders putting money in tends to read as conviction.
BEKE Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- BEKE's real estate platform is gaining traction, expanding its reach in a fragmented market.
- Insider buying suggests confidence in the company's long-term prospects, despite short-term volatility.
- Community sentiment indicates a belief in BEKE's ability to navigate regulatory changes in the Chinese market.
- The company's focus on technology and data analytics positions it well for future growth.
Bear Case
- Regulatory risks in China continue to cast a shadow over BEKE's operations and future profitability.
- Slowing economic growth in China could negatively impact the demand for real estate transactions.
- Community sentiment reveals concerns about increasing competition in the online real estate market.
- Recent market perception suggests skepticism about BEKE's ability to maintain its market share amid economic uncertainty.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $18.89B | $1.26B | $1.11 |
| Q4 2025 | $22.19B | $88M | $0.08 |
| Q3 2025 | $23.05B | $749M | $0.66 |
| Q2 2025 | $26.01B | $1.30B | $1.11 |
Based on FMP financials and quantitative analysis
BEKE Latest News
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KE Holdings Inc. Announces Results of Annual General Meeting
globenewswire.com · Jun 12, 2026
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KE Holdings (BEKE) Inspires Confidence With Efficiency-Driven Growth
Yahoo! Finance: BEKE News · Jun 5, 2026
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Barclays Raises its Price Target on KE Holdings (BEKE)
Yahoo! Finance: BEKE News · Jun 5, 2026
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What to Know About This $10 Million Sale of China Housing Giant KE Holdings
fool.com · May 31, 2026
BEKE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BEKE.
Price Targets
Consensus target: $21.00
BEKE MoonshotScore
What does this score mean?
The MoonshotScore rates BEKE's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
KE Holdings Inc. Announces Results of Annual General Meeting
KE Holdings (BEKE) Inspires Confidence With Efficiency-Driven Growth
Barclays Raises its Price Target on KE Holdings (BEKE)
What to Know About This $10 Million Sale of China Housing Giant KE Holdings
Leadership: Yongdong Peng
CEO
Yongdong Peng is the CEO of KE Holdings Inc., managing a large workforce of 131,881 employees. Information about his detailed career history, education, and previous roles is not available in the provided source data. As CEO, he is responsible for the overall strategic direction and operational performance of the company.
Track Record: Specific achievements and strategic decisions made by Yongdong Peng as CEO are not detailed in the provided source data. However, under his leadership, KE Holdings Inc. continues to operate as a leading integrated online and offline platform for housing transactions and services in China.
KE Holdings Inc. ADR Information
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. BEKE, as an ADR, allows U.S. investors to easily invest in KE Holdings Inc. without the complexities of cross-border transactions. The ADR is denominated in U.S. dollars and trades during U.S. market hours.
- Home Market Ticker: Hong Kong Stock Exchange, China
What Investors Ask About KE Holdings Inc. (BEKE) — Real Estate
What does KE Holdings Inc. do?
KE Holdings Inc. operates an integrated online and offline platform for housing transactions and services in China. Through its Beike platform and Lianjia branded stores, the company connects home buyers, sellers, and real estate agents, providing a comprehensive suite of services throughout the transaction process. These services include existing home sales, new home sales, home renovation, and rental services.
What do analysts say about BEKE stock?
Analyst consensus on BEKE stock is Unknown. Key valuation metrics include a P/E ratio of 36.2 and a dividend yield of 1.45%. Growth considerations include the company's expansion into new markets and service offerings, as well as the overall growth of the Chinese real estate market. However, investors should be aware of potential risks, such as economic slowdowns and regulatory changes.
What are the main risks for BEKE?
The main risks for KE Holdings Inc. include economic slowdowns in China, which could impact housing demand and transaction volumes. Regulatory changes in the real estate industry could also pose a risk. Increased competition from other real estate service providers could put pressure on margins. Currency fluctuations could impact the value of the ADR for U.S. investors.
What are the key factors to evaluate for BEKE?
KE Holdings Inc. (BEKE) holds an AI score of 42/100 (low). P/E: 36.2x vs the S&P 500's ~20-25x. Analysts target $21.00 (+40%). Not financial advice.
How frequently does BEKE data refresh on this page?
BEKE prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BEKE's recent stock price performance?
KE Holdings Inc. (BEKE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Integrated online and offline platform. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BEKE overvalued or undervalued right now?
KE Holdings Inc. (BEKE) trades at 36.2x earnings. Analysts target $21.00 (+40%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BEKE?
Before investing in KE Holdings Inc. (BEKE), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on provided source data and may not be exhaustive.
- Analyst consensus and specific details about the CEO's track record are not available in the provided source data.