BEKE official logo BEKE
BEKE 1-star rating from Upturn Advisory
Ke Holdings Inc (BEKE) company logo

Ke Holdings Inc (BEKE)

Ke Holdings Inc (BEKE) 1-star rating from Upturn Advisory
$16.73
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Upturn Advisory Summary

12/02/2025: BEKE (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

4 star rating from financial analysts

23 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $20.44

1 Year Target Price $20.44

Analysts Price Target For last 52 week
$20.44 Target price
52w Low $15.38
Current$16.73
52w High $24.65

Analysis of Past Performance

Type Stock
Historic Profit -34.65%
Avg. Invested days 20
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/02/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 19.57B USD
Price to earnings Ratio 39.64
1Y Target Price 20.44
Price to earnings Ratio 39.64
1Y Target Price 20.44
Volume (30-day avg) 23
Beta -0.64
52 Weeks Range 15.38 - 24.65
Updated Date 12/2/2025
52 Weeks Range 15.38 - 24.65
Updated Date 12/2/2025
Dividends yield (FY) 2.16%
Basic EPS (TTM) 0.42

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-11-10
When -
Estimate 1.16
Actual 1.17

Profitability

Profit Margin 3.36%
Operating Margin (TTM) 3%

Management Effectiveness

Return on Assets (TTM) 1.81%
Return on Equity (TTM) 5.02%

Valuation

Trailing PE 39.64
Forward PE 18.73
Enterprise Value 16317966542
Price to Sales(TTM) 0.19
Enterprise Value 16317966542
Price to Sales(TTM) 0.19
Enterprise Value to Revenue 1.12
Enterprise Value to EBITDA 17.88
Shares Outstanding 1118864291
Shares Floating 1983429129
Shares Outstanding 1118864291
Shares Floating 1983429129
Percent Insiders 0.79
Percent Institutions 20.05

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Ke Holdings Inc

Ke Holdings Inc(BEKE) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Ke Holdings Inc. (BEKE), also known as Beike Zhaofang, was founded in 2018 as an offshoot of Lianjia (Homelink), a leading real estate brokerage in China. It aims to modernize the Chinese real estate market by providing an integrated online and offline platform.

Company business area logo Core Business Areas

  • Existing Home Transaction Services: Facilitates the buying and selling of pre-owned homes through its agent network and online platform.
  • New Home Transaction Services: Connects developers with potential buyers for new properties.
  • Home Renovation and Furnishing: Offers renovation and furnishing services to homeowners.
  • Other Services: Includes financial services, such as mortgage brokerage, and other value-added services.

leadership logo Leadership and Structure

The leadership team is headed by Stanley Yongdong Peng (Chairman and CEO). The company has a hierarchical structure with regional and local management teams overseeing brokerage operations.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Existing Home Transaction Services: This is the primary revenue driver, connecting buyers and sellers. Market share data within China fluctuates, but BEKE is a leading player. Competitors include 58.com, Fang.com, and local brokerages. While not the US, its share in China is substantial
  • New Home Transaction Services: Connects developers with buyers for new properties. Again, market share data within China fluctuates. Competitors are also 58.com, Fang.com, and other listing services.
  • Beike App: A mobile app allowing users to search for properties, connect with agents, and access other services. Number of users are in the millions, and is among the most downloaded real estate apps in China. Competitors are apps from 58.com, Fang.com, and other listing services.

Market Dynamics

industry overview logo Industry Overview

The real estate market in China is vast and rapidly evolving, driven by urbanization and economic growth. It's highly regulated and fragmented.

Positioning

BEKE aims to be a trusted platform that improves transparency and efficiency. Its competitive advantages include a large agent network, extensive property listings, and technology-driven services.

Total Addressable Market (TAM)

The TAM for real estate transactions in China is estimated to be worth trillions of USD annually. BEKE is positioned to capture a significant share through its platform.

Upturn SWOT Analysis

Strengths

  • Large agent network
  • Extensive property listings
  • Technology-driven platform
  • Strong brand recognition in China
  • Integrated online and offline services

Weaknesses

  • Concentration in the Chinese market
  • Exposure to regulatory risks in China
  • Dependence on agent performance
  • Competition from other online platforms
  • Variable profitability across regions

Opportunities

  • Expansion into new geographic markets within China
  • Diversification into related services (e.g., property management)
  • Partnerships with developers and financial institutions
  • Increased adoption of online real estate services
  • Leveraging data analytics to improve customer experience

Threats

  • Economic slowdown in China
  • Government regulations on real estate transactions
  • Increased competition from online and offline players
  • Changes in consumer preferences
  • Geopolitical risks

Competitors and Market Share

Key competitor logo Key Competitors

  • FANG
  • REDF
  • Z
  • OPEN

Competitive Landscape

BEKE has strengths in its agent network and platform. Competitors are striving to improve their platform offerings in a similar way but do not have the same advantages.

Major Acquisitions

Shengdu Home Renovation

  • Year: 2021
  • Acquisition Price (USD millions): 800
  • Strategic Rationale: Expanded the company's presence in the home renovation market.

Growth Trajectory and Initiatives

Historical Growth: BEKE has experienced rapid growth in transaction volume and revenue since its inception. Growth rate might fluctuate depending on overall market conditions.

Future Projections: Analyst projections vary depending on market conditions and regulatory changes. Consult financial analysts for current forecasts.

Recent Initiatives: Recent initiatives include expansion into new regions, investment in technology, and partnerships with developers.

Summary

Ke Holdings Inc. operates as a significant player in the Chinese real estate market by having a vast agent network and is positioned to streamline the transaction process. While it faces regulatory hurdles and strong competition, its technology platform and integrated service offerings provide a competitive edge. Future growth hinges on expanding its market presence, adapting to regulatory changes, and increasing its service offerings. The real estate company has recently made acquisitions to expand their product offerings and geographical location. However the company is still dependent on the Chinese Market, and profitability is varied throughout its different regions.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Industry Reports
  • Analyst Reports

Disclaimers:

The data and analysis are based on available information and are subject to change. This is not financial advice. Consult with a qualified financial advisor before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Ke Holdings Inc

Exchange NYSE
Headquaters -
IPO Launch date 2020-08-13
Co-Founder, Chairman & CEO Mr. Yongdong Peng
Sector Real Estate
Industry Real Estate Services
Full time employees 135072
Full time employees 135072

KE Holdings Inc., through its subsidiaries, engages in operating an integrated online and offline platform for housing transactions and services in the People's Republic of China. It operates through five segments: Existing Home Transaction Services, New Home Transaction Services, Home Renovation and Furnishing, Home rental services, and Emerging and Other Services. The company operates Beike, an integrated online and offline platform for housing transactions and services; Lianjia, a real estate brokerage branded store; Agent Cooperation Network, an operating system that fosters reciprocity and bonding among various service providers. It also owns the Deyou brand for connected brokerage stores; and other brands. In addition, the company offers rental property management and operation services; and contract, secure payment, escrow, and other services. KE Holdings Inc. was founded in 2001 and is headquartered in Beijing, the People's Republic of China.