Ke Holdings Inc (BEKE) Fair Value & Analysis
Real Estate · US · Market cap $17.3B
Ke Holdings Inc
BEKE · US
Risks
Fair value as of: Aug 13, 2026
From 9 valuation models · updated 10 days ago
Fair value updated Aug 13, 2026, revised from $6.53 to $6.57 (+0.6%) since Jul 25, 2026. Share price +10.5% over the past month.
A solid business, but screening 63% overvalued on our models.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($8.84). The favourable scenario is already priced in.
- Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($4.27 to $8.84) leaves room in how you read the outcome.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $8.35 – $50.22 · fair‑value band $4.27 – $8.84 · the $17.75 price screens above the $6.57 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Ke Holdings Inc (BEKE) currently trades at $17.75, while our model-based Fair Value estimate is $6.57, implying the stock looks roughly 63.0% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Ke Holdings Inc generated revenue of $90.1B at a net margin of 3.8%. Revenue declined 19.0% year over year. It earns a return on equity of 5.1%. Net debt stands at $2.8B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $4.27 (bear case) to $8.84 (bull case); at $17.75, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 14% below its 52-week high and 26% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -22% fair-value upside, at -63%, BEKE screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 9 models by family
Widest divergence: Multiples ($48.99) versus Asset-Based ($41.74). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 56 · Market factors (momentum, volatility) 51
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
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.
Full company description
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. 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. It operates Beike, an integrated online and offline platform for housing transactions and services; Lianjia, a real estate brokerage brand; Agent Cooperation Network, an operating system that fosters reciprocity and bonding among various service providers. The company also owns the Deyou brand for connected brokerage stores; and other brands. In addition, it 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ke Holdings Inc reported revenue of $94.6B in FY2025 versus $80.8B in FY2021, a compound +4.0%/yr. Reported net income was $3.0B in FY2025.
BEKE screens 63% overvalued. Compare with CBRE Group →
Peer Group
Real Estate Services · 539 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Real Estate Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 30/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| CBRE Group CBRE | $147.40 | $69.47 | -53% |
| Vonovia SE VNA | €20.06 | €36.67 | +83% |
| Cellnex Telecom, S.A CLNX | €27.47 | €25.46 | -7% |
| Jones Lang LaSalle Incorporated JLL | $387.37 | $290.25 | -25% |
| Swire Properties Limited 1972 | HK$24.08 | HK$18.75 | -22% |
| CoStar Group CSGP | $30.50 | $4.64 | -85% |
| China Resources Mixc Lifestyle Services Limited 1209 | HK$39.84 | HK$34.95 | -12% |
| CapitaLand Investment Limited 9CI | 2.73 SGD | 0.4900 SGD | -82% |
| Plaza S.A MALLPLAZA | 3,989 CLP | 4,571 CLP | +15% |
| SAGAA SAGAA | kr 166.00 | kr 75.55 | -54% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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