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KE Holdings Community
NYSE:BEKE Community
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KE Holdings
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
We Will Harness AI And Networks To Reshape Home Services
Key Takeaways Leveraging AI and efficient operations may boost net margins, while expanding agent networks could improve customer service and retention. Integrating services and adopting a light asset model might increase revenue potential, stabilize earnings, and enhance returns on equity.
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US$22.46
FV
9.9% undervalued
intrinsic discount
5.66%
Revenue growth p.a.
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4 days ago
author updated this narrative
KE Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
AI Integration And Market Expansion Will Transform Customer Experience And Operational Efficiency
Key Takeaways Focused on AI-driven enhancements and network expansion, KE Holdings improves customer experience and operational efficiency, boosting market reach and potential revenue. Strategic investments in home-related services and shareholder returns increase revenue and efficiency, supporting EPS growth through dividends and share repurchases.
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US$25.74
FV
21.4% undervalued
intrinsic discount
12.49%
Revenue growth p.a.
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6 days ago
author updated this narrative
KE Holdings
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
AI And Digital Integration Will Upgrade Home Transactions And Renovations
Key Takeaways The integration of AI and digital tools is expected to enhance customer satisfaction and operational efficiency, potentially boosting revenue and margins. Expansion into home renovation and rentals promises diversified revenue growth, supported by increased store and agent networks enhancing market penetration.
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US$29.02
FV
30.3% undervalued
intrinsic discount
17.83%
Revenue growth p.a.
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7 days ago
author updated this narrative
Your Valuation for
BEKE
BEKE
KE Holdings
Your Fair Value
US$
Current Price
US$20.24
2.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-4b
153b
2015
2018
2021
2024
2025
2027
2030
Revenue CN¥153.2b
Earnings CN¥6.7b
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