KE Holdings (BEKE) Aperçu de l'action
KE Holdings Inc. exploite, par l'intermédiaire de ses filiales, une plateforme intégrée en ligne et hors ligne pour les transactions et les services immobiliers en République populaire de Chine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 5/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
BEKE Community Fair Values
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Analyst Price Targets
KE Holdings Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$17.14 |
| Plus haut sur 52 semaines | US$20.98 |
| Plus bas sur 52 semaines | US$13.81 |
| Bêta | -0.26 |
| Variation sur 1 mois | 13.59% |
| Variation sur 3 mois | -8.78% |
| Variation sur 1 an | -2.39% |
| Variation sur 3 ans | 2.33% |
| Variation sur 5 ans | -18.23% |
| Évolution depuis l'introduction en bourse | -54.22% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 03
BEKE: Share Repurchases And Q1 Profit Beat Will Drive Re Rating Potential
Analysts have lifted the implied fair value for KE Holdings from about $21.0 to $22.8, reflecting higher price targets in the $23 to $26 range after they updated models and earnings expectations following the Q1 profit beat. Analyst Commentary Recent research on KE Holdings has been largely supportive, with several bullish analysts revising their models after the Q1 profit beat and setting higher price targets in the low to mid US$20s.
Mise à jour du récit • Jun 19
BEKE: Q1 Earnings Beat And Aggressive Buybacks Will Test Premium Multiple
The analyst price target for KE Holdings has been revised higher by $2.76 to reflect updated fair value assumptions, slightly lower discount rates, and analyst expectations for less revenue decline, stronger profit margins, and a modestly higher future P/E multiple following recent Q1-driven model updates. Analyst Commentary on KE Holdings Recent Street research on KE Holdings highlights a mix of optimism around the updated Q1 model work and some lingering caution that readers should factor into their own views on valuation and execution risk.Recent updates
Mise à jour du récit • Jul 03
BEKE: Share Repurchases And Q1 Profit Beat Will Drive Re Rating Potential
Analysts have lifted the implied fair value for KE Holdings from about $21.0 to $22.8, reflecting higher price targets in the $23 to $26 range after they updated models and earnings expectations following the Q1 profit beat. Analyst Commentary Recent research on KE Holdings has been largely supportive, with several bullish analysts revising their models after the Q1 profit beat and setting higher price targets in the low to mid US$20s.Mise à jour du récit • Jun 19
BEKE: Q1 Earnings Beat And Aggressive Buybacks Will Test Premium Multiple
The analyst price target for KE Holdings has been revised higher by $2.76 to reflect updated fair value assumptions, slightly lower discount rates, and analyst expectations for less revenue decline, stronger profit margins, and a modestly higher future P/E multiple following recent Q1-driven model updates. Analyst Commentary on KE Holdings Recent Street research on KE Holdings highlights a mix of optimism around the updated Q1 model work and some lingering caution that readers should factor into their own views on valuation and execution risk.
Mise à jour du récit • Jun 04
BEKE: Profit Beat And Ongoing Buybacks Will Support Future Upside Potential
KE Holdings' analyst fair value estimate has moved from $25.18 to $27.14 as analysts adjust their models and raise price targets toward the mid $20s following the company's Q1 profit beat and updated outlooks. Analyst Commentary Recent Street research has turned more constructive on KE Holdings following the Q1 profit beat, with several bullish analysts revisiting their models and revising assumptions that feed into valuation work.Seeking Alpha • Jun 02
KE Holdings: Business Showed Improvements, But It Is Not Enough
Summary KE Holdings remains a hold; margin recovery and cost discipline are evident, but revenue continues to decline. BEKE’s Q1 2026 EBIT more than doubled, and net income grew 46.7% y/y, despite a 19% y/y revenue drop. The existing home segment shows resilience, with platform and value-added services up 4% y/y, supporting a more bullish outlook. Valuation at ~18.5x forward P/E is reasonable, but a major re-rate requires revenue stabilization and improvement in new home performance. Read the full article on Seeking AlphaMise à jour du récit • May 15
BEKE: Buybacks And Dividend Decision Will Drive Future Re Rating Potential
Analysts have raised their fair value estimate for KE Holdings to about $21 per share, citing updated assumptions for revenue growth, profit margins, and future P/E that are consistent with a series of recent Buy ratings and $23 price targets from major firms. Analyst Commentary Recent Street research around KE Holdings has concentrated around a cluster of Buy ratings and a series of US$23 price targets, which line up with the updated fair value estimate of about US$21 per share.Article d’analyse • May 01
KE Holdings' (NYSE:BEKE) Anemic Earnings Might Be Worse Than You Think
A lackluster earnings announcement from KE Holdings Inc. ( NYSE:BEKE ) last week didn't sink the stock price. Our...Mise à jour du récit • Apr 30
BEKE: Positive Catalyst Watch And Governance Moves Will Support Long Term Upside
Analysts have trimmed their fair value estimate for KE Holdings from about $25.76 to about $25.18, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples following recent research that included both a lowered $23 price target and a short term positive catalyst watch. Analyst Commentary Recent Street research on KE Holdings has been mixed, but there are several points that bullish analysts highlight when they look at the updated fair value estimate and current share price.Mise à jour du récit • Apr 15
BEKE: Positive Catalyst Watch And Buybacks Will Drive Future Upside Potential
Analysts have trimmed their fair value estimate for KE Holdings by about $0.51, reflecting a slightly higher discount rate and updated views on growth, margins and future P/E, following recent price target adjustments and mixed research calls from major firms. Analyst Commentary Recent Street research on KE Holdings sends a mixed signal, with some firms flagging a short term positive setup and others pulling back on their stance or trimming price targets.Mise à jour du récit • Apr 01
BEKE: Softer Outlook And Downgrades Will Test Premium Multiple Going Forward
KE Holdings' latest analyst price target has been revised to $23 from $25, as analysts factor in softer revenue expectations and profit margins, along with a higher assumed P/E multiple for the stock. Analyst Commentary Recent Street research signals a more cautious tone around KE Holdings, with price targets trimmed and at least one downgrade highlighting rising concern around the balance between growth expectations, margins, and valuation.Mise à jour du récit • Mar 18
BEKE: Softer Revenue Outlook Will Pressure Premium Multiple Going Forward
Analysts have trimmed their average price target on KE Holdings by $2 to $23, reflecting updated views on revenue growth, margins, and valuation multiples following recent research changes. Analyst Commentary Recent research reflects a more cautious tone around KE Holdings, with price targets adjusted and ratings revisited as analysts reassess the balance between growth potential, execution, and valuation risk.Mise à jour du récit • Mar 04
BEKE: Refined P/E And Margin Assumptions Will Support Long Term Upside
Analysts now see a modestly higher fair value for KE Holdings, lifting their price target by about $0.48 as they factor in updated views on discount rates, profit margins, and future P/E multiples, following recent target cuts and a downgrade from $25 to $23 at major firms. Analyst Commentary Recent Street research on KE Holdings reflects mixed views, but there are still some clear positive angles that bullish analysts are leaning into as they refine their models and targets.Mise à jour du récit • Feb 17
BEKE: Margin Discipline And Higher Future P/E Will Drive Upside Potential
Analysts have modestly lifted their fair value estimate for KE Holdings to about $20.93, citing updated assumptions around discount rates, profit margins, revenue growth and future P/E multiples, even as some firms, including one recent downgrade, reassess the stock's risk and return profile. Analyst Commentary Analyst sentiment around KE Holdings is mixed, with the recent downgrade at Goldman Sachs highlighting areas of concern even as some models support a fair value estimate near US$20.93 based on updated assumptions.Mise à jour du récit • Feb 03
BEKE: Future Execution Risks Will Weigh On Premium Multiple
Analysts have trimmed their price targets on KE Holdings to about US$15.29 from roughly US$19.03, reflecting updated assumptions for slower revenue growth, slightly lower profit margins, a higher discount rate, and a reduced future P/E multiple. Analyst Commentary Bearish analysts have been resetting expectations on KE Holdings, with recent commentary pointing to a more cautious stance on both execution and valuation.Mise à jour du récit • Jan 20
BEKE: Massive Completed Buyback Will Likely Drive Long Term Shareholder Upside
Analysts kept their fair value estimate for KE Holdings broadly unchanged at about $25.28 per share, with only small adjustments to inputs such as the discount rate, expected revenue growth, profit margin and future P/E assumptions guiding the latest price target update. What's in the News Class action securities litigation involving KE Holdings has a proposed settlement of US$4.95 million, with a court hearing scheduled for February 27, 2026 in the Southern District of New York to consider approval of the settlement, plan of allocation, and legal fees (Lawsuits & Legal Issues).Mise à jour du récit • Jan 05
BEKE: Share Repurchases And Higher Future P/E Will Likely Reward Shareholders
Analysts have adjusted their price target for KE Holdings to US$25.28. This reflects updated views on discount rates, revenue growth expectations, profit margins, and the future P/E multiple.Mise à jour du récit • Dec 21
BEKE Will Likely Reward Shareholders Through Completed Buybacks And Margin Improvement
Analysts have reduced their price target for KE Holdings by approximately one quarter to about $25 per share, citing a higher discount rate, more conservative revenue growth expectations, and a lower assumed future price to earnings multiple, partially offset by slightly improved profit margin forecasts. What's in the News Robbins Geller Rudman & Dowd LLP announced a proposed $4.95 million settlement of the KE Holdings securities class action, with a U.S. court hearing scheduled for February 27, 2026 to consider approval and related motions (Lawsuits & Legal Issues).Mise à jour du récit • Dec 07
BEKE: Massive Share Repurchases Will Drive Future Upside Potential
Analysts have modestly raised their price target on KE Holdings, citing slightly stronger expectations for revenue growth and a marginally higher discount rate. Together, these factors support a refined valuation outlook.Mise à jour du récit • Nov 23
BEKE: Share Repurchase Program And Platform Expansion Will Support Long-Term Upside
KE Holdings' analyst price target has been reduced from $24.50 to $22. This change reflects analysts' expectations of softer industry trends and revised revenue estimates following the latest quarterly results.Article d’analyse • Nov 13
KE Holdings Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a good week for KE Holdings Inc. ( NYSE:BEKE ) shareholders, because the company has just released its latest...Mise à jour du récit • Nov 06
BEKE: Share Repurchase Expansion And Digital Tools Will Drive Long-Term Value
Analysts have slightly lowered their price target for KE Holdings, now projecting $22.55 per share compared to the previous $22.83. They cite persistent softness in China's property market and recent downward revisions to the company's growth estimates.Mise à jour du récit • Aug 27
AI Integration And Market Expansion Will Transform Customer Experience And Operational Efficiency
Analysts have lowered their price target for KE Holdings to $23.21, citing persistent weakness in China’s property market, deteriorating industry trends, and a lack of supportive policy actions, which have led to reduced forecasts for home transaction volumes and revenue. Analyst Commentary Softer industry trends observed in both existing and new home sales since June, leading to reduced revenue and GTV estimates.Seeking Alpha • Mar 26
KE Holdings: Rating Upgrade On Solid Growth Momentum
Summary Upgraded BEKE to a buy rating due to strong 4Q24 earnings, with net revenue up 54.1% y/y and GTV up 55.5% y/y. Existing home market momentum is accelerating post-policy support, with transaction volume up ~40% y/y after Chinese New Year, signaling a housing recovery. New home services show structural monetization improvements, with revenue growing 72.7% y/y, indicating BEKE's successful platform leverage and margin accretion. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
KE Holdings: A Data-Driven Powerhouse Reshaping China's Real Estate Landscape
Summary We are bullish on KE Holdings due to its strong competitive moat, data-driven platform, and attractive valuation amidst China's challenging property market. BEKE's unparalleled competitive moat and flywheel effect drive growth in real estate transactions, renovation, furnishing, and rental services, positioning it as a market leader. Beihaojia's data-driven C2M model could revolutionize China's residential development by improving efficiency, reducing developer risks, and shifting the market to a buyer-driven model. BEKE's current valuation at 1.3x forward EV/Revenue and 17x forward earnings multiple offers an attractive upside, with a target price implying an 18% increase. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
KE Holdings: Upside Is Attractive, But I Prefer To Wait For More Proof
Summary I give a hold rating for KE Holdings as I await more proof of sustainable demand improvement in the Chinese property market. BEKE's 3Q24 earnings exceeded expectations with a 12.5% y/y GTV growth and a 26.8% y/y revenue increase, despite a challenging macro environment. Positive macro indicators, including significant transaction volume growth in tier 1 cities and improved consumer expectations. While BEKE's strategic investments and demand momentum are promising, I prefer to see two more quarters of sustained improvement before recommending a buy rating. Read the full article on Seeking Alpha
Nouveau récit • Nov 24
Rapid Platform Expansion And Decisive Collaborations Drive Real Estate Growth And Profitability
KE Holdings' strong growth in home transactions and strategic collaborations could drive future revenue and market share expansion.Seeking Alpha • Nov 04
KE Holding: Recent Rally Has Priced In Stimulus Effect, Downgrade To 'Hold'
Summary BEKE's stock price has risen significantly since the Chinese government's stimulus package. The Chinese government's stimulus package has positive short-term effects but limited long-term effects. BEKE's valuation has reflected much optimism. Read the full article on Seeking AlphaSeeking Alpha • Aug 14
KE Holdings: Still Undervalued After A Solid Quarter
Summary KE Holdings reported strong Q2 2024 results, with GTV and net revenues increasing, demonstrating resilience in a challenging real estate market. Net revenues from new businesses like home renovation and furnishing, and home rental services showed impressive growth, offsetting mixed results from existing home transaction services. BEKE's strong balance sheet, increased share repurchase program, and undervalued current level indicate potential for over 50% upside, maintaining a "buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
KE Holdings: Still Neutral Considering Investor Day And Industry Data
Summary The long-term growth outlook for KE Holdings' new businesses like home rental is positive considering the company's disclosures at its Investor Day. But the performance of BEKE's core transaction services businesses is likely to be subdued for the near term, judging by the Mainland Chinese residential property market's recent data. I have chosen to retain a Hold rating for KE Holdings, as there are mixed signals from the latest industry numbers and the recent Investor Day. Read the full article on Seeking AlphaRendement pour les actionnaires
| BEKE | US Real Estate | US Marché | |
|---|---|---|---|
| 7D | 2.9% | 2.4% | 4.9% |
| 1Y | -2.4% | -17.0% | 21.3% |
Rendement vs Industrie: BEKE a dépassé le secteur US Real Estate qui a rapporté -17 % au cours de l'année écoulée.
Rendement vs marché: BEKE a sous-performé le marché US qui a rapporté 21.3 % au cours de l'année écoulée.
Volatilité des prix
| BEKE volatility | |
|---|---|
| BEKE Average Weekly Movement | 5.9% |
| Real Estate Industry Average Movement | 7.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: BEKE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de BEKE ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2001 | 119,245 | Stanley Peng | bj.ke.com |
KE Holdings Inc. exploite, par l'intermédiaire de ses filiales, une plateforme intégrée en ligne et hors ligne pour les transactions et les services immobiliers en République populaire de Chine. L'entreprise opère à travers cinq segments : Services de transaction de logements existants, Services de transaction de logements neufs, Rénovation et ameublement de logements, Services de location de logements, et Services émergents et autres. Elle exploite Beike, une plateforme intégrée en ligne et hors ligne pour les transactions et les services liés au logement ; Lianjia, une marque de courtage immobilier ; Agent Cooperation Network, un système d'exploitation qui favorise la réciprocité et les liens entre les différents prestataires de services.
KE Holdings Inc. Résumé des fondamentaux
| BEKE statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$19.80b |
| Bénéfices(TTM) | US$502.53m |
| Recettes(TTM) | US$13.35b |
39.1x
Ratio P/E1.5x
Ratio P/SLe site BEKE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BEKE compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥90.14b |
| Coût des recettes | CN¥70.19b |
| Marge brute | CN¥19.95b |
| Autres dépenses | CN¥16.56b |
| Les revenus | CN¥3.39b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.96 |
| Marge brute | 22.13% |
| Marge bénéficiaire nette | 3.76% |
| Ratio dettes/capitaux propres | 2.5% |
Quelles ont été les performances à long terme de BEKE?
Voir les performances historiques et les comparaisonsDividendes
1.6%
Rendement actuel des dividendes63%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/04 12:24 |
| Cours de l'action en fin de journée | 2026/08/04 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
KE Holdings Inc. est couverte par 39 analystes. 25 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Xiaomeng Zhuang | BofA Global Research |