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KE Holdings Inc. Stock Price

NYSE:BEKE Community·US$20.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 22 Fair Values set on narratives written by author

BEKE Share Price Performance

US$17.87
0.08 (0.45%)
US$23.43
Fair Value
US$17.87
0.08 (0.45%)
23.7% undervalued intrinsic discount
US$23.43
Fair Value
Price US$17.87
AnalystConsensusTarget US$23.43
AnalystHighTarget US$27.14
AnalystLowTarget US$18.13

BEKE Community Narratives

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Fair Value US$23.43 23.7% undervalued intrinsic discount

China Urbanization And Digital Adoption Will Reshape Real Estate Services

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Fair Value US$27.14 34.2% undervalued intrinsic discount

AI And Digital Integration Will Upgrade Home Transactions And Renovations

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Fair Value US$18.13 1.4% undervalued intrinsic discount

We Will Harness AI And Networks To Reshape Home Services

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US$18.13
1.4% undervalued intrinsic discount
Revenue
-1.29% p.a.
Profit Margin
6.73%
Future PE
28.45x
Price in 2029
US$23.7
US$27.14
34.2% undervalued intrinsic discount
Revenue
7.46% p.a.
Profit Margin
8.72%
Future PE
25.57x
Price in 2029
US$35.57

Trending Discussion

No trending discussion available.

Updated Narratives

BEKE logo

BEKE: Profit Resilience And Buybacks Will Support Future Re Rating Potential

Fair Value: US$23.43 23.7% undervalued intrinsic discount
11 users have set this as their fair value
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BEKE: Q1 Earnings Beat And Aggressive Buybacks Will Test Premium Multiple

Fair Value: US$18.13 1.4% undervalued intrinsic discount
0 users have set this as their fair value
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BEKE: Profit Beat And Ongoing Buybacks Will Support Future Upside Potential

Fair Value: US$27.14 34.2% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet and good value.

1 Risk
4 Rewards

KE Holdings Inc. Key Details

CN¥88.7b

Revenue

CN¥67.4b

Cost of Revenue

CN¥21.3b

Gross Profit

CN¥16.5b

Other Expenses

CN¥4.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.13
23.98%
5.32%
2.6%
View Full Analysis

About BEKE

Founded
2001
Employees
107409
CEO
Yongdong Peng
WebsiteView website
bj.ke.com

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.

Recent BEKE News & Updates

Narrative Update Aug 24

BEKE: Profit Resilience And Buybacks Will Support Future Re Rating Potential

Analysts have nudged their fair value estimate for KE Holdings higher, with the implied price target moving from about $22.82 to roughly $23.43 as they factor in updated views on resilient profitability and housing transaction trends reflected in recent research. Analyst Commentary Recent commentary on KE Holdings highlights a mix of optimism around profitability and platform scale, alongside caution linked to the broader housing market backdrop.
Seeking Alpha Aug 24

KE Holdings: Better Execution, Limited Upside

Summary KE Holdings Inc. operates as a comprehensive housing services ecosystem in China, integrating technology, listings, agents, and transaction services. BEKE’s platform, Beike, is more deeply involved in real estate transactions than peers like Zillow, including its own major brokerage brand, Lianjia. I maintained a Hold rating, citing strong market-share gains and growth in rentals and renovations, offset by declining monetization per transaction and margin pressure. BEKE’s flat performance over the past year outperformed major China and peer benchmarks, reflecting resilience amid sector headwinds. Read the full article on Seeking Alpha

Recent updates

No updates