BEKE
KE Holdings Inc.
Real Estate - Services
Market Cap$60.54B
5Y Perf.-64.6%
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Stock Comparison
BEKE vs BABA
Revenue, margins, valuation, and 5-year total return — side by side.
BABA
Alibaba Group Holding Limited
Specialty Retail
Market Cap$319.30B
5Y Perf.-53.9%
BEKE vs BABA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BEKE | BABA |
|---|---|---|
| Industry | Real Estate - Services | Specialty Retail |
| Market Cap | $60.54B | $319.30B |
| Revenue (TTM) | $103.52B | $1.01T |
| Net Income (TTM) | $3.48B | $123.35B |
| Gross Margin | 21.9% | 41.2% |
| Operating Margin | 3.2% | 10.9% |
| Forward P/E | 3.2x | 3.9x |
| Total Debt | $22.65B | $248.49B |
| Cash & Equiv. | $11.44B | $181.73B |
BEKE vs BABA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BEKE
BABA
| Stock | Aug 20 | May 26 | Return |
|---|---|---|---|
| KE Holdings Inc. (BEKE) | 100 | 35.4 | -64.6% |
| Alibaba Group Holdi… (BABA) | 100 | 46.1 | -53.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BEKE vs BABA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: BEKE leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Alibaba Group Holding Limited is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
BEKE
KE Holdings Inc.
The Real Estate Income Play
BEKE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.83, yield 1.9%
- Rev growth 20.2%, EPS growth -29.4%, 3Y rev CAGR 5.0%
- Lower volatility, beta 0.83, Low D/E 31.7%, current ratio 1.45x
Best for: income & stability and growth exposure
BABA
Alibaba Group Holding Limited
The Long-Run Compounder
BABA is the clearest fit if your priority is long-term compounding.
- 73.6% 10Y total return vs BEKE's -48.6%
- 12.2% margin vs BEKE's 3.4%
- +6.1% vs BEKE's -11.8%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BEKE | 20.2% FFO/revenue growth vs BABA's 5.9% |
| Value | BEKE | Lower P/E (3.2x vs 3.9x) |
| Quality / Margins | BABA | 12.2% margin vs BEKE's 3.4% |
| Stability / Safety | BEKE | Beta 0.83 vs BABA's 1.21 |
| Dividends | BEKE | 1.9% yield, 2-year raise streak, vs BABA's 1.3% |
| Momentum (1Y) | BABA | +6.1% vs BEKE's -11.8% |
| Efficiency (ROA) | BABA | 6.7% ROA vs BEKE's 2.7%, ROIC 9.6% vs 3.7% |
BEKE vs BABA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2022
FY 2025
BEKE vs BABA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBABALAGGINGBEKE
BEKEKE Holdings Inc.
2leads
BABAAlibaba Group Holding…
4leads
6 Total Categories
CATEGORYLEADERvs BEKEMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BABA4/6
Valuation MetricsMultiples, price ratios, and targets
BABA5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BABA6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BABA5/6
Risk & VolatilityBeta, volatility, and downside exposure
BEKE2/2
Analyst OutlookRatings, price targets, and dividends
BEKE1/1
Income & Cash Flow (Last 12 Months)
BABA leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BABA is the larger business by revenue, generating $1.01T annually — 9.8x BEKE's $103.5B. BABA is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to BEKE's 3.4%.
| Metric | BEKEKE Holdings Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| RevenueTrailing 12 months | $103.5B | $1.01T |
| EBITDAEarnings before interest/tax | $4.3B | $114.6B |
| Net IncomeAfter-tax profit | $3.5B | $123.4B |
| Free Cash FlowCash after capex | $2.4B | $2.6B |
| Gross MarginGross profit ÷ Revenue | +21.9% | +41.2% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +10.9% |
| Net MarginNet income ÷ Revenue | +3.4% | +12.2% |
| FCF MarginFCF ÷ Revenue | +2.3% | +0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.1% | +4.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -32.7% | -52.0% |
BABA leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
BABA leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 16.8x trailing earnings, BABA trades at a 53% valuation discount to BEKE's 35.9x P/E. On an enterprise value basis, BABA's 12.8x EV/EBITDA is more attractive than BEKE's 88.9x.
| Metric | BEKEKE Holdings Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| Market CapShares × price | $60.5B | $319.3B |
| Enterprise ValueMkt cap + debt − cash | $62.2B | $329.1B |
| Trailing P/EPrice ÷ TTM EPS | 35.90x | 16.84x |
| Forward P/EPrice ÷ next-FY EPS est. | 3.22x | 3.87x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 88.86x | 12.77x |
| Price / SalesMarket cap ÷ Revenue | 4.42x | 2.19x |
| Price / BookPrice ÷ Book value/share | 2.04x | 2.00x |
| Price / FCFMarket cap ÷ FCF | 49.15x | 27.89x |
BABA leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
BABA leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BABA delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $5 for BEKE. BABA carries lower financial leverage with a 0.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to BEKE's 0.32x. On the Piotroski fundamental quality scale (0–9), BABA scores 7/9 vs BEKE's 5/9, reflecting strong financial health.
| Metric | BEKEKE Holdings Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| ROE (TTM)Return on equity | +5.0% | +11.2% |
| ROA (TTM)Return on assets | +2.7% | +6.7% |
| ROICReturn on invested capital | +3.7% | +9.6% |
| ROCEReturn on capital employed | +4.7% | +10.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.32x | 0.23x |
| Net DebtTotal debt minus cash | $11.2B | $66.8B |
| Cash & Equiv.Liquid assets | $11.4B | $181.7B |
| Total DebtShort + long-term debt | $22.7B | $248.5B |
| Interest CoverageEBIT ÷ Interest expense | 131.87x | 15.74x |
BABA leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BABA leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BABA five years ago would be worth $6,035 today (with dividends reinvested), compared to $3,889 for BEKE. Over the past 12 months, BABA leads with a +6.1% total return vs BEKE's -11.8%. The 3-year compound annual growth rate (CAGR) favors BABA at 18.0% vs BEKE's 6.3% — a key indicator of consistent wealth creation.
| Metric | BEKEKE Holdings Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| YTD ReturnYear-to-date | +14.4% | -15.1% |
| 1-Year ReturnPast 12 months | -11.8% | +6.1% |
| 3-Year ReturnCumulative with dividends | +20.1% | +64.5% |
| 5-Year ReturnCumulative with dividends | -61.1% | -39.6% |
| 10-Year ReturnCumulative with dividends | -48.6% | +73.6% |
| CAGR (3Y)Annualised 3-year return | +6.3% | +18.0% |
BABA leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
BEKE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BEKE is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than BABA's 1.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BEKE currently trades 86.5% from its 52-week high vs BABA's 68.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BEKEKE Holdings Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 1.21x |
| 52-Week HighHighest price in past year | $20.98 | $192.67 |
| 52-Week LowLowest price in past year | $14.40 | $103.71 |
| % of 52W HighCurrent price vs 52-week peak | +86.5% | +68.6% |
| RSI (14)Momentum oscillator 0–100 | 66.3 | 51.2 |
| Avg Volume (50D)Average daily shares traded | 4.0M | 10.1M |
BEKE leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
BEKE leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BEKE as "Buy" and BABA as "Buy". Consensus price targets imply 46.9% upside for BABA (target: $194) vs 22.0% for BEKE (target: $22). For income investors, BEKE offers the higher dividend yield at 1.94% vs BABA's 1.34%.
| Metric | BEKEKE Holdings Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $22.13 | $194.23 |
| # AnalystsCovering analysts | 12 | 59 |
| Dividend YieldAnnual dividend ÷ price | +1.9% | +1.3% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $2.40 | $12.14 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +4.0% |
BEKE leads this category, winning 1 of 1 comparable metric.
Key Takeaway
BABA leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). BEKE leads in 2 (Risk & Volatility, Analyst Outlook).
Best OverallAlibaba Group Holding Limit… (BABA)Leads 4 of 6 categories
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BEKE vs BABA: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BEKE or BABA a better buy right now?
For growth investors, KE Holdings Inc.
(BEKE) is the stronger pick with 20. 2% revenue growth year-over-year, versus 5. 9% for Alibaba Group Holding Limited (BABA). Alibaba Group Holding Limited (BABA) offers the better valuation at 16. 8x trailing P/E (3. 9x forward), making it the more compelling value choice. Analysts rate KE Holdings Inc. (BEKE) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BEKE or BABA?
On trailing P/E, Alibaba Group Holding Limited (BABA) is the cheapest at 16.
8x versus KE Holdings Inc. at 35. 9x. On forward P/E, KE Holdings Inc. is actually cheaper at 3. 2x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — BEKE or BABA?
Over the past 5 years, Alibaba Group Holding Limited (BABA) delivered a total return of -39.
6%, compared to -61. 1% for KE Holdings Inc. (BEKE). Over 10 years, the gap is even starker: BABA returned +73. 6% versus BEKE's -48. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BEKE or BABA?
By beta (market sensitivity over 5 years), KE Holdings Inc.
(BEKE) is the lower-risk stock at 0. 83β versus Alibaba Group Holding Limited's 1. 21β — meaning BABA is approximately 46% more volatile than BEKE relative to the S&P 500. On balance sheet safety, Alibaba Group Holding Limited (BABA) carries a lower debt/equity ratio of 23% versus 32% for KE Holdings Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BEKE or BABA?
By revenue growth (latest reported year), KE Holdings Inc.
(BEKE) is pulling ahead at 20. 2% versus 5. 9% for Alibaba Group Holding Limited (BABA). On earnings-per-share growth, the picture is similar: Alibaba Group Holding Limited grew EPS 70. 9% year-over-year, compared to -29. 4% for KE Holdings Inc.. Over a 3-year CAGR, BABA leads at 5. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BEKE or BABA?
Alibaba Group Holding Limited (BABA) is the more profitable company, earning 13.
1% net margin versus 4. 3% for KE Holdings Inc. — meaning it keeps 13. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BABA leads at 14. 1% versus 4. 0% for BEKE. At the gross margin level — before operating expenses — BABA leads at 40. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BEKE or BABA more undervalued right now?
On forward earnings alone, KE Holdings Inc.
(BEKE) trades at 3. 2x forward P/E versus 3. 9x for Alibaba Group Holding Limited — 0. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BABA: 46. 9% to $194. 23.
08Which pays a better dividend — BEKE or BABA?
All stocks in this comparison pay dividends.
KE Holdings Inc. (BEKE) offers the highest yield at 1. 9%, versus 1. 3% for Alibaba Group Holding Limited (BABA).
09Is BEKE or BABA better for a retirement portfolio?
For long-horizon retirement investors, KE Holdings Inc.
(BEKE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 83), 1. 9% yield). Both have compounded well over 10 years (BEKE: -48. 6%, BABA: +73. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BEKE and BABA?
These companies operate in different sectors (BEKE (Real Estate) and BABA (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BEKE is a mid-cap high-growth stock; BABA is a large-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(BEKE: 2.1% · BABA: 4.8%)Net Margin>
%
(BEKE: 3.4% · BABA: 12.2%)P/E Ratio<
x
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