BEKE vs BABA vs JD vs COMP

For growth investors, Compass, Inc.

(COMP) is the stronger pick with 23. 7% revenue growth year-over-year, versus 5. 9% for Alibaba Group Holding Limited (BABA). JD. com, Inc. (JD) offers the better valuation at 7. 5x trailing P/E (1. 4x 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.

On trailing P/E, JD.

com, Inc. (JD) is the cheapest at 7. 5x versus KE Holdings Inc. at 35. 9x. On forward P/E, JD. com, Inc. is actually cheaper at 1. 4x.

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 COMP's -64. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), KE Holdings Inc.

(BEKE) is the lower-risk stock at 0. 83β versus Compass, Inc. 's 1. 79β — meaning COMP is approximately 117% 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 58% for Compass, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Compass, Inc.

(COMP) is pulling ahead at 23. 7% versus 5. 9% for Alibaba Group Holding Limited (BABA). On earnings-per-share growth, the picture is similar: JD. com, Inc. grew EPS 76. 5% year-over-year, compared to -29. 4% for KE Holdings Inc.. Over a 3-year CAGR, JD leads at 6. 8% 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.

Alibaba Group Holding Limited (BABA) is the more profitable company, earning 13.

1% net margin versus -0. 8% for Compass, 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 -0. 4% for COMP. 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.

On forward earnings alone, JD.

com, Inc. (JD) trades at 1. 4x forward P/E versus 44. 4x for Compass, Inc. — 43. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for COMP: 96. 8% to $14. 29.

In this comparison, JD (2.

7% yield), BEKE (1. 9% yield), BABA (1. 3% yield) pay a dividend. COMP does not pay a meaningful dividend and should not be held primarily for income.

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). Compass, Inc. (COMP) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BEKE: -48. 6%, COMP: -64. 0%), 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.

These companies operate in different sectors (BEKE (Real Estate) and BABA (Consumer Cyclical) and JD (Consumer Cyclical) and COMP (Technology)), 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; JD is a mid-cap deep-value stock; COMP is a small-cap high-growth stock. BEKE, BABA, JD pay a dividend while COMP does not, making them suitable for different income and tax situations. 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.