KE Holdings is demonstrating a strategic pivot toward profitability, evidenced by a significant expansion in NOI margin to 28.6% in 2026Q2 despite a 5.9% YoY revenue decline. However, this operational improvement is overshadowed by severe cash flow volatility,...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue remains highly cyclical, swinging from a 54.1% YoY increase in 2024Q4 to a 28.7% decline in 2025Q4, while NOI margin has recently expanded to 28.6% from 21.9% a year prior, suggesting improved operational leverage.
BEKE’s platform fuses online and offline real‑estate services, positioning it at the forefront of China’s digital housing marketplace. The integrated system supports streamlined transactions and data‑driven pricing, giving BEKE a competitive edge over traditional brokerage models.
The company is broadening into home renovation and rental services, with rental revenue up 18.1% year‑over‑year and a significant rise in units under management. These new segments are expected to lift margins and diversify revenue streams beyond core housing sales.
Large institutional investors, notably Assenagon Asset Management, have increased their stakes in BEKE, signaling strong market confidence. Such backing often correlates with improved liquidity and access to capital for growth initiatives.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 21, 2026 | $0.42+35.5% vs $0.31 | $3.6B+0.7% vs $3.6B |
Q2 2026 May 19, 2026 | $0.20+42.9% vs $0.14 | $2.7B+1.4% vs $2.7B |
Q2 2026 Mar 16, 2026 | $0.07-33.1% vs $0.10 | $3.2B+0.0% vs $3.2B |
Q4 2025 Nov 10, 2025 | $0.16+0.0% vs $0.16 | $3.2B+3.7% vs $3.1B |
Investors interested in Internet - Services stocks are likely familiar with KE Holdings Inc. Sponsored ADR (BEKE) and Akamai Technologies (AKAM). But which of these two stocks presents investors with the better value opportunity right now?
On September 08, 2026, KE Holdings Inc (BEKE) shares fell 3.6% to a current price of $17.27, moving within a 52-week range of $13.81 to $20.98. This decline com
Dell, KE Holdings and Vita Coco show strong momentum, earnings surprises and growth, making them stocks to watch in September.
KE Holdings Inc. Sponsored ADR (NYSE: BEKE - Get Free Report) has received a consensus recommendation of "Buy" from the eight brokerages that are presently covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a hold recommendation, six have given a buy recommendation and one has assigned a strong buy recommendation
Benchmark BEKE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for KE Holdings Inc. (BEKE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.59 | $18.45B | 44.23 | 1.2% | 3.17% | 4.34% | 2.17% | |
| $9.16 | $5.57B | -91.60 | 23.67% | 0.63% | 3.62% | — | |
| $5.32 | $847.31M | -38.00 | 4.48% | -0.35% | -6.78% | — | |
| $17.64 | $1.98B | -15.34 | 0.99% | -2.18% | -8.37% | — | |
| $18.82 | $599.79M | 18.27 | -21.98% | 4.35% | 6.86% | — | |
| $29.35 | $7.05B | 324.31 | 15.52% | 1.96% | 1.18% | — |
KE Holdings Inc. (BEKE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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KE Holdings Inc. (BEKE) stock FAQ — growth, dividends, profitability & financials explained
KE Holdings Inc. (BEKE) reported $88.60B in revenue for fiscal year 2025. This represents a 247% increase from $25.51B in 2017.
KE Holdings Inc. (BEKE) grew revenue by 1.2% over the past year. Growth has been modest.
Yes, KE Holdings Inc. (BEKE) is profitable, generating $4.71B in net income for fiscal year 2025 (3.2% net margin).
Yes, KE Holdings Inc. (BEKE) pays a dividend with a yield of 2.17%. This makes it attractive for income-focused investors.
KE Holdings Inc. (BEKE) has a return on equity (ROE) of 4.3%. This is below average, suggesting room for improvement.
KE Holdings Inc. (BEKE) generated Funds From Operations (FFO) of $5.74B in the trailing twelve months. FFO is the primary profitability metric for REITs.
