Ke Holdings Inc (BEKE)vsBrookfield Property Partners LP (BPYPP)
BEKE
Ke Holdings Inc
$15.88
-1.61%
REAL ESTATE · Cap: $19.05B
BPYPP
Brookfield Property Partners LP
$14.76
-2.83%
REAL ESTATE · Cap: $10.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 1223% more annual revenue ($94.58B vs $7.15B). BEKE leads profitability with a 3.2% profit margin vs -5.0%. BPYPP trades at a lower P/E of 7.0x. BEKE earns a higher WallStSmart Score of 43/100 (D).
BEKE
Hold43
out of 100
Grade: D
BPYPP
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-545.2%
Fair Value
$2.92
Current Price
$15.88
$12.96 premium
Margin of Safety
+84.3%
Fair Value
$102.77
Current Price
$14.76
$88.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 65.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
ROE of -75.0% — below average capital efficiency
Revenue declined 30.7%
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on Price/Book. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bull Case : BPYPP
The strongest argument for BPYPP centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Altman Z-Score, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : BPYPP
The primary concerns for BPYPP are Return on Equity, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
BEKE profiles as a value stock while BPYPP is a turnaround play — different risk/reward profiles.
BPYPP carries more volatility with a beta of 0.15 — expect wider price swings.
BEKE is growing revenue faster at -28.7% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
BEKE scores higher overall (43/100 vs 34/100). BPYPP offers better value entry with a 84.3% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ke Holdings Inc
REAL ESTATE · REAL ESTATE SERVICES · China
KE Holdings Inc. is involved in the operation of an integrated online and offline platform for housing transactions and services in the People's Republic of China. The company is headquartered in Beijing, China.
Brookfield Property Partners LP
REAL ESTATE · REAL ESTATE SERVICES · USA
Brookfield Property Partners, through Brookfield Property Partners LP and its subsidiary Brookfield Property REIT Inc., is one of the world's leading real estate companies, with approximately $ 88 billion in total assets.
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