Ke Holdings Inc (BEKE)vsFangdd Network Group Ltd (DUO)
BEKE
Ke Holdings Inc
$15.72
+1.81%
REAL ESTATE · Cap: $17.37B
DUO
Fangdd Network Group Ltd
$1.11
+4.72%
REAL ESTATE · Cap: $40.09M
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 23396% more annual revenue ($94.58B vs $402.53M). BEKE leads profitability with a 3.2% profit margin vs -6.1%. DUO earns a higher WallStSmart Score of 47/100 (D+).
BEKE
Hold45
out of 100
Grade: D+
DUO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-630.2%
Fair Value
$2.58
Current Price
$15.72
$13.14 premium
Intrinsic value data unavailable for DUO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Revenue surging 45.3% year-over-year
Earnings expanding 23.0% YoY
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
Smaller company, higher risk/reward
ROE of -9.2% — below average capital efficiency
Currently unprofitable
Operating margin of -35.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, Price/Book. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : DUO
The strongest argument for DUO centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 45.3% demonstrates continued momentum.
Bear Case : BEKE
The primary concerns for BEKE are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 40.6x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : DUO
The primary concerns for DUO are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
BEKE profiles as a value stock while DUO is a hypergrowth play — different risk/reward profiles.
DUO carries more volatility with a beta of 1.30 — expect wider price swings.
DUO is growing revenue faster at 45.3% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DUO scores higher overall (47/100 vs 45/100) and 45.3% revenue growth. Both earn "Hold" and "Hold" 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.
Fangdd Network Group Ltd
REAL ESTATE · REAL ESTATE SERVICES · USA
Fangdd Network Group Ltd. is an online real estate market in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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