Ke Holdings Inc (BEKE)vsFathom Holdings Inc (FTHM)
BEKE
Ke Holdings Inc
$15.72
+1.81%
REAL ESTATE · Cap: $17.37B
FTHM
Fathom Holdings Inc
$0.83
+1.60%
REAL ESTATE · Cap: $24.94M
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 22333% more annual revenue ($94.58B vs $421.61M). BEKE leads profitability with a 3.2% profit margin vs -4.7%. BEKE earns a higher WallStSmart Score of 45/100 (D+).
BEKE
Hold45
out of 100
Grade: D+
FTHM
Hold41
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 FTHM.
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 37.7% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -43.8% — below average capital efficiency
Currently unprofitable
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 : FTHM
The strongest argument for FTHM centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 37.7% 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 : FTHM
The primary concerns for FTHM are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
BEKE profiles as a value stock while FTHM is a hypergrowth play — different risk/reward profiles.
FTHM carries more volatility with a beta of 1.81 — expect wider price swings.
FTHM is growing revenue faster at 37.7% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
BEKE scores higher overall (45/100 vs 41/100). 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.
Fathom Holdings Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Fathom Holdings Inc. provides cloud-based real estate brokerage services in the southern, Atlantic, southwestern, and western parts of the United States. The company is headquartered in Cary, North Carolina.
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