Ke Holdings Inc (BEKE)vsMarcus & Millichap Inc (MMI)
BEKE
Ke Holdings Inc
$15.72
+1.81%
REAL ESTATE · Cap: $17.37B
MMI
Marcus & Millichap Inc
$26.21
+1.16%
REAL ESTATE · Cap: $1.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 12425% more annual revenue ($94.58B vs $755.16M). BEKE leads profitability with a 3.2% profit margin vs -25.0%. BEKE appears more attractively valued with a PEG of 0.68. MMI earns a higher WallStSmart Score of 51/100 (C-).
BEKE
Hold45
out of 100
Grade: D+
MMI
Buy51
out of 100
Grade: C-
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 MMI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 56.9% YoY
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
1.6% revenue growth
Smaller company, higher risk/reward
ROE of -31.0% — below average capital efficiency
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 : MMI
The strongest argument for MMI centers on EPS Growth, Price/Book.
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 : MMI
The primary concerns for MMI are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
BEKE profiles as a value stock while MMI is a turnaround play — different risk/reward profiles.
MMI carries more volatility with a beta of 1.37 — expect wider price swings.
MMI is growing revenue faster at 1.6% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
MMI scores higher overall (51/100 vs 45/100). Both earn "Buy" 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.
Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
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