Ke Holdings Inc (BEKE)vsNew England Realty Associates LP (NEN)
BEKE
Ke Holdings Inc
$15.72
+1.81%
REAL ESTATE · Cap: $17.37B
NEN
New England Realty Associates LP
$60.61
0.00%
REAL ESTATE · Cap: $213.09M
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 104211% more annual revenue ($94.58B vs $90.67M). NEN leads profitability with a 6.7% profit margin vs 3.2%. NEN trades at a lower P/E of 35.7x. BEKE earns a higher WallStSmart Score of 45/100 (D+).
BEKE
Hold45
out of 100
Grade: D+
NEN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-630.2%
Fair Value
$2.58
Current Price
$15.72
$13.14 premium
Margin of Safety
-257.3%
Fair Value
$18.19
Current Price
$60.61
$42.42 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
15.9% revenue growth
Areas to Watch
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
2.4% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — 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 : NEN
The strongest argument for NEN centers on Revenue Growth. Revenue growth of 15.9% 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 : NEN
The primary concerns for NEN are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
BEKE profiles as a value stock while NEN is a growth play — different risk/reward profiles.
NEN carries more volatility with a beta of 0.16 — expect wider price swings.
NEN is growing revenue faster at 15.9% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Bottom Line
BEKE scores higher overall (45/100 vs 33/100). 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.
New England Realty Associates LP
REAL ESTATE · REAL ESTATE SERVICES · USA
New England Realty Associates Limited Partnership is dedicated to acquiring, developing, holding for investment, operating and selling real estate in the United States. The company is headquartered in Allston, Massachusetts.
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