Ke Holdings Inc (BEKE)vsRexford Industrial Realty Inc (REXR)
BEKE
Ke Holdings Inc
$17.42
+0.40%
REAL ESTATE · Cap: $18.74B
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 8839% more annual revenue ($88.67B vs $991.92M). BEKE leads profitability with a 5.3% profit margin vs -39.2%. BEKE appears more attractively valued with a PEG of 0.38. BEKE earns a higher WallStSmart Score of 62/100 (C+).
BEKE
Buy62
out of 100
Grade: C+
REXR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.5%
Fair Value
$20.81
Current Price
$17.42
$3.39 discount
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 111.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Areas to Watch
Moderate valuation
ROE of 7.2% — below average capital efficiency
5.3% margin — thin
Revenue declined 5.7%
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, EPS Growth, Debt/Equity. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
BEKE profiles as a value stock while REXR is a turnaround play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
REXR is growing revenue faster at -1.6% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEKE scores higher overall (62/100 vs 49/100). REXR offers better value entry with a 70.5% margin of safety. 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.
Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
Compare with Other REAL ESTATE SERVICES Stocks
Want to dig deeper into these stocks?