Ke Holdings Inc (BEKE)vsTranscontinental Realty Investors (TCI)
BEKE
Ke Holdings Inc
$15.72
+1.81%
REAL ESTATE · Cap: $17.37B
TCI
Transcontinental Realty Investors
$34.48
-0.03%
REAL ESTATE · Cap: $389.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 194210% more annual revenue ($94.58B vs $48.67M). TCI leads profitability with a 11.5% profit margin vs 3.2%. BEKE trades at a lower P/E of 40.6x. BEKE earns a higher WallStSmart Score of 45/100 (D+).
BEKE
Hold45
out of 100
Grade: D+
TCI
Avoid34
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
-1134.4%
Fair Value
$4.42
Current Price
$34.48
$30.06 premium
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
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 0.7% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 59.5%
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 : TCI
The strongest argument for TCI centers on 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 : TCI
The primary concerns for TCI are Market Cap, Return on Equity, P/E Ratio. A P/E of 69.4x leaves little room for execution misses.
Key Dynamics to Monitor
TCI carries more volatility with a beta of 0.45 — expect wider price swings.
TCI is growing revenue faster at 7.9% — sustainability is the question.
BEKE generates stronger free cash flow (851M), providing more financial flexibility.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEKE scores higher overall (45/100 vs 34/100). 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.
Transcontinental Realty Investors
REAL ESTATE · REAL ESTATE SERVICES · USA
Transcontinental Realty Investors, Inc., a Dallas-based real estate investment company, has a diverse portfolio of capital real estate located throughout the United States, including apartments, office buildings, shopping centers, and urbanized and undeveloped land.
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