KE(BEKE.US)

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KE
BEKE.US
KE Holdings Inc., through its subsidiaries, engages in operating an integrated online and offline platform for housing transactions and services in the People's Republic of China. The company operates through five segments: Existing Home Transaction Services, New Home Transaction Services, Home Renovation and Furnishing, Home rental services, and Emerging and Other Services. It operates Beike, an integrated online and offline platform for housing transactions and services; Lianjia, a real estate brokerage brand; Agent Cooperation Network, an operating system that fosters reciprocity and bonding among various service providers. The company also owns the Deyou brand for connected brokerage stores; and other brands.
132.25 B
BEKE.USMarket value -Rank by Market Cap -/-

Financial Score

19/05/2026 Update
C
Real Estate ServicesIndustry
Industry Ranking12/30
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreC
    • ROE4.35%C
    • Profit Margin3.17%C
    • Gross Margin21.37%D
  • Growth ScoreD
    • Revenue YoY2.12%C
    • Net Profit YoY-25.67%D
    • Total Assets YoY-8.58%E
    • Net Assets YoY-2.85%D
  • Cash ScoreD
    • Cash Flow Margin-12.56%D
    • OCF YoY2.12%C
  • Operating ScoreB
    • Turnover0.76B
  • Debt ScoreC
    • Gearing Ratio42.98%C

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Institutional View & Shareholder

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    News
    View More

    BEKE (Trans): Spring rebound is real; Q2 volumes up

    US
    KE
    -5.33%
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    US
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    US
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    BEKE: Real reversal or another dead-cat bounce?

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    BEKE
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    KE Holdings shares are trading higher after the company reported better-than-expected Q1 financial results.

    benzinga_article·
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    benzinga_article·
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    Transcript: KE Holdings Q1 2026 Earnings Conference Call

    benzinga_article·
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    benzinga_article·
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    BEKE 1Q26 First Take: Overall, the quarter screened as a solid beat vs. expectations. Despite most segments posting YoY revenue declines on a high base, profit inflected as the company streamlined headcount, lifted productivity, and tightened opex, with Adj. net profit up nearly 16% YoY and well ahead of the Street. In detail: 1) Track 1 brokerage remains under pressure. GTV and revenue were both down YoY, with existing-home transactions proving resilient at a low-teens decline, while new-home fell 40%+ YoY. 2) In Track 2, home improvement revenue fell Approx. 21% YoY on macro headwinds and a strategic refocus, notably worse than the Street’s -11% view. Leasing revenue dipped 1% YoY, mainly due to a recognition change for the high-touch 'Steward Rental' model from gross to net; underlying volume likely still grew Approx. 20–30%. 3) While macro headwinds persist, margins improved across business lines. In Track 1 brokerage, segment margins expanded by 200–300bps YoY, slightly above expectations, driven by headcount rationalization and a modest reduction in agent commission splits. Margins in Track 2 exceeded expectations by a wider margin. Home improvement, despite smaller scale, delivered a 36% margin after materially optimizing the upstream supply chain and cutting customer acquisition spend. Leasing benefited from rapid growth in higher-margin 'Steward Rental,' lifting segment margin from 10.4% in the prior quarter to nearly 15%. 4) Cost discipline also contributed meaningfully. Total opex fell Approx. 22% YoY vs. total revenue down 19% YoY, led by a sharp 39% cut in marketing spend, which came in just over RMB 1bn vs. the Street’s ~RMB 1.5bn. 5) Overall, margin expansion did more of the heavy lifting, beating by Approx. RMB 240mn, while opex undershot by Approx. RMB 160mn. As a result, Adj. profit was Approx. RMB 1.6bn, nearly RMB 500mn above the Street. $KE(BEKE.US) $BEKE-W(02423.HK)

    HK
    02423
    -0.96%
    US
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    +6.10%
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    -5.33%
    HK
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    +6.10%
    US
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    -5.33%
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