BEKE

Ke Holdings Inc

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Advanced Chart

17.720

+0.16(0.911%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

17.920

Open

17.660

VWAP

17.69

Vol

4.48M

Mkt Cap

63.30B

Low

17.520

Amount

79.29M

EV/EBITDA(TTM)

19.41

Total Shares

1.22B

15.21B

EV/OCF(TTM)

17.06

P/S(TTM)

1.52

KE Holdings Inc is a holding company mainly engaged in housing transactions and related services. The Company operates in four segments. The Existing Home Transaction Services segment mainly provides agency services to sales or leases of existing homes, and platform and franchise services to brokerage firms on Beike platform, as well as other transaction services. The New Home Transaction Services segment mainly provides new home transaction and agency services to real estate developers. The Home Renovation and Furnishing segment provides a one-stop solution to give housing customers access to a comprehensive range of home renovation and furnishing, ranging from interior design, renovation, re-modeling, furnishing, supplies, to after-sales maintenance and repair. The Emerging and Other Services segment is engaged in rental property management service business, financial service business and others.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q2

FY2025Q3

FY2025Q4

26.17B

+11.98%

1.553

-31.88%

25.25B

+11.8%

1.646

+7.56%

32.28B

+3.7%

2.221

+94.81%

Estimates Revision

The market is revising Upward the revenue expectations for KE Holdings Inc. (BEKE) for FY2025, with the revenue forecasts being adjusted by 0.18% over the past three months. During the same period, the stock price has changed by -10.69%.

Revenue Estimates for FY2025

Revise Upward

+0.18%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-7.23%

In Past 3 Month

Stock Price

Go Down

-10.69%

In Past 3 Month

7 Analyst Rating

42.55% Upside

Wall Street analysts forecast BEKE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BEKE is 25.26 USD with a low forecast of 23.00 USD and a high forecast of 33.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

7 Buy

0 Hold

0 Sell

Strong Buy

42.55% Upside

Current: 17.720

Low

23.00

Averages

25.26

High

33.00

42.55% Upside

Current: 17.720

Low

23.00

Averages

25.26

High

33.00

Citi

Buy

downgrade

2025-05-16

Reason

Citi

Price Target

2025-05-16

downgrade

Buy

Reason

Citi lowered the firm's price target on KE Holdings to $24.80 from $25.80 and keeps a Buy rating on the shares following the Q1 report. The firm expects sequential margin improvement in Q2 and 2025 on improving store/agent output and better profitability for the renovation and rental business.

UBS

Neutral -> Buy

upgrade

$23

2025-05-16

Reason

UBS

Price Target

$23

2025-05-16

upgrade

Neutral -> Buy

Reason

UBS upgraded KE Holdings to Buy from Neutral with a $23 price target.

UBS

Neutral -> Buy

upgrade

$23

2025-05-16

Reason

UBS

Price Target

$23

2025-05-16

upgrade

Neutral -> Buy

Reason

UBS upgraded KE Holdings to Buy from Neutral with a price target of $23, up from $22.10, following the Q1 report. The company's margins bottomed in Q4 and its home renovation business is turning around faster than expected, the analyst tells investors in a research note. UBS now sees more valuation upside in KE with the shares below its price target. The firm cites less concern on the company's margins for the upgrade.

Morgan Stanley

Overweight

downgrade

$27 -> $24

2025-05-15

Reason

Morgan Stanley

Price Target

$27 -> $24

2025-05-15

downgrade

Overweight

Reason

Morgan Stanley lowered the firm's price target on KE Holdings to $24 from $27 and keeps an Overweight rating on the shares. Although the property market is affected by the uncertain macro environment, the firm believes KE Holdings' market share gain in both existing home and new home remains intact. With more cost control and improving margins in the home renovation and rental businesses, Morgan Stanley expects better margins in the second half of 2025.

UBS

John Lam

Strong Buy

Hold

Downgrades

$25

2025-03-20

Reason

UBS

John Lam

Price Target

$25

2025-03-20

Downgrades

Strong Buy

Hold

Reason

UBS analyst John Lam downgraded KE Holdings to Neutral from Buy with a $24.50 price target.

Morgan Stanley

Andrew Tsai

Buy

Maintains

$19 → $27

2025-03-19

Reason

Morgan Stanley

Andrew Tsai

Price Target

$19 → $27

2025-03-19

Maintains

Buy

Reason

Morgan Stanley raised the firm's price target on KE Holdings to $27 from $19 and keeps an Overweight rating on the shares. Despite a Q4 earnings miss from one-off costs, the firm believes the recovery of China's property market will support KE's existing home and new home gross transaction volume and revenue growth in Q1 and 2025, the analyst tells investors.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Ke Holdings Inc (BEKE.N) is 18.63, compared to its 5-year average forward P/E of 50.59. For a more detailed relative valuation and DCF analysis to assess Ke Holdings Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

50.59

Current PE

18.63

Overvalued PE

110.48

Undervalued PE

-9.29

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

29.24

Current EV/EBITDA

13.19

Overvalued EV/EBITDA

61.85

Undervalued EV/EBITDA

-3.37

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

2.50

Current PS

1.47

Overvalued PS

4.01

Undervalued PS

1.00