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Upturn AI SWOT - About
Ke Holdings Inc (BEKE)
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Upturn Advisory Summary
04/01/2025: BEKE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -46.6% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.23B USD | Price to earnings Ratio 42.74 | 1Y Target Price 25.58 |
Price to earnings Ratio 42.74 | 1Y Target Price 25.58 | ||
Volume (30-day avg) 12181030 | Beta -0.81 | 52 Weeks Range 12.48 - 26.05 | Updated Date 04/1/2025 |
52 Weeks Range 12.48 - 26.05 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.79% | Basic EPS (TTM) 0.47 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-12 | When Before Market | Estimate 1.8312 | Actual 1.14 |
Profitability
Profit Margin 4.35% | Operating Margin (TTM) 3.62% |
Management Effectiveness
Return on Assets (TTM) 1.93% | Return on Equity (TTM) 5.68% |
Valuation
Trailing PE 42.74 | Forward PE 19.46 | Enterprise Value 20482276741 | Price to Sales(TTM) 0.27 |
Enterprise Value 20482276741 | Price to Sales(TTM) 0.27 | ||
Enterprise Value to Revenue 1.59 | Enterprise Value to EBITDA 37.99 | Shares Outstanding 1156960000 | Shares Floating 1949749103 |
Shares Outstanding 1156960000 | Shares Floating 1949749103 | ||
Percent Insiders 1.28 | Percent Institutions 45.28 |
Analyst Ratings
Rating 4.62 | Target Price 24.89 | Buy 6 | Strong Buy 14 |
Buy 6 | Strong Buy 14 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ke Holdings Inc
Company Overview
History and Background
Ke Holdings Inc. (Beike) was founded in 2018, evolving from Lianjia (founded in 2001), a traditional real estate brokerage. It transformed into a comprehensive online and offline platform for housing transactions and services in China. Beike's IPO was in August 2020.
Core Business Areas
- Existing Home Transaction Services: Facilitates transactions of pre-owned homes, connecting agents, buyers, and sellers through its platform.
- New Home Transaction Services: Connects property developers with potential buyers and brokers, facilitating the sale of newly constructed homes.
- Home Renovation and Furnishing: Provides services related to home renovation, design, and furnishing, expanding its offerings beyond transactions.
- Other Services: Includes financial services, rental services, and other ancillary services related to housing.
Leadership and Structure
The founder is Zuo Hui. The company is led by a management team with experience in real estate, technology, and finance. The organizational structure comprises various business units, including brokerage services, technology, and operations, reporting to a central executive team.
Top Products and Market Share
Key Offerings
- Existing Home Transaction Services: Platform connecting buyers, sellers, and agents for pre-owned homes. Beike claims a large share of the brokerage market in China, operating in many cities. Competitors include 58.com and local brokerages.
- New Home Transaction Services: Platform connecting property developers and agents with potential buyers. Generates substantial revenue for Beike. Competitors include Fang.com and SouFun.
- Home Renovation and Furnishing: Services provided through platform. Limited revenue share relative to brokerage services, but is growing. Competitors include traditional Renovation companies.
Market Dynamics
Industry Overview
The Chinese real estate market is large and complex, with significant regional variations. It is influenced by government policies, economic growth, and urbanization trends. It faces challenges such as oversupply in some areas and affordability issues.
Positioning
Beike is positioned as a leading online and offline platform for housing transactions and services in China, leveraging technology to improve efficiency and transparency. Its competitive advantage lies in its scale, network of agents, and data analytics capabilities.
Total Addressable Market (TAM)
The TAM for the housing transaction and services market in China is estimated to be in the trillions of RMB. Beike is positioned to capture a significant share of this market by leveraging its online platform and offline network.
Upturn SWOT Analysis
Strengths
- Large network of agents and stores
- Advanced technology platform
- Strong brand recognition
- Extensive data analytics capabilities
Weaknesses
- Exposure to regulatory changes in China
- Dependence on the Chinese real estate market
- Potential conflicts of interest between brokerage and other services
- Customer service issues
Opportunities
- Expansion into new geographic markets
- Development of new products and services
- Increased adoption of online platforms for housing transactions
- Partnerships with property developers and other service providers
Threats
- Increased competition from other online platforms
- Economic slowdown in China
- Government regulations on the real estate market
- Changes in consumer preferences
Competitors and Market Share
Key Competitors
- FANG
- SOHU
- EHTH
Competitive Landscape
Ke Holdings Inc. has advantages in its scale, network, and technology platform. Competitors focus on specific segments or regions. The landscape is dynamic and competitive.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Explain the strategic reasons behind the acquisition.
Growth Trajectory and Initiatives
Historical Growth: Ke Holdings Inc. has experienced rapid growth in recent years, driven by the expansion of its platform and increasing adoption of online housing transactions in China.
Future Projections: Analyst projections for Ke Holdings Inc.'s future growth depend on various factors, including market conditions, regulatory changes, and competition. Projected growth rates vary.
Recent Initiatives: Recent initiatives include expanding its home renovation and furnishing services, investing in technology development, and forming partnerships with property developers.
Summary
Ke Holdings Inc. is a significant player in the Chinese real estate market, leveraging technology for growth. Its strengths lie in its scale and network, but it faces regulatory and competitive threats. Recent initiatives focus on expanding service offerings, and its success hinges on navigating market dynamics effectively. The company is solid with strong growth potential but needs to look out for government intervention.
Similar Companies
- FANG
- SOHU
- EHTH
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
Data and analysis are based on available information and may be subject to change. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ke Holdings Inc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2020-08-13 | Co-Founder, Chairman & CEO Mr. Yongdong Peng | ||
Sector Real Estate | Industry Real Estate Services | Full time employees - | Website https://bj.ke.com |
Full time employees - | Website https://bj.ke.com | ||
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. It operates through four segments: Existing Home Transaction Services, New Home Transaction Services, Home Renovation and Furnishing, and Emerging and Other Services. The company operates Beike, an integrated online and offline platform for housing transactions and services; Lianjia, a real estate brokerage branded store; Agent Cooperation Network, an operating system that fosters reciprocity and bonding among various service providers; and software-as-a-service systems. It also owns the Deyou brand for connected brokerage stores; and other brands. In addition, the company offers contract, secure payment, escrow, and other services. KE Holdings Inc. was founded in 2001 and is headquartered in Beijing, the People's Republic of China.
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