BEKE vs COMP: Ke Holdings and Compass compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- Ke Holdings is the larger company, worth $18.5B, about 2.7 times Compass.
- Compass grew revenue faster over the last year (+109.0% vs +1.2%).
- Ke Holdings keeps more of each dollar of revenue as operating profit (2.2% vs -2.6%).
- On earnings, Ke Holdings is the cheaper stock (43.5x vs 455.6x).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | BEKE | COMP |
|---|---|---|
| Market cap | $18.5B | $6.8B |
| Share price | $17.84 | $9.39 |
| Revenue (last fiscal year) | $94.6B | $7.0B |
| Free cash flow (last fiscal year) | -$984M | $203M |
| Revenue growth, last year | +1.2% | +109.0% |
| Revenue growth per year, last 5 fiscal years | +4.0% | +2.0% |
| Operating margin | 2.2% | -2.6% |
| Net margin | 3.2% | 0.63% |
| Return on equity | 4.5% | 2.2% |
| P/E (trailing) | 43.5x | 455.6x |
| Price / free cash flow | — | 33.5x |
| EV / EBITDA | 20.0x | 103.9x |
| FCF growth the price implies | — | 11.7% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.75x | 1.79x |
| Fundamental grade | D | C |
| Superinvestors holding it | 1 | 5 |
| Insider purchases, last 12 months | 0 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
Ke Holdings
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $80.8B | $2.2B | -1.7% |
| 2022 | $60.7B | $7.7B | -1.4% |
| 2023 | $77.8B | $10.5B | 6.2% |
| 2024 | $93.5B | $8.4B | 4.0% |
| 2025 | $94.6B | -$984M | 2.2% |
Compass
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $6.4B | -$79M | -7.7% |
| 2022 | $6.0B | -$362M | -9.8% |
| 2023 | $4.9B | -$37M | -6.4% |
| 2024 | $5.6B | $106M | -2.7% |
| 2025 | $7.0B | $203M | -0.91% |
Where the revenue comes from
Ke Holdings · by segments, 2024
New home transaction services$33.7B36%
Existing home transaction services$28.2B30%
Home renovation and furnishing$14.8B16%
Home rental services$14.3B15%
Emerging and other services$2.5B3%
Compass
No segment breakdown reported.
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open BEKE in InvestinglyQuestions
Which is bigger, Ke Holdings or Compass?
Ke Holdings (BEKE), at $18.5B against $6.8B.
Is BEKE or COMP cheaper?
By trailing P/E, Ke Holdings (43.5x) is cheaper than Compass (455.6x). A lower multiple can also mean the market expects less growth.
Which grows faster, BEKE or COMP?
Compass: revenue grew +109.0% over the last year, against +1.2%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.