KE HOLDINGS INC (BEKE)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BEKE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -22.9% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 12 industry peers · Company calendar date is not available
Why it matters: If revenue growth speeds up, it shows the company is improving in a tough market.
Supportive ifQ2 revenue growth reported at or above 8%.
Worry ifQ2 revenue growth stays below 4%.
Why it matters: If revenue growth picks up, it could signal a positive shift in the real estate sector.
Supportive ifRevenue growth speeds up again, moving closer to its highs. This shows better trends.
Worry ifRevenue growth stays flat or drops more. This shows ongoing weakness in the sector.
Why it matters: PPI affects costs and pricing. This can change how much money KE Holdings makes.
Watch forPPI shows a lower than expected increase, suggesting stable costs for KE Holdings.
Also watch forPPI rises more than expected, indicating higher costs that could squeeze margins.
Why it matters: CPI affects how much people spend. This can change demand for real estate services.
Watch forCPI shows a smaller increase than expected. This means consumer prices and spending are stable.
Also watch forCPI rises more than expected. This suggests inflation that could hurt demand.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$199 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $380 loss on $10,000 · 3.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,872 loss on $10,000 · 28.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.