Professional
Added to YB: 2025-05-08
Pitch date: 2025-03-31
BEKE [neutral]
KE Holdings Inc.
-13.79%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$139.6B
Pitch Price
$51.83
Price Target
N/A
Dividend
2.14%
EV/EBITDA
4.72
P/E
40.26
EV/Sales
1.08
Sector
Real Estate Management and Development
Category
growth
Baron Emerging Markets Fund Portfolio Holding: KE Holdings Inc.
BEKE (holding update): China's leading housing transaction platform with 30% share in existing & 10% in new homes. Asset-light model poised to benefit from real estate recovery in Tier-1/2 cities. Future value from home furnishing, rentals & property development ventures. Expect 15%+ 5yr earnings CAGR plus buybacks/dividends.
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