Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

KE Holdings Inc.
Next earnings Aug 24, 2026 · consensus $0.76 EPS, $25.3B rev
China's largest housing platform is growing the top line but margins, profits and cash flow are sliding — a cheap-looking but eroding story.
Middling fundamentals and a rich price (~94% above fair value) leave little margin of safety — a wait-and-see.
Sources: SEC EDGAR (CIK 0001809587, latest 6-K filed 2026-06-22) · EODHD · analysis by claude-code · as of 6/21/2026, 8:42:24 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
KE Holdings (Beike) operates the dominant housing-transaction and services platform in China, and the top line is still expanding — revenue rose 5.6% to $13.5B, recovering toward the FY2024 level after the 2022 property downturn. The balance sheet is a genuine strength: stockholders' equity of $9.50B against $7.17B of liabilities (0.75x), and management is returning meaningful capital with $941M of buybacks (+34.7%) and $412M of dividends (+6.2%).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $12.7B | $8.80B | $11.0B | $12.8B | $13.5B |
| Gross profit | $2.48B | $2.00B | $3.06B | $3.14B | $2.89B |
| Operating income | -$213M | -$121M | $676M | $516M | $302M |
| Net income | -$82.2M | -$201M | $829M | $557M | $428M |
| Diluted EPS | -$0.02 | -$0.06 | $0.23 | $0.16 | $0.12 |
| Net margin | -0.6% | -2.3% | 7.6% | 4.3% | 3.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-06-08 | Shan Yigang Executive Director | Acquired (J) | 372K | |
| 2026-06-08 | Shan Yigang Executive Director | Disposed (J) | 372K | |
| 2026-06-08 | Peng Yongdong Chief Executive Officer | Acquired (J) | 858K | |
| 2026-06-08 | Peng Yongdong Chief Executive Officer | Disposed (J) | 858K | |
| 2026-06-08 | Xu Wangang Executive Director | Disposed (J) | 1.00 | |
| 2026-04-27 | Xu Wangang Executive Director | Disposed (J) | 7.18M | |
| 2026-04-27 | Xu Wangang Executive Director | Acquired (J) | 7.18M | |
| 2026-04-07 | Xu Tao (XT) Chief Financial Officer | Disposed (J) | 1.00 | |
| 2026-04-07 | Shan Yigang Executive Director | Acquired (J) | 426K | |
| 2026-04-07 | Shan Yigang Executive Director | Disposed (J) | 426K | |
| 2026-04-07 | Peng Yongdong Chief Executive Officer | Acquired (J) | 981K | |
| 2026-04-07 | Peng Yongdong Chief Executive Officer | Disposed (J) | 981K |