KE Holdings Inc ADR (BEKE) is slightly overvalued and Compass Inc (COMP) is overvalued.
Both trade above our estimate of their intrinsic value. BEKE is the closer of the two: -17%, against -30% for COMP.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 8.2% (average of 3 methods) values the shares at $13.98; the price of $16.38 is 17% above that value, and 79% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
A 0.9x revenue multiple, discounted for its losses, values the shares at $7.43; the price of $9.67 is 30% above that value.
Leak Score 0/100 on 3 of 12 signals
| Metric | BEKE | COMP |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $16.38 | $9.67 |
| Intrinsic value | $13.98 | $7.43 |
| Margin of safety | -17% | -30% |
| Leak Score | 27/100 (3/12) | 0/100 (3/12) |
| Market cap | $17.3B | $7.4B |
| Revenue growth, 5 years | 5.2% | 13.4% |
| Operating margin | 5.6% | -0.2% |
| Net margin | 5.4% | 0.6% |
| Return on equity | 7.1% | 3.6% |
| Debt to equity | 0.22 | 1.38 |
| P/E | 27.0x | 181.4x |
| Forward P/E | 12.9x | 37.4x |
| P/B | 1.9x | 2.5x |
| Dividend yield | 2.5% | — |