KE Holdings Inc ADR vs FirstService Corp

KE Holdings Inc ADR (BEKE) is slightly overvalued and FirstService Corp (FSV) is overvalued.

Both trade above our estimate of their intrinsic value. BEKE is the closer of the two: -17%, against -41% for FSV.

Values as of the 22 Sept 2026 close.

KE Holdings Inc ADR (BEKE)

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

FirstService Corp (FSV)

Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $94.25; the price of $133.34 is 41% above that value, and 78% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

MetricBEKEFSV
VerdictSlightly overvaluedOvervalued
Price$16.38$133.34
Intrinsic value$13.98$94.25
Margin of safety-17%-41%
Leak Score27/100 (3/12)14/100 (3/12)
Market cap$17.3B$6.1B
Revenue growth, 5 years5.2%14.7%
Operating margin5.6%6.2%
Net margin5.4%2.9%
Return on equity7.1%13.1%
Debt to equity0.221.28
P/E27.0x37.8x
Forward P/E12.9x19.9x
P/B1.9x4.8x
Dividend yield2.5%0.9%

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