BEKE

KED

NYSE / Real Estate Management & Development

At close

2026-07-22

Current thesis

BEKE is demonstrating real operating leverage: gross margin improved to 24.1% and adjusted operating margin to 8.8% in Q1 2026, while share repurchases remain sizable. If China residential activity stabilizes, the company can convert this cost discipline into a higher earnings baseline.

Posture

Defensive

Lead driver

Value

What changed

Value remains the lead driver in the composite.

What can break

Active agents fell 7.6% year over year, which could limit transaction growth if the network keeps shrinking.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $18.50 · Bull $22.00 · Bear $13.20

Data freshness

Prices

As of 2026-07-22

Fundamentals

As of 2026-07-23 • Vendor: Data Vendor v1

Scores

As of 2026-07-22 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-29 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-22

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Neutral

Target $23.22

Why

Momentum23 · Δ7d +9.3

Value65 · Δ7d -

Sentiment50 · Δ7d -3.9

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+9.3

Δ21d

+12.7

Value

39% active weight

Current posture

7d trendTrend unavailable

Trend unavailable

Δ7d

Δ21d

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-3.9

Δ21d

-16.6

Why this grade

Composite grade D. Momentum 23.3 / Value 64.8 / Sentiment 49.9

Fundamentals (TTM)

As of 2026-07-23

Market Cap

$17.94B

Beta

1.95

Shares Out

1.06B

P/E (TTM)

40.1

P/S (TTM)

1.35

P/FCF (TTM)

48.81

Rev YoY

-14.9%

EPS YoY

+59.5%

Gross Margin

+22.1%

Op Margin

+3.2%

Net Debt

-$5.26B

Current Ratio

1.63

As of 2026-07-22 • Updated nightlySource: Internal modelMethodology