KE Holdings (NYSE:BEKE) Valuation Check As Ongoing Share Buybacks Signal Confidence

Simply Wall St.01-15

AdvertisementShare repurchases and capital management signal KE Holdings (BEKE) recently confirmed its Class A share count at about 3.37 billion as of January 2, 2026, while detailing substantial on-...

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See our latest analysis for KE Holdings. KE Holdings shares currently trade at $17.32, with a 7.85% year to date share price return and a 5.77% total shareholder return over the past year, but a 75.02% total shareholder return decline over five years suggests long term holders have experienced a very different journey to recent buyers. Recent buybacks and the positive short term share price moves, including a 4.34% 30 day share price return, hint that sentiment has firmed after a weaker 90 day share price return of 5.25%. If the recent buybacks have you thinking about where else capital might be working hard, it could be a good moment to broaden your search with fast growing stocks with high insider ownership. With buybacks active and KE Holdings trading at $17.32 alongside an indicated intrinsic value gap and analyst price target premium, the key question is whether this reflects a mispriced opportunity or whether markets already expect stronger growth. Most Popular Narrative: 15% Undervalued Compared to the last close at $17.32, the most followed narrative anchors its fair value around $20.37, pointing to a material valuation gap that hinges on specific growth and margin expectations. KE Holdings is diversifying revenue through rapid expansion of its high margin, recurring service businesses such as home renovation, furniture, and rental services. These non transactional revenues now comprise 41% of total sales, reducing cyclicality and supporting more stable revenue and higher blended margins as the platform matures. The company's enhanced focus on operational efficiency, including centralized procurement, AI led process improvements, and business model innovation, has already yielded tangible improvements in segment margins (notably in home renovation and rental). This signals a path to sustainable margin expansion and stronger future earnings. Read the complete narrative. Curious how moderate revenue growth, rising earnings, margin gains, and shrinking share count all feed into that fair value gap? The full narrative walks through each moving part, including the earnings profile and profit multiple that need to line up for this valuation to make sense. Result: Fair Value of $20.37 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on China’s housing market not staying weak for years, as well as on KE Holdings managing rising costs in newer services without eroding profitability. Find out about the key risks to this KE Holdings narrative. Another angle on valuation If you step away from that $20.37 fair value anchor and look at what the market is actually paying today, KE Holdings trades on a P/E of 40.3x. That sits well above the US Real Estate industry at 29.7x and the peer average at 27.7x, and it also stands higher than our fair ratio of 26.5x. Put simply, the current price asks you to pay a premium multiple. Our fair ratio suggests the market could move toward a much lower level, which raises the question of how much execution or growth risk you are really comfortable carrying. See what the numbers say about this price — find out in our valuation breakdown. NYSE:BEKE P/E Ratio as at Jan 2026 Build Your Own KE Holdings Narrative If you look at the numbers and reach a different conclusion, or prefer to test your own assumptions, you can build a version that fits your view in a few minutes with Do it your way. A great starting point for your KE Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If KE Holdings has sharpened your focus, do not stop here. Use tailored screeners to quickly spot other opportunities that fit your style and risk comfort.  Target potential mispricings by checking out these 886 undervalued stocks based on cash flows that may offer more value for the risk you are willing to take. Ride major technology shifts early by scanning these 25 AI penny stocks that shape how artificial intelligence reaches everyday businesses and consumers. Tap into fast moving themes by reviewing these 80 cryptocurrency and blockchain stocks that are tied to digital assets, blockchain infrastructure, and related services.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if KE Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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