Latest news with #KEHoldings'
Yahoo
16-05-2025
- Business
- Yahoo
KE Holdings First Quarter 2025 Earnings: Revenues Beat Expectations, EPS Lags
Revenue: CN¥23.3b (up 42% from 1Q 2024). Net income: CN¥855.8m (up 98% from 1Q 2024). Profit margin: 3.7% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. EPS: CN¥0.76 (up from CN¥0.38 in 1Q 2024). This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 14%. Looking ahead, revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Real Estate industry in the US. Performance of the American Real Estate industry. The company's share price is broadly unchanged from a week ago. While it's very important to consider the profit and loss statement, you can also learn a lot about a company by looking at its balance sheet. See our latest analysis on KE Holdings' balance sheet health. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
20-03-2025
- Business
- Yahoo
KE Holdings Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Last week saw the newest full-year earnings release from KE Holdings Inc. (NYSE:BEKE), an important milestone in the company's journey to build a stronger business. Statutory earnings per share of CN¥3.45 unfortunately missed expectations by 17%, although it was encouraging to see revenues of CN¥93b exceed expectations by 2.5%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on KE Holdings after the latest results. See our latest analysis for KE Holdings Taking into account the latest results, the most recent consensus for KE Holdings from 19 analysts is for revenues of CN¥104.4b in 2025. If met, it would imply a meaningful 12% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 48% to CN¥4.98. Before this earnings report, the analysts had been forecasting revenues of CN¥102.3b and earnings per share (EPS) of CN¥5.90 in 2025. So it's pretty clear the analysts have mixed opinions on KE Holdings after the latest results; even though they upped their revenue numbers, it came at the cost of a real cut to per-share earnings expectations. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The consensus price target was unchanged at US$25.87, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic KE Holdings analyst has a price target of US$32.99 per share, while the most pessimistic values it at US$18.49. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth. Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting KE Holdings' growth to accelerate, with the forecast 12% annualised growth to the end of 2025 ranking favourably alongside historical growth of 6.7% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 9.7% per year. KE Holdings is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors. The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for KE Holdings. They also upgraded their revenue forecasts, although the latest estimates suggest that KE Holdings will grow in line with the overall industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for KE Holdings going out to 2027, and you can see them free on our platform here. Before you take the next step you should know about the 1 warning sign for KE Holdings that we have uncovered. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
19-03-2025
- Business
- Yahoo
KE Holdings Inc.'s (NYSE:BEKE) Stock Is Going Strong: Have Financials A Role To Play?
KE Holdings' (NYSE:BEKE) stock is up by a considerable 25% over the past three months. Given that stock prices are usually aligned with a company's financial performance in the long-term, we decided to study its financial indicators more closely to see if they had a hand to play in the recent price move. In this article, we decided to focus on KE Holdings' ROE. Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. In simpler terms, it measures the profitability of a company in relation to shareholder's equity. Check out our latest analysis for KE Holdings The formula for return on equity is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for KE Holdings is: 5.7% = CN¥4.1b ÷ CN¥71b (Based on the trailing twelve months to December 2024). The 'return' refers to a company's earnings over the last year. So, this means that for every $1 of its shareholder's investments, the company generates a profit of $0.06. We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don't share these attributes. At first glance, KE Holdings' ROE doesn't look very promising. Next, when compared to the average industry ROE of 7.7%, the company's ROE leaves us feeling even less enthusiastic. However, we we're pleasantly surprised to see that KE Holdings grew its net income at a significant rate of 51% in the last five years. Therefore, there could be other reasons behind this growth. Such as - high earnings retention or an efficient management in place. As a next step, we compared KE Holdings' net income growth with the industry, and pleasingly, we found that the growth seen by the company is higher than the average industry growth of 4.0%. Earnings growth is an important metric to consider when valuing a stock. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. This then helps them determine if the stock is placed for a bright or bleak future. Has the market priced in the future outlook for BEKE? You can find out in our latest intrinsic value infographic research report. KE Holdings' significant three-year median payout ratio of 69% (where it is retaining only 31% of its income) suggests that the company has been able to achieve a high growth in earnings despite returning most of its income to shareholders. While KE Holdings has been growing its earnings, it only recently started to pay dividends which likely means that the company decided to impress new and existing shareholders with a dividend. Our latest analyst data shows that the future payout ratio of the company is expected to drop to 19% over the next three years. Accordingly, the expected drop in the payout ratio explains the expected increase in the company's ROE to 14%, over the same period. Overall, we feel that KE Holdings certainly does have some positive factors to consider. While no doubt its earnings growth is pretty substantial, we do feel that the reinvestment rate is pretty low, meaning, the earnings growth number could have been significantly higher had the company been retaining more of its profits. With that said, the latest industry analyst forecasts reveal that the company's earnings growth is expected to slow down. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
