BEKE vs COMP vs OPAD Stock Comparison

KE Holdings, Compass and Offerpad Solutions Prices as of Oct 23, 2026 Peers: Industry group
BEKE KE Holdings Inc.
$17.07 +2.8% 1M -7.3% 1Y
Market cap
$19.47B
P/E
21.1x
Revenue (TTM)
$12.77B
Div. yield
–
Residential Brokerage Real Estate
6 wins
COMP Compass, Inc.
$9.76 +6.4% 1M +27.2% 1Y
Market cap
$7.33B
P/E
109.7x
Revenue (TTM)
$10.56B
Div. yield
–
Residential Brokerage Real Estate
4 wins
OPAD Offerpad Solutions Inc.
$2.62 -23.2% 1M -89.8% 1Y
Market cap
$12.09M
P/E
–
Revenue (TTM)
$404.53M
Div. yield
–
Real Estate Operators Real Estate
1 win

Head to Head

11 decided of 12

KE Holdings leads on 6 of the 12 questions below (KE Holdings 6, Compass 4, Offerpad Solutions 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBEKECOMPOPADLeader
Larger companyMarket capitalisation $19.47B $7.33B $12.09M BEKE
Cheaper on earningsLower P/E, profitable companies only 21.1x 109.7x -0.3x BEKE
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.3x 61.0x — BEKE
Faster revenue growthRevenue growth, trailing twelve months -10.9% +67.8% -42.5% COMP
More profitableNet margin, trailing twelve months 7.2% 0.6% -9.8% BEKE
Better return on capitalReturn on invested capital — 0.0% -55.7% COMP
Less leveragedLower net debt / EBITDA — 25.9x 0.6x OPAD
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -7.3% +27.2% -89.8% COMP
Better 5-year returnAnnualised price return, 5 years -7.3%/yr -5.4%/yr -70.5%/yr COMP
Less volatileAnnualised volatility, 1 year 36.9% 65.0% 103.0% BEKE
Higher overall scoreMean of the five percentile scores vs peers 52/100 35/100 46/100 BEKE

Percentile Scorecard

BEKECOMPOPAD

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBEKECOMPOPAD
Valuation 29 #13 of 18 24 #14 of 18 74 #11 of 39
Growth 33 #11 of 16 80 #4 of 16 44 #19 of 33
Profitability 93 #2 of 16 27 #12 of 16 28 #22 of 30
Financial Health – 31 #12 of 17 38 #24 of 38
Shareholder Returns – 14 #7 of 8 –
Overall 52 35 46
  • BEKE ranked among 19 companies in Real Estate Services
  • COMP ranked among 19 companies in Real Estate Services
  • OPAD ranked among 42 companies in Property Developers

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBEKECOMPOPADSPY
1 month +2.8%+6.4%-23.2% -1.0%
3 months +7.4%-11.9%-35.6% +2.9%
6 months +5.5%+24.3%-67.7% +6.4%
Year to date +8.3%-7.7%-78.3% +11.4%
1 year -7.3%+27.2%-89.8% +13.1%
3 years +8.6%+349.8%-96.8% +79.4%
3 years, per year +2.8%+65.1%-68.1% +21.5%
5 years -31.7%-24.3%-99.8% +67.7%
5 years, per year -7.3%-5.4%-70.5% +10.9%

Risk

MeasureBEKECOMPOPADSPY
Volatility, 1Y 36.9%65.0%103.0% 12.7%
Downside volatility, 1Y 36.8%55.8%99.6% 12.7%
Beta vs S&P 500, 1Y 0.762.353.43 1.00
Return / volatility, 1Y -0.200.42-0.87 1.03
Max drawdown, 5Y -62.9%-86.3%-99.8% -25.4%
From 52-week high -12.9%-28.1%-90.6% -2.5%
52-week high $19.59$13.58$27.80 $779.14
52-week low $14.26$6.68$2.41 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBEKECOMPOPAD
P/E now vs peer median 20.5xmedian 20.5x 110.8xmedian 20.5x -0.3xmedian 7.8x
P/S now vs peer median 3.0xmedian 0.7x 0.7xmedian 0.7x 0.0xmedian 4.9x
EV/EBITDA now vs peer median —median 9.9x 103.6xmedian 9.9x 0.2xmedian 11.2x
P/FCF now vs peer median 33.5xmedian 12.3x 57.3xmedian 12.3x 0.2xmedian 6.4x
P/B now vs peer median —median 1.8x 2.5xmedian 1.8x 0.3xmedian 0.6x
PEG now vs peer median 7.48median 0.50 4.03median 0.50 -0.01median 0.33

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBEKECOMPOPAD
Revenue $12.77B $10.56B $404.53M
Gross profit $3.07B – $30.02M
Operating income $694.87M -$276.10M -$31.34M
Net income $685.32M $66.90M -$39.85M
Free cash flow $1.15B $128.30M $73.60M
R&D $345.62M $360.50M $3.24M
EPS (diluted) $0.80 $0.08 $-8.31
Cash & equivalents $1.09B $694.00M $33.12M
Total debt – $3.14B $58.69M
Shares (diluted) 1.16B 842.38M 4.80M
Enterprise value -$7.71B $5.78B -$119.35M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBEKECOMPOPAD
P/E 20.5x 110.8x -0.3x
P/FCF 33.5x 57.3x 0.2x
P/Operating cash flow 33.5x 47.5x 0.2x
P/S 3.0x 0.7x 0.0x
P/B – 2.5x 0.3x
P/Tangible book – 490.1x 0.3x
EV/EBITDA – 103.6x 0.2x
EV/EBIT 45.3x -35.5x 0.2x
EV/Revenue 2.5x 0.9x 0.0x
EV/FCF 27.4x 76.4x -0.1x
EV/Operating cash flow 27.4x 63.3x -0.1x
PEG (3Y EPS CAGR) 7.48 4.03 -0.01

Growth

14 metrics
MetricBEKECOMPOPAD
Revenue growth (1Y) -10.9% 67.8% -42.5%
Revenue CAGR (3Y) 6.6% 27.8% -44.3%
Gross profit growth (1Y) -3.3% – -42.7%
Gross profit CAGR (3Y) 1.6% – 62.3%
Operating income growth (1Y) 47.4% -368.0% 25.2%
Operating income CAGR (3Y) -5.0% 17.8% 50.2%
Net income growth (1Y) 25.6% 223.2% 29.9%
Net income CAGR (3Y) -2.3% 28.7% 48.0%
EPS growth (1Y) 2.4% 186.5% 59.4%
EPS CAGR (3Y) 2.7% 27.5% 56.9%
Operating cash flow growth (1Y) 222.1% -5.6% 49.7%
Operating cash flow CAGR (3Y) -13.1% 42.5% -54.6%
Free cash flow growth (1Y) 89.3% -12.4% 70.9%
Free cash flow CAGR (3Y) -13.1% 37.8% -54.6%

Profitability

14 metrics
MetricBEKECOMPOPAD
Gross margin 24.0% – 7.4%
EBITDA margin – 0.9% -7.4%
Operating margin 5.4% -2.6% -7.7%
Pretax margin 7.9% -3.3% -9.7%
Net margin 7.2% 0.6% -9.8%
FCF margin 9.0% 1.2% 18.2%
Operating cash flow margin 9.0% 1.5% 18.2%
Return on equity – 2.3% -95.8%
Return on assets – 0.8% -25.7%
Return on invested capital – 0.0% -55.7%
Return on capital employed – -4.0% -52.8%
Asset turnover – 1.3x 2.6x
Cash conversion (OCF / net income) 1.7x 2.3x -1.8x
Stock comp / revenue – 2.5% 0.4%

Financial Health

11 metrics
MetricBEKECOMPOPAD
Debt / assets – 37.7% 9.2%
Debt / equity – 1.1x 0.4x
Net debt / EBITDA – 25.9x 0.6x
Debt / FCF – 24.5x 0.2x
Liabilities / assets – 64.2% 76.7%
Equity / assets – 35.8% 23.3%
Interest coverage – -3.4x -3.4x
Current ratio – 1.1x 1.4x
Quick ratio – 0.7x 0.4x
Cash ratio – 0.5x 0.3x
Altman Z-score – 1.55 -2.33

Shareholder Returns

7 metrics
MetricBEKECOMPOPAD
Dividend yield 1.6% – –
Net buyback yield – -0.4% -190.9%
Shareholder yield 1.6% -0.4% -190.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBEKECOMPOPAD
Forward P/E 14.3xFY2026 61.0xFY2026 –
EPS, next fiscal year $1.19FY2026 $0.16FY2026 $-7.36FY2026
EPS growth, next FY +7.2%FY2026 – –
EPS growth, the year after +10.9% +37.5% –
Revenue, next fiscal year $13.57BFY2026 $15.07BFY2026 $410.54MFY2026
Revenue growth, next FY +0.3%FY2026 +116.5%FY2026 -27.7%FY2026
Revenue growth, the year after -4.8% -1.9% +71.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBEKECOMPOPAD
Held by institutions 5.7% 93.4% 28.3%
Institutions holding 205 431 21
Change in shares held, QoQ -8.0% +7.4% +5.3%
Institutions buying 106 242 21
Institutions selling 64 119 0
Buyers to sellers 1.66 2.03 –

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BEKECOMPOPAD
BEKE 1.00 0.09 0.11
COMP 0.09 1.00 0.29
OPAD 0.11 0.29 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BEKE, COMP and OPAD?

KE Holdings (BEKE) is the largest by market capitalisation: KE Holdings (BEKE) $19.47B, Compass (COMP) $7.33B, Offerpad Solutions (OPAD) $12.09M.

Which stock is cheaper, BEKE, COMP and OPAD?

KE Holdings (BEKE) trades on the lowest price-to-earnings ratio (KE Holdings (BEKE) 21.1x, Compass (COMP) 109.7x, Offerpad Solutions (OPAD) -0.3x). On next year's consensus earnings, KE Holdings (BEKE) is cheapest (KE Holdings (BEKE) 14.3x, Compass (COMP) 61.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Compass (COMP) grew revenue fastest over the trailing twelve months: KE Holdings (BEKE) -10.9%, Compass (COMP) +67.8%, Offerpad Solutions (OPAD) -42.5%.

Which company is more profitable?

KE Holdings (BEKE) has the highest net margin (KE Holdings (BEKE) 7.2%, Compass (COMP) 0.6%, Offerpad Solutions (OPAD) -9.8%). On return on invested capital, Compass (COMP) leads (Compass (COMP) 0.0%, Offerpad Solutions (OPAD) -55.7%).

Which stock has performed better?

Over the past year Compass (COMP) returned the most: KE Holdings (BEKE) -7.3%, Compass (COMP) +27.2%, Offerpad Solutions (OPAD) -89.8%. Over five years, Compass (COMP) compounded fastest (KE Holdings (BEKE) -7.3%/yr, Compass (COMP) -5.4%/yr, Offerpad Solutions (OPAD) -70.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, KE Holdings (BEKE) has been the steadiest (KE Holdings (BEKE) 36.9%, Compass (COMP) 65.0%, Offerpad Solutions (OPAD) 103.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BEKE, COMP and OPAD?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, KE Holdings (BEKE) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.