KE Holdings vs Compass
KE Holdings is the larger business, with $13.16bn of revenue in fiscal 2025 against $6.96bn for Compass (1.9 times as much). Compass grew faster (23.7% against 1.3%). KE Holdings kept more of each dollar of sales as profit: a net margin of 3.2% against -0.8%.
| Latest fiscal year | KE HoldingsBEKE, 2025 | CompassCOMP, 2025 |
|---|---|---|
| Revenue | $13.16bn | $6.96bn |
| Revenue growth | 1.3% | 23.7% |
| Net income | $417m | −$58.5m |
| Operating margin | — | -0.9% |
| Net margin | 3.2% | -0.8% |
| Return on equity | 4.3% | -9.8% |
| Free cash flow | −$137m | $203m |
| Cash | $1.11bn | $199m |
| Total debt | $55.9m | $0 |
| Debt to equity | — | 0.0% |
| Dividend per share | — | — |
| Dividend yield | 1.9% | — |
| Share buybacks | $916m | — |
| Employees | — | 3,200 |
| Market value | $20.73bn | $7.10bn |
| Price vs our value range | Above our value range | — |
| Moat score | — | 27 (Weak) |
| Insider trades, 12 months | 0 buys, 2 sales | 0 buys, 13 sales |