KE Holdings Inc., through its subsidiaries, engages in operating an integrated online and offline platform for housing transactions and services in the People's Republic of China. It operates through five segments: Existing Home Transaction Services, New Home Transaction Services, Home Renovation and Furnishing, Home rental services, and Emerging and Other Services. The company operates Beike, an integrated online and offline …
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Competitive advantage assessment
Key strengths
Strong Interest Coverage & Conservative LeverageDebt serviceability is strong (score 0.91), with robust interest coverage.
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.70), demonstrating pricing resilience across cycles.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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KE Holdings Inc ranks #16 of 51
scored companies in Real Estate Services by moat score — the top 31%.
The widest moat in the group is New England Realty Associates L (NEN)
at 79/100.
Moat scores for companies ranked near BEKE in Real Estate Services
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 71
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 55
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 57
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 73
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 59
· 15% of the moat score
Scale matters only when it converts into economics.
KE Holdings Inc (BEKE) scores 61 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #16 of 51 scored companies in Real Estate Services, the top 31%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 51 companies in Real Estate Services. Its strongest defense is Resilience (73/100) and its weakest is Pricing Power (51/100).
How does KE Holdings Inc compare with other Real Estate Services companies?
KE Holdings Inc ranks #16 of 51 scored companies in Real Estate Services by moat score. The widest moat in Real Estate Services is New England Realty Associates L (NEN) at 79/100. The companies ranked closest are Newmark Group, Inc. (NMRK) at 61 just above it and Kennedy-Wilson Holdings Inc. (KW) at 59 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 51 companies in Real Estate Services. The defenses are then weighted to produce the overall score out of 100.
Why is KE Holdings Inc scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for KE Holdings Inc?
The Corporate Default template measures 6 defenses, and BEKE scores: Pricing Power (51), Cost Advantage (71), Customer Stickiness (55), Capital Efficiency (57), Resilience (73), Scale & Market Position (59). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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