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BEKE or CBRE or NMRK
KE Holdings Inc. (BEKE) vs CBRE Group, Inc. (CBRE) vs Newmark Group, Inc. (NMRK) Earnings Recap: Recent Q4 Results Compared
Key Takeaways
- KE Holdings Inc. (BEKE) reported Q4 2025 net revenues of RMB 22.2 billion (down 28.7% YoY) with EPS of $0.46 (missed estimate of $0.74) on March 16, 2026.
- CBRE Group, Inc. (CBRE) delivered Q4 2025 core EPS of $2.73 (beat $2.68 estimate) and revenue of $11.63 billion (up 12% YoY) on February 12, 2026.
- Newmark Group, Inc. (NMRK) posted record Q4 2025 revenue of $1.01 billion (up 15.3% YoY) and adjusted EPS of $0.68 (beat $0.65 estimate) on February 25, 2026.
- All three real estate services firms showed mixed results amid market challenges, with CBRE and NMRK demonstrating stronger growth.
Earnings Context and Competitive Landscape
These companies operate in the real estate services sector, with BEKE focusing on China's online-offline housing platform, while CBRE and NMRK provide global commercial brokerage, leasing, and investment services. Earnings reports reveal sector resilience in leasing and data centers despite transaction volatility. Recent Q4 disclosures on February 12, February 25, and March 16 highlight competitive dynamics, where U.S.-focused firms outperformed China's property slump-hit BEKE.
KE Holdings Inc. Focus
KE Holdings Inc. (BEKE) released Q4 and FY 2025 results on March 16, 2026, reporting net revenues of RMB 22.2 billion, down 28.7% YoY due to a high base and market challenges. FY 2025 net revenues reached RMB 94.6 billion, up 1.2% YoY. GAAP EPS was $0.46, missing the $0.74 estimate amid one-off costs. Gross margin stood at 21.4%, down 1.6 points. The company announced a final cash dividend, signaling confidence despite GTV decline of 36.7% to RMB 724.1 billion in Q4.
CBRE Group, Inc. Context
CBRE Group, Inc. (CBRE) reported Q4 2025 results on February 12, 2026, with core EPS of $2.73 beating the $2.68 consensus and revenue of $11.63 billion, up 12% YoY. FY 2025 core EPS hit $6.38, up 25% YoY, on $40.55 billion revenue (up 13%). Strengths included leasing (up 14%) and data centers, with core EBITDA at $1.29 billion. Next earnings slated for April 23, 2026.
Newmark Group, Inc. Context
Newmark Group, Inc. (NMRK) announced Q4 2025 results on February 25, 2026, achieving record revenue of $1.01 billion (up 15.3% YoY) and adjusted EPS of $0.68 (up 23.6%, beat $0.65). Leasing exceeded $1 billion milestone; adjusted EBITDA rose 17% to $214 million. FY revenue neared $3.3 billion. 2026 guidance projects $3.7-3.8 billion revenue. Next earnings around April 30, 2026.
Head-to-Head Earnings and Market Comparison
CBRE leads in scale and EPS growth (core $6.38 FY), with robust leasing and resilient revenue streams reducing cyclical risk. NMRK shows superior Q4 growth (15% revenue, 24% EPS), leveraging leasing strength amid buyback expansion. BEKE faces China pressures, posting revenue decline but FY stability. Investor sentiment favors CBRE for diversification, NMRK for momentum; BEKE higher risk. All exhibit quality beats where applicable, signaling sector recovery potential.
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Tickeron AI Verdict
Tickeron AI favors CBRE with 65% probability due to record revenue, superior FY core EPS growth (25%), and resilient business mix in leasing/data centers, positioning it best for economic recovery versus NMRK's smaller scale and BEKE's China exposure.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BEKE’s FA Score shows that 1 FA rating(s) are green whileCBRE’s FA Score has 1 green FA rating(s), and NMRK’s FA Score reflects 1 green FA rating(s).
- BEKE’s FA Score: 1 green, 4 red.
- CBRE’s FA Score: 1 green, 4 red.
- NMRK’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BEKE’s TA Score shows that 4 TA indicator(s) are bullish while CBRE’s TA Score has 5 bullish TA indicator(s), and NMRK’s TA Score reflects 5 bullish TA indicator(s).
- BEKE’s TA Score: 4 bullish, 5 bearish.
- CBRE’s TA Score: 5 bullish, 5 bearish.
- NMRK’s TA Score: 5 bullish, 4 bearish.
Price Growth
BEKE (@Real Estate Development) experienced а +2.53% price change this week, while CBRE (@Real Estate Development) price change was +7.29% , and NMRK (@Real Estate Development) price fluctuated +9.14% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Development industry was +1.80%. For the same industry, the average monthly price growth was -0.47%, and the average quarterly price growth was -3.79%.
Reported Earning Dates
BEKE is expected to report earnings on May 14, 2026.
CBRE is expected to report earnings on Apr 23, 2026.
NMRK is expected to report earnings on Apr 30, 2026.
Industries' Descriptions
@Real Estate Development (+1.80% weekly)Activities range from the renovation and re-lease of existing buildings to the purchase of raw land and the sale of developed land or parcels to others. Demand for land development business is driven by GDP growth, employment rates, interest rates, and access to/cost of capital. For individual companies in this industry, proper cost estimation and successful bidding play critical roles in their profitability. Large companies could potentially have greater access to capital, while smaller companies can specialize in a specific geographic area or market niche. CBRE Group, VICI Properties Inc and Brookfield Property Partners L.P. are some of the large companies in this industry.
| BEKE | CBRE | NMRK | |
| Capitalization | 18.1B | 44.4B | 3.05B |
| EBITDA | 6.46B | 2.02B | 415M |
| Gain YTD | 4.953 | -5.772 | -4.436 |
| P/E Ratio | 42.92 | 39.35 | 24.32 |
| Revenue | 104B | 40.5B | 3.29B |
| Total Cash | N/A | 1.86B | N/A |
| Total Debt | N/A | 9.99B | 2.66B |
CBRE | NMRK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 25 Undervalued | |
PROFIT vs RISK RATING 1..100 | 30 | 69 | |
SMR RATING 1..100 | 57 | 82 | |
PRICE GROWTH RATING 1..100 | 54 | 52 | |
P/E GROWTH RATING 1..100 | 56 | 81 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NMRK's Valuation (25) in the Real Estate Development industry is significantly better than the same rating for CBRE (91). This means that NMRK’s stock grew significantly faster than CBRE’s over the last 12 months.
CBRE's Profit vs Risk Rating (30) in the Real Estate Development industry is somewhat better than the same rating for NMRK (69). This means that CBRE’s stock grew somewhat faster than NMRK’s over the last 12 months.
CBRE's SMR Rating (57) in the Real Estate Development industry is in the same range as NMRK (82). This means that CBRE’s stock grew similarly to NMRK’s over the last 12 months.
NMRK's Price Growth Rating (52) in the Real Estate Development industry is in the same range as CBRE (54). This means that NMRK’s stock grew similarly to CBRE’s over the last 12 months.
CBRE's P/E Growth Rating (56) in the Real Estate Development industry is in the same range as NMRK (81). This means that CBRE’s stock grew similarly to NMRK’s over the last 12 months.
| BEKE | CBRE | NMRK | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 71% | 2 days ago 46% | 2 days ago 72% |
| Stochastic ODDS (%) | 2 days ago 88% | 2 days ago 54% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 71% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 70% | N/A | N/A |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 66% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 80% | 2 days ago 63% | 2 days ago 77% |
| Advances ODDS (%) | 11 days ago 74% | 2 days ago 65% | 4 days ago 72% |
| Declines ODDS (%) | 3 days ago 80% | 9 days ago 55% | 9 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 89% | 2 days ago 50% | 2 days ago 55% |
| Aroon ODDS (%) | 2 days ago 89% | 2 days ago 60% | 2 days ago 76% |
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BEKE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BEKE has been loosely correlated with HLPPY. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if BEKE jumps, then HLPPY could also see price increases.
| Ticker / NAME | Correlation To BEKE | 1D Price Change % | ||
|---|---|---|---|---|
| BEKE | 100% | +0.50% | ||
| HLPPY - BEKE | 51% Loosely correlated | -2.40% | ||
| HYSNY - BEKE | 33% Poorly correlated | N/A | ||
| DUO - BEKE | 30% Poorly correlated | +0.72% | ||
| CWK - BEKE | 28% Poorly correlated | +4.28% | ||
| NMRK - BEKE | 25% Poorly correlated | +5.52% | ||
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NMRK and
Correlation & Price change
A.I.dvisor indicates that over the last year, NMRK has been closely correlated with JLL. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if NMRK jumps, then JLL could also see price increases.
| Ticker / NAME | Correlation To NMRK | 1D Price Change % | ||
|---|---|---|---|---|
| NMRK | 100% | +5.52% | ||
| JLL - NMRK | 85% Closely correlated | +3.64% | ||
| CWK - NMRK | 84% Closely correlated | +4.28% | ||
| CBRE - NMRK | 83% Closely correlated | +2.51% | ||
| CIGI - NMRK | 73% Closely correlated | +1.64% | ||
| RMAX - NMRK | 58% Loosely correlated | +6.83% | ||
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