KE Holdings Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Nov 13
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U.S. Real Estate Industry Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies115
- 7D1.8%
- 3M-3.9%
- 1Y6.5%
- YTD10.4%
Over the last 7 days, the Real Estate industry has risen 1.8%, driven by gains from KE Holdings of 4.5%. During this same period, the Zillow Group underperformed, falling 5.1%. This means that the industry has gained 6.5% over the past year. As for the next few years, earnings are expected to grow by 33% per annum.
Industry Valuation and Performance
Has the U.S. Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Nov 2025 | US$177.4b | US$131.7b | US$2.1b | 26.9x | 86.3x | 1.3x |
| Thu, 16 Oct 2025 | US$175.0b | US$128.0b | US$1.9b | 25x | 92.6x | 1.4x |
| Sat, 13 Sep 2025 | US$195.7b | US$128.0b | US$1.8b | 26.2x | 107.1x | 1.5x |
| Mon, 11 Aug 2025 | US$178.8b | US$127.4b | US$1.9b | 30.5x | 92.2x | 1.4x |
| Wed, 09 Jul 2025 | US$164.6b | US$124.3b | US$1.7b | 29.3x | 99.8x | 1.3x |
| Fri, 06 Jun 2025 | US$164.1b | US$124.6b | US$1.6b | 27x | 105.2x | 1.3x |
| Sun, 04 May 2025 | US$167.8b | US$122.6b | US$1.2b | 24.4x | 142.5x | 1.4x |
| Tue, 01 Apr 2025 | US$171.1b | US$121.9b | US$1.1b | 21.5x | 157.5x | 1.4x |
| Thu, 27 Feb 2025 | US$179.3b | US$119.3b | US$18.8m | 26.7x | 9516.6x | 1.5x |
| Sat, 25 Jan 2025 | US$174.0b | US$116.0b | -US$63,776,409.09 | 27.5x | -2728x | 1.5x |
| Mon, 23 Dec 2024 | US$166.9b | US$116.0b | US$3.9m | 27.3x | 42975.9x | 1.4x |
| Wed, 20 Nov 2024 | US$172.8b | US$115.4b | -US$18,699,625.72 | 31.8x | -9238.9x | 1.5x |
| Fri, 18 Oct 2024 | US$171.3b | US$112.7b | -US$1,090,819,389.08 | 37.9x | -157.1x | 1.5x |
| Sun, 15 Sep 2024 | US$153.0b | US$113.8b | -US$495,062,919.44 | 27.7x | -309x | 1.3x |
| Tue, 13 Aug 2024 | US$140.6b | US$112.4b | -US$372,610,239.01 | 27x | -377.3x | 1.3x |
| Thu, 11 Jul 2024 | US$130.7b | US$110.6b | US$569.9m | 27.3x | 229.4x | 1.2x |
| Sat, 08 Jun 2024 | US$133.4b | US$110.6b | US$322.3m | 26.7x | 413.9x | 1.2x |
| Mon, 06 May 2024 | US$137.4b | US$112.2b | US$399.7m | 26.3x | 343.7x | 1.2x |
| Wed, 03 Apr 2024 | US$141.0b | US$113.5b | -US$245,018,164.48 | 30.6x | -575.4x | 1.2x |
| Fri, 01 Mar 2024 | US$135.0b | US$113.0b | US$521.3m | 17.6x | 258.9x | 1.2x |
| Sun, 28 Jan 2024 | US$135.5b | US$115.5b | -US$614,608,572.00 | 23x | -220.5x | 1.2x |
| Tue, 26 Dec 2023 | US$141.6b | US$115.2b | -US$729,283,919.00 | 24.5x | -194.2x | 1.2x |
| Thu, 23 Nov 2023 | US$123.5b | US$115.1b | -US$812,649,063.00 | 24.7x | -151.9x | 1.1x |
| Sat, 21 Oct 2023 | US$111.2b | US$119.3b | -US$352,831,710.00 | 24.6x | -315.2x | 0.9x |
| Mon, 18 Sep 2023 | US$126.5b | US$118.0b | -US$158,206,163.00 | 28x | -799.6x | 1.1x |
| Wed, 16 Aug 2023 | US$132.1b | US$117.3b | -US$611,152,212.00 | 31.7x | -216.2x | 1.1x |
| Fri, 14 Jul 2023 | US$139.0b | US$122.3b | -US$128,250,355.00 | 27.4x | -1083.4x | 1.1x |
| Sun, 11 Jun 2023 | US$93.6b | US$120.8b | -US$526,931,255.00 | 25.7x | -177.7x | 0.8x |
| Tue, 09 May 2023 | US$87.2b | US$121.2b | -US$1,299,814,202.00 | 17.1x | -67.1x | 0.7x |
| Thu, 06 Apr 2023 | US$88.9b | US$125.4b | -US$416,269,085.00 | 13.4x | -213.5x | 0.7x |
| Sat, 04 Mar 2023 | US$98.9b | US$125.5b | -US$724,598,928.00 | 14.1x | -136.5x | 0.8x |
| Mon, 30 Jan 2023 | US$102.0b | US$127.6b | US$1.0b | 12.2x | 97.7x | 0.8x |
| Wed, 28 Dec 2022 | US$84.7b | US$127.6b | US$1.2b | 9x | 70.2x | 0.7x |
| Fri, 25 Nov 2022 | US$87.9b | US$127.5b | US$779.2m | 9.6x | 112.8x | 0.7x |
Price to Earnings Ratio
112.8x
Current Industry PE
- Investors are pessimistic on the American Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 86.3x which is lower than its 3-year average PE of 979x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 38% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the U.S. Real Estate industry?
| US Market | -0.39% | |
| Real Estate | -0.77% | |
| Real Estate | 1.75% | |
| Real Estate Development | 5.18% | |
| Real Estate Services | 1.85% | |
| Real Estate Operating Companies | -0.34% | |
| Diversified Real Estate | -0.35% | |
Industry PE
- Investors are most optimistic about the Real Estate Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings growth of 28.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Services industry, expecting annual earnings growth of 34% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Real Estate Development industry is expected to see its earnings grow by 20% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BEKE KE Holdings | US$16.67 | 3.3% +US$627.4m | -18.9% | PE39.8x | |
| COMP Compass | US$9.38 | 6.7% +US$329.6m | 51.5% | PS0.8x | |
| HBNB Hotel101 Global Holdings | US$6.08 | 9.1% +US$118.2m | -41.5% | PE-27699.4x | |
| HOUS Anywhere Real Estate | US$12.52 | 6.1% +US$80.7m | 202.4% | PS0.2x | |
| FPH Five Point Holdings | US$6.30 | 4.7% +US$19.9m | 65.4% | PE4.8x |
