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Side-by-side financial comparison of ARKO Corp. (ARKO) and KE Holdings Inc. (BEKE). Click either name above to swap in a different company.
KE Holdings Inc. is the larger business by last-quarter revenue ($3.2B vs $1.8B, roughly 1.8× ARKO Corp.). KE Holdings Inc. runs the higher net margin — 3.2% vs 0.1%, a 3.1% gap on every dollar of revenue. Over the past eight quarters, KE Holdings Inc.'s revenue compounded faster (9.8% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
KE Holdings Inc., operating under the well-known Beike brand, is a leading integrated online and offline residential service platform based in China. It offers a full range of services including second-hand property brokerage, new housing sales agency, home rental, renovation, and related financial consultation to meet diverse housing-related demands of consumers across multiple scenarios.
ARKO vs BEKE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $3.2B |
| Net Profit | $1.9M | $104.9M |
| Gross Margin | — | 21.4% |
| Operating Margin | 1.2% | 2.6% |
| Net Margin | 0.1% | 3.2% |
| Revenue YoY | -9.9% | — |
| Net Profit YoY | 180.9% | — |
| EPS (diluted) | $0.01 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.8B | $3.2B | ||
| Q3 25 | $2.0B | $3.6B | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.8B | $3.2B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.3B | $3.2B | ||
| Q2 24 | $2.4B | $3.2B | ||
| Q1 24 | $2.1B | $2.3B |
| Q4 25 | $1.9M | $104.9M | ||
| Q3 25 | $13.5M | $182.4M | ||
| Q2 25 | $20.1M | — | ||
| Q1 25 | $-12.7M | $117.9M | ||
| Q4 24 | $-2.3M | — | ||
| Q3 24 | $9.7M | $166.5M | ||
| Q2 24 | $14.1M | $261.5M | ||
| Q1 24 | $-594.0K | $59.8M |
| Q4 25 | — | 21.4% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 22.7% | ||
| Q2 24 | — | 27.9% | ||
| Q1 24 | — | 25.2% |
| Q4 25 | 1.2% | 2.6% | ||
| Q3 25 | 1.8% | 4.1% | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | -0.6% | 2.5% | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 1.8% | 3.2% | ||
| Q2 24 | 1.8% | 8.6% | ||
| Q1 24 | -0.2% | 0.1% |
| Q4 25 | 0.1% | 3.2% | ||
| Q3 25 | 0.7% | 5.0% | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | -0.7% | 3.7% | ||
| Q4 24 | -0.1% | — | ||
| Q3 24 | 0.4% | 5.2% | ||
| Q2 24 | 0.6% | 8.1% | ||
| Q1 24 | -0.0% | 2.6% |
| Q4 25 | $0.01 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $0.16 | — | ||
| Q1 25 | $-0.12 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $0.07 | — | ||
| Q2 24 | $0.11 | — | ||
| Q1 24 | $-0.02 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $1.3B |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | — |
| Total Assets | $3.5B | $16.8B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $1.3B | ||
| Q3 25 | $313.2M | $1.6B | ||
| Q2 25 | $299.7M | — | ||
| Q1 25 | $271.1M | $1.8B | ||
| Q4 24 | $267.1M | — | ||
| Q3 24 | $296.8M | $1.4B | ||
| Q2 24 | $236.5M | $1.3B | ||
| Q1 24 | $189.1M | $2.5B |
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | — |
| Q4 25 | $267.2M | — | ||
| Q3 25 | $273.1M | $9.6B | ||
| Q2 25 | $264.8M | — | ||
| Q1 25 | $255.2M | $9.5B | ||
| Q4 24 | $276.9M | — | ||
| Q3 24 | $280.0M | $10.1B | ||
| Q2 24 | $273.1M | $9.7B | ||
| Q1 24 | $261.2M | $9.6B |
| Q4 25 | $3.5B | $16.8B | ||
| Q3 25 | $3.6B | $17.3B | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.6B | $18.0B | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.7B | $17.5B | ||
| Q2 24 | $3.7B | $16.9B | ||
| Q1 24 | $3.6B | $16.5B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | — |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | — | ||
| Q3 25 | $49.4M | — | ||
| Q2 25 | $55.2M | — | ||
| Q1 25 | $43.4M | $-546.4M | ||
| Q4 24 | $22.7M | — | ||
| Q3 24 | $109.2M | $64.0M | ||
| Q2 24 | $77.2M | — | ||
| Q1 24 | $12.8M | — |
| Q4 25 | $14.9M | — | ||
| Q3 25 | $24.5M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $16.0M | — | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $57.9M | — | ||
| Q1 24 | $-16.5M | — |
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | -0.8% | — |
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 23.98× | — | ||
| Q3 25 | 3.67× | — | ||
| Q2 25 | 2.75× | — | ||
| Q1 25 | — | -4.64× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 0.38× | ||
| Q2 24 | 5.49× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
