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Side-by-side financial comparison of KE Holdings Inc. (BEKE) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
KE Holdings Inc. is the larger business by last-quarter revenue ($3.2B vs $2.2B, roughly 1.5× Post Holdings, Inc.). Post Holdings, Inc. runs the higher net margin — 4.5% vs 3.2%, a 1.2% gap on every dollar of revenue. Over the past eight quarters, KE Holdings Inc.'s revenue compounded faster (9.8% CAGR vs 4.3%).
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.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
BEKE vs POST — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.2B | $2.2B |
| Net Profit | $104.9M | $96.8M |
| Gross Margin | 21.4% | 29.4% |
| Operating Margin | 2.6% | 11.0% |
| Net Margin | 3.2% | 4.5% |
| Revenue YoY | — | 10.1% |
| Net Profit YoY | — | -14.6% |
| EPS (diluted) | — | $1.71 |
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 | $3.2B | $2.2B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $3.2B | $2.0B | ||
| Q2 24 | $3.2B | $1.9B | ||
| Q1 24 | $2.3B | $2.0B |
| Q4 25 | $104.9M | $96.8M | ||
| Q3 25 | $182.4M | $51.0M | ||
| Q2 25 | — | $108.8M | ||
| Q1 25 | $117.9M | $62.6M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | $166.5M | $81.6M | ||
| Q2 24 | $261.5M | $99.8M | ||
| Q1 24 | $59.8M | $97.2M |
| Q4 25 | 21.4% | 29.4% | ||
| Q3 25 | 21.9% | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | 20.7% | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | 22.7% | 28.6% | ||
| Q2 24 | 27.9% | 29.6% | ||
| Q1 24 | 25.2% | 29.0% |
| Q4 25 | 2.6% | 11.0% | ||
| Q3 25 | 4.1% | 7.5% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | 2.5% | 9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | 3.2% | 9.5% | ||
| Q2 24 | 8.6% | 10.4% | ||
| Q1 24 | 0.1% | 9.5% |
| Q4 25 | 3.2% | 4.5% | ||
| Q3 25 | 5.0% | 2.3% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | 3.7% | 3.2% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 5.2% | 4.1% | ||
| Q2 24 | 8.1% | 5.1% | ||
| Q1 24 | 2.6% | 4.9% |
| Q4 25 | — | $1.71 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | — | $1.79 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | — | $1.28 | ||
| Q2 24 | — | $1.53 | ||
| Q1 24 | — | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | — | $3.5B |
| Total Assets | $16.8B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $279.3M | ||
| Q3 25 | $1.6B | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $1.8B | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | $1.4B | $787.4M | ||
| Q2 24 | $1.3B | $333.8M | ||
| Q1 24 | $2.5B | $333.4M |
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
| Q4 25 | — | $3.5B | ||
| Q3 25 | $9.6B | $3.8B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | $9.5B | $3.8B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | $10.1B | $4.1B | ||
| Q2 24 | $9.7B | $3.9B | ||
| Q1 24 | $9.6B | $4.0B |
| Q4 25 | $16.8B | $13.0B | ||
| Q3 25 | $17.3B | $13.5B | ||
| Q2 25 | — | $13.4B | ||
| Q1 25 | $18.0B | $12.8B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | $17.5B | $12.9B | ||
| Q2 24 | $16.9B | $12.1B | ||
| Q1 24 | $16.5B | $12.2B |
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
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 | — | $235.7M |
| Free Cash FlowOCF − Capex | — | $119.3M |
| FCF MarginFCF / Revenue | — | 5.5% |
| Capex IntensityCapex / Revenue | — | 5.4% |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $235.7M | ||
| Q3 25 | — | $301.3M | ||
| Q2 25 | — | $225.9M | ||
| Q1 25 | $-546.4M | $160.7M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | $64.0M | $235.4M | ||
| Q2 24 | — | $272.3M | ||
| Q1 24 | — | $249.6M |
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M | ||
| Q1 24 | — | $150.9M |
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 7.5% |
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 4.9% |
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | -4.64× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 0.38× | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | — | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
