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Side-by-side financial comparison of KE Holdings Inc. (BEKE) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
KE Holdings Inc. is the larger business by last-quarter revenue ($3.2B vs $1.9B, roughly 1.7× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 17.9% vs 3.2%, a 14.7% gap on every dollar of revenue. Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (9.9% CAGR vs 9.8%).
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.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
BEKE vs TPR — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.2B | $1.9B |
| Net Profit | $104.9M | $343.8M |
| Gross Margin | 21.4% | 76.9% |
| Operating Margin | 2.6% | 22.3% |
| Net Margin | 3.2% | 17.9% |
| Revenue YoY | — | 21.0% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $1.65 |
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.
| Q1 26 | — | $1.9B | ||
| Q4 25 | $3.2B | $2.5B | ||
| Q3 25 | $3.6B | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | $3.2B | $1.6B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | $3.2B | $1.5B | ||
| Q2 24 | $3.2B | $1.6B |
| Q1 26 | — | $343.8M | ||
| Q4 25 | $104.9M | $561.3M | ||
| Q3 25 | $182.4M | $274.8M | ||
| Q2 25 | — | $-517.1M | ||
| Q1 25 | $117.9M | $203.3M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | $166.5M | $186.6M | ||
| Q2 24 | $261.5M | $159.3M |
| Q1 26 | — | 76.9% | ||
| Q4 25 | 21.4% | 75.5% | ||
| Q3 25 | 21.9% | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | 20.7% | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | 22.7% | 75.3% | ||
| Q2 24 | 27.9% | 74.9% |
| Q1 26 | — | 22.3% | ||
| Q4 25 | 2.6% | 28.6% | ||
| Q3 25 | 4.1% | 19.3% | ||
| Q2 25 | — | -33.9% | ||
| Q1 25 | 2.5% | 16.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | 3.2% | 16.7% | ||
| Q2 24 | 8.6% | 14.8% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 3.2% | 22.4% | ||
| Q3 25 | 5.0% | 16.1% | ||
| Q2 25 | — | -30.0% | ||
| Q1 25 | 3.7% | 12.8% | ||
| Q4 24 | — | 14.1% | ||
| Q3 24 | 5.2% | 12.4% | ||
| Q2 24 | 8.1% | 10.0% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | — | $1.28 | ||
| Q2 25 | — | $-2.30 | ||
| Q1 25 | — | $0.95 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | — | $0.79 | ||
| Q2 24 | — | $0.67 |
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 | $1.1B |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | — | $682.4M |
| Total Assets | $16.8B | $6.5B |
| Debt / EquityLower = less leverage | — | 3.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.6B | $743.2M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $1.4B | $7.3B | ||
| Q2 24 | $1.3B | $7.2B |
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
| Q1 26 | — | $682.4M | ||
| Q4 25 | — | $551.2M | ||
| Q3 25 | $9.6B | $399.5M | ||
| Q2 25 | — | $857.8M | ||
| Q1 25 | $9.5B | $1.5B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $10.1B | $3.0B | ||
| Q2 24 | $9.7B | $2.9B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $16.8B | $6.5B | ||
| Q3 25 | $17.3B | $6.4B | ||
| Q2 25 | — | $6.6B | ||
| Q1 25 | $18.0B | $7.3B | ||
| Q4 24 | — | $7.3B | ||
| Q3 24 | $17.5B | $13.7B | ||
| Q2 24 | $16.9B | $13.4B |
| Q1 26 | — | 3.48× | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
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% |
TPR
Segment breakdown not available.
