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Side-by-side financial comparison of KE Holdings Inc. (BEKE) and ServiceTitan, Inc. (TTAN), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
KE Holdings Inc. is the larger business by last-quarter revenue ($3.2B vs $249.2M, roughly 13.0× ServiceTitan, Inc.). KE Holdings Inc. runs the higher net margin — 3.2% vs -15.9%, a 19.1% gap on every dollar of revenue. Over the past eight quarters, ServiceTitan, Inc.'s revenue compounded faster (13.6% CAGR vs 9.8%).
Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent holding company of Google and several former Google subsidiaries. Alphabet is listed on the large-cap section of the Nasdaq under the ticker symbols GOOGL and GOOG; both classes of stock are components of major stock market indices such as the S&P 500 and Nasdaq-100. Alphabet ha...
Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent holding company of Google and several former Google subsidiaries. Alphabet is listed on the large-cap section of the Nasdaq under the ticker symbols GOOGL and GOOG; both classes of stock are components of major stock market indices such as the S&P 500 and Nasdaq-100. Alphabet ha...
BEKE vs TTAN — Head-to-Head
Income Statement — Q3 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $3.2B | $249.2M |
| Net Profit | $104.9M | $-39.5M |
| Gross Margin | 21.4% | 70.8% |
| Operating Margin | 2.6% | -16.9% |
| Net Margin | 3.2% | -15.9% |
| Revenue YoY | — | 25.0% |
| Net Profit YoY | — | 14.9% |
| EPS (diluted) | — | $-0.42 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $3.2B | $249.2M | ||
| Q3 25 | $3.6B | $242.1M | ||
| Q2 25 | — | $215.7M | ||
| Q1 25 | $3.2B | $209.3M | ||
| Q4 24 | — | $199.3M | ||
| Q3 24 | $3.2B | $193.0M | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $2.3B | — |
| Q4 25 | $104.9M | $-39.5M | ||
| Q3 25 | $182.4M | $-32.2M | ||
| Q2 25 | — | $-46.4M | ||
| Q1 25 | $117.9M | $-100.9M | ||
| Q4 24 | — | $-46.5M | ||
| Q3 24 | $166.5M | $-35.7M | ||
| Q2 24 | $261.5M | — | ||
| Q1 24 | $59.8M | — |
| Q4 25 | 21.4% | 70.8% | ||
| Q3 25 | 21.9% | 70.8% | ||
| Q2 25 | — | 68.8% | ||
| Q1 25 | 20.7% | 66.0% | ||
| Q4 24 | — | 65.2% | ||
| Q3 24 | 22.7% | 65.7% | ||
| Q2 24 | 27.9% | — | ||
| Q1 24 | 25.2% | — |
| Q4 25 | 2.6% | -16.9% | ||
| Q3 25 | 4.1% | -14.4% | ||
| Q2 25 | — | -23.0% | ||
| Q1 25 | 2.5% | -47.7% | ||
| Q4 24 | — | -22.1% | ||
| Q3 24 | 3.2% | -16.9% | ||
| Q2 24 | 8.6% | — | ||
| Q1 24 | 0.1% | — |
| Q4 25 | 3.2% | -15.9% | ||
| Q3 25 | 5.0% | -13.3% | ||
| Q2 25 | — | -21.5% | ||
| Q1 25 | 3.7% | -48.2% | ||
| Q4 24 | — | -23.3% | ||
| Q3 24 | 5.2% | -18.5% | ||
| Q2 24 | 8.1% | — | ||
| Q1 24 | 2.6% | — |
| Q4 25 | — | $-0.42 | ||
| Q3 25 | — | $-0.35 | ||
| Q2 25 | — | $-0.51 | ||
| Q1 25 | — | $-3.34 | ||
| Q4 24 | — | $-1.74 | ||
| Q3 24 | — | $-1.43 | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $493.2M |
| Total DebtLower is stronger | — | $103.6M |
| Stockholders' EquityBook value | — | $1.5B |
| Total Assets | $16.8B | $1.8B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $1.3B | $493.2M | ||
| Q3 25 | $1.6B | $471.5M | ||
| Q2 25 | — | $420.3M | ||
| Q1 25 | $1.8B | $441.8M | ||
| Q4 24 | — | $133.8M | ||
| Q3 24 | $1.4B | $128.1M | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $2.5B | — |
| Q4 25 | — | $103.6M | ||
| Q3 25 | — | $103.7M | ||
| Q2 25 | — | $103.9M | ||
| Q1 25 | — | $104.0M | ||
| Q4 24 | — | $174.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $9.6B | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $9.5B | $1.5B | ||
| Q4 24 | — | $-576.8M | ||
| Q3 24 | $10.1B | $-537.4M | ||
| Q2 24 | $9.7B | — | ||
| Q1 24 | $9.6B | — |
| Q4 25 | $16.8B | $1.8B | ||
| Q3 25 | $17.3B | $1.8B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | $18.0B | $1.8B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $17.5B | — | ||
| Q2 24 | $16.9B | — | ||
| Q1 24 | $16.5B | — |
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $43.8M |
| Free Cash FlowOCF − Capex | — | $42.2M |
| FCF MarginFCF / Revenue | — | 16.9% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | — | 0.6% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | — | $43.8M | ||
| Q3 25 | — | $40.3M | ||
| Q2 25 | — | $-14.6M | ||
| Q1 25 | $-546.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $64.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $39.2M | ||
| Q2 25 | — | $-15.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 16.9% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | -7.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.64× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
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% |
TTAN
| Subscription Revenue | $182.8M | 73% |
| Usage Revenue | $56.8M | 23% |
| Professional Services And Other Revenue | $9.6M | 4% |
