BEKE vs. WPC

Last updated Apr 1, 2026

Compare and contrast key facts about KE Holdings Inc. (BEKE) and W. P. Carey Inc. (WPC).

Performance

BEKE vs. WPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KE Holdings Inc. (BEKE) and W. P. Carey Inc. (WPC). The values are adjusted to include any dividend payments, if applicable.

BEKE vs. WPC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BEKE KE Holdings Inc.	-5.01%	-12.65%	16.49%	17.37%	-30.62%	-67.31%	64.37%
WPC W. P. Carey Inc.	7.06%	24.99%	-10.59%	-7.93%	0.47%	22.88%	1.63%

Fundamentals

Market Cap BEKE : $17.04B WPC : $15.03B
EPS BEKE : $2.60 WPC : $2.11
PE Ratio BEKE : 5.77 WPC : 32.21
PEG Ratio BEKE : 0.05 WPC : 17.22
PS Ratio BEKE : 0.18 WPC : 7.73
PB Ratio BEKE : 0.26 WPC : 1.85
Total Revenue (TTM) BEKE : $94.27B WPC : $1.94B
Gross Profit (TTM) BEKE : $20.15B WPC : $1.47B
EBITDA (TTM) BEKE : $3.90B WPC : $1.39B

Returns By Period

In the year-to-date period, BEKE achieves a -5.01% return, which is significantly lower than WPC's 7.06% return.

BEKE

• 1D: -0.27%
• 1M: -9.00%
• YTD: -5.01%
• 6M: -21.21%
• 1Y: -23.92%
• 3Y*: -5.62%
• 5Y*: -23.61%
• 10Y*: —

WPC

• 1D: 1.46%
• 1M: -7.70%
• YTD: 7.06%
• 6M: 3.43%
• 1Y: 13.87%
• 3Y*: 3.12%
• 5Y*: 5.50%
• 10Y*: 7.68%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BEKE vs. WPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEKE

BEKE Risk / Return Rank: 14
BEKE Sharpe Ratio Rank: 13
BEKE Sortino Ratio Rank: 14
BEKE Omega Ratio Rank: 16
BEKE Calmar Ratio Rank: 13
BEKE Martin Ratio Rank: 14

WPC

WPC Risk / Return Rank: 67
WPC Sharpe Ratio Rank: 69
WPC Sortino Ratio Rank: 60
WPC Omega Ratio Rank: 58
WPC Calmar Ratio Rank: 71
WPC Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEKE vs. WPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KE Holdings Inc. (BEKE) and W. P. Carey Inc. (WPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BEKE	WPC	Difference
Sharpe ratio Return per unit of total volatility	-0.67	0.75	-1.42
Sortino ratio Return per unit of downside risk	-0.79	1.15	-1.94
Omega ratio Gain probability vs. loss probability	0.91	1.14	-0.23
Calmar ratio Return relative to maximum drawdown	-0.80	1.47	-2.27
Martin ratio Return relative to average drawdown	-1.37	4.60	-5.97
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BEKE vs. WPC - Sharpe Ratio Comparison

The current BEKE Sharpe Ratio is -0.67, which is lower than the WPC Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of BEKE and WPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BEKE	WPC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.67	0.75	-1.42
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.32	0.27	-0.59
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.19	0.45	-0.63

Correlation

The correlation between BEKE and WPC is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BEKE vs. WPC - Dividend Comparison

BEKE's dividend yield for the trailing twelve months is around 2.40%, less than WPC's 5.39% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BEKE KE Holdings Inc.	2.40%	2.28%	1.91%	1.05%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WPC W. P. Carey Inc.	5.39%	5.62%	6.41%	7.93%	5.43%	5.12%	5.91%	5.17%	6.26%	7.26%	6.65%	6.48%

Drawdowns

BEKE vs. WPC - Drawdown Comparison

The maximum BEKE drawdown since its inception was -88.26%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for BEKE and WPC.

Drawdown Indicators

	BEKE	WPC	Difference
Max Drawdown Largest peak-to-trough decline	-88.26%	-52.45%	-35.81%
Max Drawdown (1Y) Largest decline over 1 year	-32.20%	-10.96%	-21.24%
Max Drawdown (5Y) Largest decline over 5 years	-85.22%	-36.81%	-48.41%
Max Drawdown (10Y) Largest decline over 10 years	—	-52.45%	—
Current Drawdown Current decline from peak	-79.35%	-7.70%	-71.65%
Average Drawdown Average peak-to-trough decline	-67.65%	-10.33%	-57.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.85%	3.53%	+15.32%

Volatility

BEKE vs. WPC - Volatility Comparison

KE Holdings Inc. (BEKE) has a higher volatility of 9.61% compared to W. P. Carey Inc. (WPC) at 4.32%. This indicates that BEKE's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BEKE	WPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.61%	4.32%	+5.29%
Volatility (6M) Calculated over the trailing 6-month period	24.68%	11.85%	+12.83%
Volatility (1Y) Calculated over the trailing 1-year period	36.06%	18.57%	+17.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	73.54%	20.71%	+52.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	75.09%	25.81%	+49.28%

Financials

BEKE vs. WPC - Profitability Comparison

The chart below illustrates the profitability comparison between KE Holdings Inc. and W. P. Carey Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BEKE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, KE Holdings Inc. reported a gross profit of 4.69B and revenue of 21.88B. Therefore, the gross margin over that period was 21.4%.

WPC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a gross profit of 254.12M and revenue of 444.55M. Therefore, the gross margin over that period was 57.2%.

BEKE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, KE Holdings Inc. reported an operating income of -141.53M and revenue of 21.88B, resulting in an operating margin of -0.7%.

WPC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported an operating income of 2.52M and revenue of 444.55M, resulting in an operating margin of 0.6%.

BEKE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, KE Holdings Inc. reported a net income of 86.64M and revenue of 21.88B, resulting in a net margin of 0.4%.

WPC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a net income of 148.32M and revenue of 444.55M, resulting in a net margin of 33.4%.