KE Holdings Inc vs Core and Main Inc — how do they compare? KE Holdings Inc trades at $17.29 (market cap $18.92B), while Core and Main Inc trades at $45.88 (market cap $8.73B). The key difference: KE Holdings Inc is far larger — about 2.2× Core and Main Inc's market cap, and KE Holdings Inc pays a 1.63% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| BEKE | CNM | |
|---|---|---|
Market Cap | $18.92B | $8.73B |
Sector | Technology | Technology |
52-Week High | $20.36 | $66.98 |
52-Week Low | $14.26 | $42.37 |
Enterprise Value | $14.66B | $11.02B |
Dividend Yield | 1.63% | — |
Signals from Pluang's Aura AI — not financial advice
BEKE trades at $17.23, down 2.38% today, with a bullish technical signal supported by moving averages. The company reported strong Q1 2026 results, beating EPS estimates with $0.20 vs. $0.14 expected, while revenue declined to $90.1B in 2026 from $94.6B in 2025. Analyst sentiment remains overwhelmingly positive with 91.67% buy ratings. Cash flow trends show improvement with operating cash flow turning positive in 2026 at $2.1B.
The outlook appears favorable with improving profitability and strong analyst support, though risks include revenue contraction and China's property market exposure. The stock's current valuation at P/E 38.53 appears elevated but is supported by earnings growth potential and market leadership position in Chinese housing services.
Core & Main (CNM) trades at $45.85, down 0.97% on the day, with a bullish technical signal despite mixed moving averages. The company reported strong Q1 2026 earnings of $0.57 per share, beating estimates, and maintains solid fundamentals including a 23.73% ROE and 5.87% net margin. Recent news highlights institutional activity, such as California State Teachers Retirement System increasing its stake by 22.3% in Q1 2026 (Defense World, 2026-08-04).
The outlook is positive with analyst consensus at 57% buy ratings, supported by revenue growth to $7.6B in 2026 and expanding margins. Risks include high debt levels at $2.24B long-term and competitive pressures in the tools sector. Investors should monitor execution against FY26 guidance of $7.8–$7.9B revenue.
Trailing returns across standard periods
KE Holdings (Beike) is China’s leading platform for housing transactions and services. It operates the Lianjia brand and uses data-driven technology to facilitate home sales, rentals, and home renovation services.
Read more on BEKE →Core & Main is a leading US distributor of water, wastewater, storm drainage, and fire protection products. It provides essential infrastructure solutions to municipalities, private water companies, and contractors.
Read more on CNM →