KE Holdings Inc vs Capital One Financial Corp. — how do they compare? KE Holdings Inc trades at $16.61 (market cap $17.83B), while Capital One Financial Corp. trades at $205.98 (market cap $126.46B). The key difference: Capital One Financial Corp. is far larger — about 7.1× KE Holdings Inc's market cap, and KE Holdings Inc pays the higher dividend (1.71%). Which is the better fit depends on your goals.
| BEKE | COF | |
|---|---|---|
Market Cap | $17.83B | $126.46B |
Sector | Technology | Financials |
52-Week High | $20.36 | $257.94 |
52-Week Low | $14.26 | $176.10 |
Enterprise Value | $13.61B | — |
Dividend Yield | 1.71% | 1.56% |
Signals from Pluang's Aura AI — not financial advice
BEKE trades at $16.07, up 3.21% today, with a bullish technical signal and strong analyst consensus (91.67% buy ratings). Recent Q1 2026 earnings beat expectations with EPS of $0.20 versus $0.14 forecast, driven by cost controls and operational efficiency. Revenue for 2025 was $94.58 billion, with a net income margin of 3.76%, though cash flow from operations was negative $376.17 million.
The outlook is positive given earnings momentum and oversold conditions suggesting a potential reversal. Risks include reliance on China's property market and volatile cash flows. With high institutional support and improving profitability, the stock presents a growth opportunity amid market recovery prospects.
Capital One Financial (COF) trades at $203.02, up 0.74% with a bullish technical signal from moving averages. The stock shows mixed earnings performance with recent misses but strong revenue growth to $53.43B in 2025. Analyst consensus remains positive with a $252.40 price target and 62.5% buy ratings, while the Discover integration presents significant expansion opportunities amid credit risk concerns.
COF offers potential upside from current levels with Wall Street optimism around the Discover acquisition, though investors face headwinds from rising delinquencies and margin compression. The stock's valuation at 62.44 P/E appears elevated relative to modest ROE of 3.34%, requiring careful monitoring of integration execution and credit quality trends.
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 →Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial's credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.
Read more on COF →