KE Holdings Inc vs Coupang Inc — how do they compare? KE Holdings Inc trades at $17.25 (market cap $17.83B), while Coupang Inc trades at $17.73 (market cap $32.17B). The key difference: Coupang Inc is the larger of the two by market cap, and KE Holdings Inc pays a 1.71% dividend while Coupang Inc pays none. Which is the better fit depends on your goals.
| BEKE | CPNG | |
|---|---|---|
Market Cap | $17.83B | $32.17B |
Sector | Technology | Consumer Cyclical |
52-Week High | $20.36 | $33.53 |
52-Week Low | $14.26 | $15.12 |
Enterprise Value | $13.61B | $31.26B |
Dividend Yield | 1.71% | — |
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.
CPNG trades at $17.92, down 4.68% today, with a bearish technical signal and mixed earnings. Revenue grew to $34.53B in 2025, but net income margin is negative at -0.47%. Recent news includes a $412M fine for a data breach in South Korea (Reuters, 2026-06-11). The stock faces regulatory headwinds but maintains strong analyst support with an 87.5% buy rating and a $25.80 consensus target.
Outlook: CPNG offers growth potential from e-commerce expansion but carries risks from regulatory fines and profitability challenges. Investors should weigh strong cash flow against recent earnings misses and legal issues. The stock's current price is 30% below the consensus target, presenting upside if execution improves.
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 →Coupang Inc is an e-commerce company. The company sells apparel, electronics, footwear, food products, furniture, nutritional supplements, and other products. Its segments include Product Commerce and Growth Initiatives.
Read more on CPNG →