KE Holdings Inc vs Diageo plc — how do they compare? KE Holdings Inc trades at $16.61 (market cap $17.83B), while Diageo plc trades at $81.01 (market cap $45.41B). The key difference: Diageo plc is far larger — about 2.5× KE Holdings Inc's market cap, and Diageo plc pays the higher dividend (4.02%). Which is the better fit depends on your goals.
| BEKE | DEO | |
|---|---|---|
Market Cap | $17.83B | $45.41B |
Sector | Technology | Technology |
52-Week High | $20.36 | $115.33 |
52-Week Low | $14.26 | $72.47 |
Enterprise Value | $13.61B | $66.23B |
Dividend Yield | 1.71% | 4.02% |
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.
Diageo (DEO) trades at $82.50, up 0.57% today, with a bullish technical trend and strong profitability metrics including a 12.19% net margin and 22.29% ROE. Recent earnings show mixed results with a Q4 2025 beat but a Q2 2025 miss, while analyst sentiment is positive with 49% buy ratings. The stock faces headwinds from weak U.S. spirits demand and promotional pressures, as noted in recent Deutsche Bank and UBS reports from July 2026.
The outlook hinges on management's strategy reset in August 2026 to address U.S. volume declines and margin pressures. Investment appeal lies in its discounted valuation relative to historical multiples and dividend yield, but risks include sustained consumer moderation trends and execution challenges in key markets.
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 →Diageo is a global leader in beverage alcohol with an outstanding collection of brands including Johnnie Walker, Smirnoff, and Guinness. It operates a vast portfolio of spirits and beers across more than 180 countries.
Read more on DEO →