KE Holdings Inc vs Walt Disney Co — how do they compare? KE Holdings Inc trades at $16.61 (market cap $17.83B), while Walt Disney Co trades at $95.8 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 9.3× 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 | DIS | |
|---|---|---|
Market Cap | $17.83B | $166.48B |
Sector | Technology | Media |
52-Week High | $20.36 | $122.94 |
52-Week Low | $14.26 | $92.40 |
Enterprise Value | $13.61B | $208.16B |
Dividend Yield | 1.71% | 1.56% |
Volume | — | 7,546,013 |
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.
Disney (DIS) trades at $96.01, up 0.4% today, with a bearish technical signal but strong fundamentals including three consecutive quarterly EPS beats. Revenue grew to $94.43B in 2025 with net income surging to $12.40B. The stock shows a P/E of 15.34 and P/S of 1.77, trading below the consensus price target of $125.60. Recent news highlights advertising opportunities from major events like the Super Bowl, though box office performance for new Star Wars film raises concerns.
Outlook remains positive with analyst consensus at Buy (61.9%) and a 31% upside to target, driven by earnings momentum and theme park investments. Risks include regulatory disputes with the FCC, streaming competition, and film profitability. Cash flow trends show operational strength but negative net flows from high investing activity.
Trailing returns across standard periods
Latest headlines on both assets
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 →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →