KE Holdings Inc vs Expensify Inc — how do they compare? KE Holdings Inc trades at $17.35 (market cap $18.92B), while Expensify Inc trades at $2.27 (market cap $209.73M). The key difference: KE Holdings Inc is far larger — about 90.2× Expensify Inc's market cap, and KE Holdings Inc pays a 1.63% dividend while Expensify Inc pays none. Which is the better fit depends on your goals.
| BEKE | EXFY | |
|---|---|---|
Market Cap | $18.92B | $209.73M |
Sector | Technology | Technology |
52-Week High | $20.36 | $2.69 |
52-Week Low | $14.26 | $0.75 |
Enterprise Value | $14.66B | $149.35M |
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.
EXFY trades at $2.27, down 8.1% today, with a bullish technical signal from moving averages. The company reported Q2 2026 revenue of $33.9 million with improved profitability and cash flow, beating EPS expectations. Recent news highlights expansion into Europe and AI product enhancements. Valuation ratios show a high P/E of 258.82 but reasonable P/S of 1.56, while profitability metrics remain negative.
Outlook is cautiously optimistic due to earnings beats and strategic growth initiatives, but risks include persistent net losses and competitive pressures. Analyst sentiment is mixed with a Buy consensus but requires monitoring of margin improvements.
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 →Expensify Inc is a cloud-based expense management software platform that helps the smallest to the largest businesses simplify the way they manage money. More than 10 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app.
Read more on EXFY →