KE Holdings Inc vs GXO Logistics Inc — how do they compare? KE Holdings Inc trades at $17.08 (market cap $17.83B), while GXO Logistics Inc trades at $50.74 (market cap $5.71B). The key difference: KE Holdings Inc is far larger — about 3.1× GXO Logistics Inc's market cap, and KE Holdings Inc pays a 1.71% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| BEKE | GXO | |
|---|---|---|
Market Cap | $17.83B | $5.71B |
Sector | Technology | Industrials |
52-Week High | $20.36 | $65.59 |
52-Week Low | $14.26 | $45.52 |
Enterprise Value | $13.61B | $10.88B |
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.
GXO Logistics trades at $48.99, down 3.2% today, with a bearish technical outlook despite strong analyst support. The company shows solid revenue growth with Q1 2026 earnings beating expectations at $0.50 per share versus $0.37 expected. Recent partnerships with major retailers and expansion in Europe highlight business momentum, though thin profit margins and competitive pressures from Amazon pose challenges.
Wall Street remains bullish with 16 buy ratings and a $69.33 price target suggesting 41% upside. However, technical indicators signal near-term weakness, and the stock faces execution risks in maintaining growth against industry competition. The upcoming Q2 earnings on August 5 will be critical for validating the positive fundamental trajectory.
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 →GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →