KE Holdings Inc vs GXO Logistics Inc — how do they compare? KE Holdings Inc trades at $17.45 (market cap $18.92B), while GXO Logistics Inc trades at $47.96 (market cap $5.37B). The key difference: KE Holdings Inc is far larger — about 3.5× GXO Logistics Inc's market cap, and KE Holdings Inc pays a 1.63% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| BEKE | GXO | |
|---|---|---|
Market Cap | $18.92B | $5.37B |
Sector | Technology | Industrials |
52-Week High | $20.36 | $65.59 |
52-Week Low | $14.26 | $45.52 |
Enterprise Value | $14.66B | $10.72B |
Dividend Yield | 1.63% | — |
Signals from Pluang's Aura AI — not financial advice
BEKE trades at $17.42, down 1.3% today but showing technical bullish signals with strong analyst support. The company reported mixed quarterly results with a Q1 2026 earnings beat but missed Q4 2025 expectations. Revenue declined from $94.6B in 2025 to $90.1B projected for 2026, though net profit margin improved to 3.76%. Technical indicators show bullish momentum with ADX signals supporting upward trend potential.
Outlook remains positive with 92% analyst buy ratings, though investors face risks from China's property market volatility and recent revenue contraction. The stock's valuation at P/E 38.5 appears elevated relative to growth, requiring sustained earnings improvement to justify current multiples. Cash flow trends show improvement with operating cash flow turning positive in 2026 projections.
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
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 →