KE Holdings Inc vs H2O America — how do they compare? KE Holdings Inc trades at $16.66 (market cap $17.83B), while H2O America trades at $63.25 (market cap $2.63B). The key difference: KE Holdings Inc is far larger — about 6.8× H2O America's market cap, and H2O America pays the higher dividend (2.8%). Which is the better fit depends on your goals.
| BEKE | HTO | |
|---|---|---|
Market Cap | $17.83B | $2.63B |
Sector | Technology | Technology |
52-Week High | $20.36 | $62.94 |
52-Week Low | $14.26 | $44.44 |
Enterprise Value | $13.61B | $4.35B |
Dividend Yield | 1.71% | 2.8% |
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.
HTO trades at $62.47, up 1.63% with strong technical momentum and bullish analyst sentiment. The stock shows solid fundamentals with 12.87% net margins and consistent earnings beats in recent quarters. Recent news highlights institutional buying and upcoming Q2 2026 earnings on July 27, 2026, while the company maintains a $0.44 dividend payout.
Outlook remains positive with 80% analyst buy ratings and a $62 consensus target. Key risks include execution of the $2.7B capex plan and regulatory exposure as a utility. The stock offers stable growth potential through rate base expansion and strategic acquisitions like Quadvest.
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 →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →