KE Holdings Inc vs International Business Machines Corp — how do they compare? KE Holdings Inc trades at $16.61 (market cap $17.83B), while International Business Machines Corp trades at $219.55 (market cap $204.02B). The key difference: International Business Machines Corp is far larger — about 11.4× KE Holdings Inc's market cap, and International Business Machines Corp pays the higher dividend (3.11%). Which is the better fit depends on your goals.
| BEKE | IBM | |
|---|---|---|
Market Cap | $17.83B | $204.02B |
Sector | Technology | Technology |
52-Week High | $20.36 | $329.23 |
52-Week Low | $14.26 | $214.64 |
Enterprise Value | $13.61B | $262.04B |
Dividend Yield | 1.71% | 3.11% |
Volume | — | 4,481,527 |
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.
IBM trades at $290.23, up 0.93% with bullish technical signals and strong fundamental performance. The company reported Q1 2026 EPS of $1.91, beating expectations by 5.5%, continuing a trend of earnings outperformance. Revenue grew to $67.54B in 2025 with net income margin expanding to 15.61%, while analyst consensus shows mixed sentiment with 47% buy ratings.
IBM demonstrates solid profitability with improving margins and consistent earnings beats, though faces near-term headwinds from AI spending shifts impacting software demand. The stock offers 6.9% upside to consensus target of $310.21, but recent 25% price decline reflects market concerns about technology spending transitions and competitive pressures.
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 →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →