KE Holdings Inc vs Iris Energy Limited — how do they compare? KE Holdings Inc trades at $17.41 (market cap $18.92B), while Iris Energy Limited trades at $43.86 (market cap $14.20B). The key difference: KE Holdings Inc is the larger of the two by market cap, and KE Holdings Inc pays a 1.63% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| BEKE | IREN | |
|---|---|---|
Market Cap | $18.92B | $14.20B |
Sector | Technology | Energy |
52-Week High | $20.36 | $76.41 |
52-Week Low | $14.26 | $17.73 |
Enterprise Value | $14.66B | $15.95B |
Dividend Yield | 1.63% | — |
Signals from Pluang's Aura AI — not financial advice
BEKE trades at $17.335, down 1.78% on the day, with a bullish technical signal from moving averages and strong analyst consensus. Recent Q1 2026 earnings beat expectations with EPS of $0.20 versus $0.14, 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 analyst support and potential trend reversal from oversold conditions, but risks include reliance on China's property market and volatile cash flows. The stock presents a growth opportunity if operational improvements continue, yet investors face exposure to macroeconomic and regulatory headwinds in the housing sector.
IREN stock trades at $43.17, up 11.44% today amid positive AI infrastructure news. The technical picture is neutral with resistance near $42. Fundamentally, the company shows strong revenue growth to $501M in 2025 and has secured $2.8B in new AI contracts, though it has missed recent EPS estimates and reports negative ROE and ROA. Analyst sentiment is bullish with a $84.43 price target.
Outlook is driven by AI cloud expansion but carries execution risks. The stock offers growth potential from its $4B revenue target, yet high valuations and recent earnings misses pose challenges. Investors should weigh contract momentum against profitability concerns and sector volatility.
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 →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →