KE Holdings Inc vs JD.Com Inc — how do they compare? KE Holdings Inc trades at $16.61 (market cap $17.83B), while JD.Com Inc trades at $29.39 (market cap $39.64B). The key difference: JD.Com Inc is far larger — about 2.2× KE Holdings Inc's market cap, and JD.Com Inc pays the higher dividend (3.47%). Which is the better fit depends on your goals.
| BEKE | JD | |
|---|---|---|
Market Cap | $17.83B | $39.64B |
Sector | Technology | Consumer Cyclical |
52-Week High | $20.36 | $36.17 |
52-Week Low | $14.26 | $25.19 |
Enterprise Value | $13.61B | $25.80B |
Dividend Yield | 1.71% | 3.47% |
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.
JD.com trades at $28.88, up 2.41% today, with strong technical momentum and bullish analyst sentiment. Recent earnings beats and a consensus price target of $40 suggest significant upside potential. The company maintains robust revenue growth, reaching $1.31 trillion in 2025, though net margins compressed to 1.05%. Positive news highlights retail margin expansion and AI-driven investments.
Outlook remains favorable with Wall Street's 70% buy rating, but risks include Chinese regulatory scrutiny and ongoing margin pressures. The stock's current valuation at P/E 21.2 appears reasonable given growth prospects, though investors should monitor earnings sustainability and geopolitical factors.
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 →JD.com is China's second-largest e-commerce company after Alibaba in terms of gross merchandise volume, offering a wide selection of authentic products at competitive prices, with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Read more on JD →