Compare KE Holdings Inc (BEKE) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
KE Holdings Inc vs Lam Research Corporation — how do they compare? KE Holdings Inc trades at $17.39 (market cap $18.92B), while Lam Research Corporation trades at $326 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 20.6× KE Holdings Inc's market cap, and KE Holdings Inc pays the higher dividend (1.63%). Which is the better fit depends on your goals.
| BEKE | LRCX | |
|---|---|---|
Market Cap | $18.92B | $389.67B |
Sector | Technology | Technology |
52-Week High | $20.36 | $433.33 |
52-Week Low | $14.26 | $97.03 |
Enterprise Value | $14.66B | $387.83B |
Dividend Yield | 1.63% | 0.33% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Lam Research (LRCX) trades at $326.02, up 6.4% in 24 hours, with a bullish technical signal and strong earnings beats. The stock shows robust fundamentals with a 29.06% net income margin and 65.07% ROE in 2025, supported by positive analyst sentiment and expansion into panel-level packaging. Recent news highlights AI-driven semiconductor demand as a key growth catalyst.
Outlook remains positive given consensus price target of $397.18 and 78% buy ratings, though high P/E of 54.06 and competitive pressures from new entrants like SpaceX's Terrafab pose risks. Revenue growth to $23.2B in 2026 suggests sustained momentum, but investors should monitor execution amid industry volatility.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About KE Holdings Inc
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 →About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →
