KE Holdings Inc vs Nu Holdings Ltd — how do they compare? KE Holdings Inc trades at $16.96 (market cap $19.21B), while Nu Holdings Ltd trades at $13.64 (market cap $66.85B). The key difference: Nu Holdings Ltd is far larger — about 3.5× KE Holdings Inc's market cap, and KE Holdings Inc pays a 1.56% dividend while Nu Holdings Ltd pays none. Which is the better fit depends on your goals.
| BEKE | NU | |
|---|---|---|
Market Cap | $19.21B | $66.85B |
Sector | Technology | Financials |
52-Week High | $20.36 | $18.76 |
52-Week Low | $14.26 | $11.60 |
Enterprise Value | $14.96B | — |
Dividend Yield | 1.56% | — |
Signals from Pluang's Aura AI — not financial advice
BEKE trades at $17.04, up 0.71% with strong analyst support (91.67% buy ratings). The stock shows bullish technical signals with recent Q1 2026 earnings beating expectations at $0.20 EPS versus $0.14 forecast. Despite revenue declining from $94.58B in 2025 to $90.1B projected for 2026, net profit margin improved to 3.76% with better cost controls.
Outlook remains positive given technical momentum and fundamental improvements, though risks include China's property market volatility and competitive pressures. The company's transition to higher profitability supports potential upside, but investors should monitor housing market trends and execution on cost efficiency targets.
Nu Holdings (NU) trades at $13.84, down 1.98% with a bearish technical outlook. The company shows strong fundamental growth with revenue increasing from $3.0B in 2022 to $10.6B in 2025 and net income turning positive to $2.9B. Recent earnings show mixed results with two misses but a beat in Q3 2025. Analyst consensus remains bullish with a $14.98 price target despite recent price weakness.
Nu presents a compelling growth story with expanding profitability and market position in Latin American banking. Key risks include unsecured credit exposure and regional economic volatility. The current valuation at 21.35 P/E offers potential upside if the company maintains its growth trajectory and executes on expansion plans in Brazil and Mexico.
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 →Nu Holdings Ltd is engaged in providing digital banking services. It offers several financial services such as Credit cards, Personal Account, Investments, Personal Loans, Insurance, Mobile payments, Business Account, and Rewards.
Read more on NU →