KE Holdings Inc vs Palo Alto Networks Inc — how do they compare? KE Holdings Inc trades at $17.45 (market cap $18.92B), while Palo Alto Networks Inc trades at $388.68 (market cap $312.80B). The key difference: Palo Alto Networks Inc is far larger — about 16.5× KE Holdings Inc's market cap, and KE Holdings Inc pays a 1.63% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals.
| BEKE | PANW | |
|---|---|---|
Market Cap | $18.92B | $312.80B |
Sector | Technology | Technology |
52-Week High | $20.36 | $385.04 |
52-Week Low | $14.26 | $141.67 |
Enterprise Value | $14.66B | $311.76B |
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.
Palo Alto Networks (PANW) trades at $386.64, up 0.42% today, nearing its 52-week high with strong bullish technical signals. Recent earnings beats, including Q1 2026 EPS of $0.85 versus $0.793 expected, and robust revenue growth to $9.22B in 2025 highlight fundamental strength. Positive sentiment is driven by AI cybersecurity demand, as noted in recent news, though valuation ratios like P/E of 333.74 remain elevated.
Outlook is optimistic due to cybersecurity tailwinds and AI innovation, but risks include high valuation, integration costs from acquisitions, and regulatory scrutiny, such as China's cybersecurity review. Analyst consensus is strongly bullish with a $344.94 price target, suggesting potential downside from current levels amid growth execution risks.
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 →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →