KE Holdings Inc vs PubMatic Inc — how do they compare? KE Holdings Inc trades at $16.66 (market cap $17.83B), while PubMatic Inc trades at $13.52 (market cap $635.81M). The key difference: KE Holdings Inc is far larger — about 28× PubMatic Inc's market cap, and KE Holdings Inc pays a 1.71% dividend while PubMatic Inc pays none. Which is the better fit depends on your goals.
| BEKE | PUBM | |
|---|---|---|
Market Cap | $17.83B | $635.81M |
Sector | Technology | Technology |
52-Week High | $20.36 | $13.83 |
52-Week Low | $14.26 | $6.28 |
Enterprise Value | $13.61B | $533.31M |
Dividend Yield | 1.71% | — |
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.
PubMatic trades at $13.57, up 0.15% with a bullish technical signal from moving averages. The company reported Q1 2026 earnings that beat expectations despite a net loss, with revenue of $282.93M in 2025 and a gross margin of 63.22%. Recent news highlights partnerships expanding AI-driven ad tech in CTV and international markets, supporting growth initiatives.
Outlook is mixed with strong analyst buy ratings (50%) and a $17.00 consensus target offering 25% upside, but profitability concerns persist with negative net margins and high P/E of 132. Key risks include competitive pressures and reliance on digital ad spending cycles, requiring monitoring of earnings turnaround progress.
Trailing returns across standard periods
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 →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →