KE Holdings Inc vs RLX Technology Inc — how do they compare? KE Holdings Inc trades at $16.61 (market cap $17.83B), while RLX Technology Inc trades at $1.98 (market cap $2.42B). The key difference: KE Holdings Inc is far larger — about 7.4× RLX Technology Inc's market cap, and RLX Technology Inc pays the higher dividend (5.05%). Which is the better fit depends on your goals.
| BEKE | RLX | |
|---|---|---|
Market Cap | $17.83B | $2.42B |
Sector | Technology | Technology |
52-Week High | $20.36 | $2.73 |
52-Week Low | $14.26 | $1.79 |
Enterprise Value | $13.61B | $1.05B |
Dividend Yield | 1.71% | 5.05% |
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.
RLX Technology trades at $1.97, up 1.03% today, with a bullish technical signal from moving averages. The company reported Q1 2026 revenue growth driven by international expansion, though it missed EPS estimates for three consecutive quarters. RLX maintains strong profitability with a 22.47% net income margin and is debt-free with substantial cash flow from operations.
Outlook is mixed: strong fundamentals and industry growth potential are offset by recent earnings misses and a single analyst hold rating. Key risks include regulatory scrutiny in the vaping sector and execution challenges in global markets. The stock presents a value opportunity but requires monitoring of earnings consistency.
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 →RLX Technology Inc. is a leading e-vapor company in China, focusing on the research, development, and sale of e-vapor products. The company primarily operates under the RELX brand, offering a range of closed-system e-vapor products designed to deliver a high-quality user experience. RLX's business model is centered on product innovation, strong brand building, and a vast distribution network across China.
Read more on RLX →