KE Holdings Inc vs RLX Technology Inc — how do they compare? KE Holdings Inc trades at $17.31 (market cap $18.92B), while RLX Technology Inc trades at $2.02 (market cap $2.42B). The key difference: KE Holdings Inc is far larger — about 7.8× 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 | $18.92B | $2.42B |
Sector | Technology | Technology |
52-Week High | $20.36 | $2.73 |
52-Week Low | $14.26 | $1.79 |
Enterprise Value | $14.66B | $1.04B |
Dividend Yield | 1.63% | 5.05% |
Signals from Pluang's Aura AI — not financial advice
BEKE trades at $17.23, down 2.38% today, with a bullish technical signal supported by moving averages. The company reported strong Q1 2026 results, beating EPS estimates with $0.20 vs. $0.14 expected, while revenue declined to $90.1B in 2026 from $94.6B in 2025. Analyst sentiment remains overwhelmingly positive with 91.67% buy ratings. Cash flow trends show improvement with operating cash flow turning positive in 2026 at $2.1B.
The outlook appears favorable with improving profitability and strong analyst support, though risks include revenue contraction and China's property market exposure. The stock's current valuation at P/E 38.53 appears elevated but is supported by earnings growth potential and market leadership position in Chinese housing services.
RLX trades at $2.01, up 0.5% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported Q1 2026 revenue growth driven by international expansion, with a net income margin of 22.47% in 2026. Recent news highlights its Q2 2026 earnings call scheduled for August 14, 2026, focusing on European integration.
The outlook is mixed: strong international revenue growth and solid profitability support upside, but consecutive earnings misses and a single analyst's hold rating indicate caution. Key risks include regulatory scrutiny in the vaping industry and execution challenges in global markets.
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 →