KE Holdings Inc vs SAP SE — how do they compare? KE Holdings Inc trades at $17.31 (market cap $19.21B), while SAP SE trades at $205.02 (market cap $239.15B). The key difference: SAP SE is far larger — about 12.4× KE Holdings Inc's market cap, and KE Holdings Inc pays the higher dividend (1.56%). Which is the better fit depends on your goals.
| BEKE | SAP | |
|---|---|---|
Market Cap | $19.21B | $239.15B |
Sector | Technology | Technology |
52-Week High | $20.36 | $280.46 |
52-Week Low | $14.26 | $146.38 |
Enterprise Value | $14.96B | $237.86B |
Dividend Yield | 1.56% | 1.4% |
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.
SAP trades at $206.16, up 3.36% today, with a bullish technical outlook supported by moving averages and strong support at $204. The company reported Q2 2026 revenue growth driven by cloud demand but missed EPS estimates, with net income margin at 20.41% and a P/E of 26.71. Recent news highlights AI and cloud strategy advancements, though profit guidance was trimmed.
Outlook is cautiously optimistic with a consensus price target of $209.67, offering modest upside. Risks include execution challenges in AI integration and competitive pressures. Analyst sentiment is mixed, with 53% buy ratings, but high RSI levels suggest potential near-term consolidation.
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →