KE Holdings Inc vs Sea Limited — how do they compare? KE Holdings Inc trades at $17.08 (market cap $19.21B), while Sea Limited trades at $130.48 (market cap $70.31B). The key difference: Sea Limited is far larger — about 3.7× KE Holdings Inc's market cap, and KE Holdings Inc pays a 1.56% dividend while Sea Limited pays none. Which is the better fit depends on your goals.
| BEKE | SE | |
|---|---|---|
Market Cap | $19.21B | $70.31B |
Sector | Technology | Media |
52-Week High | $20.36 | $196.50 |
52-Week Low | $14.26 | $78.16 |
Enterprise Value | $14.96B | $63.36B |
Dividend Yield | 1.56% | — |
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.
Sea Limited (SE) trades at $113.43, up 2.19% on the day, with a bullish technical signal from moving averages and strong revenue growth from $22.94B in 2025. The company's net income margin improved to 6.36%, and cash flow turned positive to $2.34B in 2025. Recent news highlights an AI partnership with OpenAI to enhance Shopee's capabilities, though margin pressures from investments persist.
Outlook remains positive with a consensus price target of $128.33, offering ~13% upside, supported by analyst buy ratings at 70.45%. Risks include competitive pressures from TikTok Shop and elevated spending impacting near-term profitability. The stock's valuation at a P/E of 44.66 reflects growth expectations but requires sustained execution.
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →