KE Holdings Inc vs Shopify Inc. — how do they compare? KE Holdings Inc trades at $17.06 (market cap $17.83B), while Shopify Inc. trades at $123.88 (market cap $163.09B). The key difference: Shopify Inc. is far larger — about 9.1× KE Holdings Inc's market cap, and KE Holdings Inc pays a 1.71% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| BEKE | SHOP | |
|---|---|---|
Market Cap | $17.83B | $163.09B |
Sector | Technology | Technology |
52-Week High | $20.36 | $179.01 |
52-Week Low | $14.26 | $95.40 |
Enterprise Value | $13.61B | $157.53B |
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.
Shopify (SHOP) trades at $124.74, up 1.8% today, with a bullish technical outlook and strong analyst support. The stock shows robust revenue growth, reaching $11.56B in 2025, though valuation multiples like P/E of 122.29 remain elevated. Recent news highlights AI-driven commerce upgrades and a consensus price target of $150.08, indicating potential upside from current levels.
Outlook is positive with accelerating operating cash flow and AI expansion opportunities, but high valuations and competitive pressures pose risks. Institutional sentiment is strongly bullish, with 66.7% buy ratings, though investors should monitor earnings consistency after a recent miss.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →