KE Holdings Inc vs STMicroelectronics NV — how do they compare? KE Holdings Inc trades at $16.61 (market cap $17.83B), while STMicroelectronics NV trades at $70.1 (market cap $62.56B). The key difference: STMicroelectronics NV is far larger — about 3.5× KE Holdings Inc's market cap, and KE Holdings Inc pays the higher dividend (1.71%). Which is the better fit depends on your goals.
| BEKE | STM | |
|---|---|---|
Market Cap | $17.83B | $62.56B |
Sector | Technology | Financials |
52-Week High | $20.36 | $79.91 |
52-Week Low | $14.26 | $21.20 |
Enterprise Value | $13.61B | $60.77B |
Dividend Yield | 1.71% | 0.53% |
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.
STM trades at $68.47, down 4.18% on the day, reflecting recent earnings volatility with two misses in the last three quarters. The stock exhibits a bearish technical signal, trading below key resistance levels, while fundamentals show declining revenue and compressed profit margins, though cash flow remains positive. Recent news highlights AI partnerships and strategic acquisitions as potential growth catalysts.
The outlook is mixed; analyst consensus is a Buy with a $72.33 price target, but high valuation multiples and weak profitability pose risks. Near-term performance hinges on Q2 2026 earnings beating expectations and AI-driven revenue materializing, while macroeconomic pressures on the semiconductor sector remain a headwind.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →