KE Holdings Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? KE Holdings Inc trades at $17.32 (market cap $19.21B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.89 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 99.4× 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 | TSM | |
|---|---|---|
Market Cap | $19.21B | $1.91T |
Sector | Technology | Technology |
52-Week High | $20.36 | $477.57 |
52-Week Low | $14.26 | $227.33 |
Enterprise Value | $14.96B | $1.84T |
Dividend Yield | 1.56% | 0.91% |
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.
No Aura AI signal available yet.
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 →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →