KE Holdings Inc vs Zillow Group Inc Class A — how do they compare? KE Holdings Inc trades at $17.12 (market cap $18.92B), while Zillow Group Inc Class A trades at $34.4 (market cap $7.68B). The key difference: KE Holdings Inc is far larger — about 2.5× Zillow Group Inc Class A's market cap, and KE Holdings Inc pays a 1.63% dividend while Zillow Group Inc Class A pays none. Which is the better fit depends on your goals.
| BEKE | ZG | |
|---|---|---|
Market Cap | $18.92B | $7.68B |
Sector | Technology | Media |
52-Week High | $20.36 | $86.76 |
52-Week Low | $14.26 | $29.14 |
Enterprise Value | $14.66B | $7.56B |
Dividend Yield | 1.63% | — |
Signals from Pluang's Aura AI — not financial advice
BEKE trades at $17.42, down 1.3% today but showing technical bullish signals with strong analyst support. The company reported mixed quarterly results with a Q1 2026 earnings beat but missed Q4 2025 expectations. Revenue declined from $94.6B in 2025 to $90.1B projected for 2026, though net profit margin improved to 3.76%. Technical indicators show bullish momentum with ADX signals supporting upward trend potential.
Outlook remains positive with 92% analyst buy ratings, though investors face risks from China's property market volatility and recent revenue contraction. The stock's valuation at P/E 38.5 appears elevated relative to growth, requiring sustained earnings improvement to justify current multiples. Cash flow trends show improvement with operating cash flow turning positive in 2026 projections.
Zillow Group (ZG) trades at $33.46, down 1.81% with a bearish technical signal. The company shows improving fundamentals with Q2 2026 earnings beats and 18% revenue growth, though net margins remain thin at 1.96%. Recent news highlights strong performance in the preferred agent model but is overshadowed by multiple securities class action lawsuits with August 2026 deadlines. Valuation metrics appear elevated with a P/E of 149, while analyst consensus targets $47.56 with mixed ratings.
The outlook is cautiously optimistic given ZG's business model transition and revenue growth, but significant legal overhangs and high valuation create near-term risks. Long-term potential exists if monetization improvements continue, though investors should weigh legal uncertainties against fundamental progress.
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 →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →