Aecom vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Aecom trades at $62.86 (market cap $8.62B), while Consumer Discretionary Select Sector SPDR Fund trades at $117.88. The key difference: Aecom pays a 1.77% dividend while Consumer Discretionary Select Sector SPDR Fund pays none, and Consumer Discretionary Select Sector SPDR Fund is trading nearer its 52-week high, Aecom nearer its low. Which is the better fit depends on your goals.
| ACM | XLY | |
|---|---|---|
Market Cap | $8.62B | — |
Sector | Industrials | — |
52-Week High | $134.35 | $124.52 |
52-Week Low | $66.86 | $105.64 |
Enterprise Value | $10.81B | — |
Dividend Yield | 1.77% | — |
Signals from Pluang's Aura AI — not financial advice
ACM's stock is trading at $73.30, down 3.35% in the last session, reflecting negative momentum after a Q2 2026 earnings miss. The technical outlook is bearish, with support at $72 and resistance at $76. Fundamentally, revenue reached $16.14 billion in 2025, but net income margin is thin at 1.87%, and ROE is negative. Recent news includes a securities investigation announcement and a large project charge impacting earnings.
The investment outlook is mixed: analyst consensus is bullish with a $88.25 price target, but risks include earnings volatility, a fraud probe, and rising debt-to-asset ratio. Opportunities lie in record backlog growth and new project wins like the Lisbon airport design. Investors should weigh strong institutional support against operational and legal headwinds.
XLY trades at $118.93, down 0.62% today, with a bullish technical signal from moving averages and neutral oscillators. Analyst consensus is unanimously positive with a 100% buy rating. The ETF shows strong technical momentum, though RSI levels indicate potential overbought conditions near-term.
The outlook remains favorable given bullish analyst sentiment and technical trends, but risks include consumer spending sensitivity to inflation and concentrated holdings. Upside potential hinges on sustained discretionary spending, while economic slowdowns pose a threat to performance.
Trailing returns across standard periods
Aecom is one of the largest global providers of design, engineering, construction, and management services. The firm serves a broad spectrum of end markets including infrastructure, water, transportation, and energy. Based in Los Angeles, Aecom has a presence in over 150 countries and employs 51,000. The company generated $13.3 billion in sales and $701 million in adjusted operating income in fiscal 2021.
Read more on ACM →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →