D R Horton Inc vs State Street SPDR S&P Homebuilders ETF — how do they compare? D R Horton Inc trades at $134.88 (market cap $37.99B), while State Street SPDR S&P Homebuilders ETF trades at $94.77 (market cap $1.49B). The key difference: D R Horton Inc is far larger — about 25.5× State Street SPDR S&P Homebuilders ETF's market cap, and D R Horton Inc pays a 1.33% dividend while State Street SPDR S&P Homebuilders ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold D R Horton Inc for 46 Days and State Street SPDR S&P Homebuilders ETF for 33 Days on average.
| DHI | XHB | |
|---|---|---|
Market Cap | $37.99B | $1.49B |
Volume | 2,974,460 | 2,445,587 |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $167.78 | $121.36 |
52-Week Low | $132.53 | $94.77 |
Typical Hold Time | 46 Days | 33 Days |
Enterprise Value | $43.09B | — |
Dividend Yield | 1.33% | — |
Signals from Pluang's Aura AI — not financial advice
D.R. Horton (DHI) trades at $135.82, up 1.91% today, but faces a bearish technical outlook with resistance at $137. The company has beaten EPS estimates for three consecutive quarters, with Q3 2026 results pending. Revenue declined to $34.25B in 2025, and net income margin compressed to 9.15%. Analysts maintain a buy consensus with a $156.57 target, but rising mortgage rates and housing market weakness pose headwinds.
The stock offers value with a P/E of 12.95 and strong cash flow, but investor sentiment is cautious due to macroeconomic risks. Near-term performance hinges on Q3 earnings and interest rate trends. The current price near the low end of the target range suggests limited downside if fundamentals hold.
XHB (SPDR S&P Homebuilders ETF) trades at $95.66, up 0.81% with a bearish technical signal from moving averages. The ETF faces headwinds from rising mortgage rates above 7% but shows potential as homebuilder valuations signal historical buying opportunities. Recent housing data shows mixed signals with new home sales rising 1.6% in June while existing home sales declined 2.4%.
The ETF presents a contrarian opportunity as battered homebuilder stocks may rebound if housing affordability improves. Key risks include persistent high mortgage rates and economic uncertainty. Institutional activity shows mixed signals with Greenland Capital's $17.33 million investment contrasting CoreCap's 99.3% position reduction.
Trailing returns across standard periods
D.R. Horton is a leading homebuilder in the United States with operations in 98 markets across 31 states. D.R. Horton mainly builds single-family detached homes (over 90% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton's headquarters are in Arlington, Texas, and it manages six regional segments across the United States.
Read more on DHI →XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →