Samsara Inc vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Samsara Inc trades at $41.55 (market cap $24.14B), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: Samsara Inc is far larger — about 3.2× State Street Real Estate Select Sector SPDR ETF's market cap, and Samsara Inc is trading nearer its 52-week high, State Street Real Estate Select Sector SPDR ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Samsara Inc for 19 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| IOT | XLRE | |
|---|---|---|
Market Cap | $24.14B | $7.61B |
Volume | 5,372,580 | 7,876,569 |
Sector | Technology | Sector/Thematic |
52-Week High | $45.22 | $46.01 |
52-Week Low | $24.25 | $40.01 |
Typical Hold Time | 19 Days | 75 Days |
Enterprise Value | $23.38B | — |
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $41.22, up 1.75% today, with a bullish technical signal from moving averages. The company reported strong Q2 2026 earnings, beating EPS estimates with $0.20 vs. $0.16 expected, and revenue growth of 30% year-over-year. Analyst consensus is strongly bullish with a $51.15 price target, and recent news highlights partnerships and product launches like Samsara MCP for AI integration.
The outlook is positive given earnings momentum and large-customer expansion, but high valuation ratios (P/E 274.8, P/S 13.01) pose risks if growth slows. Key opportunities include sustained revenue growth and margin improvement, while risks involve competitive pressures and cash flow volatility from investing activities.
XLRE trades at $40.85 with a modest 0.69% daily gain, though technical indicators signal a bearish trend with selling pressure outweighing buying signals 14-5. The ETF's low expense ratio of 0.08% and focus on 30 U.S. large-cap real estate holdings provide cost efficiency, while recent news highlights competition from digital infrastructure ETFs amid rising bond yields.
Outlook remains cautious due to bearish technicals and interest rate sensitivity, though the 3.2% dividend yield offers income appeal. Key risks include Fed policy volatility and sector rotation away from traditional REITs, requiring monitoring of macroeconomic shifts for potential rebound opportunities.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →