Compare Samsara Inc (IOT) vs Consumer Discretionary Select Sector SPDR Fund (XLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Samsara Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Samsara Inc trades at $41.5 (market cap $23.72B), while Consumer Discretionary Select Sector SPDR Fund trades at $111.71 (market cap $21.87B). The key difference: Samsara Inc and Consumer Discretionary Select Sector SPDR Fund are close in size by market cap, and Samsara Inc is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Samsara Inc for 19 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| IOT | XLY | |
|---|---|---|
Market Cap | $23.72B | $21.87B |
Volume | 4,096,683 | 6,695,862 |
Sector | Technology | — |
52-Week High | $45.22 | $124.52 |
52-Week Low | $24.25 | $105.64 |
Typical Hold Time | 19 Days | 114 Days |
Enterprise Value | $22.96B | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Samsara Inc. (IOT) trades at $40.51, down 2.95% on the day, but maintains a bullish technical outlook with strong analyst support. The company reported robust Q2 2027 results, beating earnings estimates with $0.20 EPS versus $0.16 expected, and achieved 30% year-over-year revenue growth. Recent partnerships and product launches, like the Laval Rocket sponsorship and Samsara MCP, highlight ongoing business expansion.
The stock offers upside to the $51.15 consensus price target, driven by solid fundamentals and institutional accumulation. However, elevated valuation multiples (P/E 270.07, P/S 12.79) and negative net income in 2025 pose risks if growth moderates. Positive cash flow trends and a 75% buy rating from analysts support a constructive outlook, though investors should monitor competitive pressures and execution on profitability goals.
XLY trades at $111.36, down 0.35% on the day, with mixed technical signals showing a bullish overall trend but bearish moving averages. The ETF has underperformed the consumer staples sector in 2026, declining over 7% year-to-date. Analyst consensus remains strongly positive with 100% buy ratings, though recent news highlights consumer discretionary sector challenges including inflation pressures and selective spending shifts.
The outlook remains cautiously optimistic given strong analyst support and potential benefits from 'funflation' trends, but persistent underperformance versus the S&P 500 and inflation sensitivity pose near-term headwinds. Key risks include consumer spending volatility and sector rotation pressures that could extend the current lagging performance.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Samsara Inc
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 →About Consumer Discretionary Select Sector SPDR Fund
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 →
