CarMax, Inc vs State Street Real Estate Select Sector SPDR ETF — how do they compare? CarMax, Inc trades at $52.72 (market cap $7.64B), while State Street Real Estate Select Sector SPDR ETF trades at $41.58 (market cap $7.61B). The key difference: CarMax, Inc and State Street Real Estate Select Sector SPDR ETF are close in size by market cap, and CarMax, 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 CarMax, Inc for 49 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| KMX | XLRE | |
|---|---|---|
Market Cap | $7.64B | $7.61B |
Volume | 3,610,116 | 7,876,569 |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $64.22 | $46.01 |
52-Week Low | $30.88 | $40.01 |
Typical Hold Time | 49 Days | 75 Days |
Enterprise Value | $25.34B | — |
Signals from Pluang's Aura AI — not financial advice
CarMax (KMX) trades at $52.82, down 0.86% today, with a bearish technical signal despite recent earnings beats. The company reported strong Q2 2026 results with EPS of $1.16 beating estimates by 58%, driven by 19.5% revenue growth to $7.9 billion. Valuation metrics show a P/E of 25.37 and P/S of 0.28, while profitability remains modest with 1.06% net margin. Recent news highlights the company's 'Shift into GEAR' turnaround strategy showing early success.
KMX presents a mixed outlook with improving operational performance offset by high debt levels and competitive pressures. The consensus price target of $58.89 suggests 11% upside potential, but analysts remain cautious with 62% hold ratings. Key risks include cyclical auto market exposure and interest rate sensitivity, while catalysts include continued execution of the turnaround strategy and potential share buybacks.
XLRE (Real Estate Select Sector SPDR ETF) trades at $41.515, up 2.33% with a bearish technical bias from moving averages. The ETF focuses on 30 U.S. large-cap real estate holdings with a low 0.08% expense ratio. Recent news highlights competition from global real estate ETFs and sector pressure from rising bond yields, though some analysts see value in REITs for income and diversification.
Outlook: XLRE offers low-cost U.S. real estate exposure but faces headwinds from interest rate volatility and underperformance concerns versus digital infrastructure ETFs. Risks include Fed policy shifts and sector concentration, while opportunities lie in inflation hedging and dividend income. Investor sentiment is mixed amid macro uncertainty.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
No sentiment data available yet.
CarMax sells, finances, and services used and new cars through a chain of over 230 used retail stores. It was formed in 1993 as a unit of Circuit City and spun off into an independent company in late 2002. Used-vehicle sales typically account for about 83% of revenue and wholesale about 13%, with the remaining portion composed of extended service plans and repair. In fiscal 2022, the company retailed and wholesaled 924,338 and 706,212 used vehicles, respectively. CarMax is the largest used-vehicle retailer in the U.S. but still estimates that it has only about 4% U.S. market share of vehicles 0-10 years old in 2021. It seeks over 5% share by the end of calendar 2025 and revenue between $33 billion to $45 billion by fiscal 2026. CarMax is based in Richmond, Virginia.
Read more on KMX →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 →