Compare Lennar Corporation (LEN) vs Consumer Discretionary Select Sector SPDR Fund (XLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lennar Corporation vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Lennar Corporation trades at $76.19 (market cap $18.44B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.87 (market cap $21.89B). The key difference: Consumer Discretionary Select Sector SPDR Fund is the larger of the two by market cap, and Lennar Corporation pays a 2.58% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| LEN | XLY | |
|---|---|---|
Market Cap | $18.44B | $21.89B |
Volume | 6,012,214 | 5,690,342 |
Sector | Consumer Cyclical | — |
52-Week High | $133.13 | $124.52 |
52-Week Low | $74.44 | $105.64 |
Typical Hold Time | 67 Days | 114 Days |
Enterprise Value | $22.86B | — |
Dividend Yield | 2.58% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $76.04, down 0.12% with bearish technical signals and recent earnings misses. The stock shows attractive valuation metrics with P/E of 14.7 and P/B of 0.86, but faces declining profitability with net margin dropping to 4.09% in 2025. Berkshire Hathaway's significant stake accumulation contrasts with Morgan Stanley's sell rating, highlighting divergent views on the housing market recovery timeline.
The investment case balances deep value against cyclical headwinds. While trading below book value and showing institutional confidence from Berkshire, Lennar faces mortgage rate pressures and earnings volatility. The consensus price target of $77.38 suggests limited upside, requiring careful monitoring of housing market conditions and execution on the asset-light strategy.
XLY trades at $112.72, up 1.22% today, with a bullish technical signal despite mixed moving average and oscillator readings. The ETF shows strong analyst support with a 100% buy rating from coverage, though recent underperformance versus consumer staples highlights sector rotation pressures. Key technical levels show support at $110-$111 and resistance at $112-$113, with RSI indicating potential overbought conditions on shorter timeframes.
Outlook remains cautiously optimistic given analyst consensus, but investors face headwinds from inflation pressures on discretionary spending and ongoing underperformance versus broader market. The 'funflation' trend supporting consumer leisure spending provides potential upside, though valuation metrics remain unavailable for comprehensive assessment.
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 Lennar Corporation
Lennar is the second-largest public homebuilder in the United States. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.
Read more on LEN →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 →
