Compare Lam Research Corporation (LRCX) vs Consumer Discretionary Select Sector SPDR Fund (XLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.85 (market cap $21.89B). The key difference: Lam Research Corporation is far larger — about 18.3× Consumer Discretionary Select Sector SPDR Fund's market cap, and Lam Research Corporation pays a 0.41% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| LRCX | XLY | |
|---|---|---|
Market Cap | $401.19B | $21.89B |
Volume | 8,960,892 | 5,690,342 |
Sector | Technology | — |
52-Week High | $433.33 | $124.52 |
52-Week Low | $131.37 | $105.64 |
Typical Hold Time | 60 Days | 114 Days |
Enterprise Value | $399.35B | — |
Dividend Yield | 0.41% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $318.84, down 3.24% on the day, with strong fundamentals including 29.06% net margin and consistent earnings beats. Technical indicators show a bearish short-term signal despite bullish moving averages, with key support at $314 and resistance at $329. Recent news highlights LRCX's positioning in AI-driven semiconductor equipment demand, with revenue growth accelerating to $18.44B in 2025.
Outlook remains positive with 78% analyst buy ratings and $375.68 consensus price target, representing 18% upside. Key risks include semiconductor cycle volatility and execution challenges in maintaining mid-40% operating margins. The stock offers growth exposure to AI infrastructure spending but faces competitive pressures in chip equipment markets.
XLY trades at $112.85, up 1.34% with a bullish technical signal despite mixed momentum indicators. The ETF shows strong analyst consensus with 100% buy ratings but faces fundamental data gaps. Recent news highlights consumer discretionary sector challenges, with XLY underperforming staples by 13% year-to-date amid inflation pressures and selective consumer spending trends.
Outlook remains cautiously optimistic given analyst support, but persistent underperformance versus the S&P 500 and inflation risks warrant monitoring. The 'funflation' trend and potential holiday sales growth offer upside catalysts, though sector volatility and Tesla's weighting drag present near-term headwinds for discretionary exposure.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
No sentiment data available yet.
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →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 →
