Northrop Grumman Corporation vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Northrop Grumman Corporation trades at $481.28 (market cap $68.83B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.26 (market cap $21.89B). The key difference: Northrop Grumman Corporation is far larger — about 3.1× Consumer Discretionary Select Sector SPDR Fund's market cap, and Northrop Grumman Corporation pays a 2.04% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Northrop Grumman Corporation for 81 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| NOC | XLY | |
|---|---|---|
Market Cap | $68.83B | $21.89B |
Volume | 1,081,989 | 5,690,342 |
Sector | Industrials | — |
52-Week High | $768.02 | $124.52 |
52-Week Low | $473.46 | $105.64 |
Typical Hold Time | 81 Days | 114 Days |
Enterprise Value | $82.81B | — |
Dividend Yield | 2.04% | — |
Signals from Pluang's Aura AI — not financial advice
Northrop Grumman (NOC) trades at $473.46, down 2.0% on the day, reflecting a bearish technical signal amid recent contract loss news. The stock exhibits strong fundamentals with a P/E of 15.05, net income margin of 10.48%, and consistent earnings beats in recent quarters. Revenue growth is steady, supported by a record backlog, though the loss of the $20 billion Navy F/A-XX contract to Boeing introduces competitive pressure.
The outlook remains supported by robust defense budgets and key programs like the B-21 bomber, but investor sentiment is cautious near-term. Analyst consensus is bullish with a $600.62 price target, though technical indicators suggest potential near-term weakness. Risks include contract dependencies and macroeconomic shifts in defense spending.
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 broader market in 2026, declining over 7% year-to-date while consumer staples have gained. Analyst consensus remains strongly bullish with 100% buy ratings, though recent news highlights persistent underperformance concerns and inflationary pressures on consumer discretionary spending.
The outlook for XLY hinges on consumer resilience amid inflation, with potential catalysts from holiday spending growth and 'funflation' trends. Key risks include continued underperformance versus the S&P 500, inflation pressure on household budgets, and concentration in top holdings. Technical support sits at $110 with resistance at $112-113, requiring a breakout for sustained momentum.
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Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →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 →