Ross Stores, Inc. vs State Street SPDR S&P Homebuilders ETF — how do they compare? Ross Stores, Inc. trades at $248.31 (market cap $80.78B), while State Street SPDR S&P Homebuilders ETF trades at $108.31. The key difference: Ross Stores, Inc. pays a 0.71% dividend while State Street SPDR S&P Homebuilders ETF pays none, and Ross Stores, Inc. is trading nearer its 52-week high, State Street SPDR S&P Homebuilders ETF nearer its low. Which is the better fit depends on your goals.
| ROST | XHB | |
|---|---|---|
Market Cap | $80.78B | — |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $255.23 | $121.36 |
52-Week Low | $144.67 | $94.86 |
Enterprise Value | $81.37B | — |
Dividend Yield | 0.71% | — |
Signals from Pluang's Aura AI — not financial advice
Ross Stores (ROST) trades at $248.48, down 2.49% on the day, with a bullish technical outlook supported by moving averages and strong support near $247. The company reported robust earnings beats in recent quarters, with Q2 2026 results expected on August 20, 2026. Revenue grew to $21.13B in 2025, and net income reached $2.09B, reflecting a 9.74% margin. Expansion continues with 47 new stores opened in mid-2026, signaling growth momentum.
ROST offers solid growth potential with high ROE of 38.98% and analyst consensus favoring a buy rating (63.83% of 47 analysts), targeting $259.00. Risks include elevated P/E of 35.17 and sensitivity to consumer spending shifts. The stock's proximity to its 52-week high suggests cautious optimism, but execution on store expansions and margin maintenance are key for sustained upside.
XHB trades at $108.71 with a modest 0.43% daily gain, showing bullish technical momentum with strong moving average signals. The ETF benefits from positive housing market developments including new home sales growth and supportive legislation, though mixed economic data creates uncertainty. Technical indicators show overbought conditions with RSI at 71.56, suggesting potential near-term consolidation.
The housing sector outlook remains cautiously optimistic with legislative support and improving builder sentiment offsetting high mortgage rate concerns. Key risks include interest rate sensitivity and inventory constraints, while institutional positioning adjustments reflect strategic portfolio rebalancing rather than sector pessimism.
Trailing returns across standard periods
Ross Stores is a leading American off-price apparel and home fashion retailer, operating over 1,920 stores (at the end of fiscal 2021) across the Ross Dress for Less and dd's Discounts banners. Ross offers a variety of name-brand products and targets undercutting conventional retailers' regular prices by 20%-70%. The company uses an opportunistic, flexible merchandising approach
Read more on ROST →XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →