Ross Stores, Inc. vs State Street SPDR S&P Homebuilders ETF — how do they compare? Ross Stores, Inc. trades at $224.62 (market cap $71.96B), while State Street SPDR S&P Homebuilders ETF trades at $99.14. The key difference: Ross Stores, Inc. pays a 0.79% 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 | $71.96B | — |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $255.23 | $121.36 |
52-Week Low | $144.67 | $94.86 |
Enterprise Value | $72.41B | — |
Dividend Yield | 0.79% | — |
Signals from Pluang's Aura AI — not financial advice
Ross Stores (ROST) trades at $229.31, down 0.6% on the day, amid a bearish technical signal but strong fundamental performance. The company has consistently beaten earnings estimates, with Q2 2026 EPS of $2.66 surpassing the $1.95 forecast, and raised its full-year outlook. Revenue reached $21.13B in 2025, with net income of $2.09B and robust profitability metrics, including a 42.63% ROE. Analysts maintain a bullish consensus with a $271.33 price target, though technical indicators show near-term resistance.
The outlook for ROST is positive, driven by strong execution, expanding margins, and resilient consumer demand for value retail. Investment opportunities include continued earnings growth and potential upside to analyst targets. Key risks involve macroeconomic sensitivity, competitive pressures, and any deviation from its traffic growth trajectory. The stock's valuation at a P/E of 27.73 requires sustained performance to justify further gains.
XHB trades at $100.75, down 2.42% today, with a bearish technical signal driven by moving averages. The ETF tracks U.S. homebuilders, with recent news highlighting mixed housing data—June new home sales rose 1.6% month-over-month but existing home sales fell 2.4% (Census Bureau and WSJ, July 2026). Institutional activity shows Greenland Capital bought $17.33 million in shares, while CoreCap Advisors reduced its position by 99.3% (SEC filings, August 2026).
Outlook is cautious due to high mortgage rates and record home prices pressuring demand, though potential housing policy support offers upside. Risks include economic sensitivity and interest rate volatility. Analysts monitor affordability trends for catalyst opportunities.
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 →