Recursion Pharmaceuticals Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Recursion Pharmaceuticals Inc trades at $4.01 (market cap $2.14B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.1 (market cap $21.89B). The key difference: Consumer Discretionary Select Sector SPDR Fund is far larger — about 10.2× Recursion Pharmaceuticals Inc's market cap, and Recursion Pharmaceuticals Inc is more actively traded (30,789,535 versus 5,690,342). Which is the better fit depends on your goals — on Pluang, investors hold Recursion Pharmaceuticals Inc for 22 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| RXRX | XLY | |
|---|---|---|
Market Cap | $2.14B | $21.89B |
Volume | 30,789,535 | 5,690,342 |
Sector | Health | — |
52-Week High | $6.79 | $124.52 |
52-Week Low | $2.84 | $105.64 |
Typical Hold Time | 22 Days | 114 Days |
Enterprise Value | $1.66B | — |
Signals from Pluang's Aura AI — not financial advice
RXRX trades at $4.27, down 7.78% today, with technical indicators showing a bullish trend despite recent weakness. The company reported Q2 2026 earnings miss after two consecutive beats, with revenue declining to $54 million in 2026 from $74 million in 2025. While maintaining a negative net income margin of -961.97%, RXRX continues to expand its AI-powered drug discovery platform through strategic partnerships with Tempus and Roche.
The stock presents high-risk growth potential with strong analyst support (40% buy rating) but faces significant execution challenges. Investment appeal hinges on successful pipeline development and commercialization of AI drug discovery technology, though persistent losses and declining revenue create substantial downside risk for shareholders.
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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Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company leveraging artificial intelligence (AI) and machine learning to industrialize drug discovery. The company's unique approach combines one of the world's largest biological and chemical datasets with automated wet-lab and computational systems to map human biology and identify potential therapeutic candidates across a range of diseases, including oncology and rare diseases. Recursion aims to accelerate the traditionally slow and expensive process of drug development.
Read more on RXRX →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.
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