Tapestry, Inc. vs State Street SPDR S&P Homebuilders ETF — how do they compare? Tapestry, Inc. trades at $116.24 (market cap $23.09B), while State Street SPDR S&P Homebuilders ETF trades at $94.77 (market cap $1.49B). The key difference: Tapestry, Inc. is far larger — about 15.5× State Street SPDR S&P Homebuilders ETF's market cap, and Tapestry, Inc. pays a 1.6% dividend while State Street SPDR S&P Homebuilders ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tapestry, Inc. for 70 Days and State Street SPDR S&P Homebuilders ETF for 33 Days on average.
| TPR | XHB | |
|---|---|---|
Market Cap | $23.09B | $1.49B |
Volume | 2,745,259 | 2,445,587 |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $164.78 | $121.36 |
52-Week Low | $98.81 | $94.86 |
Typical Hold Time | 70 Days | 33 Days |
Enterprise Value | $25.89B | — |
Dividend Yield | 1.6% | — |
Signals from Pluang's Aura AI — not financial advice
TPR trades at $115.82, up 2.14% today, with strong analyst support (73% buy ratings) and a $174.64 consensus price target suggesting 51% upside. The stock shows robust profitability with 77.82% gross margins and has beaten earnings estimates for three consecutive quarters. However, technical indicators signal bearish momentum, and 2025 net income declined significantly to $183M from prior years above $800M. Recent news highlights Coach's momentum and international growth in China and Europe.
The investment case balances strong brand performance and analyst optimism against execution risks and valuation concerns. Upside potential exists from earnings beats and international expansion, but investors face headwinds from Kate Spade performance issues, tariff pressures, and the stock's current bearish technical trend. The significant gap between current price and analyst targets presents opportunity if fundamental improvements materialize.
XHB (SPDR S&P Homebuilders ETF) trades at $94.77, down 0.13% with a bearish technical outlook from moving averages. The ETF tracks homebuilder stocks facing headwinds from rising mortgage rates near 7%, though recent news highlights potential buying opportunities amid sector undervaluation. Technical indicators show neutral oscillators but bearish momentum with support at $94 and resistance at $96.
The housing market faces mixed signals with rising rates pressuring affordability, but legislative support and institutional interest suggest long-term potential. Key risks include mortgage rate volatility and economic sensitivity, while analyst coverage emphasizes sector recovery prospects. Investment appeal hinges on housing market stabilization and policy impacts.
Trailing returns across standard periods
Latest headlines on both assets
Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →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 →