Thomson Reuters Corp vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Thomson Reuters Corp trades at $100.95 (market cap $43.21B), while Consumer Discretionary Select Sector SPDR Fund trades at $111.71 (market cap $21.87B). The key difference: Thomson Reuters Corp is the larger of the two by market cap, and Thomson Reuters Corp pays a 2.64% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Thomson Reuters Corp for 63 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| TRI | XLY | |
|---|---|---|
Market Cap | $43.21B | $21.87B |
Volume | 1,017,653 | 6,695,862 |
Sector | Industrials | — |
52-Week High | $163.45 | $124.52 |
52-Week Low | $76.55 | $105.64 |
Typical Hold Time | 63 Days | 114 Days |
Enterprise Value | $45.82B | — |
Dividend Yield | 2.64% | — |
Signals from Pluang's Aura AI — not financial advice
Thomson Reuters (TRI) stock trades at $101.55, up 3.53% today, showing strong momentum amid positive technical signals and fundamental strength. The company demonstrates robust profitability with 75.7% gross margins and 21.22% net income margins, supported by 10% organic growth in core businesses. Recent developments include the successful divestment of its printing unit and the launch of proprietary AI technology, positioning TRI for continued growth in the legal and professional information markets.
With analyst consensus pointing to 31% upside to the $133.25 price target and strong institutional buying, TRI presents a compelling growth opportunity. However, investors should monitor execution risks around AI integration and potential cybersecurity vulnerabilities following recent incidents. The stock's current valuation at 26.16x P/E appears reasonable given the company's recurring revenue model and market leadership position.
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 consumer staples sector in 2026, declining over 7% year-to-date. Analyst consensus remains strongly positive with 100% buy ratings, though recent news highlights consumer discretionary sector challenges including inflation pressures and selective spending shifts.
The outlook remains cautiously optimistic given strong analyst support and potential benefits from 'funflation' trends, but persistent underperformance versus the S&P 500 and inflation sensitivity pose near-term headwinds. Key risks include consumer spending volatility and sector rotation pressures that could extend the current lagging performance.
Trailing returns across standard periods
Thomson Reuters is the result of the $17.6 billion megamerger of Canada's Thomson and the United Kingdom's Reuters Group in 2008 and the 2018 carve-out of its finance and risk business, Refinitiv, in which it holds a 45% stake. In 2019, the company agreed to exchange its 45% stake in Refinitiv for a 15% stake in LSE, which closed in early 2021. Since the divestiture, the company is more concentrated on selling its flagship legal data and software, Westlaw, and its tax accounting software, Onesource. Reuters sees roughly 80% of revenue and 70% of expenses attributed to the United States, while the remainder (largely through the global print and Reuters News segments) is distributed across Latin America, Europe, the Middle East, Africa, and Asia-Pacific.
Read more on TRI →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 →