Tractor Supply Co vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Tractor Supply Co trades at $36.65 (market cap $18.39B), while State Street Real Estate Select Sector SPDR ETF trades at $44.51. The key difference: Tractor Supply Co pays a 2.72% dividend while State Street Real Estate Select Sector SPDR ETF pays none, and State Street Real Estate Select Sector SPDR ETF is trading nearer its 52-week high, Tractor Supply Co nearer its low. Which is the better fit depends on your goals.
| TSCO | XLRE | |
|---|---|---|
Market Cap | $18.39B | — |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $62.65 | $46.01 |
52-Week Low | $29.14 | $40.01 |
Enterprise Value | $24.70B | — |
Dividend Yield | 2.72% | — |
Signals from Pluang's Aura AI — not financial advice
TSCO trades at $36.45, up 5.29% on the day, with a bullish technical signal and strong profitability metrics including a 39.51% ROE. Recent earnings have missed expectations, but the company maintains stable revenue growth and announced strategic initiatives like pet assortment expansion and seasonal events to drive engagement.
The outlook is mixed: valuation appears reasonable with a P/E of 18.38, and insider buying signals confidence, but near-term headwinds include soft discretionary demand and cost pressures. Risks involve execution of turnaround efforts amid economic sensitivity, while analyst consensus leans neutral with a $36.29 price target.
XLRE (Real Estate Select Sector SPDR ETF) trades at $44.48, up 0.18% with a bearish technical signal. The ETF shows resilience amid inflation pressures, with real estate assets gaining attention as potential safe havens. Recent news highlights REITs staging a comeback in 2026, outperforming broad equities despite interest rate volatility. Technical indicators show mixed signals with RSI at oversold levels but moving averages and ADX suggesting bearish momentum.
The outlook for XLRE remains cautiously optimistic with real estate fundamentals improving despite macro challenges. Key opportunities include diversification benefits and income generation through dividends, while risks center on interest rate sensitivity and inflation persistence. The sector shows signs of recovery with same-store NOI growth holding steady, though valuation metrics remain limited for this ETF structure.
Trailing returns across standard periods
Latest headlines on both assets
Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →