Waste Management, Inc. vs State Street SPDR S&P Homebuilders ETF — how do they compare? Waste Management, Inc. trades at $226.84 (market cap $90.68B), while State Street SPDR S&P Homebuilders ETF trades at $108.31. The key difference: Waste Management, Inc. pays a 1.56% dividend while State Street SPDR S&P Homebuilders ETF pays none. Which is the better fit depends on your goals.
| WM | XHB | |
|---|---|---|
Market Cap | $90.68B | — |
Sector | Industrials | Broad Market / Factor |
52-Week High | $246.51 | $121.36 |
52-Week Low | $196.77 | $94.86 |
Enterprise Value | $113.47B | — |
Dividend Yield | 1.56% | — |
Signals from Pluang's Aura AI — not financial advice
WM trades at $226.19, down 0.18% today, with a neutral technical signal and strong fundamentals. Recent Q2 2026 earnings beat estimates at $2.02 per share, driven by pricing discipline and margin gains. Revenue growth is steady, with 2025 revenue at $25.20 billion, though net income margin dipped to 10.74%. The stock shows a bullish analyst consensus with a $263.43 price target, supported by 20 buy ratings and no sell recommendations. Institutional activity includes mixed trades, such as Bank of America reducing holdings by 6.1% in Q1 2026 (SEC filing, 2026-08-01).
Outlook remains positive due to consistent earnings beats and operational efficiency, but risks include high valuation ratios like a P/E of 59.74 and rising debt levels, with total liabilities at $36.31 billion in 2024. Investors should weigh growth potential against margin pressures and macroeconomic headwinds affecting waste volumes.
XHB trades at $108.71 with a modest 0.43% daily gain, showing bullish technical momentum with strong moving average signals. The ETF benefits from positive housing market developments including new home sales growth and supportive legislation, though mixed economic data creates uncertainty. Technical indicators show overbought conditions with RSI at 71.56, suggesting potential near-term consolidation.
The housing sector outlook remains cautiously optimistic with legislative support and improving builder sentiment offsetting high mortgage rate concerns. Key risks include interest rate sensitivity and inventory constraints, while institutional positioning adjustments reflect strategic portfolio rebalancing rather than sector pessimism.
Trailing returns across standard periods
Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →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 →