Compare Consumer Discretionary Select Sector SPDR Fund (XLY) vs Zoom Video Communications, Inc. (ZM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Consumer Discretionary Select Sector SPDR Fund vs Zoom Video Communications, Inc. — how do they compare? Consumer Discretionary Select Sector SPDR Fund trades at $112.59, while Zoom Video Communications, Inc. trades at $96.82 (market cap $28.14B). The key difference: Zoom Video Communications, Inc. is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| XLY | ZM | |
|---|---|---|
52-Week High | $124.52 | $111.88 |
52-Week Low | $105.64 | $72.72 |
Market Cap | — | $28.14B |
Sector | — | Technology |
Enterprise Value | — | $20.95B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
XLY trades at $113.99, down 0.8% on the day, with technical indicators showing a bearish trend as moving averages signal strong selling pressure. The ETF maintains 100% analyst buy ratings, reflecting confidence in consumer discretionary exposure despite current market weakness. Recent news highlights XLY as a potential sleeper opportunity for Q3 2026, with consumer spending trends supporting the sector's long-term prospects.
The outlook remains constructive given unanimous analyst support and consumer resilience, though technical weakness and sector concentration risks require monitoring. Upside potential exists if consumer discretionary spending accelerates, while economic slowdowns could pressure performance.
Zoom Communications (ZM) trades at $96.44, down 4.83% amid mixed signals. The stock shows bearish technical indicators with support at $95 and resistance at $99, while fundamentals reveal strong profitability with 77.3% gross margins and 65.19% net income margin. Recent Q2 earnings beat expectations with 4.9% revenue growth to $1.28B, but soft Q3 guidance triggered the selloff. Analyst consensus remains cautiously optimistic with a $119.63 price target despite near-term headwinds.
The outlook balances strong cash flow generation against growth deceleration concerns. Investment opportunity lies in ZM's enterprise revenue acceleration (7.8% growth) and attractive valuation (P/E 8.95), while risks include competitive pressure and execution on AI initiatives. The Anthropic IPO catalyst and new board appointment provide potential upside if growth reaccelerates.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Consumer Discretionary Select Sector SPDR Fund
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 →About Zoom Video Communications, Inc.
Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →
