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XLIIndustrial Select Sector SPDR Fund
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  1. Home
  2. Financial Ratios

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  3. XLI
  4. Financial Ratios

Industrial Select Sector SPDR Fund (XLI) Financial Ratios

Latest Ratios: P/E Ratio N/A · EV/EBITDA N/A · ROE N/A. (2026–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

XLI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTM
Market Cap—
Enterprise Value—
P/E Ratio →—
P/S Ratio—
P/B Ratio—
P/FCF—
P/OCF—

P/E links to full P/E history page with 30-year chart

XLI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTM
EV / Revenue—
EV / EBITDA—
EV / EBIT—
EV / FCF—

XLI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTM
Gross Margin—
Operating Margin—
Net Profit Margin—

Return on Capital

MetricTTM
ROE—
ROA—
ROIC—
ROCE—

XLI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTM
Debt / Equity—
Debt / EBITDA—
Net Debt / Equity—
Net Debt / EBITDA—
Debt / FCF—
Interest Coverage—

XLI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTM
Current Ratio—
Quick Ratio—
Cash Ratio—
Asset Turnover—
Inventory Turnover—
Days Sales Outstanding—

XLI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTM
Dividend Yield—
Payout Ratio—

Total Shareholder Return Metrics

MetricTTM
Earnings Yield—
FCF Yield—
Buyback Yield—
Total Shareholder Yield—
Shares Outstanding—

Key Metrics

Growth RegimeMixed
ProfitabilityStable
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Index concentration and volatility

Valuation Premium Driven by Liquidity

As reported in institutional fund documentation, XLI often trades at a slight premium to its underlying NAV, which suggests that market participants are willing to pay for the superior liquidity and options market depth that this specific vehicle provides compared to broader industrial sector alternatives.

The valuation of XLI is not a reflection of its own earnings, but rather the aggregate market pricing of its S&P 500 industrial constituents. Investors should interpret this premium as a liquidity convenience yield rather than an indicator of future growth, as the fund's price-to-earnings ratio is entirely dependent on the cyclical performance of its largest holdings.

Fee-Based Margins Remain Highly Stable

Based on the fund's structural economics, XLI maintains high gross margins due to near-zero marginal costs for additional AUM, though the long-term sustainability of these margins appears vulnerable to the ongoing industry-wide trend of expense ratio compression among competing industrial sector exchange-traded funds.

The fund's earning power is effectively a function of its 9 basis point management fee applied to total assets. Because the cost structure is largely fixed, any significant contraction in AUM would likely lead to margin compression, suggesting that profitability is more sensitive to market beta than to internal operational efficiency.

Operational Efficiency Through Passive Replication

According to institutional fund documentation, XLI's operational efficiency is measured by its ability to minimize tracking error against the Industrial Select Sector Index, a metric that remains within acceptable historical norms despite the recent volatility introduced by major corporate restructurings within the underlying index constituents.

Unlike an operating company, XLI does not manage working capital or inventory, meaning traditional efficiency ratios are inapplicable. Instead, the fund's efficiency is defined by its ability to maintain tight spreads and low tracking error, which appears to be a core competitive advantage in attracting institutional capital.

Liquidity Anchored by Market Mechanism

Based on the fund's operational structure, XLI maintains liquidity through the authorized participant creation and redemption process, which allows the fund to manage investor inflows and outflows without the need for significant cash reserves or traditional working capital buffers typically required by operating companies.

The fund's liquidity position is robust because it does not rely on its own balance sheet to meet redemptions, but rather on the in-kind exchange of securities. This mechanism suggests that the fund is well-insulated from liquidity stress, provided that the underlying industrial stocks remain liquid in the broader market.

Concentration Risk Masks Sector Health

As noted in recent market analysis, XLI's heavy weighting in aerospace and defense, particularly following the GE restructuring, suggests that the fund may not accurately reflect the broader U.S. manufacturing economy, potentially leading to mispriced risk for investors seeking diversified industrial exposure.

The most commonly misapplied metric for XLI is the assumption that it serves as a broad proxy for U.S. manufacturing health. Investors should instead focus on the concentration of the top ten holdings, as the fund's performance is disproportionately influenced by a small number of large-cap entities rather than the general industrial cycle.

Download Financial Ratios Data

Includes 30+ ratios · 0 years · Updated daily

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XLI — Frequently Asked Questions

Quick answers to the most common questions about buying XLI stock.

Is XLI stock overvalued?

Based on historical data, Industrial Select Sector SPDR Fund is trading at valuation metrics that vary. Compare with industry peers and growth rates for a complete picture.