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Stocks/Consumer Discretionary/Other Specialty Retail

Tractor SupplyTSCO

Other Specialty Retail · Brentwood, Tennessee · In the S&P 500
$33.94+0.86%After hours: $34.04 (+0.29%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 37.4% over 1 year
Tractor Supply over 1 yearDaily close, $, to 30 Oct 2026
$30$40$50Nov2026MarMayJulSep$33.94$30$40$50NovMarJul$33.94
Source: Nasdaq daily closes
Market value$17.68B
Price to earnings18.3x
Forward P/E17.4x
Dividend yield2.83%
Year to date−32.1%
One year−37.4%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$29.14$56.18

Quality and valuation

How Tractor Supply compares with other consumer discretionary stocks. A description, not a recommendation.

Tractor Supply and 5 other specialty retail peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: in line with its sector

A weaker business than most consumer discretionary companies, priced about in line with them.

Tractor Supply trades at 17.4 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +4.0% vs +8.1%
  • Keeps less of each sale (gross margin): 36.5% vs 40.5%
  • Less profitable (operating margin): 8.5% vs 13.8%
  • Turns less of its sales into cash: 1.9% vs 10.1%
TSCO trades at 17.4x forward earnings, below the sector medianForward p/e, Other Specialty Retail peers
BABA12.3xTM14.3xTSCO17.4xMCD19.6xHD21.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5xBABA12.3xTM14.3xTSCO17.4xMCD19.6xHD21.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 17.7x earnings, TSCO is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
15x20x25x30xAverage 23.8x2025202617.7x20x30xAverage 23.8x2025202617.7x
Source: Nasdaq prices; SEC filings

Financials

From Tractor Supply's SEC filings, through the quarter ending 27 Jun 2026. Hover or tap a bar for its value.

Revenue grew 2.3% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0bn$2bn$4bnQ3 ’24Q1 ’25Q3 ’25$4.5bnQ2 ’26$0bn$2bn$4bnQ3 ’24Q1 ’25Q3 ’25$4.5bnQ2 ’26
Source: SEC filings
Growth slowed to +2.3% last quarterRevenue growth, year on year, %
0%2%4%6%Q3 ’24Q1 ’25Q3 ’252.3%Q2 ’260%2%5%Q3 ’24Q1 ’25Q3 ’252.3%Q2 ’26
Source: SEC filings
Operating margin was 10.3% last quarterOperating income as a share of revenue, %
0%5%10%Q3 ’24Q1 ’25Q3 ’2510.3%Q2 ’260%5%10%Q3 ’24Q1 ’25Q3 ’2510.3%Q2 ’26
Source: SEC filings
Free cash flow was $307 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$200m$400mQ3 ’24Q1 ’25Q3 ’25$329mQ2 ’26$0m$250m$500mQ3 ’24Q1 ’25Q3 ’25$329mQ2 ’26
Source: SEC filings
Last 12 monthsTSCOSector median
Revenue growth+4.0%+8.1%
Gross margin36.5%40.5%
Operating margin8.5%13.8%
Free cash flow margin1.9%10.1%
Price to earnings18.3x21.0x

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TJXTJX Companies$140.31−0.76%−8.7%$154B
SONYSony Group$25.30−0.67%−1.2%$151B