Consumer Cyclical
Tractor Supply Company(TSCO)
Live Price
Offline$31.25
-0.03% today
1Y Change
-40.50%
Window
Jun 20, 2025 β Jun 12, 2026
- Market Cap
- $17.81B
- Revenue Growth
- +4.3%
- EPS Growth
- +1.0%
- Dividend Yield
- 2.7%
Coverage: 246 bars Β· Jun 20, 2025 β Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Tractor Supply Company (TSCO) is a Consumer Cyclical stock with a market cap of $17.81B and listed on NASDAQ. The stock last traded around $31.25 and down 40.5% across the available one-year price window (Jun 20, 2025 β Jun 12, 2026). Baseline metrics include revenue growth of +4.3%, EPS growth of +1.0%, a dividend yield of 2.7%. What stands out right now is revenue +4.3%, EPS +1.0%, free cash flow +16.3% with operating margin 9.3% and ROIC 12.3%. The dividend matters to the case here, with a current yield around 2.7%. Valuation is more restrained than many high-expectation growth names at P/E 16.5 and price/sales 1.1. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines TSCO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+4.3% vs +7.5% peer median
Operating Margin
Near sector median
+9.3% vs +8.4% peer median
P/E
Near sector median
16.5 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 21, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +4.3% and EPS at +1.0%, with operating margin around 9.3%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.7%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.4% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 21, 2026 | β | -1.5% | -10.1% | -21.3% |
2026 Jan 29, 2026 | -7.0% | -0.2% | +6.9% | +1.7% |
2025 Oct 23, 2025 | +1.6% | -0.1% | -4.0% | -6.6% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TSCO
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
TSCO Max Drawdown
-53.49%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TSCO and SPY.
Company Overview
Tractor Supply Company
NASDAQ Global Select
Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers a selection of merchandise, including equine, livestock, pet, and small animal products necessary for their health, care, growth, and containment; hardware, truck, towing, and tool products; seasonal products, such as heating products, lawn and garden items, power equipment, gifts, and toys; work/recreational clothing and footwear; and maintenance products for agricultural and rural use. It provides its products under the 4health, Producer's Pride, American Farmworks, Red Shed, Bit & Bridle, Redstone, Blue Mountain, Retriever, C.E. Schmidt, Ridgecut, Countyline, Royal Wing, Dumor, Strive, Groundwork, Traveller, Huskee, Treeline, JobSmart, TSC Tractor Supply Co, Paws & Claws, and Untamed brands. As of June 25, 2022, it operated 2,016 Tractor Supply stores in 49 states; and 178 Petsense stores in 23 states. The company operates its retail stores under the Tractor Supply Company, Del's Feed & Farm Supply, and Petsense names; and operates websites under the TractorSupply.com and Petsense.com names. It sells its products to recreational farmers, ranchers, and others. The company was founded in 1938 and is based in Brentwood, Tennessee.
- Leadership
- Harry A. Lawton
- IPO Date
- Feb 17, 1994
- Employees
- 26.0k
- Street Address
- 5401 Virginia Way
- Mailing
- Brentwood, TN, 37027
- Region
- Brentwood, TN, US
- Reporting Currency
- USD
- Investor Line
- 615 440 4000
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 16.5
- EV/EBITDA
- 12.3
- Price/Sales
- 1.1
- Price/Book
- 7.1
Growth
- Revenue
- +4.3%
- EPS
- +1.0%
- Free Cash Flow
- +16.3%
Profitability
- Gross Margin
- 32.5%
- Operating Margin
- 9.3%
- Net Margin
- 6.9%
- ROE
- 42.6%
- ROIC
- 12.3%
Balance Sheet
- Debt/Equity
- 2.55
- Current Ratio
- 1.38
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.