Tractor Supply Company (TSCO)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Tractor Supply Company (TSCO) trades at $31.76 with AI Score 57/100 (Grade B). Tractor Supply Company is a leading rural lifestyle retailer in the United States. Market cap: $16.66B, Sector: Consumer cyclical.
Price live · AI analysis from May 10, 2026TSCO stock analysis for 2026: Analysts have set a consensus price target of $57.17 for Tractor Supply Company, suggesting 80.0% upside from the current price of $31.76. The AI MoonshotScore is 57/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
TSCO: the 1 perspectives are evenly split.
How is this calculated? →Tractor Supply Company (TSCO) Consumer Business Overview
Tractor Supply Company is a dominant rural lifestyle retailer in the U.S., offering a diverse range of products from livestock and pet supplies to hardware and seasonal goods. With a focus on recreational farmers and ranchers, the company maintains a strong brick-and-mortar presence complemented by growing online sales.
What Is the Investment Thesis for TSCO?
Tractor Supply Company presents a notable research candidate due to its strong market position and consistent financial performance. With a market capitalization of $16.66B and a P/E ratio of 13.1, the company demonstrates financial stability. A dividend yield of 3.03% offers investors an attractive income stream. Growth catalysts include continued store expansion and increasing e-commerce sales. Potential risks include fluctuations in commodity prices and changing consumer preferences. The company's ability to maintain its gross margin of 32.5% and leverage its established brand will be critical to future success.
Based on FMP financials and quantitative analysis
TSCO Key Highlights
- Tractor Supply Company operates 2,016 Tractor Supply stores in 49 states, demonstrating a widespread retail presence.
- The company's dividend yield of 3.03% provides an attractive income stream for investors.
- A profit margin of 6.9% indicates solid profitability within the competitive retail sector.
- Tractor Supply Company's beta of 0.75 suggests lower volatility compared to the broader market.
- The company's gross margin of 32.5% reflects effective cost management and pricing strategies.
Who Are TSCO's Competitors?
TSCO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EBAY eBay Inc. | $114.84 | +3.20% | 51B | 91 |
| VIK Viking Holdings Ltd | $100.69 | -1.28% | $44.73B | 59 |
| CASY Casey's General Stores | $797.42 | +1.68% | $29.51B | 71 |
| EXPE Expedia Group, Inc. | $268.69 | +1.57% | $30.76B | 92 |
| ROL Rollins, Inc. | $43.38 | +2.94% | $20.89B | 76 |
| GPGNF Grupo Gigante, S. A. B. de C. V. | $1.64 | +0.00% | $1.63B | 68 |
| MNSO MINISO Group Holding Limited | $11.72 | -3.78% | $3.58B | 64 |
| FDIT Findit, Inc. | $0.03 | -14.86% | $30.13M | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TSCO's Key Strengths?
- Strong brand recognition in rural markets.
- Extensive store network.
- Loyal customer base.
- Diverse product offerings.
What Are TSCO's Weaknesses?
- Dependence on rural economies.
- Seasonality of certain product categories.
- Competition from online retailers.
- Potential supply chain disruptions.
What Could Drive TSCO Stock Higher?
- Continued store expansion in underserved rural markets.
- Enhancement of the e-commerce platform to drive online sales.
- Launch of new proprietary brands to increase margins.
- Development of loyalty programs to enhance customer retention.
What Are the Key Risks for TSCO?
- Economic downturns affecting consumer spending in rural areas.
- Increased competition from large retailers and online marketplaces.
- Fluctuations in commodity prices impacting product costs.
- Supply chain disruptions affecting product availability.
What Are the Growth Opportunities for TSCO?
- Expansion of Exclusive Brands: Tractor Supply Company has a significant opportunity to expand its exclusive brands, such as 4health and Producer's Pride. These brands offer higher margins and greater customer loyalty. By increasing the availability and marketing of these brands, Tractor Supply Company can drive sales growth and enhance its competitive position. The market for private-label brands in the retail sector is projected to grow by 5% annually, offering a substantial opportunity for Tractor Supply Company.
- Enhancement of E-commerce Platform: Tractor Supply Company can further enhance its e-commerce platform to capture a larger share of online sales. By improving the user experience, expanding product offerings, and offering convenient delivery options, the company can attract more online customers. The e-commerce market is expected to grow by 10% annually, providing a significant growth opportunity for Tractor Supply Company.
- Strategic Store Expansion: Tractor Supply Company can continue to expand its store network in underserved rural markets. By opening new stores in strategic locations, the company can reach new customers and increase its market share. The company's proven store model and strong brand recognition provide a competitive advantage in this area. The rural retail market is expected to grow by 3% annually, supporting Tractor Supply Company's store expansion strategy.
- Leveraging the Petsense Brand: Tractor Supply Company can leverage its Petsense brand to capitalize on the growing pet supplies market. By expanding the Petsense store network and offering a wider range of pet products and services, the company can attract more pet owners. The pet supplies market is projected to grow by 7% annually, offering a significant growth opportunity for Tractor Supply Company.
- Development of Loyalty Programs: Tractor Supply Company can develop and enhance its loyalty programs to increase customer retention and drive repeat purchases. By offering exclusive discounts, personalized offers, and other incentives, the company can encourage customers to shop more frequently. Loyalty programs are proven to increase customer lifetime value by 25%, providing a significant benefit for Tractor Supply Company.
What Opportunities Does TSCO Have?
- Expansion into new geographic markets.
- Growth of e-commerce sales.
- Development of new proprietary brands.
- Strategic acquisitions of complementary businesses.
What Threats Does TSCO Face?
- Economic downturns affecting consumer spending.
- Increased competition from large retailers.
- Fluctuations in commodity prices.
- Changes in consumer preferences.
What Are TSCO's Competitive Advantages?
- Extensive store network in rural markets.
- Strong brand recognition and customer loyalty.
- Proprietary brand portfolio.
- Established supply chain and distribution network.
What Does TSCO Do?
Founded in 1938, Tractor Supply Company began as a mail-order tractor parts business. Over the decades, it evolved into a retail chain catering to the needs of rural communities. Today, Tractor Supply Company operates over 2,016 stores in 49 states under the Tractor Supply Company and Del's Feed & Farm Supply names, along with 178 Petsense stores in 23 states. The company offers a broad selection of products, including those for equine, livestock, pet, and small animal care; hardware, truck, and towing products; seasonal items like heating products and lawn and garden supplies; workwear; and agricultural maintenance products. Tractor Supply Company also sells products under its proprietary brands, such as 4health, Producer's Pride, and Countyline. The company's omnichannel presence includes its TractorSupply.com and Petsense.com websites, enhancing accessibility for its customer base of recreational farmers, ranchers, and homeowners.
What Products and Services Does TSCO Offer?
- Operate retail stores catering to rural lifestyle needs.
- Offer products for equine, livestock, and pet care.
- Provide hardware, truck, and towing products.
- Sell seasonal products like heating and lawn/garden supplies.
- Offer work and recreational clothing and footwear.
- Provide maintenance products for agricultural and rural use.
How Does TSCO Make Money?
- Retail sales through physical stores.
- Online sales through TractorSupply.com and Petsense.com.
- Proprietary brand sales (4health, Producer's Pride, etc.).
- Strategic store expansion in rural markets.
What Industry Does TSCO Operate In?
Tractor Supply Company operates within the specialty retail industry, which is influenced by consumer spending patterns and economic conditions. The rural lifestyle retail market is characterized by a focus on agricultural and home improvement products. Tractor Supply Company competes with general retailers, farm supply stores, and online marketplaces. The industry is experiencing growth driven by increasing interest in rural living and home improvement projects. Tractor Supply Company's extensive store network and brand recognition provide a competitive advantage in this fragmented market.
Who Are TSCO's Key Customers?
- Recreational farmers.
- Ranchers.
- Homeowners with rural properties.
- Pet owners in rural areas.
ROE 43%Key Financial Metrics
Return on equity for Tractor Supply Company stands at 42.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 9.3%, showing how much profit it generates from its asset base. TSCO trades at a trailing price-to-earnings ratio of 13.13, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 3.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.38 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.5%, the inverse of the P/E and a quick read on earnings relative to price.
Tractor Supply Company (TSCO) Valuation Context
Valued at $16.66B, TSCO is classified as a large-cap stock. Relative to its peer group, TSCO's quantitative score of 57/100 is below the peer average of 78/100.
Company Profile
Tractor Supply Company operates in the Specialty Retail industry within the Consumer Cyclical sector. It is headquartered in Brentwood, US. The company is led by CEO Harry A. Lawton. TSCO has traded publicly since 1994.
F-Score 5/9Financial Health
Tractor Supply Company's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.87 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Tractor Supply Company revenue of about $16.18B for fiscal 2026, with EPS near $2.11. The estimate reflects 21 contributing analysts.
Net buyingInsider Activity
Over the past six months, Tractor Supply Company insiders filed 29 SEC Form 4 transactions — 14 sales and 15 purchases. On net that is roughly 90K shares acquired (about $1.3M) — insiders putting money in tends to read as conviction.
TSCO Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Tractor Supply seems to be nailing the rural lifestyle trend, and the community is buzzing about their expanding product lines catering to hobby farmers and homesteaders.
- Insiders have been holding steady, which suggests they're confident in the company's direction despite broader market jitters.
- The general sentiment online is that Tractor Supply is a reliable retailer, especially in areas where people prioritize value and practicality.
- There's a growing perception that Tractor Supply is more than just a farm store; it's becoming a destination for DIYers and pet owners, broadening its appeal.
Bear Case
- While rural demand is strong, some community members are worried about potential margin compression due to rising input costs and supply chain hiccups.
- There's a sense that Tractor Supply's growth might be limited by its geographic focus, and expanding into new markets could be challenging.
- Some chatter suggests that competition from online retailers and big-box stores is starting to put pressure on Tractor Supply's pricing.
- The overall market sentiment is cautious, and some investors might be hesitant to put money into retail stocks, even those with a strong niche.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
From the Earnings Call
“Field & Stream, where our new product introductions are performing well. The brand is on track to hit over $100 million in sales this year, joining the ranks of 13 other exclusive brands at this sales milestone.”
— Seth Estep
“We opened a record 40 traction supply stores in the quarter and new store productivity remained in the 65% to 70% range.”
— Harry Lawton
TSCO Q1 FY2026 earnings call transcript · 2026-04-21
TSCO Latest News
-
Cramer Passes On NioCorp And SoundHound — But Says One Stock Is 'Time To Buy'
benzinga · Jun 22, 2026
-
Stocks Indexes Finish Mostly Lower as Chipmakers Retreat
Barchart · Jun 16, 2026
-
Broader Market Weakens as Energy and Software Stocks Fall
Barchart · Jun 16, 2026
-
Stocks Supported by Lower Crude Oil Prices and Bond Yields
Barchart · Jun 16, 2026
TSCO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TSCO.
Price Targets
Consensus target: $57.17
TSCO MoonshotScore
What does this score mean?
The MoonshotScore rates TSCO's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Cramer Passes On NioCorp And SoundHound — But Says One Stock Is 'Time To Buy'
Stocks Indexes Finish Mostly Lower as Chipmakers Retreat
Broader Market Weakens as Energy and Software Stocks Fall
Stocks Supported by Lower Crude Oil Prices and Bond Yields
Latest Tractor Supply Company Analysis
Leadership: Harry A. Lawton
President and Chief Executive Officer
Harry A. Lawton serves as the President and Chief Executive Officer of Tractor Supply Company. He has extensive experience in the retail industry, previously holding leadership positions at various companies. His background includes expertise in merchandising, supply chain management, and e-commerce. Lawton's strategic vision focuses on driving growth through store expansion, digital innovation, and enhanced customer engagement. He is committed to maintaining Tractor Supply Company's strong brand reputation and delivering value to shareholders.
Track Record: Since becoming CEO, Harry Lawton has focused on expanding Tractor Supply Company's market share and enhancing its omnichannel capabilities. He has overseen the continued growth of the store network and the development of new proprietary brands. Under his leadership, the company has achieved consistent financial performance and increased shareholder value. Lawton's strategic initiatives have positioned Tractor Supply Company for continued success in the rural lifestyle retail market.
Tractor Supply Company Consumer Cyclical Stock: Key Questions Answered
What does Tractor Supply Company do?
Tractor Supply Company operates as a rural lifestyle retailer in the United States, providing a wide range of products for recreational farmers, ranchers, and homeowners. The company offers items such as livestock and pet supplies, hardware, seasonal products, and workwear. Tractor Supply Company operates retail stores under the Tractor Supply Company and Petsense names, as well as e-commerce websites. The company focuses on serving the needs of customers in rural communities, offering a convenient and reliable source for essential products.
What do analysts say about TSCO stock?
Analyst consensus on Tractor Supply Company (TSCO) stock is generally positive, reflecting the company's strong market position and consistent financial performance. Key valuation metrics include a P/E ratio of 13.1 and a dividend yield of 3.03%. Growth considerations include continued store expansion and increasing e-commerce sales. Analysts note that potential risks include fluctuations in commodity prices and changing consumer preferences. Overall, analysts view Tractor Supply Company as a stable and reliable investment within the specialty retail sector.
What are the main risks for TSCO?
The main risks for Tractor Supply Company include economic downturns affecting consumer spending in rural areas, increased competition from large retailers and online marketplaces, fluctuations in commodity prices impacting product costs, and potential supply chain disruptions affecting product availability. These risks could negatively impact the company's financial performance and market share. Effective risk management strategies are essential for Tractor Supply Company to mitigate these potential challenges and maintain its competitive position.
What are the key factors to evaluate for TSCO?
Tractor Supply Company (TSCO) holds an AI score of 57/100 (moderate). P/E: 13.1x vs the S&P 500's ~20-25x. Analysts target $57.17 (+80%). Not financial advice.
How frequently does TSCO data refresh on this page?
TSCO prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TSCO's recent stock price performance?
Tractor Supply Company (TSCO) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition in rural markets. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TSCO overvalued or undervalued right now?
Tractor Supply Company (TSCO) trades at 13.1x earnings. Analysts target $57.17 (+80%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TSCO?
Before investing in Tractor Supply Company (TSCO), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest available reporting period.