Tractor Supply Co.

Tractor Supply Co.

TSCO

Get informed when a big investor buys or sells

+ Follow
Market Cap$16.54B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Tractor Supply Co.Tractor Supply Co.15.32.98%43%12.6

Earnings Call Q1 2026

April 21, 2026 - AI Summary

Sales Performance: Tractor Supply Company reported a 3.6% increase in net sales to $3.59 billion for Q1 2026, primarily driven by the opening of 40 new stores. However, comparable store sales increased only 0.5%, with performance affected by a significant drag from the companion animal category, which contributed over a 100 basis point impact on comp sales.
Challenges in Companion Animal Segment: The pet category remains under pressure, particularly due to a decline in larger dog ownership and an inadequate mix that favors dogs over cats. The company has seen stable but disappointing performance in this segment, with efforts underway to expand offerings in cat products and fresh/frozen pet food, indicating ongoing challenges the company is facing in this area.
Customer Behavior and Economic Environment: The retail environment is cautious, with consumers using tax refunds more conservatively, favoring essentials and savings over discretionary spending. This behavior has led to reduced shopping frequency and productivity metrics, suggesting a shift in consumer priorities that may impact future sales growth.

Exclusive for Stockcircle Pro members

Sign upSign Up
$51.00

Target Price by Analysts

75% upsideTractor Supply Target Price DetailsTarget Price
$43.46

Current Fair Value

49.1% upside

Undervalued by 49.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$16.54 Billion
Enterprise Value$22.73 Billion
Dividend Yield$0.94 (2.98%)
Earnings per Share$2.07
Beta0.5
Outstanding Shares526,327,000

Return

Return on Equity43.01%ROE
Return on Assets9.27%
Return on Invested Capital16.62%

Valuation & Multiples

P/E Ratio15.35P/E Ratio
PEG-185.45PEG
Price to Sales1.0Price to Sales
Price to Book Ratio7.29Price to Book Ratio
Enterprise Value to Revenue1.45
Enterprise Value to EBIT15.66
Enterprise Value to Net Income21
Total Debt to Enterprise0.28
Debt to Equity2.55Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 23, 2026
EPS Estimate
$0.35
Average shareholder expectation
Revenue Estimate
$3.64 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$0.86
Average shareholder expectation
Revenue Estimate
$4.66 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6370 9.02%
Total Calls1,514,200 7.91%
Total Puts964,535 19.33%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %91.61% 5.09%
Total Invested$21.91B 14.42%
Investors Holding1,187 71.00%

ESG Score

No data

About Tractor Supply Co.

32,000 employees
CEO: Harry Lawton

Tractor Supply Company is an American retail chain of stores that offers products for home improvement, agriculture, lawn and garden maintenance, livestock, equine and pet care. Founded as a mail order tractor parts business in 1938, th...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly influencing corporate tax structures, capital investment credits, and the overall tax burden on Tractor Supply Company and its customers.

Finance

As the primary committee for taxation, trade, and entitlement spending, it directly influences corporate tax rates (impacting TSCO's profitability) and trade policies/tariffs (affecting supply chain costs and product pricing). It also impacts consumer spending through tax policy.

Appropriations

This committee allocates federal spending. Its decisions on funding for agricultural programs, rural development, and infrastructure can directly translate into increased economic activity and spending capacity for TSCO's customer base.

Agriculture, Nutrition, and Forestry

This committee directly oversees the Farm Bill, which profoundly impacts the agricultural sector and rural economies – the core customer base for Tractor Supply Company. It influences commodity prices and farmer subsidies.

Health, Education, Labor, and Pensions

This committee regulates labor laws, including minimum wage and union regulations. As a large retail employer, TSCO's operating costs are directly impacted by these decisions.

Banking, Housing, and Urban Affairs

This committee regulates the financial system, including interest rates (Fed) and real estate markets (HUD). These factors directly influence consumer credit, housing investment, and overall economic stability crucial for retail sales, particularly in rural areas where TSCO operates.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce and agencies like the FTC, directly impacting retail operations, consumer protection, advertising, and supply chain logistics for a national retailer like TSCO.