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TSCO

Tractor Supply
$34.73
+6.24% Oct 22 close
Consumer DiscretionaryS&P 500 CompareTechnicals
-46%-30%-14%+2%+17%Oct 2025Oct 2026Apr 2026
TSCOSPY
1W
+4.1%
1M
+5.8%
3M
+15.3%
6M
-7.6%
YTD
-29.2%
1Y
-35.1%

Live chart

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What they do

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company provides various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals. It offers its products under the 4health, Paws & Claws, American Farmworks, Producer's Pride, Bit & Bridle, Red Shed, Blue Mountain, Redstone, C.E. Schmidt, Retriever.

Consumer Cyclical · Specialty Retail

For information only · Important disclosures

Grades vs sector

Momentum
7th percentile in sector
F
12-1 return: -40.8%
Percentile within its GICS sector across the S&P 1500.
Growth
39th percentile in sector
C-
Revenue growth (YoY): +2.3%
Percentile within its GICS sector across the S&P 1500.
Value
38th percentile in sector
C-
Forward E/P: 6.2% · EBITDA/EV: 8.2%
Percentile within its GICS sector across the S&P 1500.
Profitability
67th percentile in sector
B
Profit margin: +6.4% · Return on equity: +39.5%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 484 of 499 · 12-month momentum -37.1%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
Tractor Supply (TSCO) Shares Cross 3% Yield Mark
Nasdaq · 3h ago
Tractor Supply (TSCO) Q3 2026 Earnings Call Transcript
Nasdaq · 4h ago
Tractor Supply (TSCO) files 8-K: results
SEC 8-K · 11h ago
Tractor Supply Reaffirms FY26 Outlook - Update
Nasdaq · 11h ago
Tractor Supply 3Q 26 Earnings Conference Call At 10.00 AM ET
Nasdaq · 12h ago

Key stats

52-week range$28.94 – $55.04
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -2 (DCF counts double).
▼DCF (base case)below the price by 84%
•Piotroski F-score6/9
▲Net debt / EBITDA1.0x

Discounted cash flow

Bear
$2
-94%
growth -2% · disc. 10.2% · term. 2.0%
Base
$6
-84%
growth 3% · disc. 9.2% · term. 2.5%
Bull
$10
-71%
growth 6% · disc. 8.2% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Not enough data to run a reverse DCF.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-27). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.00 (n/a) × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Consumer Discretionary

P/E (trailing)
sector median 17.7×
–
Forward P/E
sector median 13.4×
–
EV / EBITDA
sector median 11.3×
–
Price / sales
sector median 1.2×
–
Price / book
sector median 2.8×
–
FCF yield
sector median 6.6%
–

Quality & financial health

Gross margin
36.5%
Operating margin
8.5%
FCF margin
1.9%
Net margin
6.4%
Return on equity
38.5%
Return on invested capital
23.5%
Net debt / EBITDA
1.0×
Current ratio
1.3×
Interest cover
19.3×
Cash conversion (OCF/NI)
1.3×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✗ Asset turnover improved

Analysts

No analyst targets available.

Annual history

FYRevenueNet incomeFree cash flow
2025$15.5B$1.1B$740.5M
2024$14.9B$1.1B$636.8M
2023$14.6B$1.1B$580.1M
2022$14.2B$1.1B$583.6M
2021$12.7B$997.1M$510.3M
2020$10.6B$749.0M$1.1B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +3.0%.

Earnings

Next report: 2026-10-22 · before open · EPS est 0.41
24-1025-0125-0425-0725-1026-0126-0426-070.000.82
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-230.820.69-15.9%
2026-04-210.340.31-9.4%
2026-01-290.460.43-7.2%
2025-10-230.480.49+1.7%
2025-07-240.800.81+1.0%
2025-04-240.370.34-7.5%
2025-01-300.460.44-3.4%
2024-10-240.450.45+0.3%
Insider trades
Lawton Iii Harry A
Director, President & CEO · 2026-08-04
Buy
$416.8K
Lawton Iii Harry A
Director, President & CEO · 2026-08-04
Buy
$84.7K
Morris Edna
Director · 2026-08-04
Buy
$50.6K
Hawaux Andre J
Director · 2026-08-03
Buy
$100.3K
None
None · None
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Stats refreshed 2026-10-21 18:24:48 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Beta 0.9 · Oct 21, 2026