TRACTOR SUPPLY CO /DE/ (TSCO) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does TRACTOR SUPPLY CO /DE/ Do?
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 December 25, 2021, it operated 2,003 Tractor Supply stores in 49 states, as well as 177 Petsense stores in 23 states. The company operates its retail stores under the Tractor Supply Company, Del's Feed & Farm Supply, and Petsense names. It also operates websites under the TractorSupply.com and Petsense.com names. The company sells its products to recreational farmers, ranchers, and others. The company was founded in 1938 and is based in Brentwood, Tennessee. TRACTOR SUPPLY CO /DE/ (TSCO) is classified as a large-cap stock in the Consumer Discretionary sector, specifically within the Retail industry. The company is led by CEO Harry A. Lawton and employs approximately 49,000 people, headquartered in Brentwood, Tennessee. With a market capitalization of $23.4B, TSCO is one of the prominent companies in the Consumer Discretionary sector.
TRACTOR SUPPLY CO /DE/ (TSCO) Stock Rating — Hold (April 2026)
As of April 2026, TRACTOR SUPPLY CO /DE/ receives a Hold rating with a composite score of 45.5/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.TSCO ranks #1,799 out of 4,446 stocks in our coverage universe. Within the Consumer Discretionary sector, TRACTOR SUPPLY CO /DE/ ranks #160 of 442 stocks, placing it in the upper half of its Consumer Discretionary peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
TSCO Stock Price and 52-Week Range
TRACTOR SUPPLY CO /DE/ (TSCO) currently trades at $45.03. The stock lost $0.61 (1.3%) in the most recent trading session. The 52-week high for TSCO is $63.99, which means the stock is currently trading -29.6% from its annual peak. The 52-week low is $45.92, putting the stock -1.9% above its annual trough. Recent trading volume was 4.7M shares, reflecting moderate market activity.
Is TSCO Overvalued or Undervalued? — Valuation Analysis
TRACTOR SUPPLY CO /DE/ (TSCO) carries a value factor score of 65/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 20.68x, compared to the Consumer Discretionary sector average of 24.47x — a discount of 15%. The price-to-book ratio stands at 8.89x, versus the sector average of 1.99x. The price-to-sales ratio is 1.52x, compared to 0.27x for the average Consumer Discretionary stock. On an enterprise value basis, TSCO trades at 11.70x EV/EBITDA, versus 4.91x for the sector.
Overall, TSCO's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
TRACTOR SUPPLY CO /DE/ Profitability — ROE, Margins, and Quality Score
TRACTOR SUPPLY CO /DE/ (TSCO) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 43.0%, compared to the Consumer Discretionary sector average of 6.2%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 10.2% versus the sector average of 2.5%.
On a margin basis, TRACTOR SUPPLY CO /DE/ reports gross margins of 36.9%, compared to 36.9% for the sector. The operating margin is 9.7% (sector: 3.8%). Net profit margin stands at 7.2%, versus 2.1% for the average Consumer Discretionary stock. Revenue growth is running at -12.4% on a trailing basis, compared to 3.3% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
TSCO Debt, Balance Sheet, and Financial Health
TRACTOR SUPPLY CO /DE/ has a debt-to-equity ratio of 6.0%, compared to the Consumer Discretionary sector average of 89.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. The current ratio is 1.34x, suggesting adequate working capital coverage. Total debt on the balance sheet is $150M. Cash and equivalents stand at $185M.
TSCO has a beta of 0.54, meaning it is less volatile than the S&P 500, making it a relatively defensive holding. The stability factor score for TRACTOR SUPPLY CO /DE/ is 80/100, indicating low-volatility characteristics and consistent price behavior that appeals to risk-averse investors.
TRACTOR SUPPLY CO /DE/ Revenue and Earnings History — Quarterly Trend
In TTM 2026, TRACTOR SUPPLY CO /DE/ reported revenue of $15.09B and earnings per share (EPS) of $2.07. Net income for the quarter was $1.11B. Gross margin was 36.9%. Operating income came in at $1.49B.
In FY 2025, TRACTOR SUPPLY CO /DE/ reported revenue of $15.52B and earnings per share (EPS) of $2.07. Net income for the quarter was $1.10B. Gross margin was 36.4%. Revenue grew 4.3% year-over-year compared to FY 2024. Operating income came in at $1.47B.
In Q3 2025, TRACTOR SUPPLY CO /DE/ reported revenue of $3.72B and earnings per share (EPS) of $0.49. Net income for the quarter was $259M. Gross margin was 37.4%. Revenue grew 7.2% year-over-year compared to Q3 2024. Operating income came in at $343M.
In Q2 2025, TRACTOR SUPPLY CO /DE/ reported revenue of $4.44B and earnings per share (EPS) of $0.81. Net income for the quarter was $430M. Gross margin was 36.9%. Revenue grew 4.5% year-over-year compared to Q2 2024. Operating income came in at $578M.
Over the past 8 quarters, TRACTOR SUPPLY CO /DE/ has demonstrated a growth trajectory, with revenue expanding from $4.25B to $15.09B. Investors analyzing TSCO stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
TSCO Dividend Yield and Income Analysis
TRACTOR SUPPLY CO /DE/ (TSCO) currently pays a dividend yield of 1.6%. At this yield, a $10,000 investment in TSCO stock would generate approximately $$161.00 in annual dividend income. The net margin of 7.2% provides reasonable coverage for the dividend, though investors should monitor payout sustainability.
TSCO Momentum and Technical Analysis Profile
TRACTOR SUPPLY CO /DE/ (TSCO) has a momentum factor score of 31/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 37/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 12/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
TSCO vs Competitors — Consumer Discretionary Sector Ranking and Peer Comparison
Within the Consumer Discretionary sector, TRACTOR SUPPLY CO /DE/ (TSCO) ranks #160 out of 442 stocks based on the Blank Capital composite score. This places TSCO in the upper half of all Consumer Discretionary stocks in our coverage universe. Key competitors and sector peers include MONARCH CASINO & RESORT INC (MCRI) with a score of 50.5/100, CASEYS GENERAL STORES INC (CASY) with a score of 57.3/100, INGLES MARKETS INC (IMKTA) with a score of 51.0/100, FIVE BELOW, INC (FIVE) with a score of 51.6/100, and TARGET CORP (TGT) with a score of 52.6/100.
Comparing TSCO against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full TSCO vs S&P 500 (SPY) comparison to assess how TRACTOR SUPPLY CO /DE/ stacks up against the broader market across all factor dimensions.
TSCO Next Earnings Date
No upcoming earnings date has been announced for TRACTOR SUPPLY CO /DE/ (TSCO) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy TSCO? — Investment Thesis Summary
TRACTOR SUPPLY CO /DE/ presents a balanced picture with arguments on both sides. The value score of 65/100 suggests attractive pricing relative to fundamentals. Momentum is weak at 31/100, a headwind for near-term performance. Low volatility (stability score 80/100) reduces downside risk.
In summary, TRACTOR SUPPLY CO /DE/ (TSCO) earns a Hold rating with a composite score of 45.5/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on TSCO stock.
Related Resources for TSCO Investors
Explore more research and tools: TSCO vs S&P 500 comparison, top Consumer Discretionary stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare TSCO head-to-head with peers: TSCO vs MCRI, TSCO vs CASY, TSCO vs IMKTA.