Stock AnalizTractor Supply Co. TSCO
RETAIL: Building Materials · IPO 1994 · data as of November 13, 2026
Tractor Supply Co. (TSCO) is a consumer discretionary company listed in the US with a market value of about $18.9B. In the twelve months to September 26, 2026 it had revenue of $15.9B and net income of $977M, a net margin of 6.1%.
Its overall Stock Analiz score is 2.4 out of 5 (weak). The strongest part is track record (4/5); the weakest is future growth (0/5).
Key numbers: a P/E of 19.6, a price to free cash flow of 65.1, 5-year revenue growth of 8% a year, a 5-year average ROIC of 16%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 21% below the current price.
Score: 2.4 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- ROE above 15%
- Positive free cash flow
- Interest covered more than 5 times
Checks not passed
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.9B | $15.5B | $14.9B | $14.6B | $14.2B | $12.7B | $10.6B | $8.4B | $7.9B | $7.3B | $6.8B |
| Net income | $977M | $1.1B | $1.1B | $1.1B | $1.1B | $997M | $749M | $562M | $532M | $423M | $437M |
| Free cash flow | $290M | $740M | $637M | $580M | $584M | $510M | $1.1B | $594M | $416M | $381M | $425M |
| EPS (diluted) | $1.86 | $2.06 | $2.04 | $2.02 | $1.94 | $1.72 | $1.28 | $0.93 | $0.86 | $0.66 | $0.65 |
| Net margin | 6.1% | 7.1% | 7.4% | 7.6% | 7.7% | 7.8% | 7.0% | 6.7% | 6.7% | 5.8% | 6.5% |
| ROIC | — | 13.6% | 14.9% | 16.0% | 17.7% | 17.3% | 14.2% | 13.7% | 28.1% | 23.7% | 25.7% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 27 analysts is $37.48, 3% above the current price; targets range from $31.00 to $43.00; the consensus rating is “Buy”; expected EPS is $1.88 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Tractor Supply’s P/E ratio?
About 19.6, based on the last twelve months of diluted earnings per share (forward P/E about 20.7).
Is Tractor Supply stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 21% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Tractor Supply pay a dividend?
Yes. The dividend yield is about 2.61%, and it has paid dividends for 10 years in our data.
Is Tractor Supply a good stock to buy?
We do not give buy or sell advice. Tractor Supply scores 2.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.