Tractor Supply Company (TSCO) AI Stock Analysis

Tractor Supply Company is a rural lifestyle retailer in the United States that serves recreational farmers, ranchers, and pet owners. The company provides a broad range of merchandise essential for rural living, including equine, livestock, pet, and small animal products, as well as hardware, truck accessories, tools, and maintenance products. It also sells seasonal goods such as heating supplies, lawn and garden equipment, and power tools. Tractor Supply offers proprietary brands like 4health, Producer's Pride, and Paws & Claws across a retail network of 2,016 Tractor Supply stores and 178 Petsense stores, alongside digital platforms such as TractorSupply.com and Petsense.com.

Annual revenue grew from $12.73B in FY2021 to $15.52B in FY2025, reflecting a 5-year revenue compound annual growth rate of 7.9%. Net income expanded from $997.1M in FY2021 to $1.10B in FY2025, with diluted EPS rising from $1.73 to $2.07 over the same period. However, profitability has moderated, as gross margin dropped from 35.2% in FY2021 to 33.2% in FY2025, and operating margin contracted from 10.3% to 9.5%. In the trailing twelve months ending June 30, 2026, revenue was $15.75B with a 6.4% profit margin. For the quarter ended June 30, 2026, revenue increased 2.3% year-over-year, while quarterly earnings declined 15.0%.

As of June 30, 2026, Tractor Supply held $231.6M in cash and short-term investments against $6.54B in total debt, resulting in net debt of $6.31B. Total assets stood at $12.16B and shareholders' equity was $2.63B, translating to a debt-to-equity ratio of 2.49 and a current ratio of 1.33. Operating cash flow reached $1.64B in FY2025, supporting $740.5M in free cash flow. Capital expenditures were $894.8M, while capital return to shareholders included $361.3M in share buybacks and $487.7M in dividends paid.

At a closing price of $33.16 on October 16, 2026, Tractor Supply has a market capitalization of $17.28B and an enterprise value of $23.14B. The stock trades at a trailing P/E of 17.3x and a forward P/E of 14.5x, below the median of its S&P 500 Consumer Cyclical peers at 20.1x and 15.7x, respectively. Its enterprise value-to-EBITDA multiple is 12.5x compared to the peer median of 13.8x, and its price-to-sales ratio is 1.1x versus the peer median of 2.0x. Over the past year, the stock fell 38.4%, trailing the S&P 500 (SPY) gain of 16.8%.

Tractor Supply pays a forward annual dividend of $0.96 per share, representing a dividend yield of 2.90% with a payout ratio of 46.6%. The company distributes dividends quarterly and has paid dividends for 17 consecutive years. Its dividend has grown at an annualized rate of 25.1% over the past 5 years. The most recent ex-dividend date was August 24, 2026.

Wall Street analysts display 12 Strong Buy, 3 Buy, and 15 Hold ratings, with 0 Sell or Strong Sell recommendations. The mean price target is $35.70, implying an upside of 7.7% from the last close of $33.16. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $1.80 on revenue of $15.96B. For the following fiscal year, 13 analysts project EPS of $2.04 and revenue of $16.61B. The company beat EPS estimates in 1 of the last 4 quarters, and its next earnings date is October 22, 2026.

This page is an AI-written research summary of Tractor Supply Company (TSCO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: TSCO income statement, TSCO balance sheet, TSCO key metrics, TSCO analyst forecast, TSCO chart. See the TSCO stock overview for the latest quote and news.