Tractor Supply (TSCO) Stock Insights

TSCO price $31.61 -0.63 -1.95%

Ticker
TSCO
Price
$31.61
Change
-0.63 -1.95%
Market cap ?
$16.47B
P/E ?
17.33
Forward P/E ?
16.19
Dividend yield ?
2.95%
Beta ?
0.51
Sector
Consumer Cyclical
Industry
Specialty Retail
Stocklytics score
42
Value
64
Quality
35
Growth
28

Stocklytics score rationale: value 64, quality 35, growth 28.

Financials

2016201720182019202020212022202320242025
6779579000725638200079110460008351931000106203520001273110500014204717000145557410001488323100015524046000

Tractor Supply Company functions as a prominent retailer, catering to the rural lifestyle demographic throughout the United States. Its extensive product catalog encompasses items crucial for the health, well-being, development, and enclosure of equine, livestock, pets, and small animals. Additionally, it stocks a variety of hardware, truck, towing, and tool supplies. Shoppers can also find seasonal goods like…

Fair value

TSCO fair value $30.79. Price $31.61. Price is about fair value.

Above fair value, and more expensive than usual. A larger premium than on 65% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 652.48M. Growth 8.63%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 521.04M. Net debt 5.75B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare TSCO

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-02-04—0.41—4.03B
2026-10-220.430.413.91B3.82B
2026-07-230.810.824.54B4.58B
2026-04-210.310.343.59B3.63B
2026-01-290.430.463.90B3.99B
2025-10-230.490.483.72B3.72B
2025-07-240.810.804.44B4.39B
2025-04-240.340.373.47B3.53B
2025-01-300.442.283.77B3.78B
2024-10-240.450.453.47B3.48B
2024-07-250.793.924.25B4.28B
2024-04-250.371.723.39B3.40B
2024-02-010.460.443.66B3.67B
2023-10-260.470.453.41B3.47B
2023-07-270.770.784.18B4.26B
2023-04-270.330.343.30B3.32B
2023-01-260.490.474.01B3.88B
2022-10-200.420.423.27B3.28B
2022-07-210.710.713.90B3.90B
2022-04-210.330.283.02B2.92B
2022-01-270.390.373.32B3.23B
2021-10-210.390.333.02B2.81B
2021-07-190.640.593.60B3.43B
2021-04-220.310.202.79B2.42B
2021-01-280.330.302.88B2.68B
2020-10-220.320.282.61B2.22B
2020-07-230.580.523.18B2.76B
2020-04-230.140.141.96B1.93B
2020-01-300.240.252.19B2.23B
2019-10-240.210.211.98B2.00B
2019-07-250.360.362.35B2.35B
2019-04-250.130.111.82B1.59B
2019-01-310.220.222.13B2.09B
2018-10-250.190.171.88B1.72B
2018-07-260.340.322.21B2.11B
2018-04-260.110.121.68B1.68B
2018-01-310.180.171.95B1.87B
2017-10-250.140.141.72B1.63B
2017-07-260.250.252.02B2.05B
2017-04-260.090.091.56B1.56B

Dividends

Yield 3.01%. Payout ratio 50.99%. Frequency Quarterly.

Safety score 80/100 · Safe. Payout ratio is 51% of earnings. Dividends use most of free cash flow. Dividends were paid in 17 separate years. Yield is 3.0%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-08-24$0.242026-08-242026-09-08Quarterly
2026-05-27$0.242026-05-272026-06-09Quarterly
2026-02-24$0.242026-02-242026-03-10Quarterly
2025-11-24$0.232025-11-242025-12-09Quarterly
2025-08-25$0.232025-08-252025-09-09Quarterly
2025-05-28$0.232025-05-282025-06-10Quarterly
2025-02-26$0.232025-02-262025-03-11Quarterly
2024-11-25$0.222024-11-252024-12-10Quarterly
2024-08-26$0.222024-08-262024-09-10Quarterly
2024-05-24$0.222024-05-282024-06-11Quarterly
2024-02-23$0.222024-02-262024-03-12Quarterly
2023-11-24$0.212023-11-272023-12-12Quarterly
2023-08-25$0.212023-08-282023-09-12Quarterly
2023-05-26$0.212023-05-302023-06-13Quarterly
2023-02-24$0.212023-02-272023-03-14Quarterly
2022-11-18$0.182022-11-212022-12-06Quarterly
2022-08-19$0.182022-08-222022-09-07Quarterly
2022-05-24$0.182022-05-252022-06-08Quarterly
2022-02-17$0.182022-02-212022-03-08Quarterly
2021-11-19$0.102021-11-222021-12-08Quarterly
2021-08-20$0.102021-08-232021-09-08Quarterly
2021-05-21$0.102021-05-242021-06-08Quarterly
2021-02-19$0.102021-02-222021-03-09Quarterly
2020-11-20$0.082020-11-232020-12-08Quarterly
2020-08-21$0.082020-08-242020-09-09Quarterly
2020-05-22$0.072020-05-262020-06-09Quarterly
2020-02-21$0.072020-02-242020-03-10Quarterly
2019-11-22$0.072019-11-252019-12-10Quarterly
2019-08-23$0.072019-08-262019-09-10Quarterly
2019-05-24$0.072019-05-282019-06-11Quarterly
2019-02-22$0.062019-02-252019-03-12Quarterly
2018-11-23$0.062018-11-262018-12-11Quarterly
2018-08-24$0.062018-08-272018-09-11Quarterly
2018-05-25$0.062018-05-292018-06-12Quarterly
2018-02-23$0.052018-02-262018-03-13Quarterly
2017-11-17$0.052017-11-202017-12-05Quarterly
2017-08-17$0.052017-08-212017-09-06Quarterly
2017-05-18$0.052017-05-222017-06-06Quarterly
2017-02-23$0.052017-02-272017-03-14Quarterly
2016-11-09$0.052016-11-142016-11-29Quarterly
2016-08-11$0.052016-08-152016-08-30Quarterly
2016-05-12$0.052016-05-162016-06-01Quarterly
2016-02-18$0.042016-02-222016-03-08Quarterly
2015-11-12$0.042015-11-162015-12-01Quarterly
2015-08-13$0.042015-08-172015-09-01Quarterly
2015-05-14$0.042015-05-182015-06-02Quarterly
2015-02-19$0.032015-02-232015-03-10Quarterly
2014-11-13$0.032014-11-172014-12-02Quarterly
2014-08-14$0.032014-08-182014-09-03Quarterly
2014-05-15$0.032014-05-192014-06-03Quarterly
2014-02-20$0.032014-02-242014-03-11Quarterly
2013-11-14$0.032013-11-182013-12-03Quarterly
2013-08-15$0.032013-08-192013-09-04Quarterly
2013-05-16$0.032013-05-202013-06-04Quarterly
2013-02-21$0.022013-02-252013-03-12Quarterly
2012-11-15$0.022012-11-192012-12-04Quarterly
2012-08-16$0.022012-08-202012-09-05Quarterly
2012-05-17$0.022012-05-212012-06-05Quarterly
2012-02-23$0.012012-02-272012-03-13Quarterly
2011-11-09$0.012011-11-142011-11-29Quarterly
2011-08-11$0.012011-08-152011-08-30Quarterly
2011-05-12$0.012011-05-162011-06-01Quarterly
2011-02-17$0.012011-02-222011-03-08Quarterly
2010-11-10$0.012010-11-152010-11-30Quarterly
2010-08-12$0.012010-08-162010-08-31Quarterly
2010-05-13$0.012010-05-172010-06-02Quarterly
2010-03-11$0.012010-03-152010-03-29Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-01Ham Margaret MBuy555$31.2917.37K
2026-10-01Krishnan RamkumarBuy839$31.2926.25K
2026-09-04Ham Margaret MBuy85$35.052.98K
2026-08-08Ledbetter Samuel CraigSell28$33.98936
2026-08-06Ordus John PBuy1.59K——
2026-08-06Ordus John PBuy6.12K$33.41204.60K
2026-08-06Estep Jonathan SBuy794——
2026-08-06Estep Jonathan SBuy3.06K$33.41102.30K
2026-08-05Ledbetter Samuel CraigBuy9.21K$33.12305.17K
2026-08-05Ledbetter Samuel CraigBuy2.40K——
2026-08-05DAHL AMY EBuy13.63K——
2026-08-05DAHL AMY EOther0——
2026-08-04MORRIS EDNABuy1.56K$32.4450.61K
2026-08-04Lawton III Harry ABuy12.95K$32.20416.83K
2026-08-04Lawton III Harry ABuy2.65K$31.9084.69K
2026-08-03Hawaux Andre JBuy3.15K$31.83100.26K
2026-07-06Ledbetter Samuel CraigOther0——
2026-07-06Ledbetter Samuel CraigOther0——
2026-07-06Ledbetter Samuel CraigOther5.64K$46.59262.77K
2026-07-06Ledbetter Samuel CraigOther7.58K$50.39381.96K
2026-07-06Ledbetter Samuel CraigOther6.54K$54.97359.61K
2026-07-06Ledbetter Samuel CraigOther7.56K$53.78406.42K
2026-07-01Krishnan RamkumarBuy830——
2026-07-01Ham Margaret MBuy415——
2026-06-08Ham Margaret MBuy98$30.172.95K
2026-05-14Jackson Denise LBuy5.71K——
2026-05-14MORRIS EDNABuy9.17K——
2026-05-14Syngal SoniaBuy5.71K——
2026-05-14Krishnan RamkumarBuy5.71K——
2026-05-14Hawaux Andre JBuy5.71K——
2026-05-14Ham Margaret MBuy5.71K——
2026-05-14Cardenas RicardoBuy5.71K——
2026-05-14Weikel Mark JBuy5.71K——
2026-05-14Brown JoyBuy5.71K——
2026-04-01Krishnan RamkumarBuy579$45.3026.25K
2026-04-01Ham Margaret MBuy290$45.3013.12K
2026-02-13Yankee ColinBuy5.70K$46.59265.33K
2026-02-13Yankee ColinBuy5.47K$46.55254.86K
2026-02-13Yankee ColinSell4.69K$55.37259.91K
2026-02-13Yankee ColinSell5.70K$55.33315.10K
2026-02-13Yankee ColinSell781$55.3843.25K
2026-02-13Yankee ColinSell5.70K$46.59265.33K
2026-02-13Yankee ColinSell5.47K$46.55254.86K
2026-02-12Gardiner Kimberley S.Sell315$54.0617.01K
2026-02-12Ordus John PSell680$54.0636.78K
2026-02-12Mills Robert DSell866$54.0646.82K
2026-02-12Lawton III Harry ASell5.72K$54.06309.46K
2026-02-12Kersey MelissaSell557$54.0630.10K
2026-02-12Estep Jonathan SSell804$54.0643.48K
2026-02-12Barton Kurt DSell967$54.0652.26K
2026-02-12Yankee ColinSell588$54.0631.78K
2026-02-11Mills Robert DBuy27.54K$44.391.22M
2026-02-11Mills Robert DBuy35.41K$28.641.01M
2026-02-11Mills Robert DSell62.95K$54.123.41M
2026-02-11Mills Robert DSell35.41K$28.641.01M
2026-02-11Mills Robert DSell27.54K$44.391.22M
2026-02-11Estep Jonathan SBuy59.74K$28.641.71M
2026-02-11Estep Jonathan SSell59.74K$54.033.23M
2026-02-11Estep Jonathan SSell59.74K$28.641.71M
2026-02-10Barton Kurt DBuy10.61K——
2026-02-10Barton Kurt DSell1.88K$53.81101.38K
2026-02-10Barton Kurt DBuy47.50K$53.782.55M
2026-02-10Yankee ColinBuy7.24K——
2026-02-10Yankee ColinBuy32.39K$53.781.74M
2026-02-10Gardiner Kimberley S.Buy3.25K——
2026-02-10Gardiner Kimberley S.Buy14.57K$53.78783.84K
2026-02-10Ordus John PBuy6.27K——
2026-02-10Ordus John PBuy28.07K$53.781.51M
2026-02-10Mills Robert DBuy7.24K——
2026-02-10Mills Robert DBuy32.39K$53.781.74M
2026-02-10Lawton III Harry ABuy46.55K——
2026-02-10Lawton III Harry ABuy208.37K$53.7811.21M
2026-02-10Kersey MelissaBuy5.30K——
2026-02-10Kersey MelissaBuy23.75K$53.781.28M
2026-02-10Estep Jonathan SBuy7.24K——
2026-02-10Estep Jonathan SBuy32.39K$53.781.74M
2026-02-10Syngal SoniaBuy781——
2026-02-10Syngal SoniaOther0——
2026-02-09SABATINO THOMAS J JROther0——
2026-02-08Ledbetter Samuel CraigOther5.42K$46.55252.07K
2026-02-08Lawton III Harry ASell6.20K$54.74339.57K
2026-02-08Kersey MelissaSell607$54.7433.24K
2026-02-08Barton Kurt DSell901$54.7449.32K
2026-02-08Mills Robert DSell1.37K$54.7474.85K
2026-02-08Ordus John PSell596$54.7432.65K
2026-02-08Yankee ColinSell609$54.7433.34K
2026-02-08Estep Jonathan SSell360$54.3819.55K
2026-02-06Barton Kurt DSell1.93K$53.94104.05K
2026-02-05Yankee ColinSell665$54.8036.46K
2026-02-05Ordus John PSell748$54.8040.99K
2026-02-05Mills Robert DSell1.07K$54.8058.38K
2026-02-05Lawton III Harry ASell6.44K$54.80353.17K
2026-02-05Kersey MelissaSell665$54.8036.46K
2026-02-05Estep Jonathan SSell550$54.8030.13K
2026-02-05Barton Kurt DSell1.05K$54.8057.58K
2026-02-03Lawton III Harry ASell84.67K$53.164.50M
2026-01-01Krishnan RamkumarBuy525$50.0126.25K
2026-01-01Ham Margaret MBuy262$50.0113.13K
2026-01-01Weikel Mark JBuy685$50.0134.25K
2025-11-14McKee Noni EllisonSell900——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 1.10K, holders -97 vs prior quarter. Ownership 94.32%.

HolderSharesChangeChange %Value
BLACKROCK, INC.47.48M2.14M+4.73%1.50B
INVESCO LTD.34.58M14.33M+70.73%1.09B
VANGUARD CAPITAL MANAGEMENT LLC34.27M-17.32K-0.05%1.08B
CAPITAL RESEARCH GLOBAL INVESTORS30.02M19.39M+182.30%948.97M
VANGUARD PORTFOLIO MANAGEMENT LLC26.71M-1.18M-4.22%844.32M
CAPITAL INTERNATIONAL INVESTORS25.83M13.58M+110.81%816.50M
PRICE T ROWE ASSOCIATES INC /MD/23.54M1.74M+7.98%743.95M
STATE STREET CORP23.50M665.65K+2.92%742.86M
GEODE CAPITAL MANAGEMENT, LLC15.56M-803.25K-4.91%490.72M
JPMORGAN CHASE & CO10.67M1.92M+22.01%332.77M
FRANKLIN TEMPLETON INC9.24M-480.01K-4.94%292.06M
MORGAN STANLEY8.92M438.81K+5.17%282.09M
GOLDMAN SACHS GROUP INC7.45M2.52M+51.14%235.56M
STIFEL FINANCIAL CORP7.44M110.97K+1.51%235.20M
NORGES BANK6.80M6.80MNew214.83M
DIMENSIONAL FUND ADVISORS LP5.47M198.15K+3.76%172.76M
WELLS FARGO & COMPANY/MN5.20M-512.81K-8.98%164.27M
VAN ECK ASSOCIATES CORP5.14M5.14MNew162.63M
NORTHERN TRUST CORP5.13M-370.10K-6.73%162.01M
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC4.94M150.28K+3.13%156.31M
SELECT EQUITY GROUP, L.P.4.34M-8.96M-67.38%137.09M
NAVERA INVESTMENT MANAGEMENT LTD.3.84M-382.29K-9.05%121.44M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.3.63M3.63MNew114.89M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.63M137.09K+3.92%114.89M
LEGAL & GENERAL GROUP PLC3.48M-350.90K-9.15%110.14M

Insights

Revenue by product
PeriodValue
FY2015Agriculture: 311325350.0, Clothing and Footware: 498120560.0, Livestock and Pet: 2739663080.0, Truck, Tool, & Hardware: 1432096610.0
FY2016Agriculture: 338978950.0, Clothing and Footware: 542366320.0, Livestock and Pet: 3118606340.0, Seasonal, Gift and Toy Products: 1288120010.0, Truck, Tool, & Hardware: 1491507380.0
FY2017Agriculture: 290255280.0, Clothing and Footware: 580510560.0, Livestock and Pet: 3410499540.0, Seasonal, Gift and Toy Products: 1378712580.0, Truck, Tool, & Hardware: 1596404040.0
FY2018Agriculture: 316441840.0, Clothing and Footware: 632883680.0, Livestock and Pet: 3718191620.0, Seasonal, Gift and Toy Products: 1503098740.0, Truck, Tool, & Hardware: 1740430120.0
FY2019Agriculture: 334077240.0, Clothing and Footware: 668154480.0, Livestock and Pet: 3925407570.0, Seasonal, Gift and Toy Products: 1670386200.0, Truck, Tool, & Hardware: 1753905510.0
FY2020Agriculture: 424814080.0, Clothing and Footware: 743424640.0, Livestock and Pet: 4991565440.0, Seasonal, Gift and Toy Products: 2230273920.0, Truck, Tool, & Hardware: 2230273920.0
FY2021Agriculture: 381933150.0, Clothing and Footware: 1018488400.0, Livestock and Pet: 5983619350.0, Seasonal, Gift and Toy Products: 2673532050.0, Truck, Tool, & Hardware: 2673532050.0
FY2022Agriculture: 426141510.0, Clothing and Footware: 994330190.0, Livestock and Pet: 7102358500.0, Seasonal, Gift and Toy Products: 2982990570.0, Truck, Tool, & Hardware: 2698896230.0
FY2023Clothing, Gift, & Décor: 1455574100.0, Companion Animal: 3638935250.0, Livestock, Equine & Agriculture: 3930050070.0, Seasonal & Recreation: 3202263020.0, Truck, Tool, & Hardware: 2328918560.0
FY2024Agriculture: 1488323100.0, Clothing and Footware: 2381316960.0, Livestock and Pet: 3720807750.0, Seasonal, Gift and Toy Products: 3423143130.0, Truck, Tool, & Hardware: 3869640060.0
FY2025Companion Animal: 3725771040.0

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Tractor Supply (TSCO) Stock Insights

TSCO$31.61-0.63 -1.95%

$16.47B

Market Cap

17.33

P/E

16.19

Forward P/E

42

Score

Price History