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Added to YB: 2025-08-28

Pitch date: 2025-08-26

TSCO [neutral]

Tractor Supply Company

-15.61%

current return

Author Info

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Company Info

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; companion animal products, such as food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.

Market Cap

$28.6B

Pitch Price

$61.58

Price Target

64.00 (+23%)

Dividend

1.70%

EV/EBITDA

13.01

P/E

26.14

EV/Sales

2.22

Sector

Specialty Retail

Category

value

Show full summary:
Tractor Supply Company - $TSCO

TSCO (earnings update): Q2 rev +4.5% to $4.44B, same-store sales only +1.5% (concerning vs historical 2-5%). Faces tariff pressure on imports & competition from Amazon/Walmart in rural markets. Final Mile delivery initiative shows promise ($400 avg order, 10x lower returns). DCF fair value $55-64 vs $61 current. Est 7-9% annual returns too low.

Read full article (10 min)