Nama Insights

Tractor Supply (TSCO)

Consumer Cyclical · Specialty Retail · NASDAQ

S&P 500
Tractor Supply (TSCO) is a Consumer Cyclical company in the Specialty Retail industry. It has a market capitalization of $18.94B, a trailing price-to-earnings ratio of 19.5 and a free-cash-flow yield of 3.8%. Over the most recent reported fiscal year, revenue grew 4.3% and free cash flow per share grew 17.9%. Nama's AI scorecard rates it Sell, 4.2 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 4.2/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Trailing · -38.8% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-43.2%
How far the last close sits under the highest price of the past five years.
Market cap$18.94B
Trailing P/E19.5
Price / book7.2
Price / sales1.2
FCF yield3.8%
Dividend yield2.6%
Gross margin36.5%
Operating margin8.9%
Net margin6.4%
Revenue growth (YoY)+4.3%
Revenue growth (3-yr annual)+3.0%
EPS growth (YoY)+1.0%
FCF/share growth (YoY)+17.9%
Beta0.5
ExchangeNASDAQ
SectorConsumer Cyclical
IndustrySpecialty Retail

TSCO earnings

Next report: Jan 28, 2027 (Q4 2026, EPS estimate $0.40). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 22, 2026 $0.43 $0.41 +4.9% —
Q2 2026 Jul 23, 2026 $0.69 $0.82 -15.8% $4.54B
Q1 2026 Apr 21, 2026 $0.31 $0.34 -8.8% $3.59B
Q4 2025 Jan 29, 2026 $0.43 $0.46 -6.5% $3.90B

TSCO analyst price target

Median target $38.00 from 27 analysts, ranging $31.00 – $43.00.

Specialty Retail peers

TickerCompanyMarket capP/E
WSM Williams-Sonoma $29.92B 26.0
ULTA Ulta Beauty $27.57B 23.5
CASY Casey's General Stores $25.42B 33.1
BBY Best Buy $20.90B 14.7
FIVE Five Below $13.23B 30.0
GME GameStop $12.67B 23.7
DKS DICK'S Sporting Goods $12.52B 11.1
MUSA Murphy USA $9.45B 14.5
Explore live TSCO data on Nama Insights →

Recent Congressional trades

Tractor Supply trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
April McClain Delaney House Sell $15,001 - $50,000 Sep 9, 2026
April McClain Delaney House Sell $1,001 - $15,000 Sep 9, 2026
Thomas H Tuberville Senate Sell $15,001 - $50,000 Aug 5, 2026
April McClain Delaney House Sell $15,001 - $50,000 Aug 3, 2026
Thomas H Tuberville Senate Sell $1,001 - $15,000 Jul 16, 2026
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
Josh Gottheimer House Sell $15,001 - $50,000 May 19, 2026

TSCO FAQ

Is TSCO a buy?
Nama's AI scorecard currently rates Tractor Supply Sell (4.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is TSCO's P/E ratio?
Tractor Supply trades at a trailing price-to-earnings ratio of 19.5.
When does TSCO report earnings?
Tractor Supply's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $0.40.
What is the TSCO price target?
The median analyst price target from 27 analysts is $38.00, with a range of $31.00 – $43.00.
Is TSCO Shariah compliant?
Nama's AAOIFI-style screen reads Tractor Supply as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does TSCO pay a dividend?
Yes — Tractor Supply's dividend yield is 2.6%.