Share Repurchases And New Partnerships Will Drive Resilience And Earnings Momentum

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

06 Dec 25

Views

188

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-4.4%

7D

0.6%

Loading

1Y

-4.4%

7D

0.6%

You can edit this narrative until Dec 7 4:05 PM. Then, changes will post as Updates.

Author's Valuation

US$63.7417.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

Fair value Increased 0.35%

TSCO: Expanded Outdoor Offerings Will Drive Future Earnings Upside

Narrative Update on Tractor Supply Analysts have raised their fair value estimate for Tractor Supply modestly, from approximately 63.52 dollars to 63.74 dollars per share. They cite slightly higher expected profit margins and a marginally richer future earnings multiple, which more than offset a small trim to projected revenue growth and a higher discount rate.

Shared on 22 Nov 25

TSCO: Expanding Outdoor Offerings And Rising Margins Will Drive Future Upside

Analysts have maintained their price target for Tractor Supply at $63.52, with only marginal adjustments to key assumptions such as discount rate, revenue growth, and future profit margin. This reflects continued confidence in the company's outlook.

Shared on 07 Nov 25

Fair value Increased 0.35%

TSCO: Improved Profit Margins And Expanding Product Lines Will Drive Upside

Narrative Update on Tractor Supply: Analyst Price Target Revision Analysts have slightly raised their price target for Tractor Supply, increasing the estimated fair value from $63.30 to $63.52. This change is attributed to marginal improvements in profit margin and future price-to-earnings expectations.

Shared on 24 Oct 25

Fair value Increased 1.12%

Analysts have slightly increased their price target for Tractor Supply to $63.30 from $62.59. This adjustment is based on minor improvements in projected profit margins and fair value estimates.

Shared on 07 May 25

Fair value Increased 14%

Shared on 30 Apr 25

Fair value Decreased 6.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.069%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.95%

AnalystConsensusTarget has increased discount rate from 7.1% to 7.9%.

AnalystConsensusTarget Fair Value

US$63.74

17.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.67%

Specialty Stores revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.93%

Calculation

US$1.45b

Earnings '28

x

29.38x

PE Ratio '28

=

US$42.64b

Market Cap '28

US$42.64b

Market Cap '28

/

519.08m

No. shares '28

=

US$82.15

Share Price '28

US$82.15 Share Price '28

Discounted to 2025 @ 8.83% p.a.

=

US$63.73

Fair Value '25