Tractor Supply (TSCO) Panoramica del titolo
Tractor Supply Company opera come rivenditore di prodotti rurali negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
TSCO Community Fair Values
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Analyst Price Targets
Concorrenti di Tractor Supply Company
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$31.62 |
| Massimo di 52 settimane | US$63.99 |
| Minimo di 52 settimane | US$29.42 |
| Beta | 0.50 |
| Variazione di 1 mese | -13.94% |
| Variazione a 3 mesi | -41.32% |
| Variazione di 1 anno | -36.38% |
| Variazione a 3 anni | -25.25% |
| Variazione a 5 anni | -12.99% |
| Variazione dall'IPO | 11,019.12% |
Notizie e aggiornamenti recenti
Seeking Alpha • May 21
Tractor Supply Is Still Thriving Despite Pet Headwinds
Summary Tractor Supply Company is rated a 'Buy' after a 36% YTD decline, with shares now trading 21% below intrinsic value. Pet segment weakness, driven by declining dog ownership and Tractor Supply product mix, is a headwind but not a long-term structural risk. TSCO's 75% non-pet sales, expanding store footprint, exclusive brands, and robust loyalty program underpin resilient growth and margin strength. Shareholder returns remain strong via a 3.08% dividend yield and consistent buybacks. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 17
TSCO: Steady Guidance And Ongoing Buybacks Will Support Future Returns
Analysts have nudged their fair value estimate for Tractor Supply slightly lower to about $47.00, reflecting a modestly reduced future P/E assumption while keeping revenue growth and profit margin expectations broadly similar. What's in the News Tractor Supply reaffirmed its earnings guidance for fiscal 2026, with net sales growth expected in a 4% to 6% range, comparable store sales in a 1% to 3% range, an operating margin rate of 9.3% to 9.6%, net income of US$1.11b to US$1.17b, and earnings per diluted share of US$2.13 to US$2.23 (company guidance).
Nuova narrazione • May 11
Remodel Costs And Digital Margin Pressures Will Reshape Rural Retail Performance Over Time
Catalysts About Tractor Supply Tractor Supply operates rural lifestyle stores that sell farm, ranch, pet, seasonal and home improvement products, supported by growing digital and delivery capabilities. What are the underlying business or industry changes driving this perspective?Recent updates
Seeking Alpha • May 21
Tractor Supply Is Still Thriving Despite Pet Headwinds
Summary Tractor Supply Company is rated a 'Buy' after a 36% YTD decline, with shares now trading 21% below intrinsic value. Pet segment weakness, driven by declining dog ownership and Tractor Supply product mix, is a headwind but not a long-term structural risk. TSCO's 75% non-pet sales, expanding store footprint, exclusive brands, and robust loyalty program underpin resilient growth and margin strength. Shareholder returns remain strong via a 3.08% dividend yield and consistent buybacks. Read the full article on Seeking AlphaAggiornamento della narrazione • May 17
TSCO: Steady Guidance And Ongoing Buybacks Will Support Future Returns
Analysts have nudged their fair value estimate for Tractor Supply slightly lower to about $47.00, reflecting a modestly reduced future P/E assumption while keeping revenue growth and profit margin expectations broadly similar. What's in the News Tractor Supply reaffirmed its earnings guidance for fiscal 2026, with net sales growth expected in a 4% to 6% range, comparable store sales in a 1% to 3% range, an operating margin rate of 9.3% to 9.6%, net income of US$1.11b to US$1.17b, and earnings per diluted share of US$2.13 to US$2.23 (company guidance).Nuova narrazione • May 11
Remodel Costs And Digital Margin Pressures Will Reshape Rural Retail Performance Over Time
Catalysts About Tractor Supply Tractor Supply operates rural lifestyle stores that sell farm, ranch, pet, seasonal and home improvement products, supported by growing digital and delivery capabilities. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • May 01
TSCO: Dividend And Buyback Commitment Will Support Future Share Returns
Analysts have trimmed their price target on Tractor Supply to reflect a fair value of $47.52, down from $56.37, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Tractor Supply reaffirmed earnings guidance for fiscal 2026, with net sales growth targeted at 4% to 6%, comparable store sales at 1% to 3%, an operating margin rate of 9.3% to 9.6%, net income of US$1.11b to US$1.17b, and earnings per diluted share of US$2.13 to US$2.23 (Company guidance).Articolo di analisi • Apr 23
Tractor Supply Company Just Missed EPS By 9.0%: Here's What Analysts Think Will Happen Next
It's been a mediocre week for Tractor Supply Company ( NASDAQ:TSCO ) shareholders, with the stock dropping 13% to...Aggiornamento della narrazione • Apr 17
TSCO: Dividend Growth And Buybacks Will Support Future Share Price
Analysts have trimmed their price target on Tractor Supply by about $1.22 to reflect slightly adjusted fair value, a marginally higher discount rate, and modest tweaks to revenue growth, profit margin, and future P/E assumptions. What's in the News The board approves an increase in the annual dividend to $0.96 per share for 2026, up $0.04 year over year.Aggiornamento della narrazione • Apr 02
TSCO: Store Expansion And Rising Capital Returns Will Support Future Share Price
Analysts have kept their price target for Tractor Supply steady at about $58. This reflects largely unchanged assumptions around long term revenue growth, profit margins, and future P/E, with only minor tweaks to discount rate inputs.Aggiornamento della narrazione • Mar 19
TSCO: Store Expansion And Capital Returns Will Support Future Share Price Upside
Analysts have modestly adjusted their price target for Tractor Supply to reflect small changes in discount rate, revenue growth, profit margin and future P/E assumptions. This has resulted in a slightly updated fair value estimate that remains around $58 per share.Aggiornamento della narrazione • Mar 04
TSCO: Store Expansion And Capital Returns Will Drive Future Shareholder Upside
Analysts have modestly revised their price target on Tractor Supply, citing small adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. Together, these changes translate into a slightly different implied valuation from the prior $57.59 fair value estimate.Aggiornamento della narrazione • Feb 18
TSCO: Store Expansion And Capital Returns Will Support Steady Long-Term Outlook
Analysts have modestly adjusted their price target on Tractor Supply to reflect a slightly lower discount rate, a stable fair value estimate of about $57.59, and small tweaks to assumed profit margin and future P/E. This signals an updated view of the stock's risk and earnings profile without a major shift in valuation.Aggiornamento della narrazione • Feb 04
TSCO: Store Expansion And Guidance Will Offset Legal And Margin Pressures
Analysts have trimmed their Tractor Supply price target by about $4 per share, as they now apply slightly lower assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Repurchased 2,200,000 shares from September 28, 2025 to December 27, 2025, representing 0.42% of shares for $117.5m.Aggiornamento della narrazione • Jan 21
TSCO: New Store Expansion And Outdoor Offerings Will Support Future Upside
Analysts reduced their implied fair value estimate for Tractor Supply from about US$63.15 to US$61.22. They cited slightly softer revenue growth assumptions, a modestly higher discount rate, a small change in forecast profit margins, and a lower future P/E multiple in their updated models.Articolo di analisi • Jan 06
Is Tractor Supply Company (NASDAQ:TSCO) Worth US$49.8 Based On Its Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Tractor Supply fair value estimate is US$37.75 Current share...Aggiornamento della narrazione • Jan 06
TSCO: Expanded Outdoor Offerings And Ongoing Buybacks Will Support Future Upside
Analysts have made a small trim to their Tractor Supply fair value estimate to $63.15 from $63.44, reflecting slightly adjusted assumptions around the discount rate, long term profit margin and future P/E while keeping revenue growth expectations effectively unchanged. What's in the News Cree LED filed a patent infringement lawsuit in the U.S. District Court for the Northern District of Illinois against Promier Products and Tractor Supply related to certain portable lighting products, citing multiple U.S. patents covering portable lighting designs and performance (Lawsuits & Legal Issues).Aggiornamento della narrazione • Dec 20
TSCO: Expanded Outdoor Product Lineup Will Drive Future Earnings Upside
Narrative Update on Tractor Supply Analyst Price Target Analysts have nudged their fair value estimate for Tractor Supply slightly lower from approximately $63.74 to $63.44 per share, reflecting a modestly higher discount rate that more than offsets unchanged expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Cree LED filed a patent infringement lawsuit against Tractor Supply and Promier Products in the U.S. District Court for the Northern District of Illinois, alleging unauthorized use of multiple Cree LED portable lighting patents in certain products sold by Tractor Supply (Key Developments).Aggiornamento della narrazione • Dec 06
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.Aggiornamento della narrazione • Nov 22
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.Aggiornamento della narrazione • Nov 07
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.Articolo di analisi • Oct 28
Tractor Supply Company (NASDAQ:TSCO) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
Last week saw the newest third-quarter earnings release from Tractor Supply Company ( NASDAQ:TSCO ), an important...Aggiornamento della narrazione • Oct 24
Share Repurchases And New Partnerships Will Drive Resilience And Earnings Momentum
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.Articolo di analisi • Sep 29
Is Tractor Supply (NASDAQ:TSCO) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Jun 19
Tractor Supply's (NASDAQ:TSCO) Returns Have Hit A Wall
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • May 29
Is Tractor Supply (NASDAQ:TSCO) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jan 31
Tractor Supply: Dividends From The Countryside
Summary Tractor Supply Company is a unique holding in my portfolio, maintaining resilience and growth amidst retail sector shifts. Tractor Supply caters to high-income rural lifestyle enthusiasts, ensuring frequent store visits and stable revenue. The company is expanding, adding 80–90 stores annually, enhancing digital sales, and remodeling existing stores for higher margins. In this article, we will go over the main points of the latest earnings release while understanding the 2025 trajectory TSCO wants to follow. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Reversing My View On Tractor Supply: I'm Buying (Rating Upgrade)
Summary I was wrong about Tractor Supply; it's a compelling investment with a strong risk premium, despite some concerns about buybacks and rising debt. Financial results show slowing growth and deteriorating capital structure, but the dividend is well-covered and has grown impressively over the past 14 years. Valuation is key; the stock offers a 74% margin of safety over Treasury Notes, making it a rare, attractive risk-adjusted return. I'm buying a small position now and may increase it after a deeper review of the dividend sustainability when the 10-K is published. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Rural Riches - Why Tractor Supply Is A Dividend Stock Worth Owning
Summary Tractor Supply Company has outperformed Home Depot and the S&P 500 since 2019 due to its unique "Life Out Here" strategy. TSCO focuses on rural lifestyle products, catering to recreational farmers and outdoor enthusiasts, differentiating itself from Home Depot's home improvement and professional contractor market. TSCO has achieved nearly 20% average annual EPS growth over the past two decades, with robust performance even during economic downturns. TSCO's ongoing business model improvements and strategic initiatives, including a 5-1 stock split, position it for continued success and investor excitement. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Tractor Supply Company: Cautious Heading Into Q4
Summary I maintain a HOLD rating on TSCO due to its current overvaluation and items outside the company's control. TSCO's Q3 2024 earnings were largely in line with expectations, but the stock is trading at a 20% premium to historical multiples. The shift from retail to services spending and unseasonably warm weather pose risks to TSCO's near-term performance. Potential tailwinds include increased free cash flow after Project Fusion and expanded TAM with the Allivet acquisition, but these are longer-term benefits. Read the full article on Seeking AlphaSeeking Alpha • Sep 15
Tractor Supply: Loyalty Program Improves Customer Engagement
Summary Tractor Supply's stock has surged over 270% since my 'Buy' rating in 2015, outperforming the S&P 500, with a new target price of $310. The acquisition of Orscheln Farm and Home enhances Tractor Supply's Midwest presence, strengthens supply chain, and eliminates a regional competitor. Despite weak consumer sentiment, Tractor Supply's Neighbor's Club loyalty program shows strong engagement, with 36 million members and growing store traffic. I estimate 8% total revenue growth, driven by same store sales and new store openings, with a one-year target price of $310 per share. Read the full article on Seeking AlphaRendimenti per gli azionisti
| TSCO | US Specialty Retail | US Mercato | |
|---|---|---|---|
| 7D | 3.4% | 5.9% | 1.1% |
| 1Y | -36.4% | 2.6% | 28.7% |
Ritorno vs Industria: TSCO ha avuto una performance inferiore rispetto al US Specialty Retail che ha registrato un rendimento 2.6 % nell'ultimo anno.
Rendimento vs Mercato: TSCO ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| TSCO volatility | |
|---|---|
| TSCO Average Weekly Movement | 5.3% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: TSCO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di TSCO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1938 | 39,000 | Hal Lawton | www.tractorsupply.com |
Tractor Supply Company opera negli Stati Uniti come rivenditore di prodotti rurali. L'azienda fornisce vari prodotti, tra cui mangimi e attrezzature per il bestiame e gli equini, pollame, recinzioni, irroratori e prodotti chimici; prodotti per animali da compagnia, come cibo, leccornie e attrezzature per cani, gatti e altri piccoli animali, nonché prodotti per il benessere del cane; prodotti stagionali e per il tempo libero, che comprendono trattori e motociclette, prato e giardino, alimentazione per uccelli, attrezzature elettriche e altri prodotti per il tempo libero; prodotti per camion, attrezzi e ferramenta, come accessori per camion, rimorchi, generatori, lubrificanti, batterie, ferramenta e attrezzi; prodotti per l'abbigliamento, i regali e l'arredamento, che comprendono abbigliamento, calzature, giocattoli, snack e articoli decorativi. Offre i suoi prodotti con i marchi 4health, Paws & Claws, American Farmworks, Producer's Pride, Bit & Bridle, Red Shed, Blue Mountain, Redstone, C.E.
Tractor Supply Company Riepilogo dei fondamenti
| TSCO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$16.58b |
| Utili (TTM) | US$1.08b |
| Ricavi(TTM) | US$15.65b |
15.3x
Rapporto P/E1.1x
Rapporto P/STSCO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TSCO Conto economico (TTM) | |
|---|---|
| Ricavi | US$15.65b |
| Costo del fatturato | US$9.95b |
| Profitto lordo | US$5.70b |
| Altre spese | US$4.62b |
| Utili | US$1.08b |
Ultimi utili riportati
Mar 28, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.06 |
| Margine lordo | 36.43% |
| Margine di profitto netto | 6.91% |
| Rapporto debito/patrimonio netto | 84.6% |
Come si è comportato TSCO nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.0%
Rendimento attuale del dividendo45%
Rapporto di remunerazioneTSCO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TSCO| Tractor Supply date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 27 2026 |
| Data di pagamento dei dividendi | Jun 09 2026 |
| Giorni fino al dividendo Ex | 2 days |
| Giorni prima della data di pagamento dei dividendi | 15 days |
TSCO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TSCOAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/24 20:07 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/12/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Tractor Supply Company è coperta da 49 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Peter Benedict | Baird |
| Helen Pan | Barclays |