Tractor Supply Company

BIT:1TSCO Stock Report

Market Cap: €23.2b

Tractor Supply Valuation

Is 1TSCO undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 1TSCO when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 1TSCO (€42.98) is trading above our estimate of fair value (€31.83)

Significantly Below Fair Value: 1TSCO is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1TSCO?

Key metric: As 1TSCO is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 1TSCO. This is calculated by dividing 1TSCO's market cap by their current earnings.
What is 1TSCO's PE Ratio?
PE Ratio24.7x
EarningsUS$1.11b
Market CapUS$27.33b

Price to Earnings Ratio vs Peers

How does 1TSCO's PE Ratio compare to its peers?

The above table shows the PE ratio for 1TSCO vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average29x
ULTA Ulta Beauty
22.7x4.89%US$27.0b
601888 China Tourism Group Duty Free
53.5x19.60%CN¥179.5b
DKS DICK'S Sporting Goods
18.5x13.52%US$18.9b
1929 Chow Tai Fook Jewellery Group
21.4x19.99%HK$126.5b
1TSCO Tractor Supply
24.7x8.80%€27.3b

Price-To-Earnings vs Peers: 1TSCO is good value based on its Price-To-Earnings Ratio (24.7x) compared to the peer average (29.2x).

Price to Earnings Ratio vs Industry

How does 1TSCO's PE Ratio compare vs other companies in the European Specialty Retail Industry?

6 CompaniesPrice / EarningsEstimated GrowthMarket Cap
1TSCO 24.7xIndustry Avg. 18.0xNo. of Companies17PE01224364860+
6 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 1TSCO is expensive based on its Price-To-Earnings Ratio (24.7x) compared to the European Specialty Retail industry average (17.7x).

Price to Earnings Ratio vs Fair Ratio

What is 1TSCO's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1TSCO PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio24.7x
Fair PE Ratio14.7x

Price-To-Earnings vs Fair Ratio: 1TSCO is expensive based on its Price-To-Earnings Ratio (24.7x) compared to the estimated Fair Price-To-Earnings Ratio (14.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1TSCO forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€42.98
€53.61
+24.74%
8.15%€59.43€40.75n/a27
Dec ’26€47.17
€55.31
+17.25%
7.99%€60.74€41.65n/a27
Nov ’26€46.86
€54.94
+17.25%
8.28%€60.73€41.64n/a27
Oct ’26€47.97
€53.44
+11.41%
9.27%€59.65€40.05n/a27
Sep ’26€52.94
€53.50
+1.07%
9.10%€59.84€40.18n/a27
Aug ’26€49.32
€54.63
+10.77%
9.13%€61.27€41.14n/a27
Jul ’26€45.98
€46.45
+1.02%
9.27%€55.52€37.58n/a28
Jun ’26€42.91
€47.83
+11.48%
9.27%€57.18€38.71n/a28
May ’26€44.19
€48.02
+8.66%
9.19%€57.12€38.67n/a30
Apr ’26n/a
€53.05
0%
9.48%€61.20€42.02n/a29
Mar ’26n/a
€56.10
0%
9.53%€64.63€44.28n/a30
Feb ’26n/a
€56.11
0%
9.53%€64.63€44.29n/a30
Jan ’26n/a
€56.37
0%
10.42%€67.59€42.48n/a29
Dec ’25n/a
€55.20
0%
10.49%€63.84€41.92€47.1729
Nov ’25n/a
€53.37
0%
10.54%€61.69€40.52€46.8629
Oct ’25n/a
€49.32
0%
9.44%€56.42€36.72€47.9729
Sep ’25n/a
€49.88
0%
9.19%€57.34€37.55€52.9428
Aug ’25n/a
€49.89
0%
10.15%€57.84€37.88€49.3229
Jul ’25n/a
€50.41
0%
10.44%€59.23€38.18€45.9829
Jun ’25n/a
€50.02
0%
10.44%€58.77€37.89€42.9129
May ’25n/a
€49.73
0%
10.01%€57.05€38.35€44.1929
Apr ’25n/a
€44.80
0%
10.53%€52.59€31.92n/a30
Mar ’25n/a
€44.41
0%
9.92%€49.83€31.93n/a29
Feb ’25n/a
€42.18
0%
10.88%€49.68€31.83n/a29
Jan ’25n/a
€39.48
0%
9.28%€48.10€31.08n/a30
Dec ’24n/a
€39.63
0%
8.64%€48.50€34.82n/a30
€52.48
Fair Value
18.1% undervalued intrinsic discount
27
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/23 23:58
End of Day Share Price 2025/12/23 00:00
Earnings2025/09/27
Annual Earnings2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tractor Supply Company is covered by 49 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Deborah CiervoArgus Research Company
Peter BenedictBaird
Alan RifkinBarclays