Added to YB: 2026-06-17
Pitch date: 2026-06-14
TSCO [bullish]
Tractor Supply Company
-0.95%
current return
Author Info
Stock Pitckers Journey is the retired Director and COO of the Prudent Bear Funds. Sign up for the newsletter.
Company Info
Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company provides 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
$16.2B
Pitch Price
$30.50
Price Target
N/A
Dividend
3.07%
EV/EBITDA
8.47
P/E
15.20
EV/Sales
1.43
Sector
Specialty Retail
Category
value
Computer Chips or Cow Chips? - Tractor Supply - TSCO
TSCO: Rural-focused retailer (Home Depot/auto/pet/general merch mix), ~50% consumables. De-rated from 30x+ growth multiple to 15x as ag economy hit by tariff uncertainty. Now seen as cyclical retailer near lows at $31. Author likes risk/reward & low correlation vs other retailers.
Read full article (1 min)