ASML Holding NV vs Tractor Supply Co — how do they compare? ASML Holding NV trades at $1,738 (market cap $688.66B), while Tractor Supply Co trades at $30.04 (market cap $15.96B). The key difference: ASML Holding NV is far larger — about 43.1× Tractor Supply Co's market cap, and Tractor Supply Co pays the higher dividend (3.15%). Which is the better fit depends on your goals.
| ASML | TSCO | |
|---|---|---|
Market Cap | $688.66B | $15.96B |
Sector | Technology | Consumer Cyclical |
52-Week High | $1.99K | $62.65 |
52-Week Low | $689.63 | $29.14 |
Enterprise Value | $682.20B | $22.14B |
Dividend Yield | 0.49% | 3.15% |
Signals from Pluang's Aura AI — not financial advice
ASML trades at $1,797.32, down 0.38% on the day, with technical indicators showing a bullish trend despite recent volatility. The company reported strong Q1 2026 earnings that beat expectations, with revenue reaching $32.67B in 2025 and net income margins of 29.71%. Analyst consensus remains strongly positive with 56.82% buy ratings and a $2,210 price target, though elevated valuation ratios (P/E 61.03) warrant caution.
ASML maintains a dominant position in advanced semiconductor equipment with robust profitability and growth prospects driven by AI infrastructure demand. Key risks include China export restrictions, competitive pressures, and high valuation multiples. The stock offers exposure to critical chip manufacturing technology but requires monitoring of earnings execution and geopolitical developments.
Tractor Supply (TSCO) trades at $30.43, up 1.0% on the day, with a bearish technical signal despite neutral oscillators. The company maintains stable revenue growth to $15.52B in 2025 with consistent $1.1B net income, though profit margins show slight compression. Recent earnings show mixed results with Q2 2026 expectations at $0.85 EPS. Analyst consensus is divided with 48% buy ratings and a $42.15 price target, representing 38% upside potential from current levels.
TSCO presents a compelling valuation case with P/E of 14.99 below industry averages, supported by strong ROE of 45.5% and dividend payments. Key risks include recent earnings misses, competitive retail pressures, and consumer spending sensitivity. The stock's current technical weakness near support at $29 creates potential entry opportunity for value-oriented investors seeking rural retail exposure.
Trailing returns across standard periods
Latest headlines on both assets
Founded in 1984 and based in the Netherlands, ASML is the leader in photolithography systems used in the manufacturing of semiconductors. Photolithography is the process in which a light source is used to expose circuit patterns from a photomask onto a semiconductor wafer. The latest technological advances in this segment allow chipmakers to continually increase the number of transistors on the same area of silicon, with lithography historically representing a meaningful portion of the cost of making cutting-edge chips. Chipmakers require next-generation EUV lithography tools from ASML to continue past the 5-nanometer process node. ASML's products are used at every major semiconductor manufacturer, including Intel, Samsung, and TSMC.
Read more on ASML →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →