Autozone Inc vs Tractor Supply Co — how do they compare? Autozone Inc trades at $3,030.48 (market cap $49.50B), while Tractor Supply Co trades at $30.97 (market cap $16.02B). The key difference: Autozone Inc is far larger — about 3.1× Tractor Supply Co's market cap, and Tractor Supply Co pays a 3.14% dividend while Autozone Inc pays none. Which is the better fit depends on your goals.
| AZO | TSCO | |
|---|---|---|
Market Cap | $49.50B | $16.02B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $4.35K | $62.65 |
52-Week Low | $2.94K | $29.14 |
Enterprise Value | $61.88B | $22.21B |
Dividend Yield | — | 3.14% |
Signals from Pluang's Aura AI — not financial advice
AutoZone (AZO) trades at $3,078.98, up 0.21% on the day, with a bearish technical signal from moving averages despite neutral oscillators. The company reported mixed recent earnings, beating in Q1 2026 but missing in Q3 2025, with revenue growing to $18.94B in 2025. Analyst sentiment remains strongly positive with a 72.73% buy rating and a consensus price target of $3,740, though recent news highlights stock volatility and competitive pressures.
The outlook for AZO is supported by solid fundamentals, including a 12.4% net income margin and aggressive share buybacks, but risks include slowing profit margin trends and bearish technical indicators. Upside potential exists if the company meets Q2 2026 EPS expectations of 54.51, though investors should monitor same-store sales growth and international expansion execution.
Tractor Supply (TSCO) trades at $30.24, down 0.62% on the day, with a bearish technical signal and mixed earnings history. Recent quarters show two misses, but Q2 2026 expectations are set at $0.85 EPS. The company maintains stable revenue growth, reaching $15.52B in 2025, with a net income margin of 6.91% and a strong ROE of 45.5%. A recent partnership with Instacart aims to expand delivery services for rural customers.
The stock presents a value opportunity with a P/E of 14.9 below industry averages, supported by a 48% analyst buy rating and a $40 consensus price target implying significant upside. Risks include recent earnings volatility, consumer spending pressures, and competitive retail dynamics. The dividend yield of approximately 3.2% adds income appeal for long-term investors.
Trailing returns across standard periods
Latest headlines on both assets
AutoZone is the premier seller of aftermarket automotive parts, tools, and accessories to do-it-yourself customers in the United States. The company derives an increasing proportion of its sales from domestic commercial customers, although its presence in its home market is still dominated by its do-it-yourself operation, which accounts for nearly 75% of sales in country. AutoZone also has a growing presence in Mexico and Brazil. AutoZone had 6,767 stores in the U.S. (6,051), Mexico (664), and Brazil (52) as of the end of fiscal 2021.
Read more on AZO →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 →