Emerson Electric Co. vs Tractor Supply Co — how do they compare? Emerson Electric Co. trades at $136.74 (market cap $76.31B), while Tractor Supply Co trades at $31.1 (market cap $15.82B). The key difference: Emerson Electric Co. is far larger — about 4.8× Tractor Supply Co's market cap, and Tractor Supply Co pays the higher dividend (3.18%). Which is the better fit depends on your goals.
| EMR | TSCO | |
|---|---|---|
Market Cap | $76.31B | $15.82B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $161.69 | $62.65 |
52-Week Low | $123.30 | $29.14 |
Enterprise Value | $88.58B | $22.01B |
Dividend Yield | 1.63% | 3.18% |
Signals from Pluang's Aura AI — not financial advice
Emerson Electric (EMR) trades at $136.11, showing modest daily gains amid a bearish technical signal. The company maintains solid fundamentals with a 13.35% net income margin and recent earnings beats, though valuation multiples like a P/E of 31.54 appear elevated. Analyst consensus is bullish with a $157.60 price target, but cash flow volatility and a high debt-to-asset ratio of 31.26% in 2025 pose concerns. Recent news highlights upcoming Q3 2026 earnings and growth in the Intelligent Devices segment.
EMR offers a balanced risk-reward profile; strong profitability and analyst support suggest upside, but technical weakness and financial leverage require caution. The stock's trajectory hinges on sustaining earnings momentum and managing debt, with key resistance near $137.
Tractor Supply (TSCO) trades at $30.55, up 1.03% on the day, with a bearish technical signal from moving averages. Recent earnings missed expectations in Q4 2025 and Q1 2026, though Q2 2026 results are pending. Revenue grew to $15.52B in 2025, with a net income margin of 6.91% and a P/E ratio of 14.86. The company announced a partnership with Instacart for delivery services and maintains a dividend, with the next payment scheduled for June 2026.
The outlook is mixed: analyst consensus is a 'Buy' with a $39.14 price target, implying significant upside, but near-term headwinds include consumer pressure and recent earnings misses. Risks involve competitive retail dynamics and macroeconomic sensitivity. The stock's current valuation presents a potential opportunity if execution improves, but volatility may persist until earnings momentum recovers.
Trailing returns across standard periods
Latest headlines on both assets
Emerson Electric is a multi-industrial conglomerate that operates under two business platforms: automation solutions and commercial and residential solutions. The latter is further subdivided into two operating segments: climate technologies, which sells HVAC and refrigeration products and services as well as tools and home products, which sells tools and compressors, among other products and services. Commercial and residential solutions boasts several household brands, including Copeland and RIDGID. Automation solutions is most known for its process manufacturing solutions, which consists of measurement instrumentation, as well as valves and actuators, among other products and services. Roughly half of the firm's geographic sales take place in the United States.
Read more on EMR →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 →