Expeditors International of Wshngtn Inc vs Tractor Supply Co — how do they compare? Expeditors International of Wshngtn Inc trades at $181.07 (market cap $23.24B), while Tractor Supply Co trades at $30.79 (market cap $15.82B). The key difference: Expeditors International of Wshngtn Inc is the larger of the two by market cap, and Tractor Supply Co pays the higher dividend (3.18%). Which is the better fit depends on your goals.
| EXPD | TSCO | |
|---|---|---|
Market Cap | $23.24B | $15.82B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $178.22 | $62.65 |
52-Week Low | $111.37 | $29.14 |
Enterprise Value | $22.49B | $22.01B |
Dividend Yield | 0.91% | 3.18% |
Signals from Pluang's Aura AI — not financial advice
Expeditors International (EXPD) trades at $178.22, up 1.55% on the day, and has consistently beaten earnings estimates in recent quarters. The stock shows strong technical momentum with a bullish moving average signal, though oscillators suggest overbought conditions. Fundamentally, the company maintains robust profitability with a 7.48% net margin and 36.59% ROE, supported by positive operating cash flow of $1.01B in 2025. Recent news highlights the stock's inclusion on strong buy lists and its resilience in the transportation services sector.
The outlook is mixed with strong fundamentals and positive earnings momentum offset by a cautious analyst consensus and elevated valuation multiples. The primary opportunity lies in continued execution and e-commerce demand driving intermodal services, while risks include industry freight downturns, economic uncertainties, and the stock trading above the consensus price target of $161.50.
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
Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →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 →