Illinois Tool Works Inc. vs Tractor Supply Co — how do they compare? Illinois Tool Works Inc. trades at $264.13 (market cap $74.38B), while Tractor Supply Co trades at $33.65 (market cap $17.44B). The key difference: Illinois Tool Works Inc. is far larger — about 4.3× Tractor Supply Co's market cap, and Tractor Supply Co pays the higher dividend (2.87%). Which is the better fit depends on your goals — on Pluang, investors hold Illinois Tool Works Inc. for 67 Days and Tractor Supply Co for 89 Days on average.
| ITW | TSCO | |
|---|---|---|
Market Cap | $74.38B | $17.44B |
Volume | 1,125,477 | 10,598,723 |
Sector | Industrials | Consumer Cyclical |
52-Week High | $299.60 | $56.37 |
52-Week Low | $241.07 | $29.14 |
Typical Hold Time | 67 Days | 89 Days |
Enterprise Value | $83.23B | $23.76B |
Dividend Yield | 2.63% | 2.87% |
Signals from Pluang's Aura AI — not financial advice
ITW trades at $264.13, up 1.14% today, with a bearish technical signal but strong fundamentals including a 19.39% net income margin and three consecutive quarterly EPS beats. The stock is supported by a $1.72 quarterly dividend and a consensus price target of $276.86, though analyst ratings are mixed with 21.43% buy, 46.43% hold, and 32.14% sell. Recent news highlights its Dividend King status and institutional buying interest.
The outlook balances robust profitability and dividend reliability against technical weakness and modest revenue growth. Upside potential exists if earnings momentum continues, but risks include high valuation multiples and sector-specific headwinds. The stock presents a hold case for income-focused investors awaiting clearer technical improvement.
TSCO trades at $33.70, up 3.63% today, with a bullish technical signal from moving averages but mixed oscillators. Revenue grew to $15.52B in 2025, though net income margin has declined to 6.42%. Recent earnings missed expectations for three consecutive quarters, and cash flow trends show volatility. The company maintains a strong dividend history, with a 17-year streak of increases, and is expanding distribution infrastructure.
Outlook is mixed: analyst consensus is a Buy with a $36.76 target, but earnings misses and margin pressure pose risks. Upside hinges on operational improvements and rural demand recovery, while competitive pressures and economic cycles remain headwinds for shareholder returns.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Illinois Tool Works is a diversified global manufacturer that produces specialized industrial equipment, consumables, and related services. The firm operates 87 global divisions through seven distinct operating segments: automotive OEM, construction products, food equipment, specialty products, test/measurement and electronics, polymers and fluids, and welding. About half of its revenue comes from its operations in North America, with the remainder originating from international markets. ITW takes a bottom-up and decentralized approach to portfolio management, with the exception that each segment must apply its 80/20 operating process modeled on the Pareto principle.
Read more on ITW →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 →