Nebius Group NV vs Tractor Supply Co — how do they compare? Nebius Group NV trades at $218.66 (market cap $46.37B), while Tractor Supply Co trades at $29.65 (market cap $15.89B). The key difference: Nebius Group NV is far larger — about 2.9× Tractor Supply Co's market cap, and Tractor Supply Co pays a 3.17% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| NBIS | TSCO | |
|---|---|---|
Market Cap | $46.37B | $15.89B |
Sector | Technology | Consumer Cyclical |
52-Week High | $286.69 | $62.65 |
52-Week Low | $50.40 | $29.14 |
Enterprise Value | $46.56B | $22.08B |
Dividend Yield | — | 3.17% |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $182.62, up 2.76% today, with a bearish technical signal despite oversold RSI readings. The company reported a net income of $82.50M in 2025, with revenue of $529.80M, and shows strong projected profit margin expansion to 93.08% in 2026. Recent news highlights a significant stake increase by Nvidia, fueling positive sentiment.
Outlook is mixed: strong analyst support (88.89% buy ratings) and a $260.67 price target suggest upside, but high valuation ratios (P/E 70.51) and negative cash flow from investing pose risks. Investor focus is on execution of AI-driven growth amid competitive pressures.
Tractor Supply (TSCO) trades at $29.64, down 2.85% today, with a bearish technical outlook but solid fundamentals including 36.4% gross margins and 45.5% ROE. Recent earnings show mixed results with two misses but a strong Q2 expectation of $0.83 EPS. The company maintains stable revenue growth, reaching $15.5B in 2025, and announced a $0.24 dividend for H1-26.
Despite near-term headwinds, TSCO's strong market position and analyst consensus price target of $38.40 suggest 30% upside potential. Risks include consumer discretionary pressure and recent earnings volatility, but the stock's current valuation at 14.9x P/E presents a compelling entry point for long-term investors seeking exposure to the resilient rural lifestyle retail sector.
Trailing returns across standard periods
Latest headlines on both assets
Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →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 →