Norfolk Southern Corporation vs Tractor Supply Co — how do they compare? Norfolk Southern Corporation trades at $333 (market cap $75.23B), while Tractor Supply Co trades at $29.65 (market cap $15.89B). The key difference: Norfolk Southern Corporation is far larger — about 4.7× Tractor Supply Co's market cap, and Tractor Supply Co pays the higher dividend (3.17%). Which is the better fit depends on your goals.
| NSC | TSCO | |
|---|---|---|
Market Cap | $75.23B | $15.89B |
Sector | Technology | Consumer Cyclical |
52-Week High | $340.16 | $62.65 |
52-Week Low | $272.35 | $29.14 |
Enterprise Value | $90.99B | $22.08B |
Dividend Yield | 1.61% | 3.17% |
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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
Norfolk Southern Corporation is a major North American railroad company operating one of the largest freight rail networks in the eastern United States. The company transports a diverse range of commodities, including coal, intermodal containers, and various industrial products. NSC is a critical link in the nation's supply chain, providing efficient, long-haul transportation services to and from ports and industrial centers.
Read more on NSC →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 →