Ross Stores, Inc. vs Tractor Supply Co — how do they compare? Ross Stores, Inc. trades at $248.31 (market cap $80.78B), while Tractor Supply Co trades at $36.43 (market cap $18.39B). The key difference: Ross Stores, Inc. is far larger — about 4.4× Tractor Supply Co's market cap, and Tractor Supply Co pays the higher dividend (2.72%). Which is the better fit depends on your goals.
| ROST | TSCO | |
|---|---|---|
Market Cap | $80.78B | $18.39B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $255.23 | $62.65 |
52-Week Low | $144.67 | $29.14 |
Enterprise Value | $81.37B | $24.70B |
Dividend Yield | 0.71% | 2.72% |
Signals from Pluang's Aura AI — not financial advice
Ross Stores (ROST) trades at $248.48, down 2.49% on the day, with a bullish technical outlook supported by moving averages and strong support near $247. The company reported robust earnings beats in recent quarters, with Q2 2026 results expected on August 20, 2026. Revenue grew to $21.13B in 2025, and net income reached $2.09B, reflecting a 9.74% margin. Expansion continues with 47 new stores opened in mid-2026, signaling growth momentum.
ROST offers solid growth potential with high ROE of 38.98% and analyst consensus favoring a buy rating (63.83% of 47 analysts), targeting $259.00. Risks include elevated P/E of 35.17 and sensitivity to consumer spending shifts. The stock's proximity to its 52-week high suggests cautious optimism, but execution on store expansions and margin maintenance are key for sustained upside.
TSCO trades at $36.45, up 5.29% on the day, with a bullish technical signal and strong profitability metrics including a 39.51% ROE. Recent earnings have missed expectations, but the company maintains stable revenue growth and announced strategic initiatives like pet assortment expansion and seasonal events to drive engagement.
The outlook is mixed: valuation appears reasonable with a P/E of 18.38, and insider buying signals confidence, but near-term headwinds include soft discretionary demand and cost pressures. Risks involve execution of turnaround efforts amid economic sensitivity, while analyst consensus leans neutral with a $36.29 price target.
Trailing returns across standard periods
Latest headlines on both assets
Ross Stores is a leading American off-price apparel and home fashion retailer, operating over 1,920 stores (at the end of fiscal 2021) across the Ross Dress for Less and dd's Discounts banners. Ross offers a variety of name-brand products and targets undercutting conventional retailers' regular prices by 20%-70%. The company uses an opportunistic, flexible merchandising approach
Read more on ROST →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 →