Tractor Supply Co vs Workday Inc — how do they compare? Tractor Supply Co trades at $33.65 (market cap $17.44B), while Workday Inc trades at $186.85 (market cap $45.26B). The key difference: Workday Inc is far larger — about 2.6× Tractor Supply Co's market cap, and Tractor Supply Co pays a 2.87% dividend while Workday Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tractor Supply Co for 88 Days and Workday Inc for 38 Days on average.
| TSCO | WDAY | |
|---|---|---|
Market Cap | $17.44B | $45.26B |
Volume | 10,598,723 | 2,342,190 |
Sector | Consumer Cyclical | Technology |
52-Week High | $56.37 | $245.67 |
52-Week Low | $29.14 | $112.55 |
Typical Hold Time | 88 Days | 38 Days |
Enterprise Value | $23.76B | $45.63B |
Dividend Yield | 2.87% | — |
Signals from Pluang's Aura AI — not financial advice
Tractor Supply (TSCO) trades at $32.52, up 0.71% on the day, with a bullish technical signal from moving averages and a neutral RSI. The company reported revenue of $15.52B in 2025, with a net income margin of 6.42% and a P/E ratio of 17.44. Recent earnings misses and a dividend streak under scrutiny are balanced by expansion efforts, including a new distribution center in Idaho.
The outlook is mixed; analyst consensus is a $36.76 price target with a near-even split between buy and hold ratings. Risks include consecutive earnings misses and competitive pressures, but the company's strong ROE of 39.51% and consistent dividend history offer potential for patient investors amid cyclical challenges.
Workday (WDAY) trades at $185.67, up 0.77% with neutral technical signals and strong fundamental momentum. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth remains robust, projected to reach $10.2B in 2026, while profitability metrics show improvement. Recent strategic moves include expansion into the UAE market and AI product launches, though layoffs and a fraud investigation present headwinds. Analyst consensus leans bullish with a $202.92 price target, suggesting 9% upside potential from current levels.
WDAY presents a compelling growth story with AI-driven revenue acceleration and expanding profit margins, but faces execution risks amid restructuring and competitive pressures. The stock's premium valuation (P/E 38.25) requires sustained high growth to justify current levels. Institutional sentiment remains positive despite near-term volatility, with the key catalyst being Q3 earnings delivery against expectations of $2.74 EPS.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →