Tractor Supply Co vs Waste Management, Inc. — how do they compare? Tractor Supply Co trades at $35.85 (market cap $18.39B), while Waste Management, Inc. trades at $227.25 (market cap $90.68B). The key difference: Waste Management, Inc. is far larger — about 4.9× 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.
| TSCO | WM | |
|---|---|---|
Market Cap | $18.39B | $90.68B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $62.65 | $246.51 |
52-Week Low | $29.14 | $196.77 |
Enterprise Value | $24.70B | $113.47B |
Dividend Yield | 2.72% | 1.56% |
Signals from Pluang's Aura AI — not financial advice
TSCO trades at $34.62, up 0.17% today, with a bullish technical signal from moving averages but bearish oscillators. The stock has missed earnings expectations for three consecutive quarters, with Q3 2026 results pending. Revenue has grown steadily from $14.2B in 2022 to $15.5B in 2025, though net income margin has declined. Recent news highlights cost pressures and a lowered 2026 outlook, alongside strategic initiatives like pet product expansion and dividend payments.
The outlook is mixed: a consensus price target of $36.29 suggests modest upside, but near-term headwinds from weak discretionary demand and higher costs pose risks. Long-term opportunities include digital growth and store investments, yet investor sentiment remains cautious amid earnings misses and guidance cuts.
WM trades at $226.6, down 0.47% over 24 hours, with a bullish technical signal and support near $226. The stock shows strong profitability with a 40.6% gross margin and 11.12% net margin, though its P/E of 59.74 is elevated. Recent Q2 2026 earnings beat expectations at $2.02 per share, and analyst consensus is a buy with a $263.43 price target. Cash flow from operations grew to $6.04B in 2025, but net cash flow was negative $190M due to investments.
Outlook is positive with revenue growth and margin stability, but risks include high valuation and debt levels. The stock offers upside to the consensus target, supported by institutional confidence and consistent earnings beats, though investors should monitor volume trends and interest rate impacts on borrowing costs.
Trailing returns across standard periods
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 →Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →