Tractor Supply Co vs Walmart Stores Inc — how do they compare? Tractor Supply Co trades at $33.5 (market cap $16.94B), while Walmart Stores Inc trades at $110.3 (market cap $858.11B). The key difference: Walmart Stores Inc is far larger — about 50.7× Tractor Supply Co's market cap, and Tractor Supply Co pays the higher dividend (2.95%). Which is the better fit depends on your goals — on Pluang, investors hold Tractor Supply Co for 88 Days and Walmart Stores Inc for 101 Days on average.
| TSCO | WMT | |
|---|---|---|
Market Cap | $16.94B | $858.11B |
Volume | 10,333,598 | 15,924,441 |
Sector | Consumer Cyclical | Consumer Staples |
52-Week High | $56.37 | $134.20 |
52-Week Low | $29.14 | $100.61 |
Typical Hold Time | 88 Days | 101 Days |
Enterprise Value | $23.26B | $920.34B |
Dividend Yield | 2.95% | 0.92% |
Signals from Pluang's Aura AI — not financial advice
TSCO trades at $33.48, up 3.69% today, with a bullish technical signal from moving averages. The company reported revenue of $15.52B for 2025, with a net income margin of 6.42%, though recent quarters have seen earnings misses. Analyst consensus is a Buy with a $37.00 price target, and the company maintains a 17-year dividend growth streak, with a recent dividend declared for September 2026.
The outlook is mixed; strong fundamentals and dividend history support long-term value, but near-term risks include earnings misses and competitive pressures. The stock offers potential upside to the consensus target, but investors should weigh execution risks against the company's solid market position.
Walmart (WMT) trades at $110.56, up 3.11% today, showing strong momentum after three consecutive quarterly earnings beats. The stock faces technical resistance near $110 with neutral indicators, while fundamentals reveal robust revenue growth to $681B (2025) and improving net margins to 2.85%. Recent news highlights expansion in AI capabilities, Marketplace growth exceeding 50%, and new Medicare Advantage partnerships, positioning Walmart for continued market share gains in the competitive retail sector.
Walmart presents a compelling long-term investment case with analyst consensus pointing to 16.5% upside to the $128.84 price target. However, the elevated P/E ratio of 39.2 and rising operational costs pose valuation and margin compression risks. Investors should weigh the company's digital transformation success against potential consumer spending pressures and inflationary headwinds affecting retail profitability.
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 →Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.
Read more on WMT →