Tractor Supply Co vs Financial Select Sector SPDR Fund — how do they compare? Tractor Supply Co trades at $35.38 (market cap $18.39B), while Financial Select Sector SPDR Fund trades at $57.82. The key difference: Tractor Supply Co pays a 2.72% dividend while Financial Select Sector SPDR Fund pays none, and Financial Select Sector SPDR Fund is trading nearer its 52-week high, Tractor Supply Co nearer its low. Which is the better fit depends on your goals.
| TSCO | XLF | |
|---|---|---|
Market Cap | $18.39B | — |
Sector | Consumer Cyclical | — |
52-Week High | $62.65 | $58.01 |
52-Week Low | $29.14 | $47.80 |
Enterprise Value | $24.70B | — |
Dividend Yield | 2.72% | — |
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.
XLF trades at $57.88, up 0.12% on the day, with a bullish technical signal from moving averages and a neutral stance from oscillators. The ETF recently crossed above its 200-day moving average, indicating positive momentum. Recent news highlights strong inflows into sector ETFs and potential opportunities from AI infrastructure financing.
The outlook for XLF is supported by technical strength and sector tailwinds, but overbought RSI levels suggest near-term caution. Key risks include interest rate sensitivity and market volatility. Analyst sentiment is generally positive, focusing on the financial sector's role in economic growth.
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 →The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: diversified financial services; insurance; banks; capital markets; mortgage real estate investment trusts; consumer finance; thrifts; and mortgage finance. The fund is non-diversified.
Read more on XLF →