Tractor Supply Co vs Utilities Select Sector SPDR Fund — how do they compare? Tractor Supply Co trades at $34 (market cap $18.39B), while Utilities Select Sector SPDR Fund trades at $43.02. The key difference: Tractor Supply Co pays a 2.72% dividend while Utilities Select Sector SPDR Fund pays none. Which is the better fit depends on your goals.
| TSCO | XLU | |
|---|---|---|
Market Cap | $18.39B | — |
Sector | Consumer Cyclical | — |
52-Week High | $60.61 | $47.73 |
52-Week Low | $29.14 | $41.86 |
Enterprise Value | $24.70B | — |
Dividend Yield | 2.72% | — |
Signals from Pluang's Aura AI — not financial advice
Tractor Supply Company (TSCO) trades at $35.29, up 0.86% on the day, with a bullish technical signal from moving averages. The stock is supported by strong profitability, including a 39.51% ROE and 6.42% net income margin, though recent quarterly EPS results have missed expectations. Revenue growth remains steady, reaching $15.52B in 2025, while analyst consensus is a Buy with a $36.29 price target. Recent corporate developments include a dividend payment and participation in industry conferences.
The outlook for TSCO is cautiously optimistic, with upside potential near the consensus target, but risks include competitive pressures and cyclical sales headwinds. Investment appeal hinges on execution of strategic initiatives in pet care and logistics, while monitoring margin trends and same-store sales performance is critical for sustained growth.
XLU trades at $43.45, up 0.86% today, with a mixed technical picture showing bullish overall signals but bearish moving averages. The utilities ETF faces conflicting narratives around AI power demand versus regulatory headwinds, with recent news highlighting both defensive appeal and concerns about concentrated AI exposure. Support levels cluster around $42-43 while resistance sits at $44.
The ETF's outlook balances defensive utility characteristics against AI-driven growth potential. Key opportunities include inflation hedging and dividend income, while risks center on regulatory intervention and uneven AI benefits across the portfolio. Current sentiment reflects cautious optimism as investors weigh utility stability against transformative power demand.
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 →In seeking to track the performance of the index, the fund employs a replication strategy. It 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: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.
Read more on XLU →