Tractor Supply Co vs State Street PDR S&P Retail ETF — how do they compare? Tractor Supply Co trades at $33.44 (market cap $17.44B), while State Street PDR S&P Retail ETF trades at $83.77 (market cap $389.66M). The key difference: Tractor Supply Co is far larger — about 44.8× State Street PDR S&P Retail ETF's market cap, and Tractor Supply Co pays a 2.87% dividend while State Street PDR S&P Retail ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tractor Supply Co for 88 Days and State Street PDR S&P Retail ETF for 44 Days on average.
| TSCO | XRT | |
|---|---|---|
Market Cap | $17.44B | $389.66M |
Volume | 10,598,723 | 4,275,820 |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $56.37 | $92.35 |
52-Week Low | $29.14 | $77.28 |
Typical Hold Time | 88 Days | 44 Days |
Enterprise Value | $23.76B | — |
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.
XRT (SPDR S&P Retail ETF) trades at $82.91, showing minimal daily movement with a slight decline of 0.05%. Technical indicators signal a bearish trend overall, with moving averages particularly negative. The ETF faces headwinds from higher interest rates and inflation impacting consumer spending, though recent retail sales data showed a strong August rebound. Analyst sentiment remains cautious with expectations of continued underperformance against broader market indices.
The retail sector faces macroeconomic pressures including inflation and rising rates that weigh on consumer discretionary spending. While holiday sales projections exceed $1 trillion, selective consumer behavior favors value-oriented retailers. Near-term performance depends on Fed policy direction and consumer resilience during the critical holiday season, with technical resistance at $83-$84 levels limiting upside potential.
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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 →XRT is an equal-weighted ETF that tracks the U.S. retail sector. It provides diversified exposure to apparel, automotive, and online retailers, including well-known names like Amazon, Target, and Costco.
Read more on XRT →