Tractor Supply Co vs State Street PDR S&P Retail ETF — how do they compare? Tractor Supply Co trades at $35.38 (market cap $18.05B), while State Street PDR S&P Retail ETF trades at $89.79. The key difference: Tractor Supply Co pays a 2.77% dividend while State Street PDR S&P Retail ETF pays none, and State Street PDR S&P Retail ETF is trading nearer its 52-week high, Tractor Supply Co nearer its low. Which is the better fit depends on your goals.
| TSCO | XRT | |
|---|---|---|
Market Cap | $18.05B | — |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $62.65 | $92.35 |
52-Week Low | $29.14 | $77.28 |
Enterprise Value | $24.36B | — |
Dividend Yield | 2.77% | — |
Signals from Pluang's Aura AI — not financial advice
TSCO trades at $34.56, up 1.38% today, with a bullish technical signal from moving averages but overbought RSI readings. Recent earnings misses and a lowered 2026 outlook reflect cyclical headwinds, though the stock remains supported by a 48% buy rating from analysts and a $36.29 consensus price target. Cash flow from operations remains strong at $1.64B for 2025, but net cash flow was negative due to investments and financing activities.
The outlook is mixed: valuation reset and insider buying signal confidence, but weak discretionary demand and cost pressures pose near-term risks. Long-term opportunities exist from digital growth and pet initiatives, yet investors face volatility from earnings uncertainty and macroeconomic sensitivity.
XRT trades at $90.82, up 1.08% with a bullish technical signal supported by moving averages. The ETF shows neutral oscillators like RSI at 57.83, while ADX indicates a strong trend. Support lies at $90 and resistance at $91. Recent retail sales growth and positive economic data provide a favorable backdrop, though sentiment is mixed amid inflation concerns.
Outlook is cautiously optimistic with retail sector momentum, but risks include consumer sentiment pressures and valuation headwinds. The ETF's diversification offers stability, yet macroeconomic shifts could impact performance. Investors should weigh technical strength against fundamental uncertainties in the retail space.
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 →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 →