Tractor Supply Co vs Zeta Global Holdings Corp — how do they compare? Tractor Supply Co trades at $33.7 (market cap $17.44B), while Zeta Global Holdings Corp trades at $33.09 (market cap $8.29B). The key difference: Tractor Supply Co is far larger — about 2.1× Zeta Global Holdings Corp's market cap, and Tractor Supply Co pays a 2.87% dividend while Zeta Global Holdings Corp pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tractor Supply Co for 89 Days and Zeta Global Holdings Corp for 19 Days on average.
| TSCO | ZETA | |
|---|---|---|
Market Cap | $17.44B | $8.29B |
Volume | 10,598,723 | 7,156,795 |
Sector | Consumer Cyclical | Technology |
52-Week High | $56.37 | $33.74 |
52-Week Low | $29.14 | $14.55 |
Typical Hold Time | 89 Days | 19 Days |
Enterprise Value | $23.76B | $8.18B |
Dividend Yield | 2.87% | — |
Signals from Pluang's Aura AI — not financial advice
Tractor Supply (TSCO) trades at $33.48, up 2.95% on the day, with a bullish technical signal from moving averages despite mixed oscillators. The company reported three consecutive quarterly earnings misses but maintains strong profitability with a 36.46% gross margin and 39.51% ROE. Recent news highlights expansion with a new Idaho distribution center and ongoing community initiatives, though concerns about dividend sustainability persist amid earnings pressure.
The outlook is cautiously optimistic with a consensus price target of $36.76 offering ~10% upside, supported by solid fundamentals and a 17-year dividend growth streak. Key risks include competitive pressures, execution challenges from recent misses, and economic sensitivity. Institutional sentiment is mixed with some trimming positions, but analyst consensus leans slightly bullish with 48% buy ratings.
ZETA trades at $33.03, down 2.1% today but remains near recent highs with strong technical momentum. The company shows robust revenue growth with $1.3B in 2025 and projected $1.6B in 2026, though profitability remains challenged with negative net margins. Recent earnings beats and expanding customer base (197 superscale customers in Q2 2026) support the bullish analyst consensus.
ZETA presents a growth story with expanding AI platform adoption and international expansion, but faces execution risks amid negative cash flow and high valuation multiples. The stock's 75% buy rating from analysts suggests upside potential, though investors should monitor margin improvement and cash flow sustainability.
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →