Builders FirstSource (BLDR) vs Tractor Supply (TSCO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Tractor Supply (TSCO) has outperformed Builders FirstSource (BLDR) over the past year, losing 37.8% versus a loss of 58.6%. Over five years, BLDR leads with a -7.4% price change compared with -14.6% for TSCO. Tractor Supply is the larger company by market cap ($17.56 billion vs $5.69 billion), about 3.1 times the size.
On valuation, Builders FirstSource trades at a lower forward P/E (12.7x vs 16.5x for Tractor Supply). Tractor Supply pays a dividend yielding 2.79%, while Builders FirstSource does not currently pay one. Tractor Supply converts more of its revenue into profit, with a net margin of 7.1% versus 2.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BLDR | TSCO |
|---|---|---|
| Share price | $52.85 | $33.70 |
| Market cap | $5.69B | $17.56B |
| 1-day change | -1.78% | +0.66% |
| YTD return | -48.63% | -32.61% |
| 1-year return | -58.63% | -37.85% |
| 5-year return | -7.39% | -14.58% |
| P/E ratio (TTM) | 57.45 | 17.55 |
| Forward P/E | 12.74 | 16.49 |
| EPS (TTM) | $0.92 | $1.92 |
| Dividend yield | 0.00% | 2.79% |
| Annual dividend | $0.00 | $0.94 |
| Revenue (latest FY) | $15.19B | $15.52B |
| Revenue growth (YoY) | -7.38% | +4.31% |
| Net income (latest FY) | $435.20M | $1.10B |
| Gross margin | 30.39% | 36.42% |
| Operating margin | 5.18% | 9.45% |
| Net margin | 2.86% | 7.06% |
| 52-week high | $131.50 | $58.21 |
| 52-week low | $52.06 | $28.36 |
| Distance from 52-week high | -59.81% | -42.11% |
| Analyst consensus | buy | none |
| Avg. price target upside | +46.55% | +5.28% |
| Average volume | 2.67M | 10.52M |
| Shares outstanding | 107.60M | 521.04M |
| Employees | 28,000 | 54,000 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | RETAIL: Building Materials | RETAIL: Building Materials |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Tractor Supply is about 3.1 times larger than Builders FirstSource by market value ($17.56B vs $5.69B).
- TSCO has outperformed BLDR by 20.8 percentage points over the past year.
- Builders FirstSource trades at a higher earnings multiple (57.4x vs 17.6x trailing P/E).
- Tractor Supply offers a meaningfully higher dividend yield (2.79% vs 0.00%).
- Tractor Supply grew revenue faster in its latest fiscal year (+4.31% vs -7.38%).
About Builders FirstSource
BLDR stock →Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units.
Consumer Discretionary · RETAIL: Building Materials · 28,000 employees
About Tractor Supply
TSCO stock →Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company provides various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; companion animal products, such as food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.
Consumer Discretionary · RETAIL: Building Materials · 54,000 employees
BLDR vs TSCO FAQ
Which is bigger, Builders FirstSource or Tractor Supply?
Tractor Supply (TSCO) is larger, with a market capitalization of $17.56B compared with $5.69B for Builders FirstSource (BLDR).
Which stock has performed better over the past year, BLDR or TSCO?
TSCO returned -37.85% over the past 12 months, compared with -58.63% for BLDR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BLDR or TSCO?
TSCO has the lower trailing P/E at 17.6, versus 57.4 for BLDR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Builders FirstSource or Tractor Supply?
Tractor Supply pays a dividend yielding 2.79%, while Builders FirstSource does not currently pay a regular dividend.
Are Builders FirstSource and Tractor Supply in the same industry?
Yes. Both are classified in the RETAIL: Building Materials industry within the Consumer Discretionary sector.