MetaCap

Home Depot (HD) vs Tractor Supply (TSCO)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Home Depot (HD) has outperformed Tractor Supply (TSCO) over the past year, losing 26.1% versus a loss of 39.5%. Over five years, TSCO leads with a -17.6% price change compared with -18.8% for HD. Home Depot is the larger company by market cap ($285.11 billion vs $16.94 billion), about 16.8 times the size, while Tractor Supply is growing revenue faster (+4.3% vs +3.2%).

On valuation, Tractor Supply trades at a lower forward P/E (15.9x vs 17.8x for Home Depot). Tractor Supply offers the higher dividend yield (2.89% vs 1.62%). Home Depot converts more of its revenue into profit, with a net margin of 8.6% versus 7.1%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

HD-26.12%TSCO-39.45%
+7%-20%-48%
Oct 7, 20251 yearOct 7, 2026
HD-14.88%TSCO-16.50%
+63%+18%-28%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

HD versus TSCO key metrics
MetricHDTSCO
Share price$285.77$32.52
Market cap$285.11B$16.94B
1-day change-0.32%+0.71%
YTD return-16.95%-34.97%
1-year return-26.12%-39.45%
5-year return-18.78%-17.57%
P/E ratio (TTM)20.0016.94
Forward P/E17.8315.88
EPS (TTM)$14.29$1.92
Dividend yield1.62%2.89%
Annual dividend$4.63$0.94
Revenue (latest FY)$164.68B$15.52B
Revenue growth (YoY)+3.24%+4.31%
Net income (latest FY)$14.16B$1.10B
Gross margin33.32%36.42%
Operating margin12.68%9.45%
Net margin8.60%7.06%
52-week high$397.63$58.21
52-week low$277.15$28.36
Distance from 52-week high-28.13%-44.13%
Analyst consensusbuynone
Avg. price target upside+32.39%+9.10%
Average volume4.20M10.35M
Shares outstanding997.69M521.04M
Employees470,00054,000
SectorConsumer DiscretionaryConsumer Discretionary
IndustryRETAIL: Building MaterialsRETAIL: 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

  • Home Depot is about 16.8 times larger than Tractor Supply by market value ($285.11B vs $16.94B).
  • HD has outperformed TSCO by 13.3 percentage points over the past year.
  • Tractor Supply offers a meaningfully higher dividend yield (2.89% vs 1.62%).

About Home Depot

HD stock →

The Home Depot, Inc. operates as a home improvement retailer in the United States and internationally.

Consumer Discretionary · RETAIL: Building Materials · 470,000 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

HD vs TSCO FAQ

Which is bigger, Home Depot or Tractor Supply?

Home Depot (HD) is larger, with a market capitalization of $285.11B compared with $16.94B for Tractor Supply (TSCO).

Which stock has performed better over the past year, HD or TSCO?

HD returned -26.12% over the past 12 months, compared with -39.45% for TSCO (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, HD or TSCO?

TSCO has the lower trailing P/E at 16.9, versus 20.0 for HD. 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, Home Depot or Tractor Supply?

Tractor Supply has the higher yield at 2.89%, compared with 1.62% for Home Depot.

Are Home Depot and Tractor Supply in the same industry?

Yes. Both are classified in the RETAIL: Building Materials industry within the Consumer Discretionary sector.

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