Sherwin-Williams (SHW) vs Tractor Supply (TSCO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Sherwin-Williams (SHW) has outperformed Tractor Supply (TSCO) over the past year, losing 6.5% versus a loss of 37.9%. Over five years, SHW leads with a +6.3% price change compared with -17.6% for TSCO. Sherwin-Williams is the larger company by market cap ($77.93 billion vs $17.44 billion), about 4.5 times the size, while Tractor Supply is growing revenue faster (+4.3% vs +2.1%).
On valuation, Tractor Supply trades at a lower forward P/E (16.4x vs 23.7x for Sherwin-Williams). Tractor Supply offers the higher dividend yield (2.81% vs 0.99%). Sherwin-Williams converts more of its revenue into profit, with a net margin of 10.9% versus 7.1%.
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 | SHW | TSCO |
|---|---|---|
| Share price | $321.03 | $33.48 |
| Market cap | $77.93B | $17.44B |
| 1-day change | +1.91% | +2.95% |
| YTD return | -2.79% | -33.05% |
| 1-year return | -6.53% | -37.91% |
| 5-year return | +6.28% | -17.57% |
| P/E ratio (TTM) | 29.59 | 17.44 |
| Forward P/E | 23.65 | 16.38 |
| EPS (TTM) | $10.85 | $1.92 |
| Dividend yield | 0.99% | 2.81% |
| Annual dividend | $3.18 | $0.94 |
| Revenue (latest FY) | $23.57B | $15.52B |
| Revenue growth (YoY) | +2.06% | +4.31% |
| Net income (latest FY) | $2.57B | $1.10B |
| Gross margin | 48.85% | 36.42% |
| Operating margin | — | 9.45% |
| Net margin | 10.90% | 7.06% |
| 52-week high | $377.77 | $58.21 |
| 52-week low | $289.86 | $28.36 |
| Distance from 52-week high | -15.02% | -42.48% |
| Analyst consensus | buy | none |
| Avg. price target upside | +20.33% | +5.97% |
| Average volume | 1.79M | 10.40M |
| Shares outstanding | 242.76M | 521.04M |
| Employees | 64,249 | 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
- Sherwin-Williams is about 4.5 times larger than Tractor Supply by market value ($77.93B vs $17.44B).
- SHW has outperformed TSCO by 31.4 percentage points over the past year.
- Sherwin-Williams trades at a higher earnings multiple (29.6x vs 17.4x trailing P/E).
- Tractor Supply offers a meaningfully higher dividend yield (2.81% vs 0.99%).
About Sherwin-Williams
SHW stock →The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and retail customers. The company operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group.
Consumer Discretionary · RETAIL: Building Materials · 64,249 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
SHW vs TSCO FAQ
Which is bigger, Sherwin-Williams or Tractor Supply?
Sherwin-Williams (SHW) is larger, with a market capitalization of $77.93B compared with $17.44B for Tractor Supply (TSCO).
Which stock has performed better over the past year, SHW or TSCO?
SHW returned -6.53% over the past 12 months, compared with -37.91% for TSCO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SHW or TSCO?
TSCO has the lower trailing P/E at 17.4, versus 29.6 for SHW. 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, Sherwin-Williams or Tractor Supply?
Tractor Supply has the higher yield at 2.81%, compared with 0.99% for Sherwin-Williams.
Are Sherwin-Williams and Tractor Supply in the same industry?
Yes. Both are classified in the RETAIL: Building Materials industry within the Consumer Discretionary sector.