Tractor Supply (TSCO) vs Ulta Beauty (ULTA)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Ulta Beauty (ULTA) has outperformed Tractor Supply (TSCO) over the past year, losing 2.0% versus a loss of 39.5%. Over five years, ULTA leads with a +34.4% price change compared with -17.6% for TSCO. Ulta Beauty is the larger company by market cap ($24.23 billion vs $17.36 billion), about 1.4 times the size.
On valuation, Tractor Supply trades at a lower forward P/E (16.3x vs 17.7x for Ulta Beauty). Tractor Supply pays a dividend yielding 2.82%, while Ulta Beauty does not currently pay one. Ulta Beauty converts more of its revenue into profit, with a net margin of 9.3% 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 | TSCO | ULTA |
|---|---|---|
| Share price | $33.32 | $566.77 |
| Market cap | $17.36B | $24.23B |
| 1-day change | +2.46% | +3.90% |
| YTD return | -34.97% | -9.84% |
| 1-year return | -39.45% | -2.03% |
| 5-year return | -17.57% | +34.45% |
| P/E ratio (TTM) | 17.35 | 20.65 |
| Forward P/E | 16.30 | 17.66 |
| EPS (TTM) | $1.92 | $27.44 |
| Dividend yield | 2.82% | 0.00% |
| Annual dividend | $0.94 | $0.00 |
| Revenue (latest FY) | $15.52B | $12.39B |
| Revenue growth (YoY) | +4.31% | +9.71% |
| Net income (latest FY) | $1.10B | $1.15B |
| Gross margin | 36.42% | 39.10% |
| Operating margin | 9.45% | 12.37% |
| Net margin | 7.06% | 9.31% |
| 52-week high | $58.21 | $714.97 |
| 52-week low | $28.36 | $443.60 |
| Distance from 52-week high | -42.76% | -20.73% |
| Analyst consensus | none | buy |
| Avg. price target upside | +6.48% | +11.41% |
| Average volume | 10.40M | 576.14K |
| Shares outstanding | 521.04M | 42.76M |
| Employees | 54,000 | 21,382 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | RETAIL: Building Materials | Other Specialty Stores |
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
- ULTA has outperformed TSCO by 37.4 percentage points over the past year.
- Tractor Supply offers a meaningfully higher dividend yield (2.82% vs 0.00%).
- Ulta Beauty grew revenue faster in its latest fiscal year (+9.71% vs +4.31%).
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
About Ulta Beauty
ULTA stock →Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait.
Consumer Discretionary · Other Specialty Stores · 21,382 employees
TSCO vs ULTA FAQ
Which is bigger, Tractor Supply or Ulta Beauty?
Ulta Beauty (ULTA) is larger, with a market capitalization of $24.23B compared with $17.36B for Tractor Supply (TSCO).
Which stock has performed better over the past year, TSCO or ULTA?
ULTA returned -2.03% 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, TSCO or ULTA?
TSCO has the lower trailing P/E at 17.4, versus 20.7 for ULTA. 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, Tractor Supply or Ulta Beauty?
Tractor Supply pays a dividend yielding 2.82%, while Ulta Beauty does not currently pay a regular dividend.
Are Tractor Supply and Ulta Beauty in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: RETAIL: Building Materials for Tractor Supply and Other Specialty Stores for Ulta Beauty.