TSCO vs DLTR vs DG Stock Comparison

Tractor Supply, Dollar Tree and Dollar General Prices as of Oct 26, 2026 Peers: Industry group
TSCO Tractor Supply Co /De/
$32.53 +0.8% 1M -42.2% 1Y
Market cap
$16.84B
P/E
9.0x
Revenue (TTM)
—
Div. yield
–
Discount Stores Consumer Staples
2 wins
DLTR Dollar Tree, Inc.
$124.92 +9.5% 1M +26.1% 1Y
Market cap
$23.63B
P/E
14.7x
Revenue (TTM)
$20.07B
Div. yield
–
Discount Stores Consumer Staples
7 wins
DG Dollar General Corp
$128.47 +2.9% 1M +26.0% 1Y
Market cap
$28.07B
P/E
16.5x
Revenue (TTM)
$43.64B
Div. yield
0.02%
Discount Stores Consumer Staples
2 wins

Head to Head

11 decided of 12

Dollar Tree leads on 7 of the 12 questions below (Dollar Tree 7, Dollar General 2, Tractor Supply 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTSCODLTRDGLeader
Larger companyMarket capitalisation $16.84B $23.63B $28.07B DG
Cheaper on earningsLower P/E, profitable companies only 9.0x 14.7x 16.5x TSCO
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.7x 16.8x 15.9x DG
Faster revenue growthRevenue growth, trailing twelve months — +8.2% +4.8% DLTR
More profitableNet margin, trailing twelve months — 8.0% 3.9% DLTR
Better return on capitalReturn on invested capital — 25.9% 13.6% DLTR
Less leveragedLower net debt / EBITDA — 0.6x 0.8x DLTR
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% –
Better 1-year returnPrice return, last 12 months -42.2% +26.1% +26.0% DLTR
Better 5-year returnAnnualised price return, 5 years -4.7%/yr +3.6%/yr -10.2%/yr DLTR
Less volatileAnnualised volatility, 1 year 34.2% 40.8% 38.1% TSCO
Higher overall scoreMean of the five percentile scores vs peers 46/100 83/100 64/100 DLTR

Percentile Scorecard

TSCODLTRDG

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisTSCODLTRDG
Valuation 39 #25 of 40 64 #15 of 40 67 #14 of 40
Growth 35 #25 of 38 95 #3 of 38 62 #15 of 38
Profitability – 100 #1 of 36 83 #7 of 36
Financial Health 33 #27 of 40 56 #18 of 40 51 #20 of 40
Shareholder Returns 78 #7 of 28 98 #1 of 28 59 #12 of 28
Overall 46 83 64
  • TSCO ranked among 41 companies in Staples Retail
  • DLTR ranked among 41 companies in Staples Retail
  • DG ranked among 41 companies in Staples Retail

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodTSCODLTRDGSPY
1 month +0.8%+9.5%+2.9% -0.8%
3 months +2.3%-0.5%+4.3% +3.5%
6 months -8.8%+27.5%+9.5% +7.0%
Year to date -35.0%+1.6%-3.2% +12.2%
1 year -42.2%+26.1%+26.0% +13.0%
3 years -13.4%+15.4%+7.7% +86.3%
3 years, per year -4.7%+4.9%+2.5% +23.1%
5 years -21.4%+19.6%-41.7% +68.6%
5 years, per year -4.7%+3.6%-10.2% +11.0%
10 years +157.6%+62.7%+88.2% +258.0%
10 years, per year +9.9%+5.0%+6.5% +13.6%

Risk

MeasureTSCODLTRDGSPY
Volatility, 1Y 34.2%40.8%38.1% 12.7%
Downside volatility, 1Y 37.5%36.2%36.6% 12.7%
Beta vs S&P 500, 1Y 0.350.620.48 1.00
Return / volatility, 1Y -1.240.640.68 1.02
Max drawdown, 5Y -53.5%-64.8%-73.7% -25.4%
From 52-week high -42.3%-11.5%-17.8% -1.8%
52-week high $56.37$141.21$156.24 $779.14
52-week low $29.14$86.80$95.94 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleTSCODLTRDG
P/E now vs peer median 9.0xmedian 22.0x 14.8xmedian 22.0x 16.6xmedian 22.0x
P/S now vs peer median 1.1xmedian 0.5x 1.2xmedian 0.5x 0.6xmedian 0.5x
EV/EBITDA now vs peer median —median 9.8x 8.8xmedian 9.8x 8.9xmedian 9.8x
P/FCF now vs peer median 54.9xmedian 17.8x 11.9xmedian 17.8x 14.1xmedian 17.8x
P/B now vs peer median 6.4xmedian 3.0x 6.8xmedian 3.0x 3.1xmedian 3.0x
PEG now vs peer median —median 1.18 0.97median 1.18 -2.09median 1.18

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsTSCODLTRDG
Revenue – $20.07B $43.64B
Gross profit – $7.77B $13.60B
Operating income – $2.20B $2.44B
Net income $1.85B $1.61B $1.70B
Free cash flow – $1.98B $2.01B
EPS (diluted) – $8.45 $7.69
Cash & equivalents $198.88M $1.06B $1.59B
Total debt – $2.93B $4.57B
Shares (diluted) 524.62M 190.90M 221.51M
Enterprise value $16.84B $20.25B $22.75B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricTSCODLTRDG
P/E 9.0x 14.8x 16.6x
P/FCF 54.9x 11.9x 14.1x
P/Operating cash flow 14.1x 7.5x 8.5x
P/S 1.1x 1.2x 0.6x
P/B 6.4x 6.8x 3.1x
P/Tangible book 6.4x 6.8x 3.5x
EV/EBITDA – 8.8x 8.9x
EV/EBIT – 11.5x 12.8x
EV/Revenue – 1.3x 0.7x
EV/FCF – 12.8x 15.6x
EV/Operating cash flow 14.1x 8.1x 9.4x
PEG (3Y EPS CAGR) – 0.97 -2.09

Growth

14 metrics
MetricTSCODLTRDG
Revenue growth (1Y) – 8.2% 4.8%
Revenue CAGR (3Y) – 28.1% 4.0%
Gross profit growth (1Y) – 17.0% 8.3%
Gross profit CAGR (3Y) – 105.7% 4.2%
Operating income growth (1Y) – 48.8% 36.3%
Operating income CAGR (3Y) – 11.9% -7.7%
Net income growth (1Y) 67.0% 155.0% 43.0%
Net income CAGR (3Y) 17.8% 9.8% -7.7%
EPS growth (1Y) – 159.9% 42.6%
EPS CAGR (3Y) – 15.2% -7.9%
Operating cash flow growth (1Y) -33.9% 48.8% 5.0%
Operating cash flow CAGR (3Y) -10.2% 19.6% 23.4%
Free cash flow growth (1Y) – 105.0% 8.7%
Free cash flow CAGR (3Y) – 28.3% 178.1%

Profitability

14 metrics
MetricTSCODLTRDG
Gross margin – 38.7% 31.2%
EBITDA margin – 14.4% 8.1%
Operating margin – 11.0% 5.6%
Pretax margin – 10.7% 5.1%
Net margin – 8.0% 3.9%
FCF margin – 9.9% 4.6%
Operating cash flow margin – 15.5% 7.6%
Return on equity – 46.5% 18.8%
Return on assets – 11.6% 5.3%
Return on invested capital – 25.9% 13.6%
Return on capital employed – 20.7% 9.9%
Asset turnover – 1.4x 1.4x
Cash conversion (OCF / net income) 0.7x 1.9x 1.9x
Stock comp / revenue – 0.3% 0.2%

Financial Health

11 metrics
MetricTSCODLTRDG
Debt / assets – 20.9% 14.2%
Debt / equity – 0.9x 0.5x
Net debt / EBITDA – 0.6x 0.8x
Debt / FCF – 1.5x 2.3x
Liabilities / assets 78.3% 75.6% 71.1%
Equity / assets 21.7% 24.4% 28.9%
Interest coverage – – –
Current ratio 1.4x 1.1x 1.2x
Quick ratio – 0.3x 0.2x
Cash ratio – 0.3x 0.2x
Altman Z-score – 3.66 2.63

Shareholder Returns

7 metrics
MetricTSCODLTRDG
Dividend yield 2.9% – 1.8%
Net buyback yield – 7.8% –
Shareholder yield 2.9% 7.8% 1.8%
Payout ratio (earnings) – – 30.5%
Payout ratio (FCF) – – 25.9%
Dividend growth (1Y) – – 0.2%
Dividend CAGR (3Y) – – 1.1%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusTSCODLTRDG
Forward P/E 17.7xFY2026 16.8xFY2026 15.9xFY2026
EPS, next fiscal year $1.84FY2026 $7.44FY2026 $8.10FY2026
EPS growth, next FY -10.7%FY2026 +29.4%FY2026 +18.2%FY2026
EPS growth, the year after +13.0% +8.5% +5.2%
Revenue, next fiscal year $15.65BFY2026 $20.08BFY2026 $43.04BFY2026
Revenue growth, next FY +0.8%FY2026 +3.4%FY2026 +0.7%FY2026
Revenue growth, the year after +8.7% +6.1% +1.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTSCODLTRDG
Held by institutions 94.2% 99.4% 98.1%
Institutions holding 1,058 862 1,130
Change in shares held, QoQ +1.9% -5.0% -0.1%
Institutions buying 527 409 538
Institutions selling 407 320 421
Buyers to sellers 1.29 1.28 1.28

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

TSCODLTRDG
TSCO 1.00 0.35 0.41
DLTR 0.35 1.00 0.63
DG 0.41 0.63 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TSCO, DLTR and DG?

Dollar General (DG) is the largest by market capitalisation: Tractor Supply (TSCO) $16.84B, Dollar Tree (DLTR) $23.63B, Dollar General (DG) $28.07B.

Which stock is cheaper, TSCO, DLTR and DG?

Tractor Supply (TSCO) trades on the lowest price-to-earnings ratio (Tractor Supply (TSCO) 9.0x, Dollar Tree (DLTR) 14.7x, Dollar General (DG) 16.5x). On next year's consensus earnings, Dollar General (DG) is cheapest (Tractor Supply (TSCO) 17.7x, Dollar Tree (DLTR) 16.8x, Dollar General (DG) 15.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Dollar Tree (DLTR) grew revenue fastest over the trailing twelve months: Dollar Tree (DLTR) +8.2%, Dollar General (DG) +4.8%.

Which company is more profitable?

Dollar Tree (DLTR) has the highest net margin (Dollar Tree (DLTR) 8.0%, Dollar General (DG) 3.9%). On return on invested capital, Dollar Tree (DLTR) leads (Dollar Tree (DLTR) 25.9%, Dollar General (DG) 13.6%).

Which stock has performed better?

Over the past year Dollar Tree (DLTR) returned the most: Tractor Supply (TSCO) -42.2%, Dollar Tree (DLTR) +26.1%, Dollar General (DG) +26.0%. Over five years, Dollar Tree (DLTR) compounded fastest (Tractor Supply (TSCO) -4.7%/yr, Dollar Tree (DLTR) +3.6%/yr, Dollar General (DG) -10.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Tractor Supply (TSCO) 0.00%, Dollar Tree (DLTR) 0.00%, Dollar General (DG) 0.02%. Tractor Supply (TSCO) and Dollar Tree (DLTR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Tractor Supply (TSCO) has been the steadiest (Tractor Supply (TSCO) 34.2%, Dollar Tree (DLTR) 40.8%, Dollar General (DG) 38.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, TSCO, DLTR and DG?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Dollar Tree (DLTR) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.