Chewy vs Tractor Supply
CHWY and TSCO side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CHWY and TSCO compare
Tractor Supply is the larger company, worth 2.1 times as much as Chewy ($17.7B against $8.6B).
Chewy grew revenue faster over the last twelve months (5.9% versus 4.0% for Tractor Supply).
Tractor Supply keeps more of each dollar of sales as profit, with a net margin of 11.9% compared with 2.1% at Chewy.
Tractor Supply pays a dividend yielding 2.8%; Chewy does not pay one.
Tractor Supply scores higher on the StockData Score (19 against 15 for Chewy), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CHWY | TSCO |
|---|---|---|
| Size and price | ||
| Market cap | $8.6B | $17.7B |
| Share price | $21.29 | $33.94 |
| Change, 1 year | −36.6% | −37.4% |
| Change, 5 years | −71.4% | −22.9% |
| Beta (5Y) | 1.57 | 0.70 |
| Employees | 18K | 52K |
| StockData Score | ||
| Total score | 15 | 19 (better) |
| Valuation score | 4 (better) | 2 |
| Growth score | 3 | 4 (better) |
| Performance score | 5 | 6 (better) |
| Health score | 3 | 4 (better) |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 32.3× | – |
| P/S | 0.7× (better) | 1.1× |
| P/B | 23.1× | 6.7× (better) |
| EV/EBITDA | 18.1× | 10.6× (better) |
| P/FCF | 15.1× (better) | 57.6× |
| PEG | 0.51 | – |
| FCF yield | 6.6% (better) | 1.7% |
| Fair value | $31.30 | $35.05 |
| Margin of safety | 32.0% (better) | 3.2% |
| Growth | ||
| Revenue growth (TTM) | 5.9% (better) | 4.0% |
| Revenue growth, 5Y average | 12.0% (better) | 7.9% |
| Net income growth (TTM) | 81.1% (better) | 73.0% |
| EPS growth (TTM) | 88.6% | – |
| EPS growth, 5Y average | – | 10.1% |
| Profitability | ||
| Gross margin | 29.9% | 36.5% (better) |
| Operating margin | 2.5% | 8.5% (better) |
| Net margin | 2.1% | 11.9% (better) |
| FCF margin | 4.3% (better) | 1.9% |
| Return on equity | 72.0% | 73.4% (better) |
| Return on invested capital | 342% (better) | 25.1% |
| Financial health | ||
| Debt / equity | 1.60 | 0.82 (better) |
| Net debt / EBITDA | −0.04 | 1.04 (better) |
| Interest coverage | 28.5× (better) | 19.8× |
| Current ratio | 0.84 | 1.33 (better) |
| Altman Z-score | 4.75 (better) | 3.77 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 2.8% |
| Payout ratio | – | 26.3% |
| Years of dividend growth | – | 16 |
| Dividend growth, 5Y average | – | 25.1% |
| Buyback yield | 6.0% (better) | 2.5% |
| Shareholder yield | 6.0% (better) | 5.3% |
| Ownership | ||
| Held by institutions | 99.5% | 94.7% |
| Held by insiders | 0.45% | 0.32% |
| Insider net buying, 12 months | −$6.9M (better) | −$11.3M |
| Short interest, % of float | 7.7% | 8.3% |
Go deeper
- CHWY stock overview
- CHWY income statement
- CHWY valuation and score
- TSCO stock overview
- TSCO income statement
- TSCO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.