Análisis Argos
TSCO
TSCOCara
Tractor Supply Company · Consumer Cyclical
US$ 31.76
precio al 2026-07-04
Valor justo Argos*
US$ 20–22
vs. su valor justo
44% por encima
Score Argos
50/100
LA RESPUESTA
El mercado le pide crezca 20.7% al año — más de lo que ha demostrado (8.7%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO4/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO4/6SALUD4/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos50de 100Cara
Ingresos4%
US$ 15.5 B
Margen operativo4%
9.5%
Flujo de caja libre16%
US$ 0.7 B
Deuda neta
US$ 5.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 16.7B
P/E15.2x
EV/EBITDA11.4x
FCF yield4.4%
ROIC13.8%
Margen operativo9.5%
Crecim. ingresos+4.3%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 2 jul
Tractor Supply Announces Webcast of Second Quarter Earnings Conference Call
Tractor Supply Company (NASDAQ: [url="]TSCO[/url]), the largest rural lifestyle retailer in the United States (the “Company”), intends to release its secon
businesswire.com · 2 jul
Tractor Supply Announces Webcast of Second Quarter Earnings Conference Call
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company intends to release its second quarter 2026 results before the market opens on Thursday, July 23, 2026.
seekingalpha.com · 1 jul
Tractor Supply: 3.2% Yield From Chicks, Feed, And More
Tractor Supply Company is a wide-moat rural retailer with a resilient, needs-based business model and strong local market adaptation. TSCO targets 3,200 stores long-term, leveraging a $225 billion addressable market and ongoing digital integration to drive growth and recurring revenue. Shares trade at a discount to a $40 fair value estimate, with 8.9% annual EPS growth expected and a sustainable 3.2% dividend yield.
seekingalpha.com · 26 jun
Tractor Supply: Decade-Low Valuation, Improving Outlook Support Upgrade To Buy
Tractor Supply Company's earnings growth has stalled in the past couple of years as rural consumers' income has been pressured. The slowdown has captured the market narrative. TSCO's growth story still stands. Store performance looks to pick back up in 2026 already, and the retailer continues to expand its store network. Given a near-decade-low valuation, I estimate TSCO stock to have 50% upside to $46.2.
businesswire.com · 26 jun
Tractor Supply and 4-H Collaborate With Starlink to Bridge the Digital Divide in Rural Communities
BRENTWOOD, Tenn.--(BUSINESS WIRE)-- #4H--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States; Starlink, the world's most advanced satellite constellation that delivers reliable broadband connectivity nationwide, including to locations where high-speed internet has traditionally been too expensive, unreliable or entirely unavailable; and 4-H, America's largest youth development organization, announced today an alliance aimed at expanding broadband access in.
fool.com · 23 jun
Chewy vs. Tractor Supply: Which Consumer Stock Is a Better Buy in 2026?
Chewy dominates the digital landscape with nearly $12.6 billion in revenue and a robust subscription-based business model. Tractor Supply leverages an extensive physical footprint of over 2,400 stores to serve the specialized rural lifestyle market.
marketbeat.com · 20 jun
3 Retail Winners Using Cash Flow to Stay Ahead
Retail “apex predators” like TJX Companies NYSE: TJX, Williams-Sonoma NYSE: WSM, and Tractor Supply Company NASDAQ: TSCO weaponize consumer trends to gain market share, drive cash flow, and provide value for their investors.
seekingalpha.com · 20 jun
Tractor Supply: The Market Got It Wrong Twice (Rating Upgrade)
Tractor Supply Co. is upgraded to buy as valuation compresses to 14x earnings despite only cyclical headwinds. TSCO's Q1 saw modest 3.6% revenue growth, with comp sales up just 0.5% and operating income down 6%, driven by external consumer pressures. Management views current challenges—fuel costs, pet market softness—as temporary, continues store expansion, and maintains positive long-term guidance.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.