HD vs. TSCO: Home Depot vs. Tractor Supply Stock Comparison

November 11, 2026

How do Home Depot (HD) and Tractor Supply (TSCO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Home Depot (HD) and Tractor Supply (TSCO) both belong to the Specialty Retail industry, though HD is classified under Home Improvement Retail while TSCO falls under Other Specialty Retail.

Company profile comparison for Home Depot (HD) and Tractor Supply (TSCO)
Profile Item	HD	TSCO
Name	The Home Depot, Inc.	Tractor Supply Company
Country/Region	United States	United States
GICS Sector	Consumer Discretionary	Consumer Discretionary
GICS Industry Group	Consumer Discretionary Distribution & Retail	Consumer Discretionary Distribution & Retail
GICS Industry	Specialty Retail	Specialty Retail
GICS Sub-Industry	Home Improvement Retail	Other Specialty Retail
Market Capitalization	342.68 billion USD	18.85 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	September 22, 1981	February 17, 1994
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

TSCO

GSPC

Home Depot (HD) vs. Tractor Supply (TSCO), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Home Depot (HD) and Tractor Supply (TSCO). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Home Depot (HD) and Tractor Supply (TSCO). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
Total Return (1Y)	-2.13%	-28.95%
Total Return (3Y, Annualized)	9.84%	0.75%
Total Return (5Y, Annualized)	1.58%	-1.33%

Risk Profile

Drawdown History

TSCO

GSPC

Home Depot (HD) vs. Tractor Supply (TSCO), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Home Depot (HD) and Tractor Supply (TSCO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
Volatility (1Y, Annualized)	28.07%	34.78%
Beta (5Y)	0.92	0.45
Max Drawdown (5Y)	-34.73%	-52.69%
Avg. Volume (3M)	4.59M	11.58M

Risk-Adjusted Performance

Risk-Return Positioning

HD and TSCO are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
Sharpe Ratio (1Y)	-0.23	-0.96
Sortino Ratio (1Y)	-0.35	-1.26

Profitability

ROE (TTM)

Both companies show strong equity returns, but Home Depot (HD) at 104.30% is the standout with ROE above its industry range; Tractor Supply (TSCO) at 37.35% also sits in the top quartile.

HD

Consumer Discretionary Distribution & Retail industry group

104.30%

HD: 104.30%
Max: 62.17%
Q3: 29.44%
Median: 15.69%
Q1: 6.73%
Min: -12.16%

TSCO

Consumer Discretionary Distribution & Retail industry group

37.35%

Max: 62.17%
TSCO: 37.35%
Q3: 29.44%
Median: 15.69%
Q1: 6.73%
Min: -12.16%

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their ROE against the Consumer Discretionary Distribution & Retail industry group benchmark.

Net Margin (TTM)

Both Home Depot (HD) at 8.41% and Tractor Supply (TSCO) at 6.13% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

HD

Consumer Discretionary Distribution & Retail industry group

8.41%

Max: 16.94%
Q3: 8.69%
HD: 8.41%
Median: 3.55%
Q1: 1.14%
Min: -9.41%

TSCO

Consumer Discretionary Distribution & Retail industry group

6.13%

Max: 16.94%
Q3: 8.69%
TSCO: 6.13%
Median: 3.55%
Q1: 1.14%
Min: -9.41%

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

Home Depot (HD) at 12.86% operates in the top operating margin quartile, ahead of Tractor Supply (TSCO) at 7.87%, which runs around its industry’s norm.

HD

Consumer Discretionary Distribution & Retail industry group

12.86%

Max: 21.45%
HD: 12.86%
Q3: 10.89%
Median: 5.57%
Q1: 2.28%
Min: -7.12%

TSCO

Consumer Discretionary Distribution & Retail industry group

7.87%

Max: 21.45%
Q3: 10.89%
TSCO: 7.87%
Median: 5.57%
Q1: 2.28%
Min: -7.12%

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
ROE (TTM)	104.30%	37.35%
ROA (TTM)	12.14%	7.50%
Net Margin (TTM)	8.41%	6.13%
Operating Margin (TTM)	12.86%	7.87%
Gross Margin (TTM)	32.80%	36.29%

Growth

Revenue Growth

Both Home Depot (HD) at 3.24% and Tractor Supply (TSCO) at 4.31% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Home Depot (HD) at -4.56% and Tractor Supply (TSCO) at 0.98% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
Revenue Growth (YoY)	3.24%	4.31%
Revenue Growth (3Y CAGR)	1.52%	3.00%
EPS Growth (YoY)	-4.56%	0.98%
EPS Growth (3Y CAGR)	-5.18%	1.99%

Financial Strength

Current Ratio (MRQ)

Both Home Depot (HD) at 1.08 and Tractor Supply (TSCO) at 1.38 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

HD

Consumer Discretionary Distribution & Retail industry group

1.08

Max: 2.62
Q3: 1.75
Median: 1.35
HD: 1.08
Q1: 1.00
Min: 0.48

TSCO

Consumer Discretionary Distribution & Retail industry group

1.38

Max: 2.62
Q3: 1.75
TSCO: 1.38
Median: 1.35
Q1: 1.00
Min: 0.48

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Both Home Depot (HD) at 3.80 and Tractor Supply (TSCO) at 2.53 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.

HD

Consumer Discretionary Distribution & Retail industry group

3.80

Max: 3.93
HD: 3.80
Q3: 2.14
Median: 1.25
Q1: 0.73
Min: 0.01

TSCO

Consumer Discretionary Distribution & Retail industry group

2.53

Max: 3.93
TSCO: 2.53
Q3: 2.14
Median: 1.25
Q1: 0.73
Min: 0.01

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their debt-to-equity ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
Current Ratio (MRQ)	1.08	1.38
Debt / Equity (MRQ)	3.80	2.53
Net Debt / EBITDA	2.48	3.42

Dividends

Dividend Yield (TTM)

Tractor Supply (TSCO) at 2.59% delivers top-quartile income for its industry, while Home Depot (HD) at 1.32% pays a more typical yield — both are credible income propositions, TSCO the richer one.

HD

Consumer Discretionary Distribution & Retail industry group

1.32%

Max: 5.84%
Q3: 2.50%
HD: 1.32%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

TSCO

Consumer Discretionary Distribution & Retail industry group

2.59%

Max: 5.84%
TSCO: 2.59%
Q3: 2.50%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Both Home Depot (HD) at 64.80% and Tractor Supply (TSCO) at 51.08% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

HD

Consumer Discretionary Distribution & Retail industry group

64.80%

Max: 72.73%
HD: 64.80%
Q3: 32.44%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

TSCO

Consumer Discretionary Distribution & Retail industry group

51.08%

Max: 72.73%
TSCO: 51.08%
Q3: 32.44%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
Dividend Yield (TTM)	1.32%	2.59%
Dividend Payout Ratio (TTM)	64.80%	51.08%

Valuation

P/E Ratio (TTM)

Both Home Depot (HD) at 24.04 and Tractor Supply (TSCO) at 19.54 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

HD

Consumer Discretionary Distribution & Retail industry group

24.04

Max: 40.50
Q3: 24.26
HD: 24.04
Median: 19.23
Q1: 12.64
Min: 4.67

TSCO

Consumer Discretionary Distribution & Retail industry group

19.54

Max: 40.50
Q3: 24.26
TSCO: 19.54
Median: 19.23
Q1: 12.64
Min: 4.67

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

Tractor Supply (TSCO) at 1.18 is priced about in line with its industry on P/S ratio, while Home Depot (HD) at 2.03 sits in the pricier quartile — HD costs more per dollar of sales.

HD

Consumer Discretionary Distribution & Retail industry group

2.03

Max: 4.32
HD: 2.03
Q3: 1.99
Median: 0.70
Q1: 0.26
Min: 0.03

TSCO

Consumer Discretionary Distribution & Retail industry group

1.18

Max: 4.32
Q3: 1.99
TSCO: 1.18
Median: 0.70
Q1: 0.26
Min: 0.03

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Tractor Supply (TSCO) at 7.10 sits in the upper P/B ratio quartile, and Home Depot (HD) at 20.63 prices even higher, above its industry range.

HD

Consumer Discretionary Distribution & Retail industry group

20.63

HD: 20.63
Max: 10.96
Q3: 5.26
Median: 2.16
Q1: 1.08
Min: -4.45

TSCO

Consumer Discretionary Distribution & Retail industry group

7.10

Max: 10.96
TSCO: 7.10
Q3: 5.26
Median: 2.16
Q1: 1.08
Min: -4.45

Home Depot (HD) vs. Tractor Supply (TSCO): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for Home Depot (HD) and Tractor Supply (TSCO)
Metric	HD	TSCO
P/E Ratio (TTM)	24.04	19.54
P/S Ratio (TTM)	2.03	1.18
P/B Ratio (MRQ)	20.63	7.10
Free Cash Flow Yield (TTM)	3.14%	0.67%