TSCO vs. W: Tractor Supply vs. Wayfair Stock Comparison

November 11, 2026

How do Tractor Supply (TSCO) and Wayfair (W) 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

Tractor Supply (TSCO) and Wayfair (W) both belong to the Specialty Retail industry, though TSCO is classified under Other Specialty Retail while W falls under Homefurnishing Retail.

Company profile comparison for Tractor Supply (TSCO) and Wayfair (W)
Profile Item	TSCO	W
Name	Tractor Supply Company	Wayfair Inc. Class A Common Stock
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	Other Specialty Retail	Homefurnishing Retail
Market Capitalization	18.85 billion USD	15.29 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	February 17, 1994	October 2, 2014
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

TSCO

GSPC

Tractor Supply (TSCO) vs. Wayfair (W), 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 Tractor Supply (TSCO) and Wayfair (W). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
Total Return (1Y)	-28.95%	11.13%
Total Return (3Y, Annualized)	0.75%	40.48%
Total Return (5Y, Annualized)	-1.33%	-13.87%

Risk Profile

Drawdown History

TSCO

GSPC

Tractor Supply (TSCO) vs. Wayfair (W), 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 Tractor Supply (TSCO) and Wayfair (W). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Wayfair (W) has a highly aggressive beta of 3.07, indicating much higher sensitivity to broad-market moves, while Tractor Supply (TSCO) is defensive at 0.45 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk profile metrics for Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
Volatility (1Y, Annualized)	34.78%	69.34%
Beta (5Y)	0.45	3.07
Max Drawdown (5Y)	-52.69%	-91.36%
Avg. Volume (3M)	11.58M	2.27M

Risk-Adjusted Performance

Risk-Return Positioning

TSCO and W 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 Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
Sharpe Ratio (1Y)	-0.96	0.10
Sortino Ratio (1Y)	-1.26	0.16

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Tractor Supply (TSCO) earns 37.35% on shareholders’ equity, ranked against its industry; Wayfair (W) has no ROE this period.

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%

W

Consumer Discretionary Distribution & Retail industry group

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

Tractor Supply (TSCO) vs. Wayfair (W): W does not report ROE, so it has no value marker; TSCO is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Net Margin (TTM)

Wayfair (W) reports a negative net margin of -1.21%, usually indicating a net loss over the period. Meanwhile Tractor Supply (TSCO) reports 6.13%, ranking against industry peers normally.

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%

W

Consumer Discretionary Distribution & Retail industry group

-1.21%

Max: 16.94%
Q3: 8.69%
Median: 3.55%
Q1: 1.14%
W: -1.21%
Min: -9.41%

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

Operating Margin (TTM)

Both Tractor Supply (TSCO) at 7.87% and Wayfair (W) at 3.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

W

Consumer Discretionary Distribution & Retail industry group

3.10%

Max: 21.45%
Q3: 10.89%
Median: 5.57%
W: 3.10%
Q1: 2.28%
Min: -7.12%

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

Profitability Metrics

Profitability metrics for Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
ROE (TTM)	37.35%	--
ROA (TTM)	7.50%	5.86%
Net Margin (TTM)	6.13%	-1.21%
Operating Margin (TTM)	7.87%	3.10%
Gross Margin (TTM)	36.29%	29.95%

Growth

Revenue Growth

Both Tractor Supply (TSCO) at 4.31% and Wayfair (W) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Tractor Supply (TSCO) vs. Wayfair (W): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Tractor Supply (TSCO) reports EPS growth of 0.98%, ranked against its industry; Wayfair (W) has no EPS growth figure this period.

Tractor Supply (TSCO) vs. Wayfair (W): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
Revenue Growth (YoY)	4.31%	5.11%
Revenue Growth (3Y CAGR)	3.00%	0.65%
EPS Growth (YoY)	0.98%	--
EPS Growth (3Y CAGR)	1.99%	--

Financial Strength

Current Ratio (MRQ)

Tractor Supply (TSCO) at 1.38 keeps current ratio within its industry’s typical mid-range, while Wayfair (W) at 0.67 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for W.

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

W

Consumer Discretionary Distribution & Retail industry group

0.67

Max: 2.62
Q3: 1.75
Median: 1.35
Q1: 1.00
W: 0.67
Min: 0.48

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

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Tractor Supply (TSCO) carries debt-to-equity ratio of 2.53 against its industry range, while Wayfair (W) reports no figure this period.

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

W

Consumer Discretionary Distribution & Retail industry group

Max: 3.93
Q3: 2.14
Median: 1.25
Q1: 0.73
Min: 0.01
W: --

Tractor Supply (TSCO) vs. Wayfair (W): W does not report debt-to-equity ratio, so it has no value marker; TSCO is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Financial Strength Metrics

Financial strength metrics for Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
Current Ratio (MRQ)	1.38	0.67
Debt / Equity (MRQ)	2.53	--
Net Debt / EBITDA	3.42	6.93

Dividends

Dividend Yield (TTM)

Wayfair (W) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Tractor Supply (TSCO) reports a yield of 2.59%, ranking against industry peers normally.

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%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 5.84%
Q3: 2.50%
W: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

Wayfair (W) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Tractor Supply (TSCO) reports a payout of 51.08%, ranking against industry peers normally.

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%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 72.73%
Q3: 32.44%
W: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
Dividend Yield (TTM)	2.59%	0.00%
Dividend Payout Ratio (TTM)	51.08%	0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Tractor Supply (TSCO) trades at 19.54 times trailing earnings, ranked against its peers, while Wayfair (W) has no P/E ratio this period.

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

W

Consumer Discretionary Distribution & Retail industry group

Max: 40.50
Q3: 24.26
Median: 19.23
Q1: 12.64
Min: 4.67
W: --

Tractor Supply (TSCO) vs. Wayfair (W): W does not report P/E ratio, so it has no value marker; TSCO is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

P/S Ratio (TTM)

On P/S ratio, both Tractor Supply (TSCO) at 1.18 and Wayfair (W) at 1.16 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

W

Consumer Discretionary Distribution & Retail industry group

1.16

Max: 4.32
Q3: 1.99
W: 1.16
Median: 0.70
Q1: 0.26
Min: 0.03

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

P/B Ratio (MRQ)

Wayfair (W) reports a negative P/B ratio of -5.43, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Tractor Supply (TSCO) reports 7.10, ranking against industry peers normally.

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

W

Consumer Discretionary Distribution & Retail industry group

-5.43

Max: 10.96
Q3: 5.26
Median: 2.16
Q1: 1.08
Min: -4.45
W: -5.43

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

Valuation Metrics

Valuation metrics for Tractor Supply (TSCO) and Wayfair (W)
Metric	TSCO	W
P/E Ratio (TTM)	19.54	--
P/S Ratio (TTM)	1.18	1.16
P/B Ratio (MRQ)	7.10	-5.43
Free Cash Flow Yield (TTM)	0.67%	3.12%