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Tractor Supply Company (TSCO) vs Ulta Beauty Inc. (ULTA)

Tractor Supply Company and Ulta Beauty Inc. are both Specialty Retail companies. Ulta Beauty Inc. is the larger, with a market value of $27.8B against $19.1B — 1.5× the size. Tractor Supply Company trades at the lower P/E: 19.6× against 23.5×. Ulta Beauty Inc. grew revenue faster over the last twelve months: 11.2% against 3.53%. Ulta Beauty Inc. has the higher net margin (9.34% vs 6.13%) and the higher return on invested capital (36.4% vs 17.2%). Across the 22 metrics below, Ulta Beauty Inc. leads on 15 and Tractor Supply Company on 7.

Valuation

Metric TSCO ULTA Specialty Retail median
P/E 19.61 23.51 19.32
P/S 1.19 2.15 0.59
P/B 7.14 10.53 2.19
Price to free cash flow 30.91 24.22 12.81
EV/EBITDA 11.59 14.87 7.94
EV/Sales 1.35 2.22 0.75
Earnings yield 5.10% 4.25% 4.27%
Free cash flow yield 3.23% 4.13% 3.23%

Profitability

Metric TSCO ULTA Specialty Retail median
Gross margin 36.25% 39.32% 36.02%
Operating margin 8.19% 12.46% 4.14%
Net margin 6.13% 9.34% 2.85%
Free cash flow margin 3.85% 8.87% 2.61%
Return on equity 37.35% 46.12% 4.17%
Return on assets 8.45% 17.80% 1.43%
Return on invested capital 17.22% 36.42% 1.82%

Growth

Metric TSCO ULTA Specialty Retail median
Revenue growth (TTM) 3.53% 11.16% 3.53%
EPS growth (last fiscal year) 0.98% 1.18% 26.01%
Revenue growth, 5-year CAGR 7.89% 15.04% 3.84%
Net income growth, 5-year CAGR 7.91% 45.67% 0.00%

Health

Metric TSCO ULTA Specialty Retail median
Debt to equity 0.86 0.13 0.26
Current ratio 1.38 1.35 1.38
Net debt to EBITDA 0.82 (0.24) 0.35

Dividend

Metric TSCO ULTA Specialty Retail median
Dividend yield 2.60% — 1.27%
Payout ratio 0.51 — 0.26

Size

Metric TSCO ULTA Specialty Retail median
Market cap 19.08b 27.78b 569.27m

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