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Stock Comparison · Industry comparison · Specialty Retail

Tractor Supply Company vs Ulta Beauty: Which Stock Looks Stronger in 2026?

Ulta Beauty holds the cleaner structural position, with the lead spread across profitability and growth. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

The clearest separation starts in profitability, but growth adds another real layer to the result. Ulta Beauty, Inc. leads by 13 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Specialty Retail

This comparison is based on industry proximity, not on functional trajectory similarity. TSCO and ULTA share the same industry classification.

For a similarity-based comparison, see how Tractor Supply Company and Ulta Beauty each position within their functional peer groups in AssetNext.

Peer-Relative Score
TSCO
Tractor Supply Company
47
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
ULTA
Ulta Beauty, Inc.
60
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: TSCO vs ULTA Profitability 23 54 Stability 41 36 Valuation 87 83 Growth 28 56 TSCO ULTA
Gap Ranking
#1 Profitability +31
#2 Growth +28
#3 Stability +5
#4 Valuation +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for TSCO and ULTA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer TSCOULTA Relative valuation Structural strength

The price setup looks more supportive for Ulta Beauty, Inc., but Tractor Supply Company still has the stronger structure.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where TSCO and ULTA each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY TSCO Lower · below norm 0th 50th 100th 74 pct gap ULTA Elevated · above norm 0th 50th 100th 1st 75th
Today TSCO sits in the lower portion of its own 5-year history (1st percentile), while ULTA sits higher in its own history (75th). Within each stock's own 5-year context, TSCO is at a historically more favourable entry position than ULTA. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Ulta Beauty, Inc. sits in the stronger part of the group on profitability, while Tractor Supply Company is closer to mid-pack.
Growth
On growth, Ulta Beauty, Inc. is positioned higher in the group, while Tractor Supply Company is closer to the middle.
Profitability — Dominant Gap
TSCO
23
ULTA
54
Gap+31in favour of ULTA

Capital efficiency adds support, with a 13.1-point ROIC advantage.

What keeps the gap from being one-sided

Tractor Supply Company still carries lower volatility exposure — that difference is real enough to prevent the comparison from becoming one-sided.

What this means for the comparison

The lead is built on both profitability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the TSCO vs ULTA comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how TSCO and ULTA each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.