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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 growth and profitability. Tractor Supply Company does not offset that deficit through any equally strong structural edge elsewhere. 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 2026-07-05

This is not just a one-metric split: both growth and profitability materially support the lead. The overall score gap is 21 points in favour of Ulta Beauty, Inc..

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
46
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
ULTA
Ulta Beauty, Inc.
67
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 28 69 Stability 44 44 Valuation 87 84 Growth 17 60 TSCO ULTA
Gap Ranking
#1 Growth +43
#2 Profitability +41
#3 Valuation +3
#4 Stability
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 setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

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 59 pct gap ULTA Neutral · near norm 0th 50th 100th 3rd 62nd
Today TSCO sits in the lower portion of its own 5-year history (3rd percentile), while ULTA sits higher in its own history (62nd). 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
Growth
Ulta Beauty, Inc. sits in the stronger part of the group on growth, while Tractor Supply Company is closer to mid-pack.
Profitability
Ulta Beauty, Inc. ranks near the top of the group on profitability; Tractor Supply Company sits in the weaker half.
Growth — Dominant Gap
TSCO
17
ULTA
60
Gap+43in favour of ULTA

Earnings growth is one contributing factor within the growth lead.

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 growth and profitability, 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 growth-and-profitability 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.