RH (RH)vsTractor Supply Company (TSCO)
RH
RH
$146.63
-4.32%
CONSUMER CYCLICAL · Cap: $2.89B
TSCO
Tractor Supply Company
$29.78
+1.40%
CONSUMER CYCLICAL · Cap: $16.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Tractor Supply Company generates 357% more annual revenue ($15.65B vs $3.43B). TSCO leads profitability with a 6.9% profit margin vs 3.0%. RH appears more attractively valued with a PEG of 0.79. RH earns a higher WallStSmart Score of 61/100 (C+).
RH
Buy61
out of 100
Grade: C+
TSCO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.3%
Fair Value
$208.94
Current Price
$146.63
$62.31 discount
Intrinsic value data unavailable for TSCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 112.5% YoY
Every $100 of equity generates 30 in profit
Growing faster than its price suggests
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
3.0% margin — thin
Operating margin of 0.3%
Trading at 45.5x book value
3.6% revenue growth
6.9% margin — thin
Weak financial health signals
Earnings declined 8.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : RH
The strongest argument for RH centers on EPS Growth, Return on Equity, PEG Ratio. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : TSCO
The strongest argument for TSCO centers on Return on Equity, Altman Z-Score, P/E Ratio. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bear Case : RH
The primary concerns for RH are P/E Ratio, Profit Margin, Operating Margin. Debt-to-equity of 65.50 is elevated, increasing financial risk. Thin 3.0% margins leave little buffer for downturns.
Bear Case : TSCO
The primary concerns for TSCO are Revenue Growth, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.
Key Dynamics to Monitor
RH carries more volatility with a beta of 1.90 — expect wider price swings.
TSCO is growing revenue faster at 3.6% — sustainability is the question.
RH generates stronger free cash flow (52M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RH scores higher overall (61/100 vs 53/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
RH
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
RH, is a home furnishings retailer. The company is headquartered in Corte Madera, California.
Tractor Supply Company
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Tractor Supply Company (TSCO) is an American retail chain of stores that offers products for home improvement, agriculture, lawn and garden maintenance, livestock, equine and pet care.
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