Tractor Supply vs Expedia
Tractor Supply Company and Expedia Inc. This page compares their business models, financial performance, and market context in a neutral, accessible way. It presents comparisons of strategy, operations, and positioning to help readers understand each company within the sector. Educational content, not financial advice.
Tractor Supply Company and Expedia Inc. This page compares their business models, financial performance, and market context in a neutral, accessible way. It presents comparisons of strategy, operation...
Why It's Moving
Tractor Supply Boosts Dividend for 17th Straight Year and Welcomes Retail Veteran to Board
- Dividend jumps $0.04 per share, payable quarterly at $0.24 starting March 10, underscoring 17 years of uninterrupted increases and commitment to shareholders.
- Sonia Syngal joins as independent director, bringing 30+ years in retail leadership to guide Tractor Supply's growth strategies.
- Move follows recent 2025 earnings strength and 2026 outlook, fueling investor optimism in the rural lifestyle retailer's resilience.
Expedia's Q4 Earnings Ignite Optimism for 2026 Growth Despite Short-Term Volatility
- Q4 results prompted a raised quarterly dividend to $0.48 per share, payable March 26, underscoring confidence in cash flow stability amid robust booking trends.
- Forward guidance highlights AI tools and a unified platform boosting margins, with B2B and advertising as resilient revenue drivers.
- Upcoming catalysts include sustained room night growth and international expansion, positioning Expedia to navigate economic cycles effectively.
Tractor Supply Boosts Dividend for 17th Straight Year and Welcomes Retail Veteran to Board
- Dividend jumps $0.04 per share, payable quarterly at $0.24 starting March 10, underscoring 17 years of uninterrupted increases and commitment to shareholders.
- Sonia Syngal joins as independent director, bringing 30+ years in retail leadership to guide Tractor Supply's growth strategies.
- Move follows recent 2025 earnings strength and 2026 outlook, fueling investor optimism in the rural lifestyle retailer's resilience.
Expedia's Q4 Earnings Ignite Optimism for 2026 Growth Despite Short-Term Volatility
- Q4 results prompted a raised quarterly dividend to $0.48 per share, payable March 26, underscoring confidence in cash flow stability amid robust booking trends.
- Forward guidance highlights AI tools and a unified platform boosting margins, with B2B and advertising as resilient revenue drivers.
- Upcoming catalysts include sustained room night growth and international expansion, positioning Expedia to navigate economic cycles effectively.
Investment Analysis
Tractor Supply
TSCO
Pros
- Tractor Supply Company is expected to achieve about 10% average annual EPS growth over the next decade, consistent with its internal guidance.
- The company has strong profitability metrics, including a high return on equity of around 46% and a return on invested capital of 14.55%.
- Tractor Supply operates a diversified product portfolio and multiple retail brands serving rural lifestyle customers, supporting stable revenue growth.
Considerations
- Shares trade at a relatively high valuation with a price/earnings ratio around 28.8 and price/book of nearly 13, which may limit upside.
- The company's quick ratio is low at 0.09, indicating limited short-term liquidity compared to peers.
- Dividend yield has weakened, with a recent 1-year decline in dividend growth near 79%, suggesting a less reliable income stream.
Expedia
EXPE
Pros
- Expedia has a strong market position as a leading online travel platform benefiting from growing global travel demand post-pandemic.
- The company boasts a very high return on equity of approximately 93%, indicating efficient capital use.
- There are growth opportunities from expanding offerings and recovery in leisure and business travel sectors worldwide.
Considerations
- Expedia's business is highly cyclical and exposed to macroeconomic and geopolitical risks that can impact travel bookings.
- High competition in the online travel industry puts pressure on pricing, margins, and customer acquisition costs.
- Operational execution risks remain due to ongoing investment needs in technology and integration of acquired businesses.
Related Market Insights
America First: The Steel Surge Behind Rising Trade Barriers
Explore the Protectionist Pivot Neme. Invest in US companies benefiting from rising trade barriers, onshoring, and domestic manufacturing. Discover opportunities in steel & more.
Aimee Silverwood | Financial Analyst
July 25, 2025
Fortress America: Why Domestic Supply Chains Are the New Safe Haven
Invest in US domestic supply chains for trade war protection. Discover companies insulated from global volatility with Nemo's Fortress America Neme.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
America First: The Steel Surge Behind Rising Trade Barriers
Explore the Protectionist Pivot Neme. Invest in US companies benefiting from rising trade barriers, onshoring, and domestic manufacturing. Discover opportunities in steel & more.
Aimee Silverwood | Financial Analyst
July 25, 2025
Fortress America: Why Domestic Supply Chains Are the New Safe Haven
Invest in US domestic supply chains for trade war protection. Discover companies insulated from global volatility with Nemo's Fortress America Neme.
Aimee Silverwood | Financial Analyst
July 25, 2025
Tractor Supply (TSCO) Next Earnings Date
Tractor Supply (TSCO)'s next earnings date is estimated for April 23, 2026, covering the first quarter of 2026 (Q1 2026). This date aligns with analyst projections and the company's historical late-April pattern for Q1 reports, though it remains unconfirmed by official announcement. Investors should monitor Tractor Supply's investor relations for any updates to this schedule.
Expedia (EXPE) Next Earnings Date
Expedia Group's next earnings release is scheduled for April 29, 2026, which will cover the first quarter of 2026. The company typically reports earnings after market close and holds a conference call to discuss quarterly results with investors. Based on historical patterns, the company has consistently reported earnings in late April for Q1 results.
Tractor Supply (TSCO) Next Earnings Date
Tractor Supply (TSCO)'s next earnings date is estimated for April 23, 2026, covering the first quarter of 2026 (Q1 2026). This date aligns with analyst projections and the company's historical late-April pattern for Q1 reports, though it remains unconfirmed by official announcement. Investors should monitor Tractor Supply's investor relations for any updates to this schedule.
Expedia (EXPE) Next Earnings Date
Expedia Group's next earnings release is scheduled for April 29, 2026, which will cover the first quarter of 2026. The company typically reports earnings after market close and holds a conference call to discuss quarterly results with investors. Based on historical patterns, the company has consistently reported earnings in late April for Q1 results.
Which Baskets Do They Appear In?
Fortress America: Insulated From Trade Wars
Puma's recent profit warning, driven by U.S. tariffs, highlights the significant financial risks associated with global trade disputes. This event underscores a potential investment opportunity in companies with primarily domestic supply chains that are better insulated from such geopolitical volatility.
Published: July 25, 2025
Explore BasketThe Protectionist Pivot
A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.
Published: July 2, 2025
Explore BasketWhich Baskets Do They Appear In?
Fortress America: Insulated From Trade Wars
Puma's recent profit warning, driven by U.S. tariffs, highlights the significant financial risks associated with global trade disputes. This event underscores a potential investment opportunity in companies with primarily domestic supply chains that are better insulated from such geopolitical volatility.
Published: July 25, 2025
Explore BasketThe Protectionist Pivot
A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.
Published: July 2, 2025
Explore BasketBuy TSCO or EXPE in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Tractor Supply vs Formula One
Tractor Supply vs Formula One
Tractor Supply vs Fox
Tractor Supply vs Fox: a comparison page
Airbnb vs Expedia
Airbnb vs Expedia: A Stock Comparison