Comprehensive Stock Comparison
Compare Tractor Supply Company (TSCO) vs Alibaba Group Holding Limited (BABA) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | BABA | 5.9% revenue growth vs TSCO's 4.3% |
| Value | BABA | Lower P/E (3.4x vs 23.8x) |
| Quality / Margins | BABA | 12.2% net margin vs TSCO's 7.1% |
| Stability / Safety | TSCO | Beta 0.53 vs BABA's 0.90 |
| Dividends | TSCO | 1.8% yield, 16-year raise streak, vs BABA's 1.2% |
| Momentum (1Y) | BABA | +10.2% vs TSCO's -4.7% |
| Efficiency (ROA) | TSCO | 10.0% ROA vs BABA's 6.5%, ROIC 11.3% vs 9.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Tractor Supply Company is a rural lifestyle retailer serving recreational farmers, ranchers, and rural homeowners across the United States. It generates revenue primarily through retail store sales — with merchandise spanning livestock supplies, hardware, seasonal products, work clothing, and pet supplies — supplemented by e-commerce through its websites. The company's competitive advantage lies in its specialized rural market focus, extensive physical store footprint in underserved areas, and deep understanding of its customers' unique needs.
Alibaba is a Chinese e-commerce and technology conglomerate that operates digital marketplaces connecting buyers and sellers. It generates revenue primarily from its core commerce segments — China Commerce (~65%) and International Commerce (~10%) — along with cloud services (~10%) and logistics through Cainiao. Its key competitive advantage is its massive ecosystem network effect, where its platforms like Taobao and Tmall create a self-reinforcing cycle of merchants and consumers that's difficult for competitors to replicate.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
TSCO leads in 3 of 6 categories (Profitability & Efficiency, Risk & Volatility). BABA leads in 1 (Financial Metrics). 2 tied.
Financial Metrics (TTM)
BABA is the larger business by revenue, generating $1.01T annually — 65.2x TSCO's $15.5B. BABA is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to TSCO's 7.1%.
| Metric | TSCOTractor Supply Co… | BABAAlibaba Group Hol… |
|---|---|---|
| RevenueTrailing 12 months | $15.5B | $1.01T |
| EBITDAEarnings before interest/tax | $2.0B | $114.6B |
| Net IncomeAfter-tax profit | $1.1B | $123.4B |
| Free Cash FlowCash after capex | $740M | $2.6B |
| Gross MarginGross profit ÷ Revenue | +33.2% | +41.2% |
| Operating MarginEBIT ÷ Revenue | +9.5% | +10.9% |
| Net MarginNet income ÷ Revenue | +7.1% | +12.2% |
| FCF MarginFCF ÷ Revenue | +4.8% | +0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.3% | +4.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.3% | -52.0% |
Valuation Metrics
At 18.4x trailing earnings, BABA trades at a 27% valuation discount to TSCO's 25.2x P/E. On an enterprise value basis, TSCO's 18.8x EV/EBITDA is more attractive than BABA's 104.2x.
| Metric | TSCOTractor Supply Co… | BABAAlibaba Group Hol… |
|---|---|---|
| Market CapShares × price | $27.4B | $2.66T |
| Enterprise ValueMkt cap + debt − cash | $36.8B | $2.67T |
| Trailing P/EPrice ÷ TTM EPS | 25.16x | 18.44x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.78x | 3.42x |
| PEG RatioP/E ÷ EPS growth rate | 2.50x | — |
| EV / EBITDAEnterprise value multiple | 18.78x | 104.23x |
| Price / SalesMarket cap ÷ Revenue | 1.76x | 18.33x |
| Price / BookPrice ÷ Book value/share | 10.69x | 2.19x |
| Price / FCFMarket cap ÷ FCF | 36.99x | 233.68x |
Profitability & Efficiency
TSCO delivers a 42.5% return on equity — every $100 of shareholder capital generates $42 in annual profit, vs $11 for BABA. BABA carries lower financial leverage with a 0.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to TSCO's 3.73x. On the Piotroski fundamental quality scale (0–9), BABA scores 7/9 vs TSCO's 4/9, reflecting strong financial health.
| Metric | TSCOTractor Supply Co… | BABAAlibaba Group Hol… |
|---|---|---|
| ROE (TTM)Return on equity | +42.5% | +11.1% |
| ROA (TTM)Return on assets | +10.0% | +6.5% |
| ROICReturn on invested capital | +11.3% | +9.6% |
| ROCEReturn on capital employed | +18.6% | +10.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 |
| Debt / EquityFinancial leverage | 3.73x | 0.23x |
| Net DebtTotal debt minus cash | $9.4B | $66.8B |
| Cash & Equiv.Liquid assets | $194M | $181.7B |
| Total DebtShort + long-term debt | $9.6B | $248.5B |
| Interest CoverageEBIT ÷ Interest expense | 21.22x | 15.74x |
Total Returns (with DRIP)
A $10,000 investment in TSCO five years ago would be worth $17,149 today (with dividends reinvested), compared to $6,154 for BABA. Over the past 12 months, BABA leads with a +10.2% total return vs TSCO's -4.7%. The 3-year compound annual growth rate (CAGR) favors BABA at 19.2% vs TSCO's 5.3% — a key indicator of consistent wealth creation.
| Metric | TSCOTractor Supply Co… | BABAAlibaba Group Hol… |
|---|---|---|
| YTD ReturnYear-to-date | +2.5% | -7.5% |
| 1-Year ReturnPast 12 months | -4.7% | +10.2% |
| 3-Year ReturnCumulative with dividends | +16.8% | +69.4% |
| 5-Year ReturnCumulative with dividends | +71.5% | -38.5% |
| 10-Year ReturnCumulative with dividends | +237.2% | +116.1% |
| CAGR (3Y)Annualised 3-year return | +5.3% | +19.2% |
Risk & Volatility
TSCO is the less volatile stock with a 0.53 beta — it tends to amplify market swings less than BABA's 0.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TSCO currently trades 81.0% from its 52-week high vs BABA's 74.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TSCOTractor Supply Co… | BABAAlibaba Group Hol… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.53x | 0.90x |
| 52-Week HighHighest price in past year | $63.99 | $192.67 |
| 52-Week LowLowest price in past year | $46.85 | $95.73 |
| % of 52W HighCurrent price vs 52-week peak | +81.0% | +74.8% |
| RSI (14)Momentum oscillator 0–100 | 41.9 | 33.4 |
| Avg Volume (50D)Average daily shares traded | 6.2M | 10.2M |
Analyst Outlook
Wall Street rates TSCO as "Buy" and BABA as "Buy". Consensus price targets imply 30.9% upside for BABA (target: $189) vs 13.8% for TSCO (target: $59). For income investors, TSCO offers the higher dividend yield at 1.77% vs BABA's 1.23%.
| Metric | TSCOTractor Supply Co… | BABAAlibaba Group Hol… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $59.00 | $188.62 |
| # AnalystsCovering analysts | 50 | 58 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | +1.2% |
| Dividend StreakConsecutive years of raises | 16 | 2 |
| Dividend / ShareAnnual DPS | $0.92 | $12.14 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.3% | +0.5% |
Historical Charts
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Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Tractor Supply Comp… (TSCO) | 100 | 289.51 | +189.5% |
| Alibaba Group Holdi… (BABA) | 100 | 79.81 | -20.2% |
Tractor Supply Comp… (TSCO) returned +71% over 5 years vs Alibaba Group Holdi… (BABA)'s -38%. A $10,000 investment in TSCO 5 years ago would be worth $17,149 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Tractor Supply Comp… (TSCO) | $6.8B | $15.5B | +129.0% |
| Alibaba Group Holdi… (BABA) | $101.1B | $996.3B | +885.1% |
Tractor Supply Company's revenue grew from $6.8B (2016) to $15.5B (2025) — a 9.6% CAGR. Alibaba Group Holding Limited's revenue grew from $101.1B (2016) to $996.3B (2025) — a 28.9% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Tractor Supply Comp… (TSCO) | 6.4% | 7.1% | +9.5% |
| Alibaba Group Holdi… (BABA) | 70.7% | 13.1% | -81.5% |
Tractor Supply Company's net margin went from 6% (2016) to 7% (2025). Alibaba Group Holding Limited's net margin went from 71% (2016) to 13% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Tractor Supply Comp… (TSCO) | 22.7 | 24.3 | +7.0% |
| Alibaba Group Holdi… (BABA) | 8.8 | 2.7 | -69.3% |
Tractor Supply Company has traded in a 19x–28x P/E range over 9 years; current trailing P/E is ~25x. Alibaba Group Holding Limited has traded in a 2x–9x P/E range over 9 years; current trailing P/E is ~18x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Tractor Supply Comp… (TSCO) | 0.65 | 2.06 | +215.0% |
| Alibaba Group Holdi… (BABA) | 34 | 53.6 | +57.6% |
Tractor Supply Company's EPS grew from $0.65 (2016) to $2.06 (2025) — a 14% CAGR. Alibaba Group Holding Limited's EPS grew from $34.00 (2016) to $53.60 (2025) — a 5% CAGR.
Chart 6Free Cash Flow — 5 Years
Tractor Supply Company generated $740M FCF in 2025 (+45% vs 2021). Alibaba Group Holding Limited generated $78B FCF in 2025 (-57% vs 2021).
TSCO vs BABA: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is TSCO or BABA a better buy right now?
Alibaba Group Holding Limited (BABA) offers the better valuation at 18.4x trailing P/E (3.4x forward), making it the more compelling value choice. Analysts rate Tractor Supply Company (TSCO) a "Buy" — based on 50 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TSCO or BABA?
On trailing P/E, Alibaba Group Holding Limited (BABA) is the cheapest at 18.4x versus Tractor Supply Company at 25.2x. On forward P/E, Alibaba Group Holding Limited is actually cheaper at 3.4x.
03Which is the better long-term investment — TSCO or BABA?
Over the past 5 years, Tractor Supply Company (TSCO) delivered a total return of +71.5%, compared to -38.5% for Alibaba Group Holding Limited (BABA). A $10,000 investment in TSCO five years ago would be worth approximately $17K today (assuming dividends reinvested). Over 10 years, the gap is even starker: TSCO returned +237.2% versus BABA's +116.1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TSCO or BABA?
By beta (market sensitivity over 5 years), Tractor Supply Company (TSCO) is the lower-risk stock at 0.53β versus Alibaba Group Holding Limited's 0.90β — meaning BABA is approximately 70% more volatile than TSCO relative to the S&P 500. On balance sheet safety, Alibaba Group Holding Limited (BABA) carries a lower debt/equity ratio of 23% versus 4% for Tractor Supply Company — giving it more financial flexibility in a downturn.
05Which has better profit margins — TSCO or BABA?
Alibaba Group Holding Limited (BABA) is the more profitable company, earning 13.1% net margin versus 7.1% for Tractor Supply Company — meaning it keeps 13.1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BABA leads at 14.1% versus 9.5% for TSCO. At the gross margin level — before operating expenses — BABA leads at 40.0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is TSCO or BABA more undervalued right now?
On forward earnings alone, Alibaba Group Holding Limited (BABA) trades at 3.4x forward P/E versus 23.8x for Tractor Supply Company — 20.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BABA: 30.9% to $188.62.
07Which pays a better dividend — TSCO or BABA?
All stocks in this comparison pay dividends. Tractor Supply Company (TSCO) offers the highest yield at 1.8%, versus 1.2% for Alibaba Group Holding Limited (BABA).
08Is TSCO or BABA better for a retirement portfolio?
For long-horizon retirement investors, Tractor Supply Company (TSCO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.53), 1.8% yield, +237.2% 10Y return). Both have compounded well over 10 years (TSCO: +237.2%, BABA: +116.1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between TSCO and BABA?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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