TSCO vs BOOT vs ORLY

For growth investors, Boot Barn Holdings, Inc.

(BOOT) is the stronger pick with 14. 6% revenue growth year-over-year, versus 4. 3% for Tractor Supply Company (TSCO). Tractor Supply Company (TSCO) offers the better valuation at 15. 8x trailing P/E (15. 2x 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.

On trailing P/E, Tractor Supply Company (TSCO) is the cheapest at 15.

8x versus O'Reilly Automotive, Inc. at 31. 9x. On forward P/E, Tractor Supply Company is actually cheaper at 15. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Boot Barn Holdings, Inc. wins at 0. 81x versus O'Reilly Automotive, Inc. 's 2. 34x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, O'Reilly Automotive, Inc.

(ORLY) delivered a total return of +153. 4%, compared to -6. 5% for Tractor Supply Company (TSCO). Over 10 years, the gap is even starker: BOOT returned +21. 5% versus TSCO's +101. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), O'Reilly Automotive, Inc.

(ORLY) is the lower-risk stock at 0. 14β versus Boot Barn Holdings, Inc. 's 1. 68β — meaning BOOT is approximately 1075% more volatile than ORLY relative to the S&P 500. On balance sheet safety, Boot Barn Holdings, Inc. (BOOT) carries a lower debt/equity ratio of 50% versus 2% for Tractor Supply Company — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Boot Barn Holdings, Inc.

(BOOT) is pulling ahead at 14. 6% versus 4. 3% for Tractor Supply Company (TSCO). On earnings-per-share growth, the picture is similar: Boot Barn Holdings, Inc. grew EPS 22. 5% year-over-year, compared to 1. 0% for Tractor Supply Company. Over a 3-year CAGR, BOOT leads at 8. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

O'Reilly Automotive, Inc.

(ORLY) is the more profitable company, earning 14. 3% net margin versus 7. 1% for Tractor Supply Company — meaning it keeps 14. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ORLY leads at 19. 5% versus 9. 5% for TSCO. At the gross margin level — before operating expenses — ORLY leads at 51. 6%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Boot Barn Holdings, Inc. (BOOT) is the more undervalued stock at a PEG of 0. 81x versus O'Reilly Automotive, Inc. 's 2. 34x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Tractor Supply Company (TSCO) trades at 15. 2x forward P/E versus 29. 2x for O'Reilly Automotive, Inc. — 14. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TSCO: 73. 0% to $56. 27.

In this comparison, TSCO (2.

8% yield) pays a dividend. BOOT, ORLY do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, O'Reilly Automotive, Inc.

(ORLY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 14), +434. 6% 10Y return). Boot Barn Holdings, Inc. (BOOT) carries a higher beta of 1. 68 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ORLY: +434. 6%, BOOT: +21. 5%), 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.

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.

In terms of investment character: TSCO is a mid-cap deep-value stock; BOOT is a small-cap quality compounder stock; ORLY is a mid-cap quality compounder stock. TSCO pays a dividend while BOOT, ORLY do not, making them suitable for different income and tax situations. 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.