TSCO vs CASY vs WMT vs MUSA

For growth investors, Casey's General Stores, Inc.

(CASY) is the stronger pick with 7. 3% revenue growth year-over-year, versus -4. 2% for Murphy USA Inc. (MUSA). Tractor Supply Company (TSCO) offers the better valuation at 15. 4x trailing P/E (14. 9x 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.

4x versus Casey's General Stores, Inc. at 58. 1x. On forward P/E, Tractor Supply Company is actually cheaper at 14. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Tractor Supply Company wins at 1. 48x versus Walmart Inc. 's 4. 06x — a reasonable growth-adjusted valuation.

Over the past 5 years, Murphy USA Inc.

(MUSA) delivered a total return of +318. 2%, compared to -8. 8% for Tractor Supply Company (TSCO). Over 10 years, the gap is even starker: MUSA returned +803. 3% versus TSCO's +96. 3%. 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), Murphy USA Inc.

(MUSA) is the lower-risk stock at -0. 23β versus Tractor Supply Company's 0. 57β — meaning TSCO is approximately -346% more volatile than MUSA relative to the S&P 500. On balance sheet safety, Walmart Inc. (WMT) carries a lower debt/equity ratio of 67% versus 5% for Murphy USA Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Casey's General Stores, Inc.

(CASY) is pulling ahead at 7. 3% versus -4. 2% for Murphy USA Inc. (MUSA). On earnings-per-share growth, the picture is similar: Walmart Inc. grew EPS 13. 3% year-over-year, compared to -0. 0% for Murphy USA Inc.. Over a 3-year CAGR, CASY leads at 7. 2% 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.

Tractor Supply Company (TSCO) is the more profitable company, earning 7.

1% net margin versus 2. 4% for Murphy USA Inc. — meaning it keeps 7. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TSCO leads at 9. 5% versus 3. 8% for MUSA. At the gross margin level — before operating expenses — TSCO leads at 33. 2%, 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, Tractor Supply Company (TSCO) is the more undervalued stock at a PEG of 1. 48x versus Walmart Inc. 's 4. 06x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Tractor Supply Company (TSCO) trades at 14. 9x forward P/E versus 47. 1x for Casey's General Stores, Inc. — 32. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TSCO: 77. 3% to $56. 27.

All stocks in this comparison pay dividends.

Tractor Supply Company (TSCO) offers the highest yield at 2. 9%, versus 0. 2% for Casey's General Stores, Inc. (CASY).

For long-horizon retirement investors, Murphy USA Inc.

(MUSA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 23), +803. 3% 10Y return). Both have compounded well over 10 years (MUSA: +803. 3%, TSCO: +96. 3%), 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.

These companies operate in different sectors (TSCO (Consumer Cyclical) and CASY (Consumer Cyclical) and WMT (Consumer Defensive) and MUSA (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: TSCO is a mid-cap deep-value stock; CASY is a mid-cap quality compounder stock; WMT is a mega-cap quality compounder stock; MUSA is a mid-cap quality compounder stock. TSCO, WMT pay a dividend while CASY, MUSA 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.