Lennar Corporation (LEN) vs Tractor Supply Company (TSCO)
A side-by-side comparison of Lennar Corporation and Tractor Supply Company across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 10, 2026. Differences are shown without an overall score or investment verdict.
LEN
Lennar Corporation
$85.60Consumer CyclicalDelayed quote: Aug 10, 2026, 4:00 PM EDT
TSCO
Tractor Supply Company
$34.62Consumer CyclicalDelayed quote: Aug 10, 2026, 4:00 PM EDT
Total return — LEN vs TSCO
growth of $100 · dividends reinvested · last 10yLEN +109.6% (+7.7%/yr)TSCO +133.6% (+8.9%/yr)TSCO compounded faster over this window
LEN TSCO
LEN vs TSCO: by the numbers
- •LEN is the larger company ($21.25B vs $18.16B market cap).
- •LEN trades at the lower trailing earnings multiple (13.80 vs 18.00 P/E), one valuation lens rather than an overall verdict.
- •TSCO converts more revenue to profit (6.42% vs 4.94% net margin).
- •LEN grew revenue faster over the past five years (6.01% vs 5.80% CAGR).
- •TSCO pays the higher dividend yield (2.72% vs 2.27%).
Metrics side by side
Valuation
| Metric | LEN | TSCO |
|---|---|---|
| P/E ratio | 13.80 | 18.00 |
| Forward P/E | 16.02 | 17.78 |
| P/S ratio | 0.65 | 1.15 |
| P/B ratio | 0.99 | 6.89 |
| EV / EBITDA | 12.23 | 12.78 |
| FCF yield | 3.84% | 1.69% |
Profitability
| Metric | LEN | TSCO |
|---|---|---|
| Gross margin | 7.95% | 32.47% |
| Operating margin | 6.02% | 8.91% |
| Net margin | 4.94% | 6.42% |
| ROE | 7.49% | 38.45% |
| ROIC | 6.62% | 13.11% |
Dividends
| Metric | LEN | TSCO |
|---|---|---|
| Dividend yield | 2.27% | 2.72% |
| Payout ratio | 25.06% | 45.41% |
Growth (annualized)
| Metric | LEN | TSCO |
|---|---|---|
| Revenue CAGR (5Y) | 6.01% | 5.80% |
| EPS CAGR (5Y) | 0.25% | 9.98% |
| FCF CAGR (5Y) | -25.28% | -17.15% |
| Total return CAGR (5Y) | -1.72% | 0.15% |
Frequently asked
- Which has the lower trailing P/E, LEN or TSCO?
- LEN has the lower trailing P/E: LEN trades at 13.80 and TSCO at 18.00. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, LEN or TSCO?
- Over the past five years, LEN grew revenue faster — LEN at a 6.01% CAGR versus TSCO at 5.80%.
- Does LEN or TSCO pay a bigger dividend?
- LEN yields 2.27% and TSCO yields 2.72% based on trailing dividends and the latest price.
- Is LEN or TSCO more profitable?
- TSCO runs the higher net margin — LEN at 4.94% versus TSCO at 6.42%.
- How have LEN and TSCO total returns compared?
- Over the past 10 years, LEN delivered 7.67% and TSCO delivered 8.81% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lennar P/E ratioTractor Supply P/E ratioLennar dividend yieldTractor Supply dividend yieldLennar ROETractor Supply ROELennar operating marginTractor Supply operating marginLennar revenue growthTractor Supply revenue growthLennar free cash flowTractor Supply free cash flow
Lennar & Tractor Supply appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 10, 2026.