Dicks Sporting Goods Inc vs Tractor Supply Co

Dicks Sporting Goods Inc (DKS) is slightly undervalued and Tractor Supply Co (TSCO) is fairly valued.

Against our estimates of intrinsic value, DKS trades at the wider discount: a margin of safety of +19%, against -1% for TSCO.

Values as of the 22 Sept 2026 close.

Dicks Sporting Goods Inc (DKS)

Discounting its cash flows at 8.3% (average of 3 methods) values the shares at $164.60; the price of $133.94 is 19% below that value, and 79% of that value comes from beyond year five.

Leak Score 35/100 on 3 of 12 signals

Tractor Supply Co (TSCO)

Discounting its cash flows at 8.0% (average of 3 methods) values the shares at $32.48; the price of $32.84 is 1% above that value, and 79% of that value comes from beyond year five.

Leak Score 55/100 on 10 of 12 signals

MetricDKSTSCO
VerdictSlightly undervaluedFairly valued
Price$133.94$32.84
Intrinsic value$164.60$32.48
Margin of safety+19%-1%
Leak Score35/100 (3/12)55/100 (10/12)
Market cap$11.9B$17.1B
Revenue growth, 5 years12.4%7.9%
Operating margin6.4%8.9%
Net margin4.0%6.4%
Return on equity18.5%39.5%
Debt to equity1.392.49
P/E14.4x17.1x
Forward P/E10.1x16.1x
P/B2.1x6.5x
Dividend yield3.7%3.0%

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