The Motley Fool compares Chewy and Tractor Supply as investment options for 2026, concluding that Tractor Supply is the better defensive buy. Chewy reported fiscal 2025 revenue of nearly $12.6 billion and net income of roughly $222.8 million, while Tractor Supply posted revenue close to $15.5 billion and net income of approximately $1.1 billion. Tractor Supply trades at a forward price-to-earnings ratio of 14.3 times versus Chewy's 23.1 times, and it is the only one of the two that pays a dividend. Both stocks have declined significantly over the past five years, with Chewy down 78% and Tractor Supply down nearly 10%, but the analysis favors Tractor Supply's established physical footprint and fewer competitive threats over Chewy's e-commerce disruption model.
Chewy IncArticle compares Chewy unfavorably to Tractor Supply, citing lower revenue, lower net income, higher P/E ratio, no dividend, and 78% stock decline over 5 years.
Tractor Supply CompanyArticle favors Tractor Supply as a defensive buy, highlighting higher revenue, higher net income, lower P/E ratio, dividend payment, and only 10% decline over 5 years.