| Stage | TSCO | % of rev | SHW | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $4.5B | 100.00% | $6.9B | 100.00% | SHW ×1.51 |
| Gross profit | $1.7B | 37.05% | $3.3B | 47.77% | SHW +10.7pp |
| Operating income | $467M | 10.29% | $1.2B | 17.53% | SHW +7.2pp |
| Pre-tax income | $450M | 9.91% | $1.1B | 15.50% | SHW +5.6pp |
| Net income | $361M | 7.94% | $821M | 11.97% | SHW +4.0pp |
| Stage | TSCO | SHW | Gap · A − B |
|---|---|---|---|
| Revenue | $4.5B100.00% | $6.9B100.00% | SHW ×1.51 |
| Gross profit | 37.05%$1.7B | 47.77%$3.3B | SHW +10.7pp |
| Operating income | 10.29%$467M | 17.53%$1.2B | SHW +7.2pp |
| Pre-tax income | 9.91%$450M | 15.50%$1.1B | SHW +5.6pp |
| Net income |
| 7.94%$361M |
| 11.97%$821M |
| SHW +4.0pp |
TSCO · ADC 10-KFeb 11 '25
“Tractor Supply 30,800 5.0 %”
SHW · ADC 10-KFeb 10 '26
“Sherwin-Williams 13,947 1.9 %”
None