Casey`s General Stores, Inc.
CASY - Insider Information
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+ FollowMarket Cap$25.14B
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Earnings Call Q1 2027
September 9, 2026 - AI Summary
Top-line & profitability beat (strong momentum into FY27 plan)
- Diluted EPS: $7.37 (+28% YoY)
- Net income: $274M (+27% YoY)
- EBITDA: $485M (+17% YoY; +40% on a 2-year stack)
- Total revenue: $5.68B (+24.3% YoY) driven by higher inside sales and higher fuel prices; also ~2% more stores vs prior year.
Inside business strength (food/delivery-like category performance)
- Inside same-store sales: +3.2% (+7.7% on a 2-year stack)
- Prepared food & dispensed beverages (PF/DB): +4.8% same-store (+10.7% 2-year stack), and PF/DB gross margin: 59.3% (+130 bps YoY)—mix shift toward PF/DB supported margin.
- Traffic-led growth with minimal price: Whole pies performed particularly well (units up nearly double digits).
- Rewards growth: 11M+ members (Casey’s Rewards), supporting both convenience-store and pump traffic.
Fuel remains volatile but performing vs expectations; guidance anchor is unchanged
- Fuel margin: ~$0.478/gal (+$0.068 YoY); CEO cited ~$0.48/gal.
- Fuel margin trend through the quarter was choppy/“headline-driven”: days ranged from 30s to 60s cents, most days in the 40s; floor unchanged from late FY26 disruption period.
- Same-store gallons: -0.3% for Q1 (but +1.4% on a 2-year stack); CEFCO remodel disruption ~50 bps drag on gallons.
- Management view: more trips and fuel “mix” effects from consumer behavior when prices are higher (regular/higher-ethanol blends can be more margin-accretive).
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$344.60
48.9% downside
Current Fair Value
48.9% downsideOvervalued by 48.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $25.14 Billion |
|---|---|
| Enterprise Value | $27.68 Billion |
| Annual dividend | $2.44 |
| Dividend yield | 0.36% |
| Earnings per Share | $19.28 |
| Beta | 0.59 |
| Outstanding Shares | 36,965,113 |
Return
| Return on Equity | 18.88% |
|---|---|
| Return on Assets | 8.47% |
| Return on Invested Capital | 14.67% |
Valuation & Multiples
| P/E Ratio | 32.58 |
|---|---|
| PEG | 120.2 |
| Price to Sales | 1.34 |
| Price to Book Ratio | 6.13 |
| Enterprise Value to Revenue | 1.48 |
| Enterprise Value to EBIT | 24.32 |
| Enterprise Value to Net Income | 35 |
| Total Debt to Enterprise | 0.11 |
| Debt to Equity | 0.72 |
Revenue Sources
No data
Last Earnings Call
Report Date
September 14, 2026
EPS Estimate
$6.67
Consensus analyst estimateRevenue Estimate
$5.59 B
Consensus analyst estimateNext Earnings Call
Expected Date
December 8, 2026
EPS Estimate
$5.85
Consensus analyst estimateRevenue Estimate
$5.51 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 81.68% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 3,900▼ 98.11% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.32%▼ 85.76% |
|---|---|
| Total Invested | $972.55M▼ 96.33% |
| Investors Holding | 360▼ 754.00% |
About Casey`s General Stores, Inc.
CEO: Darren Rebelez
