Casey`s General Stores, Inc.

Casey`s General Stores, Inc.

CASY

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Market Cap$28.44B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Casey`s General Stores, Inc.Casey`s General Stores, Inc.43.70.3%17%1.70.8

Earnings Call Q3 2026

March 10, 2026 - AI Summary

Strong Financial Performance: Casey's General Stores reported a diluted earnings per share (EPS) of $3.49 for Q3 FY 2026, marking a 50% increase year-over-year (YOY). Net income rose by 49% to $130 million, and EBITDA increased by 27.5% to $309 million, reflecting robust operational efficiency.
Sales Growth Across Channels: Inside same-store sales increased by 4% YOY (7.9% on a two-year stacked basis), with prepared food and dispensed beverages leading the growth at a 4.3% increase. Grocery and general merchandise sales also fell in line with growth expectations at 4% YOY, indicating strong demand across multiple product categories.
Fuel Margin and Sales Stability: Despite fluctuations in fuel prices, the company maintained a fuel margin of $0.41 per gallon, improving from last year's $0.36. Same-store gallons sold increased 0.4%, demonstrating the company’s ability to compete effectively in this volatile market.

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$785.11

Target Price by Analysts

3.1% upsideCasey`s General Stores Target Price DetailsTarget Price
$218.67

Current Fair Value

71.3% downside

Overvalued by 71.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$28.44 Billion
Enterprise Value$30.40 Billion
Dividend Yield$2.28 (0.30%)
Earnings per Share$14.72
Beta0.65
Outstanding Shares37,034,207

Return

Return on Equity16.87%ROE
Return on Assets124.04%
Return on Invested Capital-180.14%

Valuation & Multiples

P/E Ratio43.7P/E Ratio
PEG88.57PEG
Price to Sales1.66Price to Sales
Price to Book Ratio-6.68Price to Book Ratio
Enterprise Value to Revenue1.79
Enterprise Value to EBIT29.22
Enterprise Value to Net Income46
Total Debt to Enterprise0.1
Debt to Equity0.76Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
March 10, 2026
EPS Estimate
$2.94
Average shareholder expectation
Revenue Estimate
$4.08 B
Average shareholder expectation

Next Earnings Call

Expected Date
June 8, 2026
EPS Estimate
$3.33
Average shareholder expectation
Revenue Estimate
$4.24 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.2339 51.01%
Total Calls131,600 95.83%
Total Puts162,386 38.55%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %85.82% 1.31%
Total Invested$23.09B 29.06%
Investors Holding970 95.00%

ESG Score

No data

About Casey`s General Stores, Inc.

CEO: Darren Rebelez

Relevant Senate Committees

Joint Committee on Taxation

This committee provides crucial analysis and 'revenue estimates' for all tax legislation, directly influencing the final form and impact of tax policies on corporate profitability and investments for a company like Casey's.

Finance

Control over taxation, trade policies (tariffs affecting import costs), and entitlement spending (e.g., SNAP benefits) directly impacts Casey's profitability, pricing strategies, and customer purchasing power.

Agriculture, Nutrition, and Forestry

The Farm Bill significantly impacts agricultural commodity prices, subsidies, and food programs (like SNAP), directly affecting Casey's cost of goods and customer spending patterns.

Health, Education, Labor, and Pensions

Labor laws (minimum wage, workplace safety, unionization) directly impact operational costs and workforce management. FDA oversight on food safety is paramount for a grocery retailer.

Judiciary

Oversight of antitrust laws and the DOJ is critically important for large retail chains, influencing potential mergers, acquisitions, and competitive practices within the industry.

Commerce, Science, and Transportation

This committee's jurisdiction over interstate commerce, the FTC (consumer protection, fair competition), and privacy laws (e.g., data handling) directly impacts a large retail and convenience store chain.

Energy and Natural Resources

Casey's General Stores sells fuel, making national energy policy, oil and gas regulations, and renewable energy initiatives highly relevant to its fuel sales, pricing, and operational energy costs.