Casey`s General Stores, Inc.

Casey`s General Stores, Inc.

CASY

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Market Cap$31.22B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Casey`s General Stores, Inc.Casey`s General Stores, Inc.43.70.27%18%1.80.8

Earnings Call Q4 2026

June 10, 2026 - AI Summary

Record full-year performance (and strong quarter) - FY ended Apr 30, 2026: diluted EPS $19.16 (+31% YoY) and net income $714m (+31%); EBITDA nearly $1.5b (+23%). - Q4: diluted EPS $4.37 (+66% YoY); net income $162.7m (+65.5%); EBITDA $350.3m (+33.2%). - Inside sales growth was a key driver: FY inside sales +10.2%, Q4 +7.4% to >$1.5b; FY inside same-store +4.2% (or +7% on a 2-year stack). - Inside margin expansion: FY +70 bps to 42.2%; Q4 inside margin 42.4% with prepared food margin up +170 bps YoY.
Inside-the-store “flywheel” strength (pizza/wings + grocery mix tailwinds) - Prepared food / dispensed beverage: FY sales +10.2%; FY prepared food same-store +5.2% (or +8.8% on a 2-year stack). - Q4 prepared food drivers: improved waste and lower LIFO charge; cheese down to ~$2/lb (−$0.06 YoY) helped margins (company cited ~15 bps benefit). - Grocery drivers: Q4 grocery GM same-store +5.1% with margin +90 bps to 35.7%; major mix tailwind is nicotine alternatives replacing combustible cigarettes, and continued strength in energy drinks/nonalcoholic beverages. - Opportunity: company sees continued structural benefits in grocery (mix shift + assortment advantages); prepared food is more commodity-sensitive but still improving via self-help (waste) and new products.
Fuel business: record CPG margins despite volatility; relationship with oil costs isn’t as “smooth” - FY fuel: fuel gross profit +21%, fuel gallons +10%, fuel margin averaged $0.426/gal. - Q4 fuel: gallons +1.5%, fuel margin $0.469/gal (up ~ $0.093/gal YoY); retail fuel sales + $446m driven largely by higher retail prices (avg $2.98 → $3.40; +14.1%) and +3.6% gallons. - Insight/changing dynamic (surprising/important): Darren said the oil-to-fuel-margin linkage isn’t “broken,” but recent volatility made pricing behavior choppier—Casey’s sometimes benefited by holding retail prices while wholesale costs moved, briefly widening margins.

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$871.70

Target Price by Analysts

4.8% upsideCasey`s General Stores Target Price DetailsTarget Price
$364.86

Current Fair Value

56.1% downside

Overvalued by 56.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$31.22 Billion
Enterprise Value$34.01 Billion
Dividend Yield$2.28 (0.27%)
Earnings per Share$19.28
Beta0.62
Outstanding Shares37,065,319

Return

Return on Equity18.08%ROE
Return on Assets8.00%
Return on Invested Capital14.17%

Valuation & Multiples

P/E Ratio43.69P/E Ratio
PEG66.71PEG
Price to Sales1.76Price to Sales
Price to Book Ratio7.85Price to Book Ratio
Enterprise Value to Revenue1.94
Enterprise Value to EBIT31.66
Enterprise Value to Net Income47
Total Debt to Enterprise0.1
Debt to Equity0.84Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 15, 2026
EPS Estimate
$3.27
Average shareholder expectation
Revenue Estimate
$4.13 B
Average shareholder expectation

Next Earnings Call

Expected Date
September 14, 2026
EPS Estimate
$6.55
Average shareholder expectation
Revenue Estimate
$5.61 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 %85.85%▼ 1.28%
Total Invested$23.10B▲ 29.11%
Investors Holding975▲ 99.00%

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.