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CASY vs SUN
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Refining & Marketing
CASY vs SUN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Specialty Retail | Oil & Gas Refining & Marketing |
| Market Cap | $31.85B | $9.13B |
| Revenue (TTM) | $16.98B | $25.20B |
| Net Income (TTM) | $650M | $396M |
| Gross Margin | 23.9% | 8.9% |
| Operating Margin | 6.3% | 3.7% |
| Forward P/E | 47.4x | 9.3x |
| Total Debt | $2.96B | $16.11B |
| Cash & Equiv. | $327M | $891M |
CASY vs SUN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Casey's General Sto… (CASY) | 100 | 537.2 | +437.2% |
| Sunoco LP (SUN) | 100 | 259.3 | +159.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CASY vs SUN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CASY carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 7.3%, EPS growth 9.0%, 3Y rev CAGR 7.2%
- 6.8% 10Y total return vs SUN's 201.8%
- 3.8% margin vs SUN's 1.6%
SUN is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 4 yrs, beta 0.13, yield 7.2%
- Lower volatility, beta 0.13, current ratio 1.38x
- PEG 0.52 vs CASY's 3.05
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.1% revenue growth vs CASY's 7.3% | |
| Value | Lower P/E (9.3x vs 47.4x), PEG 0.52 vs 3.05 | |
| Quality / Margins | 3.8% margin vs SUN's 1.6% | |
| Stability / Safety | Beta 0.13 vs CASY's 0.29 | |
| Dividends | 0.2% yield, 19-year raise streak, vs SUN's 7.2% | |
| Momentum (1Y) | +84.2% vs SUN's +31.3% | |
| Efficiency (ROA) | 10.0% ROA vs SUN's 2.1%, ROIC 11.3% vs 4.0% |
CASY vs SUN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CASY vs SUN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CASY leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SUN and CASY operate at a comparable scale, with $25.2B and $17.0B in trailing revenue. Profitability is closely matched — net margins range from 3.8% (CASY) to 1.6% (SUN). On growth, SUN holds the edge at +63.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $17.0B | $25.2B |
| EBITDAEarnings before interest/tax | $1.5B | $1.6B |
| Net IncomeAfter-tax profit | $650M | $396M |
| Free Cash FlowCash after capex | $667M | $628M |
| Gross MarginGross profit ÷ Revenue | +23.9% | +8.9% |
| Operating MarginEBIT ÷ Revenue | +6.3% | +3.7% |
| Net MarginNet income ÷ Revenue | +3.8% | +1.6% |
| FCF MarginFCF ÷ Revenue | +3.9% | +2.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.3% | +63.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +49.8% | -83.8% |
Valuation Metrics
SUN leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 18.3x trailing earnings, SUN trades at a 69% valuation discount to CASY's 58.6x P/E. Adjusting for growth (PEG ratio), SUN offers better value at 1.02x vs CASY's 3.76x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $31.9B | $9.1B |
| Enterprise ValueMkt cap + debt − cash | $34.5B | $24.4B |
| Trailing P/EPrice ÷ TTM EPS | 58.62x | 18.28x |
| Forward P/EPrice ÷ next-FY EPS est. | 47.45x | 9.27x |
| PEG RatioP/E ÷ EPS growth rate | 3.76x | 1.02x |
| EV / EBITDAEnterprise value multiple | 28.74x | 15.06x |
| Price / SalesMarket cap ÷ Revenue | 2.00x | 0.36x |
| Price / BookPrice ÷ Book value/share | 9.13x | 1.15x |
| Price / FCFMarket cap ÷ FCF | 54.48x | 14.85x |
Profitability & Efficiency
CASY leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
CASY delivers a 23.7% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $7 for SUN. CASY carries lower financial leverage with a 0.84x debt-to-equity ratio, signaling a more conservative balance sheet compared to SUN's 2.01x. On the Piotroski fundamental quality scale (0–9), CASY scores 6/9 vs SUN's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +23.7% | +7.3% |
| ROA (TTM)Return on assets | +10.0% | +2.1% |
| ROICReturn on invested capital | +11.3% | +4.0% |
| ROCEReturn on capital employed | +12.5% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.84x | 2.01x |
| Net DebtTotal debt minus cash | $2.6B | $15.2B |
| Cash & Equiv.Liquid assets | $327M | $891M |
| Total DebtShort + long-term debt | $3.0B | $16.1B |
| Interest CoverageEBIT ÷ Interest expense | 13.45x | 2.09x |
Total Returns (Dividends Reinvested)
CASY leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CASY five years ago would be worth $39,005 today (with dividends reinvested), compared to $23,394 for SUN. Over the past 12 months, CASY leads with a +84.2% total return vs SUN's +31.3%. The 3-year compound annual growth rate (CAGR) favors CASY at 55.4% vs SUN's 20.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +54.5% | +28.7% |
| 1-Year ReturnPast 12 months | +84.2% | +31.3% |
| 3-Year ReturnCumulative with dividends | +275.5% | +75.5% |
| 5-Year ReturnCumulative with dividends | +290.1% | +133.9% |
| 10-Year ReturnCumulative with dividends | +682.6% | +201.8% |
| CAGR (3Y)Annualised 3-year return | +55.4% | +20.6% |
Risk & Volatility
Evenly matched — CASY and SUN each lead in 1 of 2 comparable metrics.
Risk & Volatility
SUN is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than CASY's 0.29 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CASY currently trades 98.9% from its 52-week high vs SUN's 95.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.29x | 0.13x |
| 52-Week HighHighest price in past year | $867.40 | $70.00 |
| 52-Week LowLowest price in past year | $430.00 | $47.98 |
| % of 52W HighCurrent price vs 52-week peak | +98.9% | +95.6% |
| RSI (14)Momentum oscillator 0–100 | 78.9 | 65.3 |
| Avg Volume (50D)Average daily shares traded | 542K | 469K |
Analyst Outlook
Evenly matched — CASY and SUN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates CASY as "Buy" and SUN as "Hold". Consensus price targets imply 1.6% upside for SUN (target: $68) vs -19.8% for CASY (target: $688). For income investors, SUN offers the higher dividend yield at 7.16% vs CASY's 0.23%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $688.10 | $68.00 |
| # AnalystsCovering analysts | 25 | 24 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +7.2% |
| Dividend StreakConsecutive years of raises | 19 | 4 |
| Dividend / ShareAnnual DPS | $1.94 | $4.79 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% |
CASY leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SUN leads in 1 (Valuation Metrics). 2 tied.
CASY vs SUN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CASY or SUN a better buy right now?
For growth investors, Sunoco LP (SUN) is the stronger pick with 11.
1% revenue growth year-over-year, versus 7. 3% for Casey's General Stores, Inc. (CASY). Sunoco LP (SUN) offers the better valuation at 18. 3x trailing P/E (9. 3x forward), making it the more compelling value choice. Analysts rate Casey's General Stores, Inc. (CASY) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CASY or SUN?
On trailing P/E, Sunoco LP (SUN) is the cheapest at 18.
3x versus Casey's General Stores, Inc. at 58. 6x. On forward P/E, Sunoco LP is actually cheaper at 9. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Sunoco LP wins at 0. 52x versus Casey's General Stores, Inc. 's 3. 05x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — CASY or SUN?
Over the past 5 years, Casey's General Stores, Inc.
(CASY) delivered a total return of +290. 1%, compared to +133. 9% for Sunoco LP (SUN). Over 10 years, the gap is even starker: CASY returned +682. 6% versus SUN's +201. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CASY or SUN?
By beta (market sensitivity over 5 years), Sunoco LP (SUN) is the lower-risk stock at 0.
13β versus Casey's General Stores, Inc. 's 0. 29β — meaning CASY is approximately 130% more volatile than SUN relative to the S&P 500. On balance sheet safety, Casey's General Stores, Inc. (CASY) carries a lower debt/equity ratio of 84% versus 2% for Sunoco LP — giving it more financial flexibility in a downturn.
05Which is growing faster — CASY or SUN?
By revenue growth (latest reported year), Sunoco LP (SUN) is pulling ahead at 11.
1% versus 7. 3% for Casey's General Stores, Inc. (CASY). On earnings-per-share growth, the picture is similar: Casey's General Stores, Inc. grew EPS 9. 0% year-over-year, compared to -39. 0% for Sunoco LP. Over a 3-year CAGR, CASY leads at 7. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CASY or SUN?
Casey's General Stores, Inc.
(CASY) is the more profitable company, earning 3. 4% net margin versus 2. 1% for Sunoco LP — meaning it keeps 3. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CASY leads at 5. 0% versus 3. 7% for SUN. At the gross margin level — before operating expenses — CASY leads at 23. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CASY or SUN more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Sunoco LP (SUN) is the more undervalued stock at a PEG of 0. 52x versus Casey's General Stores, Inc. 's 3. 05x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Sunoco LP (SUN) trades at 9. 3x forward P/E versus 47. 4x for Casey's General Stores, Inc. — 38. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SUN: 1. 6% to $68. 00.
08Which pays a better dividend — CASY or SUN?
All stocks in this comparison pay dividends.
Sunoco LP (SUN) offers the highest yield at 7. 2%, versus 0. 2% for Casey's General Stores, Inc. (CASY).
09Is CASY or SUN better for a retirement portfolio?
For long-horizon retirement investors, Sunoco LP (SUN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
13), 7. 2% yield, +201. 8% 10Y return). Both have compounded well over 10 years (SUN: +201. 8%, CASY: +682. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CASY and SUN?
These companies operate in different sectors (CASY (Consumer Cyclical) and SUN (Energy)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: CASY is a mid-cap quality compounder stock; SUN is a small-cap income-oriented stock. SUN pays a dividend while CASY does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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