Specialty Retail
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CASY vs WMT
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
CASY vs WMT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Specialty Retail | Specialty Retail |
| Market Cap | $32.01B | $1.04T |
| Revenue (TTM) | $16.98B | $703.06B |
| Net Income (TTM) | $650M | $22.91B |
| Gross Margin | 23.9% | 24.9% |
| Operating Margin | 6.3% | 4.1% |
| Forward P/E | 47.7x | 44.9x |
| Total Debt | $2.96B | $67.09B |
| Cash & Equiv. | $327M | $10.73B |
CASY vs WMT — 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 | 539.9 | +439.9% |
| Walmart Inc. (WMT) | 100 | 316.3 | +216.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CASY vs WMT
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 WMT's 5.2%
- PEG 3.06 vs WMT's 4.08
WMT is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 37 yrs, beta 0.12, yield 0.7%
- Lower volatility, beta 0.12, Low D/E 67.2%, current ratio 0.79x
- Beta 0.12, yield 0.7%, current ratio 0.79x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.3% revenue growth vs WMT's 4.7% | |
| Value | Lower P/E (44.9x vs 47.7x) | |
| Quality / Margins | 3.8% margin vs WMT's 3.3% | |
| Stability / Safety | Beta 0.12 vs CASY's 0.29, lower leverage | |
| Dividends | 0.7% yield, 37-year raise streak, vs CASY's 0.2% | |
| Momentum (1Y) | +85.4% vs WMT's +32.6% | |
| Efficiency (ROA) | 10.0% ROA vs WMT's 7.9%, ROIC 11.3% vs 14.7% |
CASY vs WMT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CASY vs WMT — 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 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WMT is the larger business by revenue, generating $703.1B annually — 41.4x CASY's $17.0B. Profitability is closely matched — net margins range from 3.8% (CASY) to 3.3% (WMT). On growth, WMT holds the edge at +5.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $17.0B | $703.1B |
| EBITDAEarnings before interest/tax | $1.5B | $42.8B |
| Net IncomeAfter-tax profit | $650M | $22.9B |
| Free Cash FlowCash after capex | $667M | $15.3B |
| Gross MarginGross profit ÷ Revenue | +23.9% | +24.9% |
| Operating MarginEBIT ÷ Revenue | +6.3% | +4.1% |
| Net MarginNet income ÷ Revenue | +3.8% | +3.3% |
| FCF MarginFCF ÷ Revenue | +3.9% | +2.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.3% | +5.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +49.8% | +35.1% |
Valuation Metrics
WMT leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 47.9x trailing earnings, WMT trades at a 19% valuation discount to CASY's 58.9x P/E. Adjusting for growth (PEG ratio), CASY offers better value at 3.78x vs WMT's 4.35x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $32.0B | $1.04T |
| Enterprise ValueMkt cap + debt − cash | $34.6B | $1.10T |
| Trailing P/EPrice ÷ TTM EPS | 58.90x | 47.91x |
| Forward P/EPrice ÷ next-FY EPS est. | 47.68x | 44.91x |
| PEG RatioP/E ÷ EPS growth rate | 3.78x | 4.35x |
| EV / EBITDAEnterprise value multiple | 28.87x | 24.96x |
| Price / SalesMarket cap ÷ Revenue | 2.01x | 1.46x |
| Price / BookPrice ÷ Book value/share | 9.18x | 10.50x |
| Price / FCFMarket cap ÷ FCF | 54.75x | 25.08x |
Profitability & Efficiency
CASY leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
CASY delivers a 23.7% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $22 for WMT. WMT carries lower financial leverage with a 0.67x debt-to-equity ratio, signaling a more conservative balance sheet compared to CASY's 0.84x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +23.7% | +22.3% |
| ROA (TTM)Return on assets | +10.0% | +7.9% |
| ROICReturn on invested capital | +11.3% | +14.7% |
| ROCEReturn on capital employed | +12.5% | +17.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.84x | 0.67x |
| Net DebtTotal debt minus cash | $2.6B | $56.4B |
| Cash & Equiv.Liquid assets | $327M | $10.7B |
| Total DebtShort + long-term debt | $3.0B | $67.1B |
| Interest CoverageEBIT ÷ Interest expense | 13.45x | 11.85x |
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 $39,188 today (with dividends reinvested), compared to $28,774 for WMT. Over the past 12 months, CASY leads with a +85.4% total return vs WMT's +32.6%. The 3-year compound annual growth rate (CAGR) favors CASY at 54.9% vs WMT's 38.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +55.2% | +16.2% |
| 1-Year ReturnPast 12 months | +85.4% | +32.6% |
| 3-Year ReturnCumulative with dividends | +271.6% | +163.3% |
| 5-Year ReturnCumulative with dividends | +291.9% | +187.7% |
| 10-Year ReturnCumulative with dividends | +682.2% | +517.6% |
| CAGR (3Y)Annualised 3-year return | +54.9% | +38.1% |
Risk & Volatility
Evenly matched — CASY and WMT each lead in 1 of 2 comparable metrics.
Risk & Volatility
WMT is the less volatile stock with a 0.12 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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.29x | 0.12x |
| 52-Week HighHighest price in past year | $867.40 | $134.69 |
| 52-Week LowLowest price in past year | $430.00 | $91.89 |
| % of 52W HighCurrent price vs 52-week peak | +99.4% | +97.1% |
| RSI (14)Momentum oscillator 0–100 | 77.6 | 57.1 |
| Avg Volume (50D)Average daily shares traded | 541K | 17.5M |
Analyst Outlook
WMT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates CASY as "Buy" and WMT as "Buy". Consensus price targets imply 4.8% upside for WMT (target: $137) vs -20.2% for CASY (target: $688). For income investors, WMT offers the higher dividend yield at 0.72% vs CASY's 0.22%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $688.10 | $137.04 |
| # AnalystsCovering analysts | 25 | 64 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +0.7% |
| Dividend StreakConsecutive years of raises | 19 | 37 |
| Dividend / ShareAnnual DPS | $1.94 | $0.94 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.8% |
CASY leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WMT leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
CASY vs WMT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CASY or WMT a better buy right now?
For growth investors, Casey's General Stores, Inc.
(CASY) is the stronger pick with 7. 3% revenue growth year-over-year, versus 4. 7% for Walmart Inc. (WMT). Walmart Inc. (WMT) offers the better valuation at 47. 9x trailing P/E (44. 9x 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 WMT?
On trailing P/E, Walmart Inc.
(WMT) is the cheapest at 47. 9x versus Casey's General Stores, Inc. at 58. 9x. On forward P/E, Walmart Inc. is actually cheaper at 44. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Casey's General Stores, Inc. wins at 3. 06x versus Walmart Inc. 's 4. 08x.
03Which is the better long-term investment — CASY or WMT?
Over the past 5 years, Casey's General Stores, Inc.
(CASY) delivered a total return of +291. 9%, compared to +187. 7% for Walmart Inc. (WMT). Over 10 years, the gap is even starker: CASY returned +682. 2% versus WMT's +517. 6%. 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 WMT?
By beta (market sensitivity over 5 years), Walmart Inc.
(WMT) is the lower-risk stock at 0. 12β versus Casey's General Stores, Inc. 's 0. 29β — meaning CASY is approximately 149% more volatile than WMT relative to the S&P 500. On balance sheet safety, Walmart Inc. (WMT) carries a lower debt/equity ratio of 67% versus 84% for Casey's General Stores, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CASY or WMT?
By revenue growth (latest reported year), Casey's General Stores, Inc.
(CASY) is pulling ahead at 7. 3% versus 4. 7% for Walmart Inc. (WMT). On earnings-per-share growth, the picture is similar: Walmart Inc. grew EPS 13. 3% year-over-year, compared to 9. 0% for Casey's General Stores, Inc.. 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 WMT?
Casey's General Stores, Inc.
(CASY) is the more profitable company, earning 3. 4% net margin versus 3. 1% for Walmart Inc. — 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 4. 2% for WMT. At the gross margin level — before operating expenses — WMT leads at 24. 9%, 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 WMT 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, Casey's General Stores, Inc. (CASY) is the more undervalued stock at a PEG of 3. 06x versus Walmart Inc. 's 4. 08x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Walmart Inc. (WMT) trades at 44. 9x forward P/E versus 47. 7x for Casey's General Stores, Inc. — 2. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WMT: 4. 8% to $137. 04.
08Which pays a better dividend — CASY or WMT?
All stocks in this comparison pay dividends.
Walmart Inc. (WMT) offers the highest yield at 0. 7%, versus 0. 2% for Casey's General Stores, Inc. (CASY).
09Is CASY or WMT better for a retirement portfolio?
For long-horizon retirement investors, Walmart Inc.
(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 12), 0. 7% yield, +517. 6% 10Y return). Both have compounded well over 10 years (WMT: +517. 6%, CASY: +682. 2%), 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 WMT?
These companies operate in different sectors (CASY (Consumer Cyclical) and WMT (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
WMT 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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