Casey's is executing an aggressive growth strategy, with revenue accelerating to 24.3% YoY growth in Q1 2027 fueled by significant acquisitions, as evidenced by a $43.9M deal spend. This expansion is driving powerful operating leverage, with operating income s...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated sharply to 24.3% YoY, yet the recent gross margin contraction to 19.8% from a consistent 23-26% range warrants scrutiny for its impact on the 6.5% operating margin achieved.
Casey's reported 14% Q2 fiscal 2026 earnings growth, demonstrating robust financial performance.
The company achieved 9% store expansion, indicating successful physical footprint growth.
Management guided to 15-17% EBITDA growth for the full fiscal year, signaling confidence in profitability.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 8, 2026 | $7.37+8.7% vs $6.78 | $5.7B+2.1% vs $5.6B |
Q3 2026 Jun 9, 2026 | $4.37+32.0% vs $3.31 | $4.6B+5.7% vs $4.3B |
Q2 2026 Mar 9, 2026 | $3.49+16.3% vs $3.00 | $3.9B-3.1% vs $4.0B |
Q4 2025 Dec 9, 2025 | $5.53+6.6% vs $5.19 | $4.5B+0.3% vs $4.5B |
In the current market cycle, growing momentum may favor companies that are more services-oriented than product-focused and that are thus light on assets despite having solid free cash flow. Think companies in the software, financial services, insurance, or health care services spaces: all of these tend to earn fees or margins off of transactions that don't require physical production to execute.
Fed uncertainty, oil prices, and macro pressures are bringing inflation and interest-rate fears to a head; investors are fleeing to dividends, and for good reason. Dividends provide steady, reliable income and returns regardless of market volatility.
Casey's stock has more than doubled since Barron's picked it. We're still bullish.
Casey's General Stores delivered a double-beat quarter, but shares plunged over $100 post-earnings due to valuation and growth concerns. Despite strong fundamentals, including 28% EPS growth and margin expansion, slowing same-store sales and declining free cash flow raised investor caution. CASY's forward P/E has compressed to ~30x, yet remains above its 5-year average and peers, limiting near-term upside amid macro risks.
Benchmark CASY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Casey's General Stores, Inc. (CASY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $597.31 | $22.14B | 31.17 | 10.16% | 4.07% | 19.15% | 0.37% | |
| $506.24 | $9.35B | 21.01 | -4.25% | 2.87% | 94.56% | — | |
| $4.23 | $474.55M | 28.20 | -12.47% | 0.19% | 3.16% | — | |
| $21.93 | $836.72M | 20.12 | -10.63% | 1.36% | — | — | |
| $75.06 | $10.27B | 20.51 | 11.05% | 2.81% | 14.72% | — | |
| $58.11 | $2.3B | 10.62 | 4.27% | 32.58% | 20.68% | — |
Casey's General Stores, Inc. (CASY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Casey's General Stores, Inc. (CASY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 8, 2026·SEC
Jun 9, 2026·SEC
Jun 8, 2026·SEC
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Casey's General Stores, Inc. (CASY) stock FAQ — growth, dividends, profitability & financials explained
Casey's General Stores, Inc. (CASY) reported $18.67B in revenue for fiscal year 2026. This represents a 1584% increase from $1.11B in 1997.
Casey's General Stores, Inc. (CASY) grew revenue by 10.2% over the past year. This is steady growth.
Yes, Casey's General Stores, Inc. (CASY) is profitable, generating $772.8M in net income for fiscal year 2026 (4.1% net margin).
Yes, Casey's General Stores, Inc. (CASY) pays a dividend with a yield of 0.37%. This makes it attractive for income-focused investors.
Casey's General Stores, Inc. (CASY) has a return on equity (ROE) of 19.2%. This is reasonable for most industries.
Casey's General Stores, Inc. (CASY) generated $648.9M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
