Casey's (CASY)

Consumer Staples · $25.6B market cap · SEC CIK 0000726958

Next reports on Dec 7, 2026, with analysts expecting $6.02 in earnings per share.

52-week range $519.46 to $927.85. 25% below its 52-week high and 34% above its low.

The case for CASY

• Revenue growing 13.8% year over year.
• Earnings per share up 33.4%.
• Has compounded revenue at 15.1% a year over five years.
• Return on equity of 20%.
• Moves less than the market (beta 0.60).

The case against

• Weakest against its peers: free-cash-flow yield of 2.8% is lower than 83% of Consumer Staples companies.
• Its weakest area is the price trend (47/100): +29.7% over a year, −19.0% over three months, 25% below its 52-week high.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Consumer Staples companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Each factor except momentum is half fixed thresholds, half rank among the 36 Consumer Staples companies.

The financials

The financials, five years deep

Pulled from Casey's's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What Casey's says it does

The Company As of April 30, 2026, Casey’s General Stores, Inc. and its direct and indirect wholly-owned subsidiaries operate convenience stores primarily under the names "Casey's" and "Casey’s General Store" (collectively, with the stores below referenced as "GoodStop (by Casey's)" or "CEFCO", referred to as "Casey's" or the "Company") throughout 19 states, approximately half of which are located in Iowa, Missouri and Illinois. As of April 30, 2026, there were 2,944 stores in operation. Approximately 71% of all stores were opened in areas with populations of fewer than 20,000 persons. The Company competes on the basis of traditional features of convenience store operations such as location, extended hours, product offerings, price and quality of service. All stores carry a broad selection of food items (which at most stores includes, but is not limited to, prepared foods such as regular and breakfast pizza, donuts, hot breakfast items,…

Risk factors CASY lists in its 10-K

• We may be adversely impacted by increases in the cost of food ingredients and other related costs
• We could be adversely affected if we experience difficulties in, or are unable to recruit, hire or retain, members of our leadership team and other distribution, field and store Team Members
• Any failure to anticipate and respond to changes in consumer preferences, or to introduce and promote innovative technology for guest interaction, could adversely affect our financial results
• We rely on our information technology systems, and a number of third-party software and technology providers, to support numerous aspects of our business, and a disruption of these systems could adversely affect our business
• Increased credit card expenses could lead to higher operating expenses and other costs for the Company
• Our operations present hazards and risks which may not be fully covered by insurance, if insured
• The dangers inherent in the storage and transport of fuel could cause disruptions and could expose to us potentially significant losses, costs or liabilities
• Covenants in our Senior Notes and credit facility agreements require us to comply with certain covenants and meet financial maintenance tests. Failure to comply with these requirements could have a material impact to us
• Compliance with and changes in tax laws could adversely affect our performance
• We are subject to extensive governmental regulations
• Governmental action and campaigns to discourage tobacco and nicotine use and other tobacco products may have a material adverse effect on our revenues and gross profit
• Wholesale cost and tax increases relating to tobacco and nicotine products could affect our operating results
• General economic and political conditions that are largely out of the Company’s control may adversely affect the Company’s financial condition and results of operations
• Developments related to fuel efficiency, fuel conservation practices, climate change, and changing consumer preferences may decrease the demand for motor fuel
• Unfavorable weather conditions can adversely affect our business
• The volatility of wholesale petroleum costs could adversely affect our operating results
• The convenience store industry is highly competitive
• We may not be able to identify, acquire, and integrate new properties and stores, which could adversely affect our ability to grow our business
• The market price for our common stock has been and may in the future be volatile, which could cause the value of your investment to decline
• Any issuance of shares of our common stock in the future could have a dilutive effect on your investment
• Iowa law and provisions in our charter documents may have the effect of preventing or hindering a change in control and adversely affecting the market price of our common stock

Filings

Other Consumer Staples companies