Added to YB: 2026-09-15
Pitch date: 2026-09-11
CASY [bullish]
Casey's General Stores, Inc.
+1.02%
current return
Author Info
No bio for this author
Company Info
Casey's General Stores, Inc., together with its subsidiaries, operates convenience stores under the Casey's and Casey’s General Store names in the United States.
Market Cap
$22.7B
Pitch Price
$615.35
Price Target
N/A
Dividend
0.42%
EV/EBITDA
15.60
P/E
29.66
EV/Sales
1.34
Sector
Consumer Staples Distribution and Retail
Category
growth
Casey’s: A High-Margin Compounder at a More Attractive Valuation
CASY: Casey’s is a capital-allocation compounder built on a differentiated rural footprint, high-margin prepared food and dense distribution, with management targeting 8-10% EBITDA CAGR and 400+ additional stores. After a ~31% drawdown, the shares were ~30x trailing EPS and offered a ~2.8% FCF yield at $610 — cheaper, not cheap. The key risk is fuel-margin normalization: each 1¢/gallon represents roughly $0.71 of after-tax EPS.
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