Added to YB: 2026-09-18
Pitch date: 2026-09-16
CASY [bullish]
Casey's General Stores, Inc.
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
$21.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.44%
EV/EBITDA
14.95
P/E
28.29
EV/Sales
1.29
Sector
Consumer Staples Distribution and Retail
Category
growth
$CASY Quality Score: Testing a Convenience Store Compounder
CASY (overview): Casey’s passes the quality test, but valuation requires more work: at roughly $615 after a 28% monthly decline, it still trades at 22.86x EV/EBIT with only a 2.38% FCF yield. Q1 EPS rose 27.7%, helped by strong fuel margins and Fikes integration, while inside same-store sales grew a below-expectations 3.2% and fuel gallons fell 0.3%; normalized fuel margins, organic growth and capital intensity remain key questions.
Read full article (10 min)