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CASY

Casey's General Stores, Inc.

CASY

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $29.0B

$787.59

+0.42%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$490.00 - $927.85

P/E

45.16

Fwd P/E

38.67

Beta

0.62

Div Yield

0.29%

Avg Vol

670.2K

Shares Out

37.1M

Mkt Cap

$29.0B

Price action

Price chart

Up 53.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Extensive store network of 2,400+ locations providing market density and brand recognition
  • Vertical integration with fresh food preparation capabilities differentiating from competitors
  • Strategic geographic footprint in underserved Midwest and South markets with less competition
  • Established supplier relationships and operational scale enabling cost efficiency
  • Multi-revenue stream model reducing dependence on any single product category

Bear Case

2 risks

  • Low volatility (beta 0.6).
  • High premium - requires strong execution

Growth

Moderate growth ahead

Same-store sales growth through expanded prepared food offerings and menu innovation

Value

High premium - requires strong execution

Momentum

Strong

+5.5% over 3m

Quality

Stable

Excellent business quality

Dividend

Token

0.29% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Sep 14, 2026

Q2 26 RECAP

JUN 9, 2026

Reported EPS of $4.37 vs $3.31 consensus (+32.0% surprise). Revenue of $4.6B vs $4.3B expected (+5.7%). Beat on both top and bottom lines.

EPS beat +32.0%
Rev beat +5.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+32.0%

Next: Sep 14, 2026

Revenue trend · last 8Q

+17%

+11%

+11%

+14%

+0%

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

$3.6B

$4.1B

$3.9B

$3.9B

$4.0B

$4.6B

$4.5B

$3.9B

Margins · last 8Q

Gross

25.7%

Operating

7.9%

Profit

3.3%

Wall Street consensus

12 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

9

75%

Hold

3

25%

Sell

0%

Median Price Target

$845.00

+7.3% vs $787.59

Low $780.00
Median $845.00
High $915.00

Latest: BMO Capital · Jun 29, 2026

4 analysts covering

vs Industry

How CASY stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.