Financial Performance
5Y price score: 441
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 556.9%
US$ Per
Share
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490.0
52-week range
927.8
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.3 %
Dividend Yield TTM
0.3 %
Market cap $
$ 31,594
Price / Earnings TTM
44.6
Price / Book TTM
8
PEG TTM
1.4
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
66.1 %
333.1 %
556.9 %
Free cash flow per share growth
23.6 %
99.3 %
859.2 %
Earnings per share growth
30.9 %
128.6 %
234.4 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q4 (Jun 10, 2026)
1) Strategy & Leadership
- Casey's General Stores demonstrated strong community engagement, contributing over $8 million to education, hunger relief, and support for military veterans.
- The company completed its three-year strategic plan focused on accelerating the food business, growing the number of units, and enhancing operational efficiency, resulting in significant growth.
- The leadership expressed confidence in the business model's durability and its ability to perform well in various economic climates.
2) Financial & Segment Results
- Fiscal 2026 ended with record diluted EPS of $19.16 and net income of $714 million, both up 31% YoY.
- EBITDA reached nearly $1.5 billion, a 23% increase from the previous year.
- Inside sales grew 10.2% YoY, with same-store sales up 4.2%. Prepared food and beverage sales increased by 10.2%, while grocery and general merchandise sales rose by 10.1%.
- For Q4, diluted EPS was $4.37 (up 66% YoY), total inside sales rose 7.4% to over $1.5 billion, and net income was $162.7 million (up 65.5%).
3) Operational Plans & Product Innovations
- Casey's launched several new products, including specialty pizzas and a frozen carbonated beverage platform, which contributed to sales growth.
- The company is expanding its wings product line, which has shown strong initial performance and potential for significant growth.
- The operational team maintained efficiency, with same-store operating expenses up only 3.7% YoY, despite challenges in labor costs.
4) Guidance & Outlook
- For fiscal 2027, Casey's expects inside same-store sales to increase by 2% to 5%, with EBITDA growth projected at 8% to 10%.
- The company plans to open at least 120 new stores, balancing between acquisitions and new constructions.
- Operating expenses are anticipated to rise by 5% to 7%, with net interest expense expected around $95 million.
- The company is confident in achieving a mid-$0.40s fuel margin, supported by strong operational capabilities and market positioning.
5) Problems / Headwinds
- There are uncertainties regarding the impact of rising fuel prices on consumer behavior, though current trends show resilience across income cohorts.
- The company faces challenges in managing operational costs, particularly with credit card fees and labor rates, which may affect margins in the near term.
- The transcript lacks specific details on future competitive dynamics and potential market disruptions that could impact growth.
Bottom line: Casey's General Stores is positioned for continued growth, driven by strong operational performance, community engagement, and strategic product innovations, despite facing some headwinds related to operational costs and market volatility. Shareholders can expect solid returns as the company executes its growth plans and maintains its competitive edge.
Annual Reports, Presentations And IR Contacts
Go to the websiteCasey's — Financial Overview, Stock Price, Market Cap
Casey's is a company. Founded in 1967. As of August 14, 2026, the company's market capitalization is $31594043522 with a current stock price of $853.78.
