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CASY

CASY

Consumer Cyclical · Specialty Retail

$871.48-0.10%
Mkt Cap: $32.30BDY: 0.27%

Performance

CASY (CASY) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

CASY (CASY) operates in the Specialty Retail space within the Consumer Cyclical sector. With a market cap of $32.3B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case5
  • Forward P/E (37.3×) is lower than trailing P/E (45.4×) — analysts expect earnings to improve
  • Revenue growth of 14% YoY shows solid business momentum
  • Earnings grew 66% YoY — bottom-line is expanding fast
  • ROE of 19.2% shows management efficiently converts equity into profit
  • Low beta of 0.62 — less volatile than the market, suitable for conservative portfolios
Bear Case4
  • High P/E of 45.4× implies high expectations already priced in — leaves little room for disappointment
  • Thin profit margin of 4.1% — little buffer against cost increases
  • High debt-to-equity of 73.16× increases financial risk, especially with elevated interest rates
  • Price is near its 52-week high — limited near-term upside, higher pullback risk

Verdict

Buy / Hold

More positives than negatives. Fundamentals support holding while monitoring key risks.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

0.27%

5Y Avg Annual

$1.6440

Last Payment

$0.5700

Ex-Date

05/01/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest05/01/2026
05/15/2026$0.57000.26%
01/30/2026
02/13/2026$0.57000.26%
10/31/2025
11/14/2025$0.57000.26%
08/01/2025
08/15/2025$0.57000.26%
05/01/2025
05/15/2025$0.50000.23%
02/03/2025
02/17/2025$0.50000.23%
11/01/2024
11/15/2024$0.50000.23%
08/01/2024
08/15/2024$0.50000.23%

Magic Number

Shares needed to self-fund your next purchase

$871.48

Price

÷

$0.5700

Last div. (quarterly)

=

1,529

shares

Own 1,529 CASY shares ($1,332,485.28) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$1,332,485.28

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Sep 9, 2026

85

days

EPS (TTM)

$19.19

P/E (TTM)

45.4

Fwd P/E

37.3

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$32.30B
P/E Ratio45.41
Forward P/E37.29
P/B Ratio
PEG Ratio2.54
EPS (TTM)$19.19

Trading

Open
Day High
Day Low
52W High$927.85
52W Low$490.00
Volume
Avg Volume (3M)631,117
Beta0.62

Dividends

Dividend Yield0.27%
Annual Rate$2.36
Ex-Div Date2026-07-31
Payout Ratio11.90%

Profitability

Profit Margin4.07%
Operating Margin5.14%
ROE19.15%
ROA7.54%
Revenue Growth14.50%
Earnings Growth66.00%

Balance Sheet

Total Revenue$17.56B
Total Debt$2.89B
Debt / Equity73.16
Current Ratio1.01
Free Cash Flow$547.45M

Fair Value Estimates

Current price: $871.48

Graham Number

√(22.5 × EPS × Book Value)

$214.91

-75.3% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$28.17

-96.8% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

9/10

90% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

19.2%

Return on equity — measures how efficiently capital is used

Positive profit margin

4.1%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+14.5%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+66.0%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

73.16×

Low financial leverage reduces risk of distress

Current ratio above 1

1.01×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$550M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

0.27%

Stock must distribute income to shareholders

Related Assets

Consumer Cyclical

About CASY

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. Its stores offer pizza, donuts, breakfast items, and sandwiches; and tobacco and nicotine products. The company's stores also provide soft drinks, energy, water, sports drinks, juices, coffee, and tea and dairy products; beer, wine, and spirits; snacks, candy, packaged bakery, and other food items; ice, ice cream, meals, and appetizers; health and beauty aids, automotive products, electronic accessories, and housewares; and breadsticks, wraps, chicken wings and tenders, breakfast croissants and biscuits, breakfast burritos, hash browns, burgers, cookies and brownies, and other seasonal items. In addition, its stores offer motor fuel for sale on a self-service basis; gasoline and diesel fuel; and ATM, lotto/lottery, and prepaid cards, as well as car wash services. The company also operates distribution centers. Casey's General Stores, Inc. was founded in 1959 and is headquartered in Ankeny, Iowa.

Sector

Consumer Cyclical

Industry

Specialty Retail

Location

Ankeny, United States