TORVANTA
Consumer Staples · S&P 500 · data as of 2026-10-05

CASY stock analysis: Casey's

Casey's (CASY) is an S&P 500 company in Food Retail. It grades weakest on value and momentum.

The model's view of CASY · subscribers

Where CASY ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with CASY · updated 2026-10-05 · from prices and SEC filings

CASY price performance

CASY against the S&P 500, one year
+0%+25%+50%S&P 500 +18%CASY +10%2025-09-292026-10-05
Year to date+12.0%S&P 500 +14.5% · behind by 2.6 pts
1 year+9.2%S&P 500 +17.0% · behind by 7.9 pts
3 years+128.4%S&P 500 +89.3% · ahead by 39.2 pts
5 years+235.8%S&P 500 +91.3% · ahead by 144.5 pts

Total returns with dividends reinvested.

CASY factor grades

Each grade compares CASY with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C-ValueP/E 29.7x (sector 23.8x)FCF yield 2.8% (sector 5.7%)
BGrowthRevenue growth +14% (sector +3%)EPS growth +33% (sector +0%)
CProfitability
D+Momentum12-month change +9%From 52-wk high -33%

CASY in plain numbers

CASY key statistics

SectorConsumer Staples
IndustryFood Retail
IndexS&P 500
Market value$22.8B
Revenue growth (y/y)+14%
Free-cash-flow yield2.8%
Dividend yield0.4%
Next earnings (expected)2026-12-08
Valuation measures
Market value$22.8B
Enterprise value$24.7B
P/E (trailing)29.7x
Forward P/E (Torvanta estimate)27.1x
PEG (Torvanta estimate)2.75
Price / sales1.2x
Price / book5.6x
EV / revenue1.3x
Financial highlights
Revenue, last 12 months$18.7B
Net income, last 12 months$772.8M
EPS, last 12 months (GAAP)$20.76
Net margin4.1%
Return on equity20.0%
Cash$524.1M
Total debt$2.4B
Debt / equity0.59x
Free cash flow, last 12 months$648.9M
Current ratio1.02x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

CASY earnings trends

Revenue vs earnings
$0$1.4B$2.8B$4.3B$5.7BOct 2024 Revenue: $3.9BJan 2025 Revenue: $3.9BApr 2025 Revenue: $4.0BJul 2025 Revenue: $4.6BOct 2025 Revenue: $4.5BJan 2026 Revenue: $3.9BApr 2026 Revenue: $4.6BJul 2026 Revenue: $5.7BOct 2024 Net income: $180.9MJan 2025 Net income: $87.1MApr 2025 Net income: $98.3MJul 2025 Net income: $215.4MOct 2025 Net income: $206.3MJan 2026 Net income: $130.1MApr 2026 Net income: $162.7MJul 2026 Net income: $273.7MOct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026Net margin: 4.6%Net margin: 2.2%Net margin: 2.5%Net margin: 4.7%Net margin: 4.6%Net margin: 3.3%Net margin: 3.6%Net margin: 4.8%0%2%5%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$1.8$3.7$5.5$7.4Oct 2024 EPS (GAAP, diluted): $4.9Jan 2025 EPS (GAAP, diluted): $2.3Apr 2025 EPS (GAAP, diluted): $2.6Jul 2025 EPS (GAAP, diluted): $5.8Oct 2025 EPS (GAAP, diluted): $5.5Jan 2026 EPS (GAAP, diluted): $3.5Apr 2026 EPS (GAAP, diluted): $4.4Jul 2026 EPS (GAAP, diluted): $7.4Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026■ EPS (GAAP, diluted) Change from a year earlier: Oct 2025 +14% · Jan 2026 +50% · Apr 2026 +66% · Jul 2026 +28%

From the company's 10-Q and 10-K filings with the SEC.

Casey's financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$13.0B$15.1B$14.9B$15.9B$17.6B
Net income$339.8M$446.7M$502.0M$546.5M$714.4M
EPS (GAAP)$9.09$11.92$13.43$14.64$19.16
Free cash flow$462.3M$405.4M$370.9M$584.6M$721.6M

CASY earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-09-08$7.37+28%+24%-15.8%
2026-06-09$4.37+66%+14%+23.7%
2026-03-09$3.49+50%+0%+3.1%
2025-12-09$5.53+14%+14%-6.5%
2025-09-08$5.77+19%+11%+6.6%
2025-06-09$2.63+12%+11%+9.7%

About Casey's

HeadquartersAnkeny, IA
Industry (SEC code)Retail-Auto Dealers & Gasoline Stations
Fiscal year endsApril 30
Incorporated inIA
Listed onNasdaq

From the company's SEC registration record.

Companies similar to CASY

CompanyMarket valueP/ERevenue growthOperating margin12-month change
CASY Casey's$22.8B29.7x+14%n/a+9%
CHD Church & Dwight$22.7B30.7x+3%17.5%+10%compare
DLTR Dollar Tree$21.2B13.9x-8%11.0%+26%compare
BG Bunge$20.8B25.0x+57%n/a+31%compare
KHC Kraft Heinz$25.9Bn/a-2%-12.8%-11%
DG Dollar General$26.3B15.5x+5%5.6%+21%
TSN Tyson Foods$18.4B31.9x+3%2.3%-2%

All Consumer Staples stock ratings

Frequently asked questions

Is CASY stock a buy?

Torvanta does not tell individuals what to buy. Its grades for CASY are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is CASY's P/E ratio?

CASY trades at about 29.7 times its last 12 months of GAAP earnings reported to the SEC, and about 27.1 times Torvanta's own estimate of the next 12 months.

When does CASY report earnings next?

Based on its filing history, Torvanta expects Casey's to report around 2026-12-08.

Does CASY pay a dividend?

Yes. Its dividend yield is about 0.4%, and it has raised its dividend 26 years in a row.

How has CASY performed against the S&P 500?

Over the past year CASY returned +9.2%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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