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Caseys General Stores Inc(CASY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CASY
09/16/2026: CASY (3-star) is currently NOT-A-BUY. Pass it for now.
Casey's General Stores is a regional convenience retailer known for its unique focus on prepared foods, particularly its proprietary pizza program, which provides a notable margin advantage over traditional convenience operators. Its primary strength lies in its extensive footprint within smaller communities, where it serves as a central retail destination. The company is actively pursuing growth through digital transformation and strategic acquisitions. Key risks include intense competition from fast-food and discount retailers, potential margin pressure from labor and ingredient costs, and the long-term shift toward electric vehicles. Casey's generally appeals to defensive and income-focused investors who value the company's consistent, staple-driven business model.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company focuses on steady, manageable growth rather than rapid, speculative expansion. |
| Momentum investor | Strong fit while signal remains positive | Casey's has shown consistent upward trends in earnings, often attracting momentum-based interest. |
| Value investor | Mixed fit | The stock often trades at a premium due to its unique food-service business model, making deep-value entry points rare. |
| Dividend investor | Strong fit | The company offers a reliable and growing dividend stream suitable for income-focused portfolios. |
| Low-risk investor | Strong fit | Its essential-service business model provides a defensive buffer during economic downturns. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience short-term swings based on fuel price fluctuations and overall retail sentiment. |
| Valuation risk | Medium | A high multiple relative to traditional convenience stores may pose a risk if growth expectations are not met. |
| Competition risk (QSR/Retail) | Medium / high | Increasing competition from QSRs and dollar stores threatens margins in both food and grocery. |
| Business quality | Strong | The company's proprietary food program acts as a significant moat compared to standard convenience retailers. |
| Dividend income | Low | While consistent, the dividend yield may be lower than higher-risk income vehicles. |
| Execution risk | Medium | Successfully integrating acquisitions while maintaining food quality standards is critical for long-term performance. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 49.9% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.70B USD | Price to earnings Ratio 29.94 | 1Y Target Price 807.63 |
Price to earnings Ratio 29.94 | 1Y Target Price 807.63 | ||
Volume (30-day avg) 493.5K shares | Beta 0.59 | 52 Weeks Range 496.20 - 927.15 | Updated Date 09/16/2026 |
52 Weeks Range 496.20 - 927.15 | Updated Date 09/16/2026 | ||
Dividends yield (FY) 0.38% | Basic EPS (TTM) 19.61 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Prepared Food | Pizza, sandwiches, and bakery items. | This is the primary margin driver that separates Casey's from traditional gas stations. |
| Fuel Sales | Gasoline and diesel sales. | Acts as the primary foot-traffic driver for the stores. |
| Grocery and Merchandise | Snacks, beverages, and household staples. | Provides stable, recurring revenue from local community members. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-09-08 | When After Market | Estimate 6.6 | Actual 7.37 |
Profitability
Profit Margin 4.14% | Operating Margin (TTM) 6.5% |
Management Effectiveness
Return on Assets (TTM) 7.91% | Return on Equity (TTM) 19.98% |
Valuation
Trailing PE 29.94 | Forward PE 30.3 | Enterprise Value 25.34B | Price to Sales(TTM) 1.16 |
Enterprise Value 25.34B | Price to Sales(TTM) 1.16 | ||
Enterprise Value to Revenue 1.36 | Enterprise Value to EBITDA 16.3 | Shares Outstanding 36.96M | Shares Floating 36.70M |
Shares Outstanding 36.96M | Shares Floating 36.70M | ||
Percent Insiders 0.58 | Percent Institutions 90.7 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Caseys General Stores Inc
Exchange NASDAQ | Headquarters Ankeny, IA, United States | ||
IPO Launch date 1983-10-20 | President, CEO & Board Chair Mr. Darren M. Rebelez | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 23490 | Website https://www.caseys.com |
Full time employees 23490 | Website https://www.caseys.com | ||
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, hot breakfast items, and sandwiches; and beverages, 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. 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.
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