Stocks · Consumer Cyclical · Specialty Retail
Casey's General Stores, Inc. CASY
$617.76 -0.28% Close, Oct 2, 2026 · NASDAQ · Market cap $22.86B
Strong growthLow risk
Next earnings report: Dec 8, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Earnings beat analyst estimates in each of the last 13 quarters (average surprise over the last four: +15.9%).
- Diluted EPS over the last four quarters was $20.76, up 33.2% year over year.
- Revenue over the last four quarters was $18.67B, up 13.8% from a year earlier, accelerating from 10.2% a quarter earlier.
PromtFinance scores
Each score is a percentile within the Consumer Cyclical sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 17%
- EPS growth (TTM, YoY)Top 25%
- FCF growth (TTM, YoY)Bottom 37%
- Revenue growth, 3-year CAGRTop 34%
- Revenue growth accelerationTop 13%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 29%
- Gross marginBottom 28%
- Operating marginBottom 49%
- Cash conversion (OCF / net income)Top 49%
- Accruals (lower is better)Top 40%
- Net debt / EBITDA (lower is better)Top 36%
- Interest coverTop 2%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 41%
- Free-cash-flow yieldBottom 31%
- EBITDA / enterprise valueBottom 31%
- Sales / enterprise valueBottom 47%
- P/E vs own 5-year history (lower is better)Bottom 32%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 18%
- 6-month returnBottom 24%
- 1-year return vs S&P 500Top 32%
- Distance from 52-week highBottom 38%
- Trend checklist (0–4)Bottom 47%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 39%
- Consecutive EPS beatsTop 5%
- Share of analysts rating BuyTop 20%
- Upside to consensus price targetTop 47%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 43%
- Maximum drawdown, 3 yearsTop 17%
- Beta vs S&P 500 (lower is better)Top 8%
- Net debt / EBITDA (lower is better)Top 36%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 10.2% | 13.8% | ↑ |
| EPS growth (YoY) | 30.9% | 33.2% | ↑ |
| Gross margin | 23.2% | 23.8% | ↑ |
| Operating margin | 5.2% | 5.9% | ↑ |
| FCF margin | 4.1% | 3.5% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 13.8% | 10.2% | ↑ | Top 17% |
| EPS growth (TTM, YoY) | 33.2% | 30.9% | ↑ | Top 25% |
| Gross margin | 23.8% | 23.2% | ↑ | Bottom 28% |
| Operating margin | 5.9% | 5.2% | ↑ | Bottom 49% |
| Net margin | 4.1% | 3.5% | ↑ | — |
| Free-cash-flow margin | 3.5% | 4.1% | ↓ | — |
| Return on invested capital | 10.7% | — | Top 29% | |
| Revenue growth, 3-year CAGR | 5.2% | — | Top 34% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.80×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -6.8%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.3%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +12.0 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.72×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 882.9×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.38%
- Net buyback yield (TTM)
- 1.14%
- Shareholder yield
- 1.52%
- Share count change, 1 year
- -0.6%
- Share count change, 3-year CAGR
- -0.3%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jul 31, 2026 (filed Sep 8, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 13
- Beats in the last 8 reports
- 8 of 8
- Average EPS surprise, last 4
- +15.9%
- Average 2-day reaction, last 8
- -0.3%
- Positive 20 days after report
- 6 of 7
Analysts
- Consensus price target
- $823.57
- Target vs current price
- +33.3%
- Analysts with a rating
- 26
- Share rating Buy or Strong Buy
- 69%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Sep 8, 2026 | +8.7% | -3.0% | -17.8% | — | — |
| Jun 9, 2026 | +32.0% | +1.3% | +16.1% | +12.2% | +0.3% |
| Mar 9, 2026 | +16.3% | -0.0% | -0.6% | +12.5% | +13.5% |
| Dec 9, 2025 | +6.6% | -0.6% | -3.5% | +1.3% | +17.3% |
| Sep 8, 2025 | +14.9% | +3.1% | +9.5% | +12.2% | +12.6% |
| Jun 9, 2025 | +35.6% | -1.1% | +14.0% | +15.4% | +12.5% |
| Mar 11, 2025 | +17.1% | -0.8% | +4.7% | +9.5% | +17.4% |
| Dec 9, 2024 | +13.1% | -1.0% | +0.7% | -7.8% | -5.6% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Sep 8, 2026 | $7.37 | $6.78 | +8.7% | $5.68B |
| Jun 9, 2026 | $4.37 | $3.31 | +32.0% | $4.57B |
| Mar 9, 2026 | $3.49 | $3.00 | +16.3% | $3.92B |
| Dec 9, 2025 | $5.53 | $5.19 | +6.6% | $4.51B |
| Sep 8, 2025 | $5.77 | $5.02 | +14.9% | $4.57B |
| Jun 9, 2025 | $2.63 | $1.94 | +35.6% | $3.99B |
| Mar 11, 2025 | $2.33 | $1.99 | +17.1% | $3.90B |
| Dec 9, 2024 | $4.85 | $4.29 | +13.1% | $3.95B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 29.8× | 25.3× | 71th | Bottom 41% |
| P/E (forward) | 28.9× | — | — | — |
| EV / EBITDA | 17.4× | — | — | Bottom 31% |
| EV / Sales | 1.36× | — | — | Bottom 47% |
| Free-cash-flow yield | 2.84% | — | — | Bottom 31% |
| Earnings yield | 3.36% | — | — | Bottom 41% |
P/E over the past five years
Range 17.4× – 43.4× since Jul 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +10.5%
- Earnings per share growth (TTM)
- +33.2%
- Change in P/E multiple
- +5.6%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -9.9%
- 200-day average slope (20 days)
- +0.9%
- Distance from 50-day average
- -17.1%
- Distance from 200-day average
- -15.6%
- RSI (14)
- 36.9
- Relative volume
- 0.76×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 45.4%
- Volatility vs own 5-year history
- 94th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.49
- Correlation with S&P 500
- 0.22
- Current drawdown from 1-year high
- -32.6%
- Maximum drawdown, 3 years
- -36.2%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jun 11, 2026 | Sep 22, 2026 | -36.2% | 70 days | Not yet recovered |
| May 17, 2021 | Mar 8, 2022 | -24.1% | 204 days | 162 days (Oct 27, 2022) |
| Dec 8, 2022 | Mar 17, 2023 | -17.3% | 67 days | 82 days (Jul 17, 2023) |
| May 13, 2026 | Jun 1, 2026 | -16.1% | 12 days | 7 days (Jun 10, 2026) |
| Feb 13, 2025 | Mar 11, 2025 | -14.4% | 17 days | 16 days (Apr 2, 2025) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $22.86B
- P/E (TTM)
- 29.8
- EPS, diluted (TTM)
- $20.76
- Revenue (TTM)
- $18.67B
- Dividend yield
- 0.49%
- 52-week range
- $497.38 – $927.85
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $12.95B | $15.09B | $14.86B | $15.94B | $17.56B |
| Gross profit | $2.76B | $3.07B | $3.35B | $3.75B | $4.32B |
| Operating income | $497.7M | $639.3M | $709.6M | $796.4M | $1.03B |
| Net income | $339.8M | $446.7M | $502.0M | $546.5M | $714.4M |
| EPS (diluted) | $9.10 | $11.91 | $13.43 | $14.64 | $19.16 |
| Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | Q1 2027 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.95B | $3.90B | $3.99B | $4.57B | $4.51B | $3.92B | $4.57B | $5.68B |
| Net income | $180.9M | $87.1M | $98.3M | $215.4M | $206.3M | $130.1M | $162.7M | $273.7M |
| EPS (diluted) | $4.85 | $2.33 | $2.63 | $5.77 | $5.53 | $3.49 | $4.37 | $7.37 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $788.7M | $882.0M | $893.0M | $1.09B | $1.38B |
| Capital expenditure | -$326.5M | -$476.6M | -$522.0M | -$506.2M | -$655.9M |
| Free cash flow | $462.3M | $405.4M | $370.9M | $584.6M | $721.6M |
| Dividends paid | -$51.2M | -$55.6M | -$62.9M | -$72.3M | -$83.1M |
| Net share buybacks | -$17.6M | -$16.4M | -$104.9M | -$734,000 | -$200.5M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $384.1M
- Total assets
- $9.12B
- Total liabilities
- $5.03B
- Total debt
- $2.89B
- Net debt
- $2.50B
- Shareholders’ equity
- $4.09B
As of Jul 31, 2026 (filed Sep 8, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Oct 30, 2026 | $0.65 | Nov 13, 2026 |
| Jul 31, 2026 | $0.65 | Aug 14, 2026 |
| May 1, 2026 | $0.57 | May 15, 2026 |
| Jan 30, 2026 | $0.57 | Feb 13, 2026 |
| Oct 31, 2025 | $0.57 | Nov 14, 2025 |
| Aug 1, 2025 | $0.57 | Aug 15, 2025 |
| May 1, 2025 | $0.50 | May 15, 2025 |
| Feb 3, 2025 | $0.50 | Feb 17, 2025 |
Short interest
- Shares sold short
- 1,502,437
- Days to cover
- 1.83
- Change vs previous report
- +8.2%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Feb 17, 1998
- 2-for-1
- Feb 16, 1994
- 2-for-1
- Aug 5, 1986
- 2-for-1
- Jun 25, 1985
- 3-for-2