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

  1. Earnings beat analyst estimates in each of the last 13 quarters (average surprise over the last four: +15.9%).
  2. Diluted EPS over the last four quarters was $20.76, up 33.2% year over year.
  3. 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.

Growth88Strong

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%
Quality75Positive

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%
Value27Very weak

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%
Momentum52Neutral

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%
Revisions91Exceptional

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%
Stability81Strong

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).

MeasureBeforeNow
Revenue growth (YoY)10.2%13.8%↑
EPS growth (YoY)30.9%33.2%↑
Gross margin23.2%23.8%↑
Operating margin5.2%5.9%↑
FCF margin4.1%3.5%↓

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)13.8%10.2%↑Top 17%
EPS growth (TTM, YoY)33.2%30.9%↑Top 25%
Gross margin23.8%23.2%↑Bottom 28%
Operating margin5.9%5.2%↑Bottom 49%
Net margin4.1%3.5%↑—
Free-cash-flow margin3.5%4.1%↓—
Return on invested capital10.7%—Top 29%
Revenue growth, 3-year CAGR5.2%—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 dateEPS surprise2 days5 days20 days60 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 dateEPSEstimateSurpriseRevenue
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

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)29.8×25.3×71thBottom 41%
P/E (forward)28.9×———
EV / EBITDA17.4×——Bottom 31%
EV / Sales1.36×——Bottom 47%
Free-cash-flow yield2.84%——Bottom 31%
Earnings yield3.36%——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 peakTo lowDeclineLengthRecovery
Jun 11, 2026Sep 22, 2026-36.2%70 daysNot yet recovered
May 17, 2021Mar 8, 2022-24.1%204 days162 days (Oct 27, 2022)
Dec 8, 2022Mar 17, 2023-17.3%67 days82 days (Jul 17, 2023)
May 13, 2026Jun 1, 2026-16.1%12 days7 days (Jun 10, 2026)
Feb 13, 2025Mar 11, 2025-14.4%17 days16 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 2022FY 2023FY 2024FY 2025FY 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 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026Q4 2026Q1 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 2022FY 2023FY 2024FY 2025FY 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-dateAmountPaid
Oct 30, 2026$0.65Nov 13, 2026
Jul 31, 2026$0.65Aug 14, 2026
May 1, 2026$0.57May 15, 2026
Jan 30, 2026$0.57Feb 13, 2026
Oct 31, 2025$0.57Nov 14, 2025
Aug 1, 2025$0.57Aug 15, 2025
May 1, 2025$0.50May 15, 2025
Feb 3, 2025$0.50Feb 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