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Casey's General Stores, Inc.Informe acción NasdaqGS:CASY

Capitalización bursátil US$32.1b
Precio de las acciones
US$888.36
US$753
18.0% sobrevalorado descuento intrínseco
1Y106.2%
7D3.5%
Valor de la cartera
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Casey's General Stores, Inc.

Informe acción NasdaqGS:CASY

Capitalización de mercado: US$32.1b

Casey's General Stores (CASY) Resumen de Acciones

Casey's General Stores, Inc. junto con sus filiales, explota tiendas de conveniencia bajo los nombres Casey's y Casey's General Store en Estados Unidos. Saber más

Análisis fundamental de CASY
Puntuación del snowflake
Valoración0/6
Crecimiento futuro1/6
Rendimiento pasado5/6
Salud financiera4/6
Dividendos0/6

CASY Community Fair Values

Create Narrative

See what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Casey's General Stores, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Casey's General Stores
Precios históricos de las acciones
Precio actual de la acciónUS$888.36
Máximo en las últimas 52 semanasUS$889.99
Mínimo de 52 semanasUS$430.00
Beta0.65
Cambio en 1 mes20.87%
Variación en 3 meses33.81%
Cambio de 1 año106.18%
Variación en 3 años286.56%
Variación en 5 años305.18%
Variación desde la OPV76,045.12%

Noticias y actualizaciones recientes

Actualización de narrativa Apr 30

CASY: Inside Store Execution And Index Moves Will Support Premium P E Multiple

Analysts lifted the fair value estimate for Casey's General Stores to $753 per share from $739.63, citing a series of higher Street price targets and updated assumptions around slightly higher revenue growth and a modestly richer future P/E multiple. Analyst Commentary Recent Street research on Casey's General Stores has been active, with a series of higher price targets and one new initiation that collectively frame how analysts view the trade off between quality, growth, and valuation.
Actualización de narrativa Apr 14

CASY: Inside Store Execution And S&P 500 Inclusion Will Support Premium Multiple

Analysts have made a modest adjustment to the Casey's General Stores fair value estimate to $739.63, reflecting updated views on discount rates, slightly softer revenue growth assumptions, and steady profitability following a series of higher Street price targets anchored in recent Q3 results and inside store performance. Analyst Commentary Recent Street research on Casey's General Stores has centered on the latest fiscal Q3 report, with several firms adjusting price targets and revisiting their views on execution, mix, and store level performance.
Actualización de narrativa Mar 31

CASY: Higher Margin Inside-Store Mix Will Support Premium EBITDA Profile

Analysts have lifted the fair value estimate for Casey's General Stores to $808 from $750, citing stronger modeled revenue growth, a slightly lower discount rate, and Street research that points to solid Q3 execution, resilient inside-store trends, and support from higher price targets across several covering firms. Analyst Commentary Recent Street research around Casey's General Stores has been active, with several firms revisiting their assumptions following the latest fiscal Q3 report.

Recent updates

Actualización de narrativa Apr 30

CASY: Inside Store Execution And Index Moves Will Support Premium P E Multiple

Analysts lifted the fair value estimate for Casey's General Stores to $753 per share from $739.63, citing a series of higher Street price targets and updated assumptions around slightly higher revenue growth and a modestly richer future P/E multiple. Analyst Commentary Recent Street research on Casey's General Stores has been active, with a series of higher price targets and one new initiation that collectively frame how analysts view the trade off between quality, growth, and valuation.
Actualización de narrativa Apr 14

CASY: Inside Store Execution And S&P 500 Inclusion Will Support Premium Multiple

Analysts have made a modest adjustment to the Casey's General Stores fair value estimate to $739.63, reflecting updated views on discount rates, slightly softer revenue growth assumptions, and steady profitability following a series of higher Street price targets anchored in recent Q3 results and inside store performance. Analyst Commentary Recent Street research on Casey's General Stores has centered on the latest fiscal Q3 report, with several firms adjusting price targets and revisiting their views on execution, mix, and store level performance.
Actualización de narrativa Mar 31

CASY: Higher Margin Inside-Store Mix Will Support Premium EBITDA Profile

Analysts have lifted the fair value estimate for Casey's General Stores to $808 from $750, citing stronger modeled revenue growth, a slightly lower discount rate, and Street research that points to solid Q3 execution, resilient inside-store trends, and support from higher price targets across several covering firms. Analyst Commentary Recent Street research around Casey's General Stores has been active, with several firms revisiting their assumptions following the latest fiscal Q3 report.
Actualización de narrativa Mar 17

CASY: Q3 Execution And Inside Margins Will Support Premium Multiple Outlook

Analysts have raised the blended price target on Casey's General Stores from about $600 to roughly $740. This reflects updated models that incorporate stronger profit margins, a higher assumed future P/E multiple, and recent research highlighting solid Q3 execution and in-store performance.
Seeking Alpha Mar 10

Casey's: Why This Under The Radar Retailer Could Mirror The Costco Effect

Summary Casey's General Stores (CASY) remains fundamentally strong, but its forward P/E of 38x signals overvaluation and potential for underperformance. CASY's robust growth has been fueled by aggressive store expansion, acquisitions, and double-digit EBITDA growth, yet recent quarters show sequential EPS and revenue declines. Management projects continued growth with 80 new stores and EBITDA up 18–20%, supported by strong free cash flow and disciplined capital returns. Despite quality fundamentals and shareholder returns, I maintain a hold rating, preferring a 20–30% pullback before considering new positions. Read the full article on Seeking Alpha
Nueva narrativa Mar 08

Casey’s General Stores (CASY): The Rural Retail Fortress — Preparing for the Q3 Earnings Reveal.

Casey’s General Stores (CASY) is currently trading at $664.60 as of the March 6, 2026, market close, sitting just below its 52-week high of $690.00. Unlike traditional fuel retailers, Casey’s operates as a hybrid between a convenience store and a high-volume restaurant, famously holding the title of the fifth-largest pizza chain in the United States.
Actualización de narrativa Mar 03

CASY: Foodservice Mix And Store Expansion Will Support Premium EBITDA Profile

The analyst price target for Casey's General Stores in our framework has moved to $750 from $700, reflecting recent Street research that points to a premium P/E, a focus on higher margin foodservice, and analyst views that emphasize the company’s EBITDA track record, despite at least one more cautious rating shift. Analyst Commentary Recent research on Casey's General Stores has leaned constructive, with several bullish analysts lifting price targets and initiating coverage at premium valuation levels.
Actualización de narrativa Feb 17

CASY: Foodservice Margin Assumptions Will Test Rich Sector Premium

Analysts have lifted their consolidated price target for Casey's General Stores by $71, reflecting updated assumptions for slightly higher revenue growth and margins. They continue to support the stock with a series of recent target hikes and positive initiations despite one downgrade.
Actualización de narrativa Feb 03

CASY: Rich Sector Premium Will Face Foodservice Execution And Margin Risk

Narrative Update The analyst price target for Casey's General Stores has shifted higher from about $470.93 to $530.00, with analysts pointing to support from higher assumed profit margins, a slightly lower future P/E, and recent bullish coverage and target increases, even as revenue growth assumptions and the applied discount rate are adjusted. Analyst Commentary Recent Street research around Casey's General Stores has been active, with several firms revisiting their views, updating price targets, and restarting coverage.
Actualización de narrativa Jan 19

CASY: Foodservice Focus And Store Expansion Will Support Premium Rating Potential

Narrative Update The analyst price target for Casey's General Stores has moved to $700 from about $681.58 as analysts factor in higher assumed revenue growth, a slightly higher future P/E multiple, and recent research highlighting the chain's focus on higher margin foodservice and its consistency on EBITDA over multi year periods. Analyst Commentary Bullish analysts are leaning into a more constructive view on Casey's General Stores, with recent research pointing to higher value being placed on its foodservice mix and long term consistency in EBITDA.
Actualización de narrativa Jan 05

CASY: Future Store Expansion And Buybacks Will Support A Higher Market Rating

Analysts have raised their price target on Casey's General Stores from US$584 to about US$682, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News From August 1, 2025 to October 31, 2025, Casey's repurchased 61,535 shares, representing 0.17% of shares, for US$31.25 million under its ongoing buyback program (Key Developments).
Actualización de narrativa Dec 18

CASY: Store Expansion And Margin Outlook Will Support Premium Multiple Ahead

Analysts have nudged their price target for Casey's General Stores higher from 591.86 dollars to 600.00 dollars, citing slightly improved margin expectations and a modestly lower discount rate that more than offset trimmed revenue growth and a reduced future earnings multiple. What's in the News Plans to open at least 80 additional stores in fiscal 2026 through a mix of acquisitions and new builds, targeting roughly 500 new locations over the current three year strategic plan, with about 600 million dollars in capital spending on property and equipment (Key Developments).
Actualización de narrativa Dec 04

CASY: Fuel And Inside Store Momentum Will Support Premium Multiple Ahead

Analysts have raised their price target on Casey's General Stores by about $6 to approximately $592, citing a strong Q1 earnings beat, sustained fuel and inside store momentum, and confidence that the company can support a premium earnings multiple despite slightly lower long term growth and margin assumptions. Analyst Commentary Recent Street commentary reflects a generally constructive view on Casey's General Stores, with several firms lifting price targets in response to the Q1 performance and updated growth outlook.
Actualización de narrativa Nov 20

CASY: Sustained Store Expansion And Strong Margins Will Support Premium Multiples Ahead

Analysts have raised their average price target for Casey's General Stores by approximately $45. They cite strong Q1 earnings, sustained fuel margins, and continued store growth momentum as key drivers for their increased outlook.
Artículo de análisis Nov 07

Calculating The Fair Value Of Casey's General Stores, Inc. (NASDAQ:CASY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Casey's General Stores fair value estimate is US$603 Current...
Actualización de narrativa Nov 06

CASY: Future Expansion Plans Will Drive Sustained Momentum And Premium Multiples

Casey's General Stores saw its analyst price target edge up modestly to $585.85 from $583.69. Analysts cited a strong Q1 earnings beat, impressive growth strategy execution, and projected sustained internal momentum as key drivers behind the revision.
Actualización de narrativa Oct 23

Analysts Raise Targets for Casey's General Stores as Growth Outlook and Valuation Improve

Casey's General Stores saw its analyst price target increase from $581 to $583.69, as analysts highlighted the company's strong Q1 earnings beat, continued momentum, and improved growth prospects in both fuel and in-store operations. Analyst Commentary Analysts have responded positively to Casey's General Stores' latest performance and outlook, with several major firms raising their price targets and highlighting key drivers for the company's growth and valuation.
Actualización de narrativa Oct 09

Store Expansion And Digital Platform Upgrades Will Shape Future Markets

Casey's General Stores' analyst price target has been raised from $571 to $581. Analysts highlight the company's stronger growth outlook, improved pricing power, and sustained gains in both fuel and in-store performance.
Actualización de narrativa Sep 25

Store Expansion And Digital Platform Upgrades Will Shape Future Markets

Analysts have raised their price target for Casey’s General Stores to $571.38, citing robust growth in market share, superior execution, strong fuel margins, and sustained inside-store momentum, which support higher EPS estimates and continued premium valuation. Analyst Commentary Bullish analysts cite Casey's successful execution of its growth strategy, with notable gains in pricing power and market share, leading to raised EPS estimates for 2026.
Artículo de análisis Sep 11

Casey's General Stores, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, Casey's General Stores, Inc. ( NASDAQ:CASY ) just kicked off its latest quarterly results with some...
Actualización de narrativa Sep 10

Store Expansion And Digital Platform Upgrades Will Shape Future Markets

Casey's General Stores' price target was raised to $564.33 as analysts cite robust Q1 earnings, sustained fuel and in-store margin strength, and durable growth prospects, though the stock now trades at a premium multiple above 30x EPS. Analyst Commentary Strong Q1 earnings beat, with EPS ahead of consensus, driven by share gains and robust margins in both fuel and in-store sales.
Artículo de análisis Sep 05

Casey's General Stores (NASDAQ:CASY) Has Some Way To Go To Become A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Artículo de análisis Jul 30

Is Now The Time To Put Casey's General Stores (NASDAQ:CASY) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Jul 16

Casey's General Stores (NASDAQ:CASY) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jun 12

Casey's General Stores, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

It's been a pretty great week for Casey's General Stores, Inc. ( NASDAQ:CASY ) shareholders, with its shares surging...
Artículo de análisis May 29

A Look At The Intrinsic Value Of Casey's General Stores, Inc. (NASDAQ:CASY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Casey's General Stores fair value estimate is US$433 With...
Seeking Alpha Mar 12

Casey's General Stores: Upbeat Results, Still A Quality Hold

Summary Casey's General Stores, Inc. shows strong growth with a 17.1% revenue increase and a 14.3% rise in inside gross profit, despite moderating growth rates and some near-term earnings pressure. Operating expenses are well-controlled, up only 3.2% excluding credit card fees, even with more stores, highlighting efficient cost management. Shares are currently expensive, but a market selloff presenting prices well under $400 offers a good entry point; today, shares are rated a hold. Fiscal 2025 EBITDA growth is expected at 11%, with EPS aided by share repurchases; inside store sales are projected to rise 3%-5%. Read the full article on Seeking Alpha
Seeking Alpha Feb 19

Casey's General Stores: A Solid, But Pricey Operator

Summary Casey's General Stores, Inc. has shown strong operational performance and strategic M&A activities, but high expectations and valuation multiples make me cautious about future returns. After a 75% rise in share price since mid-2023, concerns have risen as expectations have risen. The acquisition of Fikes Wholesale adds significant value, but increased leverage and high earnings multiples suggest a less compelling risk-reward scenario. I remain cautious about CASY shares and prefer to sit on the sidelines, despite Casey's strong positioning and continued growth through bolt-on M&A and tuck-in deals. Read the full article on Seeking Alpha
Seeking Alpha Dec 20

Casey's General Stores: High Valuation Appears To Have Already Priced In The Upside

Summary I recommend a hold rating for Casey’s General Stores due to its current valuation already reflecting the improved fundamental outlook. CASY reported strong 2Q25 results, with total revenue of $3.95 billion and significant EBIT and EBITDA growth, driven by robust fuel margins and inside store sales. Management's conservative FY26 outlook suggests potential for beating guidance, but the current valuation tempers my enthusiasm for a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Nov 24

Casey's General Stores: A Dividend Aristocrat Growth Investors Should Put On Their Radar

Summary Casey's General Stores has shown impressive growth, with a 17.35% stock increase since September, outperforming the S&P 500 significantly. Despite strong earnings and a strategic acquisition in Texas, Casey's valuation appears stretched, leading to a downgrade from buy to hold. The company's low payout ratio and solid balance sheet support future dividend growth and potential for further acquisitions. The current high valuation presents downside risks, but Casey's remains a strong dividend growth stock worth considering at a more attractive price. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Casey's General Stores: Well-Run Business, But Not An Attractive Buy Now

Summary Casey’s General Stores has outperformed its staple peers and the S&P 500, by quite a significant margin this year. We highlight some of the admirable sub-plots of this story, which include strategic rural expansion, efficient supply chain, strong cost management and exciting dividend growth. CASY's shareholder yield is currently below par and reflects the steep price appreciation, and the likely pressure on the balance sheet driven by its largest ever acquisition. Forward P/E valuations look very steep, particularly in light of the underwhelming earnings growth on offer for FY25. The price action is looking overextended on the standalone and relative strength charts. Read the full article on Seeking Alpha
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Nueva narrativa Sep 24

Decisive Expansions And Innovations Poised To Fuel Revenue And Profit Growth

Expansion and innovation in food and beverage offerings aim to increase same-store sales, margins, and customer loyalty.

Rentabilidad de los accionistas

CASYUS Consumer RetailingMercado US
7D3.5%1.1%0.5%
1Y106.2%21.9%25.4%

Rentabilidad vs. Industria: CASY superó a la industria US Consumer Retailing, que obtuvo un rendimiento del 21.9% el año pasado.

Rentabilidad vs. Mercado: CASY superó al mercado US, que obtuvo un rendimiento del 25.4% el año pasado.

Volatilidad de los precios

Is CASY's price volatile compared to industry and market?
CASY volatility
CASY Average Weekly Movement3.7%
Consumer Retailing Industry Average Movement5.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: CASY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de CASY (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
195936,305Darren Rebelezwww.caseys.com

Casey's General Stores, Inc. junto con sus filiales, explota tiendas de conveniencia bajo los nombres Casey's y Casey's General Store en Estados Unidos. Sus tiendas ofrecen pizza, donuts, productos para el desayuno y sándwiches, así como productos de tabaco y nicotina. Las tiendas de la empresa también ofrecen refrescos, bebidas energéticas, agua, bebidas para deportistas, zumos, café y té y productos lácteos; cerveza, vino y licores; aperitivos, dulces, bollería envasada y otros alimentos; hielo, helados, comidas y aperitivos; productos de salud y belleza, productos de automoción, accesorios electrónicos y artículos para el hogar; y palitos de pan, wraps, alitas de pollo y tenders, croissants y galletas para el desayuno, burritos para el desayuno, hash browns, hamburguesas, galletas y brownies, y otros artículos de temporada.

Resumen de fundamentos de Casey's General Stores, Inc.

¿Cómo se comparan los beneficios e ingresos de Casey's General Stores con su capitalización de mercado?
Estadísticas fundamentales de CASY
Capitalización bursátilUS$32.05b
Beneficios(TTM)US$650.07m
Ingresos (TTM)US$16.98b
50.5x
Ratio precio-beneficio (PE)
1.9x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de CASY
IngresosUS$16.98b
Coste de los ingresosUS$12.82b
Beneficio brutoUS$4.17b
Otros gastosUS$3.52b
BeneficiosUS$650.07m

Últimos beneficios comunicados

Jan 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)17.59
Margen bruto24.54%
Margen de beneficio neto3.83%
Ratio deuda/patrimonio60.4%

¿Cómo se ha desempeñado CASY a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.3%
Rentabilidad actual por dividendo
13%
Ratio de pagos
¿Cuándo hay que comprar CASY para recibir un próximo dividendo?
fechas de dividendos de Casey's General Stores
Fecha ex dividendoMay 01 2026
Fecha de pago de dividendosMay 15 2026
Días hasta ex dividendo13 days
Días hasta la fecha de pago de dividendos1 day

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/13 07:07
Precio de las acciones al final del día2026/05/13 00:00
Beneficios2026/01/31
Ingresos anuales2025/04/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Casey's General Stores, Inc. está cubierta por 27 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Karen ShortBarclays
Brian McNamaraBerenberg
Brandon FletcherBernstein