Casey's General Stores (CASY) Aperçu de l'action
Casey's General Stores, Inc. et ses filiales exploitent des magasins de proximité sous les enseignes Casey's et Casey's General Store aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 1/6 |
| Performances passées | 5/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
CASY Community Fair Values
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Analyst Price Targets
Casey's General Stores, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$778.63 |
| Plus haut sur 52 semaines | US$927.85 |
| Plus bas sur 52 semaines | US$490.00 |
| Bêta | 0.62 |
| Variation sur 1 mois | 1.50% |
| Variation sur 3 mois | 10.48% |
| Variation sur 1 an | 53.82% |
| Variation sur 3 ans | 219.27% |
| Variation sur 5 ans | 299.09% |
| Évolution depuis l'introduction en bourse | 66,639.70% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jun 24
Casey's General Stores: The Costco Effect Has Gone Too Far
Summary Casey's General Stores delivers robust growth, driven by aggressive expansion, acquisitions, and strong operational execution. CASY's forward P/E sits close to 40x, well above historical averages and peers, raising concerns about valuation-driven underperformance. Despite a 14% dividend increase and strong balance sheet, current growth is likely priced in, elevating downside risk in a market correction. I maintain a Hold rating, citing quality fundamentals but cautioning that paying above 30x earnings could result in future underperformance. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 18
CASY: Fuel Margins And Inside Execution Will Support Premium Stock Multiple
Analysts have lifted the Casey's General Stores fair value estimate from $753 to $945, reflecting higher price targets that cite strong Q4 execution, resilient fuel margins, and steady inside-store sales trends as key supports. Analyst Commentary Recent research on Casey's General Stores clusters around strong execution in Q4, fuel profitability, and steady inside-store performance, with a wide range of price targets reflecting different views on how sustainable these trends may be and how much investors should pay for them.Recent updates
Seeking Alpha • Jun 24
Casey's General Stores: The Costco Effect Has Gone Too Far
Summary Casey's General Stores delivers robust growth, driven by aggressive expansion, acquisitions, and strong operational execution. CASY's forward P/E sits close to 40x, well above historical averages and peers, raising concerns about valuation-driven underperformance. Despite a 14% dividend increase and strong balance sheet, current growth is likely priced in, elevating downside risk in a market correction. I maintain a Hold rating, citing quality fundamentals but cautioning that paying above 30x earnings could result in future underperformance. Read the full article on Seeking AlphaMise à jour du récit • Jun 18
CASY: Fuel Margins And Inside Execution Will Support Premium Stock Multiple
Analysts have lifted the Casey's General Stores fair value estimate from $753 to $945, reflecting higher price targets that cite strong Q4 execution, resilient fuel margins, and steady inside-store sales trends as key supports. Analyst Commentary Recent research on Casey's General Stores clusters around strong execution in Q4, fuel profitability, and steady inside-store performance, with a wide range of price targets reflecting different views on how sustainable these trends may be and how much investors should pay for them.
Mise à jour du récit • Jun 03
CASY: Inside-Store Mix And S&P 500 Inclusion Will Support Premium Earnings Multiple
Casey's General Stores' analyst price target framework is updated from $808 to $1,000, reflecting analysts' higher fair value and P/E assumptions, which are supported by a series of recent target raises tied to consistent execution, perceived defensiveness, and favorable views on inside-store mix and margins. Analyst Commentary Recent research updates show a cluster of higher price targets for Casey's General Stores, with several analysts citing solid execution, resilient inside-store trends, and disciplined cost control as key supports for their valuation work.
Mise à jour du récit • May 16
CASY: Premium P E Will Rely On Sustained Inside Store Margins
Casey's General Stores' analyst fair value estimate has been revised to $605 from $530, with analysts pointing to recent price target increases across the Street. These highlight solid Q3 execution, inside-store sales and margin performance, and disciplined cost management as key supports for their updated assumptions on growth, profitability, and future P/E.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...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 AlphaSeeking 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 AlphaSeeking 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 AlphaRendement pour les actionnaires
| CASY | US Consumer Retailing | US Marché | |
|---|---|---|---|
| 7D | -7.6% | 0.08% | -2.5% |
| 1Y | 53.8% | 11.0% | 19.0% |
Rendement vs Industrie: CASY a dépassé le secteur US Consumer Retailing qui a rapporté 11 % au cours de l'année écoulée.
Rendement vs marché: CASY a dépassé le marché US qui a rapporté 19 % au cours de l'année écoulée.
Volatilité des prix
| CASY volatility | |
|---|---|
| CASY Average Weekly Movement | 7.0% |
| Consumer Retailing Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: CASY n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CASY ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1959 | 36,669 | Darren Rebelez | www.caseys.com |
Casey's General Stores, Inc., ainsi que ses filiales, exploite des magasins de proximité sous les enseignes « Casey's » et « Casey’s General Store » aux États-Unis. Ses magasins proposent des pizzas, des beignets, des petits-déjeuners chauds et des sandwichs, ainsi que des boissons, du tabac et des produits à base de nicotine. Les magasins de la société proposent également des boissons non alcoolisées, des boissons énergisantes, de l’eau, des boissons pour sportifs, des jus de fruits, du café, du thé et des produits laitiers ; de la bière, du vin et des spiritueux ; des snacks, des bonbons, des produits de boulangerie emballés et d’autres produits alimentaires ; de la glace, des glaces, des plats préparés et des amuse-bouches ; des produits de santé et de beauté, des produits automobiles, des accessoires électroniques et des articles ménagers.
Casey's General Stores, Inc. Résumé des fondamentaux
| CASY statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$28.81b |
| Bénéfices(TTM) | US$714.45m |
| Recettes(TTM) | US$17.56b |
40.3x
Ratio P/E1.6x
Ratio P/SLe site CASY est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CASY compte de résultat (TTM) | |
|---|---|
| Recettes | US$17.56b |
| Coût des recettes | US$13.24b |
| Marge brute | US$4.32b |
| Autres dépenses | US$3.61b |
| Les revenus | US$714.45m |
Derniers bénéfices déclarés
Apr 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 19.31 |
| Marge brute | 24.61% |
| Marge bénéficiaire nette | 4.07% |
| Ratio dettes/capitaux propres | 58.6% |
Quelles ont été les performances à long terme de CASY?
Voir les performances historiques et les comparaisonsDividendes
0.3%
Rendement actuel des dividendes12%
Ratio de distributionLe site CASY verse-t-il des dividendes fiables ?
Voir CASY l'historique des dividendes et les indices de référence| Casey's General Stores dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 31 2026 |
| Date de paiement du dividende | Aug 14 2026 |
| Jours jusqu'au dividende Ex | 33 days |
| Jours jusqu'à la date de paiement du dividende | 47 days |
Le site CASY verse-t-il des dividendes fiables ?
Voir CASY l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/28 08:15 |
| Cours de l'action en fin de journée | 2026/06/26 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2026/04/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Casey's General Stores, Inc. est couverte par 26 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Karen Short | Barclays |
| Brian McNamara | Berenberg |
| Brandon Fletcher | Bernstein |