Casey's General Stores 경영진
경영진 기준 점검 4/4
Casey's General Stores CEO는 Darren Rebelez, Jun2019 에 임명되었습니다 의 임기는 7.08 년입니다. 총 연간 보상은 $10.68M, 11.2% 급여 및 88.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $86.69M 가치에 해당하는 회사 주식의 0.29% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.1 년과 7.7 년입니다.
핵심 정보
Darren Rebelez
최고경영자
US$10.7m
총 보수
| CEO 급여 비율 | 11.24% |
| CEO 재임 기간 | 7.1yrs |
| CEO 지분 보유율 | 0.3% |
| 경영진 평균 재임 기간 | 6.1yrs |
| 이사회 평균 재임 기간 | 7.7yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jul 02
CASY: Premium P E Will Depend On Inside Margins And Store Expansion
Casey's General Stores' analyst price target has been revised higher from $605 to $826.73 as analysts highlight support from updated fair value assumptions, a slightly lower discount rate, modestly adjusted revenue growth expectations, improved profit margin assumptions, and a higher future P/E multiple in line with recent research commentary on the stock. Analyst Commentary Recent research on Casey's General Stores has been broadly constructive, with many firms lifting price targets following what they describe as strong execution in core operations, fuel margins, and inside-store performance.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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$714m |
| Jan 31 2026 | n/a | n/a | US$650m |
| Oct 31 2025 | n/a | n/a | US$607m |
| Jul 31 2025 | n/a | n/a | US$582m |
| Apr 30 2025 | US$11m | US$1m | US$547m |
| Jan 31 2025 | n/a | n/a | US$535m |
| Oct 31 2024 | n/a | n/a | US$535m |
| Jul 31 2024 | n/a | n/a | US$513m |
| Apr 30 2024 | US$11m | US$1m | US$502m |
| Jan 31 2024 | n/a | n/a | US$471m |
| Oct 31 2023 | n/a | n/a | US$484m |
| Jul 31 2023 | n/a | n/a | US$463m |
| Apr 30 2023 | US$11m | US$1m | US$447m |
| Jan 31 2023 | n/a | n/a | US$450m |
| Oct 31 2022 | n/a | n/a | US$414m |
| Jul 31 2022 | n/a | n/a | US$374m |
| Apr 30 2022 | US$9m | US$1m | US$340m |
| Jan 31 2022 | n/a | n/a | US$322m |
| Oct 31 2021 | n/a | n/a | US$296m |
| Jul 31 2021 | n/a | n/a | US$311m |
| Apr 30 2021 | US$8m | US$1m | US$313m |
| Jan 31 2021 | n/a | n/a | US$333m |
| Oct 31 2020 | n/a | n/a | US$329m |
| Jul 31 2020 | n/a | n/a | US$299m |
| Apr 30 2020 | US$12m | US$792k | US$264m |
보상 대 시장: Darren의 총 보수(USD10.68M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M) 수준입니다.
보상과 수익: Darren의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Darren Rebelez (60 yo)
7.1yrs
재임 기간
US$10,680,190
보수
Mr. Darren M. Rebelez serves as Independent Director at Genuine Parts Company since June 01, 2023. He has been the Chief Executive Officer, President and Director at Casey's General Stores, Inc. since June...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 7.1yrs | US$10.68m | 0.29% $ 86.7m | |
| Senior VP & CFO | 6.1yrs | US$3.65m | 0.097% $ 28.5m | |
| Chief Operating Officer | 6.1yrs | US$3.82m | 0.068% $ 20.1m | |
| Chief Human Resources Officer | 6.7yrs | US$2.07m | 0.028% $ 8.2m | |
| Senior VP & Chief Merchandising Officer | 6.8yrs | US$2.35m | 0.039% $ 11.6m | |
| Vice President of Accounting | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Information Officer | 3.5yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Investor Relations & Business Development | 6.2yrs | US$775.65k | 데이터 없음 | |
| Chief Legal Officer | 4.5yrs | 데이터 없음 | 0.017% $ 5.1m | |
| Director of Communications | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP & Head of CEFCO | 6.1yrs | US$1.48m | 데이터 없음 | |
| VP & Chief Information Security Officer | 5.3yrs | 데이터 없음 | 데이터 없음 |
6.1yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: CASY의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.1 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 7.1yrs | US$10.68m | 0.29% $ 86.7m | |
| Independent Director | 5yrs | US$281.54k | 0.0061% $ 1.8m | |
| Independent Director | 11.8yrs | US$272.54k | 0.020% $ 6.0m | |
| Independent Director | 8.3yrs | US$284.04k | 0.014% $ 4.0m | |
| Independent Director | 2yrs | US$266.54k | 0.0022% $ 640.3k | |
| Independent Director | 8.3yrs | US$270.29k | 0.0097% $ 2.8m | |
| Independent Director | 8.3yrs | US$272.29k | 0.0097% $ 2.9m | |
| Lead Independent Director | 8.3yrs | US$308.29k | 0.013% $ 4.0m | |
| Independent Director | 9yrs | US$293.25k | 0.026% $ 7.6m | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 3.8yrs | US$275.29k | 0.013% $ 3.8m | |
| Independent Director | 4.1yrs | US$275.29k | 0.0046% $ 1.4m |
7.7yrs
평균 재임 기간
60yo
평균 나이
경험이 풍부한 이사회: CASY의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/06 15:01 |
| 종가 | 2026/07/06 00:00 |
| 수익 | 2026/04/30 |
| 연간 수익 | 2026/04/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Casey's General Stores, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Karen Short | Barclays |
| Brian McNamara | Berenberg |
| Brandon Fletcher | Bernstein |