| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 41 | 29.6x | 17.8x | Around median | |
Growth | 78 | 13.8% | 7.1% | Top tier | |
Quality | 61 | 12.8% | 4.5% | Around median | |
Safety | 74 | 1.6x | 2.6x | Top tier | |
Capital Return | 40 | 0.38% | 2.12% | Bottom tier | |
Momentum | 49 | 64.9% | 2.9% | Around median | |
Sentiment | 84 | 13 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Casey's General Stores operates a retail store network that combines three revenue streams under one operating structure: prepared food and dispensed beverages, grocery and general merchandise, and motor fuel. The company relies on products such as pizza and wings, alongside the Casey's Rewards platform, whose membership has surpassed 11 million, to drive traffic into its stores and fuel stations. In Q1 fiscal 2027, inside sales totaled $1.78 billion, including $493 million from prepared food and dispensed beverages and $1.28 billion from grocery and general merchandise, while fuel revenue benefited from a 33% increase in the average price per gallon and a 2.5% increase in total gallons sold.
In Q1 fiscal 2027, ended July 31, 2026, revenue rose 24.3% to $5.68 billion, net income increased 27.1% to $273.7 million, and diluted earnings per share reached $7.37, up 27.7%. EBITDA also increased 17.1% to $485.1 million, while gross profit reached $1.24 billion, up 11.4%. Inside-store operations achieved a gross margin of 42.2%, up 30 basis points, while prepared food and dispensed beverages recorded a margin of 59.3%, compared with 35.6% for grocery and general merchandise, and the fuel margin reached 47.8 cents per gallon.
The analyst consensus is “Buy,” with an average price target of $925.92 and a wide range between $750 and $1,069; the average is very close to the upper end of the 52-week range of $927.85, versus a low of $497.38. In contrast, a valuation published on September 8, 2026 showed a price-to-earnings ratio of 32.4 times and an enterprise value-to-EBITDA multiple of 18.3 times, reflecting high growth expectations and explaining the sharp repricing when same-store sales slowed despite earnings and revenue exceeding expectations.
Figures in the text are as of 2026-09-10; the live price is shown at the top of the page.
Net income rose 27.1% to $273.7 million, and diluted earnings per share increased 27.7% to $7.37. EBITDA rose 17.1% to $485.1 million, supported by 6.3% growth in inside-store gross profit and 19.6% growth in fuel gross profit. The inside-store margin also increased 30 basis points to 42.2%, while the fuel margin reached 47.8 cents per gallon.
Earnings per share reached $7.37, exceeding expectations by $0.55, while revenue reached approximately $5.68 billion, about $140 million above estimates. However, inside-store same-store sales growth slowed to 3.2% from 4.3%, while same-store fuel gallons declined 0.3%. With a price-to-earnings ratio of 32.4 times according to a valuation published on September 8, 2026, the market focused more on slowing organic growth and valuation sensitivity than on the headline beats.
Casey's remodeled approximately 50 Cefco stores in fiscal 2026 and another 24 stores in Q1 fiscal 2027. Converted stores achieved an average increase of more than 30% in prepared food and dispensed beverage sales compared with the pre-conversion period. However, conversion work pressured inside-store same-store sales by approximately 25 basis points and same-store fuel gallons by 50 basis points, and management expects the meaningful positive net impact to begin in Q4 fiscal 2027.
Automated analysis for informational purposes only — not investment advice.
Prepared food and dispensed beverage sales reached $493 million in Q1 fiscal 2027, up 7.4%, with a gross margin of 59.3%. Same-store sales increased 4.8%, with whole-pizza units growing by approximately double digits. Wings are available in 850 stores, 38% of wings orders consisted solely of wings, and wings sales in the Des Moines area rose 46% year over year.
The fuel margin reached 47.8 cents per gallon in Q1 fiscal 2027, but moved between the 30-cent and 60-cent ranges during the quarter, highlighting significant volatility. In prepared food, the cost of cheese declined 9% to $1.93 per pound and provided an approximately 45-basis-point margin benefit, while the company was hedged for approximately 80% of its needs through early Q1 of the following fiscal year. In contrast, operating expenses rose 8%, and management expects a similar increase in Q2 fiscal 2027 due to factors including credit card fees and higher operating costs.
Available liquidity totaled $1.4 billion as of July 31, 2026, and the credit facility debt-to-EBITDA ratio was 1.5 times. Operations generated $384 million in cash flow, while spending on property and equipment totaled $194 million, resulting in free cash flow of $190 million. This declined from $262 million in the comparable period due to the planned increase in capital spending on Cefco store conversions, while the company repurchased approximately $46 million of shares.
