Added to YB: 2025-05-09
Pitch date: 2025-05-07
CASY [neutral]
Casey's General Stores, Inc.
+16.39%
current return
Author Info
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Company Info
Casey's General Stores, Inc., together with its subsidiaries, operates convenience stores under the Casey's and Casey’s General Store names in the United States.
Market Cap
$20.7B
Pitch Price
$464.01
Price Target
N/A
Dividend
0.41%
EV/EBITDA
17.96
P/E
35.73
EV/Sales
1.41
Sector
Consumer Staples Distribution and Retail
Category
growth
Casey’s General Stores: A Dollar General Approach to Gas Stations $casy
CASY (overview): Rural c-store chain adding high-margin fresh food (5th largest pizza chain) to make sparse locations viable. 72% stores in areas <20K people. New mgmt growing aggressively - 154 stores in 2024, CEFCO deal adds 198 more. Bull: scaling proven food model to new markets. Bear: drift from rural roots, pricey acquisitions (11x EBITDA), EV threat. Trading at 32x P/E with 19% 5yr EPS CAGR.
Read full article (6 min)