Added to YB: 2026-08-20
Pitch date: 2026-06-04
YSWY [bullish]
Yesway, Inc.
+16.98%
current return
Author Info
No bio for this author
Company Info
Yesway, Inc. owns and operates convenience stores in the United States. The company’s store offers packaged bakery items, bottled water, salty snacks, bagged candy, jerky, chips, milk, bread, eggs, packaged beverages, meat snacks, chocolate, and nuts.
Market Cap
$777.1M
Pitch Price
$22.02
Price Target
35.00 (+36%)
Dividend
N/A
EV/EBITDA
7.31
P/E
9.48
EV/Sales
0.71
Sector
Consumer Staples Distribution and Retail
Category
value
Yesway, Inc. - $YSWY
YSWY: High-quality Southwest C-store operator at ~8.5x EBITDA vs peers >10x (CASY 19x). 54% GP from merchandise (best ex-CASY), underweight nicotine (22% GP), private-label deep-fried burrito driving SSS/margin. Guiding 5% store growth via SLBs at 30% ROIC. PT $35, 67% upside on rerate to 11.6x (MUSA-level). Risk: volatile fuel margins.
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