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What this page is: Delvantic's full research page for Casey's General Stores Inc. (CASY) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
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profile-header/price-overview— company profile, live quote, market capextended-analysis— the core: three AI lens reads with findings, scores, and the analyst memofuture-predictions— our forward price-band predictionsmarket-narrative/ai-findings/gpt-critique— narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)- Members-only sections (render as login gates for anonymous readers):
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Casey's General Stores Inc.
CASY NASDAQ
Consumer Cyclical · Specialty Retail
Ankeny, IA 50021, United States
caseys.com
Price
$853.78
Market Cap
$31.6B
Employees
23,490
Beta
0.62
Avg Volume
345,096
Last Dividend
$2.36
CEO
Mr. Darren M. Rebelez
Casey's General Stores Inc. is a U.S. convenience store and fuel retailer headquartered in Ankeny, Iowa. The company operates a large network of convenience stores, primarily across the Midwest, with a notable presence in smaller and rural communities. Casey's General Stores focuses on a combined offering of self-service motor fuel and in-store merchandise, with a significant share of gross profit generated from inside sales rather than fuel. Its stores provide a wide assortment of grocery items, prepared foods such as pizza and other hot foods, snacks, beverages, and general merchandise, alongside services like ATM access, lottery products, and prepaid cards. Many locations also feature car wash services and sell beer, wine, and spirits where permitted. By integrating fuel, foodservice, and everyday convenience products, Casey's General Stores plays a key role in the regional convenience retail market and serves as a frequent destination for both quick-service meals and essential household purchases.
Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 13 No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Jun 9, 2026.
EPS surprise history — vs analyst consensus · 5 prints of vendor history
+15.4%
Sep '25
+6.3%
Dec '25
+16.7%
Mar '26
-150.0%
Mar '26
+32.0%
Jun '26
| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Jun 9, 2026 | $3.31 | $4.37 +32.0% | — | — |
| Mar 24, 2026 | $-0.40 | $-1.00 -150.0% | — | — |
| Mar 9, 2026 | $2.99 | $3.49 +16.7% | — | — |
| Dec 9, 2025 | $5.20 | $5.53 +6.3% | — | — |
| Sep 8, 2025 | $5.00 | $5.77 +15.4% | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
Last updated: Aug 13, 2026 10:27pm (9h ago)| Filed | Form | Document |
|---|---|---|
| Jul 31, 2026 | SCHEDULE 13G/A | View |
| Jul 31, 2026 | SCHEDULE 13G/A | View |
| Jul 27, 2026 | SCHEDULE 13G/A | View |
| Jul 22, 2026 | ARS | View |
| Jul 22, 2026 | DEFA14A | View |
| Jul 22, 2026 | DEF 14A | View |
| Jul 10, 2026 | 4 | View |
| Jul 10, 2026 | 4 | View |
| Jul 10, 2026 | 4 | View |
| Jul 9, 2026 | 4 | View |
| Jul 9, 2026 | 144 | View |
| Jul 8, 2026 | 144 | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 14, 2026 8:03am (just now)
Current data · timestamped when a report runs
$853.78
Change · Aug 14
+14.75 (+1.76%)
Day Range
$839.70 – $856.33
52-Week Range
$490.00 – $927.85
50-Day MA
$833.80
200-Day MA
$705.12
Volume
242,991.00
Share Structure
Outstanding
36,904,285.00
Float
36,051,297.00
Free Float
97.7%
High free float
— 97.7% of shares trade freely, ~2.3% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
TD Twelve Data statement
HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEXStock Price / EPS (Diluted)
44.56
Stock Price: $853.78
EPS (Diluted): 19.16
EPS (Diluted): 19.16
P/B Ratio (Price vs net asset value)
HEXStock Price / Book Value Per Share
8.05
Stock Price: $853.78
Total Equity: $3.95B
Shares: 37,281,653
Total Equity: $3.95B
Shares: 37,281,653
EV/EBITDA (Total value vs operating profit)
HEXEnterprise Value / EBITDA
17.33
Market Cap: $31.59B
Total Debt: $2.43B
Cash: $522.99M
EBITDA: $1.93B
Total Debt: $2.43B
Cash: $522.99M
EBITDA: $1.93B
Enterprise Value (Takeover price (cap + debt - cash))
HEXMarket Cap + Total Debt - Cash
$33.5B
Market Cap: $31.59B
Total Debt: $2.43B
Cash: $522.99M
Total Debt: $2.43B
Cash: $522.99M
Gross Margin (Revenue left after direct costs)
HEXGross Profit / Revenue
24.6%
Gross Profit: $4.32B
Revenue: $17.56B
Revenue: $17.56B
Operating Margin (Revenue left after all operations)
HEXOperating Income / Revenue
8.4%
Operating Income: $1.48B
Revenue: $17.56B
Revenue: $17.56B
Net Margin (Revenue left as actual profit)
HEXNet Income / Revenue
4.1%
Net Income: $714.45M
Revenue: $17.56B
Revenue: $17.56B
ROE (Profit from shareholder equity)
HEXNet Income / Total Equity
18.1%
Net Income: $714.45M
Total Equity: $3.95B
Total Equity: $3.95B
ROIC (Profit from all invested capital)
HEXNOPAT / Invested Capital
19.3%
Operating Income: $1.48B
Tax Rate: 23.8%
Equity: $3.95B
Total Debt: $2.43B
Cash: $522.99M
Tax Rate: 23.8%
Equity: $3.95B
Total Debt: $2.43B
Cash: $522.99M
Current Ratio (Can it pay short-term bills)
HEXCurrent Assets / Current Liabilities
1.01
Current Assets: $1.36B
Current Liabilities: $1.35B
Current Liabilities: $1.35B
Debt/Equity (Leverage — debt vs equity)
HEXTotal Debt / Total Equity
0.62
Short-Term Debt: $101.36M
Long-Term Debt: $2.33B
Total Debt: $2.43B
Total Equity: $3.95B
Long-Term Debt: $2.33B
Total Debt: $2.43B
Total Equity: $3.95B
Rev/Share (Top-line per share)
HEXRevenue / Shares Outstanding
$471.04
Revenue: $17.56B
Shares: 37,281,653
Shares: 37,281,653
Book Value/Share (Net assets per share)
HEX(Total Assets - Total Liabilities) / Shares
$106.00
Total Equity: $3.95B
Shares: 37,281,653
Shares: 37,281,653
FCF/Share (Real cash generated per share)
HEX(Operating Cash Flow + CapEx) / Shares
$19.36
Operating CF: $1.38B
CapEx: -$655.92M
Shares: 37,281,653
CapEx: -$655.92M
Shares: 37,281,653
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TDLast Annual Dividend / Stock Price
0.3%
Last Dividend: $2.36
Stock Price: $853.78
Stock Price: $853.78
Payout Ratio (Earnings paid out as dividends)
HEXDividends Paid / Net Income
11.6%
Dividends Paid: -$83.14M
Net Income: $714.45M
Net Income: $714.45M
Income Statement (Annual)
Last updated: Aug 14, 2026 7:36am (26m ago)| Metric | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $13.0B | $15.1B | $14.9B | $15.9B | $17.6B |
| Cost of Revenue | $10.2B | $12.0B | $11.5B | $12.2B | $13.2B |
| Gross Profit | $2.8B | $3.1B | $3.3B | $3.8B | $4.3B |
| Operating Expenses | $2.0B | $2.1B | $2.3B | $2.6B | $2.8B |
| Operating Income | $801.2M | $952.5M | $1.1B | $1.2B | $1.5B |
| Net Income | $339.8M | $446.7M | $502.0M | $546.5M | $714.4M |
| EBITDA | $1.1B | $1.3B | $1.4B | $1.6B | $1.9B |
| EPS | $9.14 | $11.99 | $13.51 | $14.72 | $19.28 |
| EPS (Diluted) | $9.10 | $11.91 | $13.43 | $14.64 | $19.16 |
Balance Sheet (Annual)
Last updated: Aug 14, 2026 7:36am (26m ago)| Metric | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Cash & Equivalents | $158.9M | $378.9M | $206.5M | $326.7M | $523.0M |
| Total Current Assets | $725.0M | $921.0M | $829.9M | $1.0B | $1.4B |
| Total Assets | $5.5B | $5.9B | $6.3B | $8.2B | $8.9B |
| Current Liabilities | $904.7M | $927.1M | $953.5M | $1.1B | $1.4B |
| Long-Term Debt | $1.7B | $1.6B | $1.6B | $2.4B | $2.3B |
| Total Liabilities | $3.3B | $3.3B | $3.3B | $4.7B | $5.0B |
| Total Equity | $2.2B | $2.7B | $3.0B | $3.5B | $4.0B |
| Retained Earnings | $2.2B | $2.6B | $3.0B | $3.5B | $4.0B |
Cash Flow (Annual)
Last updated: Aug 14, 2026 7:36am (26m ago)| Metric | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Operating Cash Flow | $788.7M | $882.0M | $893.0M | $1.1B | $1.4B |
| Capital Expenditure | -$326.5M | -$476.6M | -$522.0M | -$506.2M | -$655.9M |
| Free Cash Flow | $462.3M | $405.4M | $370.9M | $584.6M | $721.6M |
| Acquisitions (net) | -$901.6M | -$85.6M | -$330.0M | -$1.2B | -$141.6M |
| Net Debt Issued / (Repaid) | $261.5M | -$41.0M | -$53.7M | $860.5M | -$94.9M |
| Dividends Paid | -$51.2M | -$55.6M | -$62.9M | -$72.3M | -$83.1M |
| Stock Buybacks | $0 | $0 | -$104.9M | $-734,000 | -$200.5M |
| Net Change in Cash | -$177.7M | $220.0M | -$172.4M | $120.2M | $196.3M |
Growth Trends (YoY %)
Last updated: Aug 14, 2026 7:36am (26m ago)| Metric | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Revenue Growth | +16.5% | -1.5% | +7.3% | +10.2% |
| Gross Profit Growth | +11.2% | +9.0% | +12.1% | +15.2% |
| Operating Income Growth | +18.9% | +11.2% | +13.3% | +23.6% |
| Net Income Growth | +31.5% | +12.4% | +8.9% | +30.7% |
| EBITDA Growth | +14.6% | +11.3% | +13.8% | +20.6% |
Dividend History (Last 20)
Last updated: Aug 9, 2026 6:38pm (4d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-07-31 | $0.65 | — | — | — |
| 2026-05-01 | $0.57 | — | — | — |
| 2026-01-30 | $0.57 | — | — | — |
| 2025-10-31 | $0.57 | — | — | — |
| 2025-08-01 | $0.57 | — | — | — |
| 2025-05-01 | $0.50 | — | — | — |
| 2025-02-03 | $0.50 | — | — | — |
| 2024-11-01 | $0.50 | — | — | — |
| 2024-08-01 | $0.50 | — | — | — |
| 2024-04-30 | $0.43 | — | — | — |
| 2024-01-31 | $0.43 | — | — | — |
| 2023-10-31 | $0.43 | — | — | — |
| 2023-07-31 | $0.43 | — | — | — |
| 2023-04-28 | $0.38 | — | — | — |
| 2023-01-31 | $0.38 | — | — | — |
| 2022-10-31 | $0.38 | — | — | — |
| 2022-07-29 | $0.38 | — | — | — |
| 2022-04-29 | $0.35 | — | — | — |
| 2022-01-31 | $0.35 | — | — | — |
| 2021-10-29 | $0.35 | — | — | — |
Insider Trading (Recent)
Last updated: Aug 14, 2026 7:36am (26m ago)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-09 | Koschel Williams Ena | S-Sale | 2,800.00 | $833.69 | $2.3M |
| 2026-07-08 | Wing Allison M. | S-Sale | 530.00 | $837.58 | $443,917 |
| 2026-07-08 | Bramlage Stephen P JR | S-Sale | 5,700.00 | $838.16 | $4.8M |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 601.00 | $793.02 | $476,605 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 468.00 | $794.27 | $371,718 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 635.00 | $794.96 | $504,800 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 685.00 | $796.33 | $545,486 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 893.00 | $797.21 | $711,909 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 1,075.00 | $798.37 | $858,248 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 2,229.00 | $799.44 | $1.8M |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 2,667.00 | $800.37 | $2.1M |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 2,384.00 | $801.26 | $1.9M |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 1,536.00 | $802.35 | $1.2M |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 1,317.00 | $803.48 | $1.1M |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 868.00 | $804.47 | $698,280 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 1,156.00 | $805.58 | $931,250 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 352.00 | $806.41 | $283,856 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 638.00 | $807.53 | $515,204 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 865.00 | $808.56 | $699,404 |
| 2026-07-07 | REBELEZ DARREN M | S-Sale | 52.00 | $810.30 | $42,136 |
Industry Benchmarks
Compares CASY against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
Not applicable for this companies
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
Not applicable for this companies
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
Not applicable for this companies
4h
Dividend Discount Model
— For dividend/income stocks only
Not applicable for this companies
4i
Book Value Analysis
— For deep value / turnaround stocks only
Not applicable for this companies
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
Not applicable for this companies
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for CASY — it's generated by the pipeline (
market-narrative step).
Claude Reading
No AI findings yet for CASY — they're generated by the
pipeline (
ai-findings step) when a report is run on this ticker.
GPT Reading
No GPT reading yet for CASY — it's generated by the
pipeline (
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
No Grok reading yet for CASY — it's generated by the
pipeline (
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.
Advanced Analysis Forensic deep-dive · four lenses
No community reviews yet for CASY.
Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes
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Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.532 · 1ec19de8 · 2026-08-13 17:53:37