CASYCASEYS GENERAL STORES INC
Retail-Auto Dealers & Gasoline Stations
- Revenue
- $17.6B
- 10% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.8B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear193% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear21% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear14% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $13.0B | $15.1B | $14.9B | $15.9B | $17.6B | 10% |
| Net income | $340M | $447M | $502M | $547M | $714M | 31% |
| Operating cash flow | $789M | $882M | $893M | $1.1B | $1.4B | 26% |
| Capex | $326M | $477M | $522M | $506M | $656M | 30% |
| Stock-based comp | $38M | $47M | $41M | $48M | $63M | 33% |
| Buybacks | $0 | $0 | $105M | $734K | $201M | 27217% |
| Dividends | $51M | $56M | $63M | $72M | $83M | 15% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $15M | $84M | 381 | 151 |
| FY2025 | $11M | $42M | 213 | 140 |
| FY2024 | $11M | $34M | 147 | 122 |
| FY2023 | $11M | $18M | 104 | 118 |
| FY2022 | $9M | $10M | 91 | 115 |