What is the 13F Pro Quality Score for CASY?

13F Pro ranks CASEYS GENERAL STORES INC (CASY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CASY's current score at https://13fpro.ai/company/CASY (free sign-up required for the full ranking).

Where does 13F Pro source CASY data?

All CASEYS GENERAL STORES INC fundamentals and ownership data come directly from SEC EDGAR. CASEYS GENERAL STORES INC files with the SEC under CIK 726958. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CASY in?

CASEYS GENERAL STORES INC (CASY) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives CASY's revenue?

Per CASEYS GENERAL STORES INC's latest 10-Q filed with the SEC on 2026-09-08, the biggest revenue drivers are: Fuel ($3,724,798 thousand ($3.72B), +36.3% YoY); Grocery and General Merchandise ($1,284,961 thousand ($1.29B), +4.9% YoY); Prepared Food and Dispensed Beverage ($492,580 thousand, +7.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CASY.

How often is CASY research updated on 13F Pro?

CASY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CASEYS GENERAL STORES INC(CASY)Stock Analysis

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13F Pro Quality Score

65.1/100

Rank #506 of 2,960 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

63.2/100

Profitability

48.7/100

Balance Sheet

83.1/100

Earnings Quality

59.3/100

Free Cash Flow

37.1/100

Institutional Flow

75.6/100

Revenue Scale

92.0/100

Dilution Risk

80.1/100

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Why CASY Scores 65/100

exact factor attribution · 2026-09-10

CASY's composite is driven by scale and capital efficiency, held back by free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.3 pts

92th pct

Capital efficiency

+3.3 pts

83th pct

Revenue growth

+2.6 pts

63th pct

Shareholder dilution

+1.5 pts

80th pct

Institutional flow

+1.3 pts

76th pct

Earnings growth

+1.3 pts

75th pct

Earnings quality

+0.9 pts

59th pct

Profitability

-0.2 pts

49th pct

Free cash flow

-2.0 pts

37th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CASY Stock Analysis & AI Quality Score

Data updated 2026-09-10

AI stock analysis and institutional research for CASEYS GENERAL STORES INC (CASY), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CASY at 65.1/100 on a 32-signal composite quality model, placing it at rank #506 of 2,960 stocks — the top 25% of the AI-ranked universe. CASY scores in the top quartile across revenue scale (92.0), balance sheet strength (83.1), institutional flow (75.6). Areas of concern include free cash flow (37.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CASEYS GENERAL STORES INC reports quarterly revenue of $5.7B, net income of $273.7M, an operating margin of 6.1%. Top institutional holders of CASY by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. CASY trades on the Nasdaq exchange and files with the SEC under CIK 726958. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CASY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CASEYS GENERAL STORES INC directly from SEC EDGAR. CASEYS GENERAL STORES INC's 13F Pro composite quality score has ranged between 54 and 67 since 2021, currently 65.1 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving CASY's Business? Latest 10-Q Breakdown

AI-extracted from CASEYS GENERAL STORES INC's 10-Q filed 2026-09-08 — Q1 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Casey's Q1 revenue surged 24.3% to $5.68B, driven by 36% fuel revenue growth from higher average prices and store expansion, lifting net income 27% to $274M.

Biggest Revenue Drivers

Fuel$3,724,798 thousand ($3.72B)+36.3% YoY

Increase in average retail price per gallon of 33.0% and 2.5% increase in gallons sold due to store growth.

Grocery and General Merchandise$1,284,961 thousand ($1.29B)+4.9% YoY

Same-store sales increased 2.7% driven by non-alcoholic beverage sales, plus ~2.2% from operating 64 more stores.

Biggest Revenue Drivers

Total revenue: $5,678,336 thousand ($5.68B)+24.3% YoY

Fuel$3,724,798 thousand ($3.72B)+36.3% YoY

Increase in average retail price per gallon of 33.0% and 2.5% increase in gallons sold due to store growth.

Grocery and General Merchandise$1,284,961 thousand ($1.29B)+4.9% YoY

Same-store sales increased 2.7% driven by non-alcoholic beverage sales, plus ~2.2% from operating 64 more stores.

Prepared Food and Dispensed Beverage$492,580 thousand+7.4% YoY

Same-store sales increased 4.8% driven by whole pizza sales, plus ~2.6% from store growth.

Other$175,997 thousand+17.6% YoY

Increase in wholesale fuel revenue largely driven by higher average fuel prices per gallon.

Largest Expense Items

Operating expenses$754,111 thousand+8.0% YoY

Store growth ~2%, credit card fees ~1.5%, labor rate increases ~1%, and insurance ~1%.

Depreciation and amortization$115,994 thousand+6.5% YoY

Primarily due to purchases of property and equipment since comparable period.

Interest, net$22,059 thousand-17.8% YoY

Decrease primarily due to lower interest rates on variable-rate debt.

Margins: Gross margin (revenue less COGS excluding depreciation) declined to 21.8% from 24.4% YoY, primarily due to historically higher fuel gross margin per gallon (47.8¢ vs 41.0¢) being offset by higher wholesale fuel costs and lower fuel margin as a percent of fuel revenue (12.0% vs 13.7%), reflecting the industry's elevated fuel pricing environment.

Watch Items from the Filing

Fuel revenue margin compressed to 12.0% of fuel sales from 13.7% YoY despite record 47.8¢ per-gallon margin; filing notes this is historically elevated and 'can fluctuate significantly, and sometimes unpredictably, in the short-term.'
RIN activity swung sharply: $25.7M revenue from 10.9M RINs (vs $6.7M from 6.1M RINs YoY); filing states impact on fuel margin 'was minimal given higher activity was offset by higher costs.'
EV charging stations grew to 294 at 68 stores across 14 states; company notes Midwest consumer EV demand remains 'comparatively lower than levels along the coasts,' limiting near-term fuel displacement threat.
FLSA wage-and-hour litigation settlements approved during quarter; company maintains Store Managers are properly classified as exempt and admits no wrongdoing; settlement amount immaterial.
Store count grew modestly: +15 net stores to 2,959 in Q1 (9 new construction, 12 acquisitions, 6 closures/divestitures); acquisition pace accelerating with $43.9M invested in acquisitions vs $9.5M YoY.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$5.7B

Net Income

Q2 2026

$273.7M

Free Cash Flow

Q2 2026

$189.7M

Operating Margin

Q2 2026

6.1%

ROIC

Q2 2026

21.3%

D/E Ratio

Q2 2026

0.59

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+10.2% YoY

$17.56BFY 2026

FY23 $15.09BFY24 $14.86BFY25 $15.94BFY26 $17.56B

Net Income

+30.7% YoY

$714.4MFY 2026

FY23 $446.7MFY24 $502.0MFY25 $546.5MFY26 $714.4M

EPS (Diluted)

+30.9% YoY

$19.16FY 2026

FY23 $11.91FY24 $13.43FY25 $14.64FY26 $19.16

Total Assets

+8.9% YoY

$8.94BFY 2026

FY23 $5.94BFY24 $6.35BFY25 $8.21BFY26 $8.94B

Total Debt

-2.7% YoY

$2.53BFY 2026

FY23 $1.73BFY24 $1.69BFY25 $2.60BFY26 $2.53B

Op. Cash Flow

+26.3% YoY

$1.38BFY 2026

FY23 $882.0MFY24 $893.0MFY25 $1.09BFY26 $1.38B

Free Cash Flow

+23.4% YoY

$721.6MFY 2026

FY23 $405.4MFY24 $370.9MFY25 $584.6MFY26 $721.6M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$17.56B +10.2%	$15.94B +7.3%	$14.86B -1.5%	$15.09B +16.5%	$12.95B +48.8%	$8.71B
Net Income	$714.4M +30.7%	$546.5M +8.9%	$502.0M +12.4%	$446.7M +31.5%	$339.8M +8.6%	$312.9M
EPS (Diluted)	$19.16 +30.9%	$14.64 +9.0%	$13.43 +12.8%	$11.91 +30.9%	$9.10 +8.6%	$8.38
Total Assets	$8.94B +8.9%	$8.21B +29.3%	$6.35B +6.8%	$5.94B +7.9%	$5.51B +23.4%	$4.46B
Total Debt	$2.53B -2.7%	$2.60B +54.1%	$1.69B -2.2%	$1.73B +0.8%	$1.71B +25.3%	$1.37B
Operating Cash Flow	$1.38B +26.3%	$1.09B +22.2%	$893.0M +1.2%	$882.0M +11.8%	$788.7M -1.9%	$804.1M
Free Cash Flow	$721.6M +23.4%	$584.6M +57.6%	$370.9M -8.5%	$405.4M -12.3%	$462.3M +27.4%	$362.8M

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Available Research

13F Pro tracks comprehensive data for CASEYS GENERAL STORES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CASY

BlackRock, Inc.
$2.8B3,472,484 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.9B2,414,717 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.4B1,821,453 sh
STATE STREET CORP
$1.4B1,758,816 sh
GEODE CAPITAL MANAGEMENT, LLC
$858.6M1,084,171 sh
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
$663.2M834,437 sh
JPMORGAN CHASE & CO
$633.8M810,594 sh
FRANKLIN RESOURCES INC
$614.9M773,636 sh
MORGAN STANLEY
$506.0M636,693 sh
GOLDMAN SACHS GROUP INC
$503.3M633,245 sh

Fund	Value	Shares
BlackRock, Inc.	$2.8B	3,472,484
VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	2,414,717
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	1,821,453
STATE STREET CORP	$1.4B	1,758,816
GEODE CAPITAL MANAGEMENT, LLC	$858.6M	1,084,171
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt	$663.2M	834,437
JPMORGAN CHASE & CO	$633.8M	810,594
FRANKLIN RESOURCES INC	$614.9M	773,636
MORGAN STANLEY	$506.0M	636,693
GOLDMAN SACHS GROUP INC	$503.3M	633,245

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Is CASY a good stock to buy?

13F Pro's AI-powered analysis of CASEYS GENERAL STORES INC (CASY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CASY are available on the CASY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CASY is classified as a large company.

Which hedge funds own CASY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CASY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CASEYS GENERAL STORES INC's investment landscape.