Caseys General Stores Inc (CASY)vsMurphy USA Inc (MUSA)
CASY
Caseys General Stores Inc
$761.91
+0.04%
CONSUMER CYCLICAL · Cap: $33.18B
MUSA
Murphy USA Inc
$546.51
+1.25%
CONSUMER CYCLICAL · Cap: $11.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Caseys General Stores Inc generates 2% more annual revenue ($17.56B vs $17.30B). CASY leads profitability with a 4.1% profit margin vs 3.2%. MUSA appears more attractively valued with a PEG of 1.51. MUSA earns a higher WallStSmart Score of 62/100 (C+).
CASY
Buy58
out of 100
Grade: C
MUSA
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 66.0% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 89 in profit
Earnings expanding 176.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
4.1% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 15.3x book value
3.2% margin — thin
Operating margin of 4.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CASY
The strongest argument for CASY centers on EPS Growth, Altman Z-Score. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : MUSA
The strongest argument for MUSA centers on Return on Equity, EPS Growth, Altman Z-Score.
Bear Case : CASY
The primary concerns for CASY are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 46.7x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Bear Case : MUSA
The primary concerns for MUSA are PEG Ratio, Price/Book, Profit Margin. Debt-to-equity of 4.08 is elevated, increasing financial risk. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CASY carries more volatility with a beta of 0.62 — expect wider price swings.
CASY is growing revenue faster at 14.5% — sustainability is the question.
MUSA generates stronger free cash flow (222M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MUSA scores higher overall (62/100 vs 58/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Caseys General Stores Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Casey's General Stores, Inc., operates convenience stores under the names Casey's and Casey's General Store. The company is headquartered in Ankeny, Iowa.
Murphy USA Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Murphy USA Inc. is engaged in the marketing of retail motor fuel products and convenience merchandise. The company is headquartered in El Dorado, Arkansas.
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