Caseys General Stores Inc (CASY)vsMurphy USA Inc (MUSA)
CASY
Caseys General Stores Inc
$714.23
+3.66%
CONSUMER CYCLICAL · Cap: $25.54B
MUSA
Murphy USA Inc
$477.36
+1.98%
CONSUMER CYCLICAL · Cap: $8.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Murphy USA Inc generates 0% more annual revenue ($17.02B vs $16.98B). CASY leads profitability with a 3.8% profit margin vs 2.8%. MUSA appears more attractively valued with a PEG of 1.51. MUSA earns a higher WallStSmart Score of 54/100 (C-).
CASY
Buy53
out of 100
Grade: C-
MUSA
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.5%
Fair Value
$815.72
Current Price
$714.23
$101.49 discount
Margin of Safety
+20.0%
Fair Value
$476.41
Current Price
$477.36
$0.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Earnings expanding 49.8% YoY
Every $100 of equity generates 64 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.3% revenue growth
3.8% margin — thin
Expensive relative to growth rate
Trading at 14.2x book value
0.2% revenue growth
2.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CASY
The strongest argument for CASY centers on Altman Z-Score, EPS Growth.
Bull Case : MUSA
The strongest argument for MUSA centers on Return on Equity, Altman Z-Score.
Bear Case : CASY
The primary concerns for CASY are PEG Ratio, P/E Ratio, Revenue Growth. Thin 3.8% margins leave little buffer for downturns.
Bear Case : MUSA
The primary concerns for MUSA are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 5.22 is elevated, increasing financial risk. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CASY carries more volatility with a beta of 0.65 — expect wider price swings.
CASY is growing revenue faster at 0.3% — sustainability is the question.
MUSA generates stronger free cash flow (129M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MUSA scores higher overall (54/100 vs 53/100). CASY offers better value entry with a 20.5% margin of safety. 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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