Caseys General Stores Inc (CASY)vsMurphy USA Inc (MUSA)
CASY
Caseys General Stores Inc
$670.02
-3.95%
CONSUMER CYCLICAL · Cap: $25.47B
MUSA
Murphy USA Inc
$515.28
-2.98%
CONSUMER CYCLICAL · Cap: $10.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Murphy USA Inc generates 2% more annual revenue ($19.09B vs $18.67B). 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 68/100 (B-).
CASY
Buy60
out of 100
Grade: C
MUSA
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Revenue surging 24.3% year-over-year
Earnings expanding 27.7% YoY
Every $100 of equity generates 89 in profit
Revenue surging 40.8% year-over-year
Earnings expanding 53.1% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
4.1% margin — thin
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 12.1x book value
3.2% margin — thin
Operating margin of 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CASY
The strongest argument for CASY centers on Altman Z-Score, Revenue Growth, EPS Growth. Revenue growth of 24.3% demonstrates continued momentum.
Bull Case : MUSA
The strongest argument for MUSA centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 40.8% demonstrates continued momentum.
Bear Case : CASY
The primary concerns for CASY are P/E Ratio, Profit Margin, PEG Ratio. 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 3.49 is elevated, increasing financial risk. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CASY profiles as a growth stock while MUSA is a hypergrowth play — different risk/reward profiles.
CASY carries more volatility with a beta of 0.58 — expect wider price swings.
MUSA is growing revenue faster at 40.8% — sustainability is the question.
CASY generates stronger free cash flow (190M), providing more financial flexibility.
Bottom Line
MUSA scores higher overall (68/100 vs 60/100) and 40.8% revenue growth. Both earn "Strong 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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