Caseys General Stores Inc (CASY)vsSally Beauty Holdings Inc (SBH)
CASY
Caseys General Stores Inc
$714.23
+3.66%
CONSUMER CYCLICAL · Cap: $25.54B
SBH
Sally Beauty Holdings Inc
$13.84
+0.22%
CONSUMER CYCLICAL · Cap: $1.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Caseys General Stores Inc generates 358% more annual revenue ($16.98B vs $3.71B). SBH leads profitability with a 4.9% profit margin vs 3.8%. SBH appears more attractively valued with a PEG of 1.00. SBH earns a higher WallStSmart Score of 59/100 (C).
CASY
Buy53
out of 100
Grade: C-
SBH
Buy59
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
-27.1%
Fair Value
$11.97
Current Price
$13.84
$1.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Earnings expanding 49.8% YoY
Attractively priced relative to earnings
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.3% revenue growth
3.8% margin — thin
0.6% revenue growth
Smaller company, higher risk/reward
4.9% margin — thin
Earnings declined 22.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CASY
The strongest argument for CASY centers on Altman Z-Score, EPS Growth.
Bull Case : SBH
The strongest argument for SBH centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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 : SBH
The primary concerns for SBH are Revenue Growth, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SBH carries more volatility with a beta of 1.08 — expect wider price swings.
SBH is growing revenue faster at 0.6% — sustainability is the question.
CASY generates stronger free cash flow (76M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBH scores higher overall (59/100 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.
Sally Beauty Holdings Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Sally Beauty Holdings, Inc. is a specialty retailer and distributor of professional beauty products. The company is headquartered in Denton, Texas.
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