CASY vs MUSA Stock Comparison

Caseys General Stores and Murphy USA Prices as of Oct 23, 2026 Peers: Industry group
CASY Caseys General Stores Inc
$699.26 +17.1% 1M +31.2% 1Y
Market cap
$26.00B
P/E
33.6x
Revenue (TTM)
$18.67B
Div. yield
–
Convenience Stores Consumer Staples
7 wins
MUSA Murphy USA Inc.
$534.52 +5.6% 1M +41.2% 1Y
Market cap
$9.94B
P/E
16.1x
Revenue (TTM)
$21.48B
Div. yield
–
Convenience Stores Consumer Staples
4 wins

Head to Head

11 decided of 12

Caseys General Stores leads on 7 of the 12 questions below (Caseys General Stores 7, Murphy USA 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCASYMUSALeader
Larger companyMarket capitalisation $26.00B $9.94B CASY
Cheaper on earningsLower P/E, profitable companies only 33.6x 16.1x MUSA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 33.8x 15.0x MUSA
Faster revenue growthRevenue growth, trailing twelve months +13.8% +10.3% CASY
More profitableNet margin, trailing twelve months 4.1% 2.9% CASY
Better return on capitalReturn on invested capital 18.5% 24.3% MUSA
Less leveragedLower net debt / EBITDA 0.9x 1.7x CASY
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +31.2% +41.2% MUSA
Better 5-year returnAnnualised price return, 5 years +29.5%/yr +24.8%/yr CASY
Less volatileAnnualised volatility, 1 year 36.9% 39.7% CASY
Higher overall scoreMean of the five percentile scores vs peers 58/100 56/100 CASY

Percentile Scorecard

CASYMUSA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCASYMUSA
Valuation 21 #32 of 40 54 #19 of 40
Growth 87 #6 of 38 65 #14 of 38
Profitability 83 #7 of 37 78 #9 of 37
Financial Health 69 #13 of 40 26 #30 of 40
Shareholder Returns 30 #20 of 28 56 #13 of 28
Overall 58 56
  • CASY ranked among 41 companies in Staples Retail
  • MUSA ranked among 41 companies in Staples Retail

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCASYMUSASPY
1 month +17.1%+5.6% -1.0%
3 months -18.8%-12.8% +2.9%
6 months -12.5%+0.6% +6.4%
Year to date +26.5%+32.5% +11.4%
1 year +31.2%+41.2% +13.1%
3 years +162.9%+51.3% +79.4%
3 years, per year +38.0%+14.8% +21.5%
5 years +264.4%+202.1% +67.7%
5 years, per year +29.5%+24.8% +10.9%
10 years +509.9%+679.1% +255.2%
10 years, per year +19.8%+22.8% +13.5%

Risk

MeasureCASYMUSASPY
Volatility, 1Y 36.9%39.7% 12.7%
Downside volatility, 1Y 35.1%40.4% 12.7%
Beta vs S&P 500, 1Y -0.13-0.64 1.00
Return / volatility, 1Y 0.851.04 1.03
Max drawdown, 5Y -36.2%-35.8% -25.4%
From 52-week high -23.7%-14.3% -2.5%
52-week high $916.28$623.43 $779.14
52-week low $513.19$356.57 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCASYMUSA
P/E now vs peer median 33.4xmedian 21.6x 16.0xmedian 21.6x
P/S now vs peer median 1.4xmedian 0.5x 0.5xmedian 0.5x
EV/EBITDA now vs peer median 13.8xmedian 9.7x 9.8xmedian 9.7x
P/FCF now vs peer median 39.8xmedian 17.8x 18.1xmedian 17.8x
P/B now vs peer median 6.3xmedian 3.0x 12.6xmedian 3.0x
PEG now vs peer median 1.76median 1.06 1.91median 1.06

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCASYMUSA
Revenue $18.67B $21.48B
Gross profit $4.45B $2.62B
Operating income $1.55B $921.40M
Net income $772.81M $617.20M
Free cash flow $648.93M $541.50M
EPS (diluted) $20.81 $33.27
Cash & equivalents $524.06M $175.40M
Total debt $9.79B $2.19B
Shares (diluted) 37.14M 18.55M
Enterprise value $24.00B $9.58B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCASYMUSA
P/E 33.4x 16.0x
P/FCF 39.8x 18.1x
P/Operating cash flow 18.6x 10.0x
P/S 1.4x 0.5x
P/B 6.3x 12.6x
P/Tangible book 6.3x 15.3x
EV/EBITDA 13.8x 9.8x
EV/EBIT 17.9x 12.8x
EV/Revenue 1.5x 0.6x
EV/FCF 42.8x 21.9x
EV/Operating cash flow 20.0x 12.0x
PEG (3Y EPS CAGR) 1.76 1.91

Growth

14 metrics
MetricCASYMUSA
Revenue growth (1Y) 13.8% 10.3%
Revenue CAGR (3Y) 8.8% -1.1%
Gross profit growth (1Y) 13.8% 13.3%
Gross profit CAGR (3Y) 12.6% 4.1%
Operating income growth (1Y) 22.5% 26.6%
Operating income CAGR (3Y) 16.8% 2.9%
Net income growth (1Y) 32.9% 25.8%
Net income CAGR (3Y) 18.6% 2.3%
EPS growth (1Y) 33.6% 34.1%
EPS CAGR (3Y) 19.0% 8.4%
Operating cash flow growth (1Y) 17.5% 18.1%
Operating cash flow CAGR (3Y) 18.5% 7.2%
Free cash flow growth (1Y) -2.6% 48.5%
Free cash flow CAGR (3Y) 20.4% 3.1%

Profitability

14 metrics
MetricCASYMUSA
Gross margin 23.8% 12.2%
EBITDA margin 10.8% 5.6%
Operating margin 8.3% 4.3%
Pretax margin 5.4% 3.8%
Net margin 4.1% 2.9%
FCF margin 3.5% 2.5%
Operating cash flow margin 7.4% 4.6%
Return on equity 19.2% 85.6%
Return on assets 8.6% 12.4%
Return on invested capital 18.5% 24.3%
Return on capital employed 20.3% 23.7%
Asset turnover 2.1x 4.3x
Cash conversion (OCF / net income) 1.8x 1.6x
Stock comp / revenue 0.3% –

Financial Health

11 metrics
MetricCASYMUSA
Debt / assets 26.6% 43.0%
Debt / equity 0.6x 2.8x
Net debt / EBITDA 0.9x 1.7x
Debt / FCF 3.7x 4.0x
Liabilities / assets 55.1% 84.6%
Equity / assets 44.9% 15.4%
Interest coverage 16.9x 7.9x
Current ratio 1.0x 0.9x
Quick ratio 0.6x 0.5x
Cash ratio 0.4x 0.2x
Altman Z-score 6.33 7.41

Shareholder Returns

7 metrics
MetricCASYMUSA
Dividend yield 0.3% 0.5%
Net buyback yield 0.8% 4.5%
Shareholder yield 1.2% 4.9%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCASYMUSA
Forward P/E 33.8xFY2026 15.0xFY2026
EPS, next fiscal year $20.68FY2026 $35.71FY2026
EPS growth, next FY +7.9%FY2026 +43.5%FY2026
EPS growth, the year after +16.7% -8.0%
Revenue, next fiscal year $20.14BFY2026 $22.74BFY2026
Revenue growth, next FY +14.7%FY2026 +17.3%FY2026
Revenue growth, the year after -0.8% -6.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCASYMUSA
Held by institutions 88.9% 83.0%
Institutions holding 1,081 606
Change in shares held, QoQ +3.8% -2.2%
Institutions buying 554 310
Institutions selling 385 190
Buyers to sellers 1.44 1.63

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CASYMUSA
CASY 1.00 0.43
MUSA 0.43 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CASY and MUSA?

Caseys General Stores (CASY) is the largest by market capitalisation: Caseys General Stores (CASY) $26.00B, Murphy USA (MUSA) $9.94B.

Which stock is cheaper, CASY and MUSA?

Murphy USA (MUSA) trades on the lowest price-to-earnings ratio (Caseys General Stores (CASY) 33.6x, Murphy USA (MUSA) 16.1x). On next year's consensus earnings, Murphy USA (MUSA) is cheapest (Caseys General Stores (CASY) 33.8x, Murphy USA (MUSA) 15.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Caseys General Stores (CASY) grew revenue fastest over the trailing twelve months: Caseys General Stores (CASY) +13.8%, Murphy USA (MUSA) +10.3%.

Which company is more profitable?

Caseys General Stores (CASY) has the highest net margin (Caseys General Stores (CASY) 4.1%, Murphy USA (MUSA) 2.9%). On return on invested capital, Murphy USA (MUSA) leads (Caseys General Stores (CASY) 18.5%, Murphy USA (MUSA) 24.3%).

Which stock has performed better?

Over the past year Murphy USA (MUSA) returned the most: Caseys General Stores (CASY) +31.2%, Murphy USA (MUSA) +41.2%. Over five years, Caseys General Stores (CASY) compounded fastest (Caseys General Stores (CASY) +29.5%/yr, Murphy USA (MUSA) +24.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Caseys General Stores (CASY) has been the steadiest (Caseys General Stores (CASY) 36.9%, Murphy USA (MUSA) 39.7%). Volatility measures how widely the price swings, not the risk of the business.

Do CASY and MUSA move together?

Their daily returns over the past year have a correlation of 0.43, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, CASY and MUSA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Caseys General Stores (CASY) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.