Casey's General Stores: High Valuation Appears To Have Already Priced In The Upside
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Casey's General Stores reported strong 2Q25 results with $3.95 billion in revenue and significant EBIT and EBITDA growth. Despite a conservative FY26 outlook, the current valuation already reflects the improved fundamentals, leading to a hold recommendation.
December 20, 2024 | 8:15 am
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Casey's General Stores reported strong 2Q25 results with $3.95 billion in revenue and significant EBIT and EBITDA growth. The current valuation already reflects the improved fundamentals, leading to a hold recommendation.
The strong financial performance in 2Q25 with significant revenue and profit growth is positive. However, the current stock valuation already accounts for these improvements, suggesting limited short-term upside. The conservative FY26 outlook indicates potential for exceeding guidance, but this is not enough to warrant a buy recommendation at the current price level.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100