Casey's General Stores, Inc. (CASY) vs Murphy USA Inc. (MUSA)

Casey's General Stores, Inc. and Murphy USA Inc. are both Specialty Retail companies. Casey's General Stores, Inc. is the larger, with a market value of $22.2B against $9.5B — 2.3× the size. Murphy USA Inc. trades at the lower P/E: 15.4× against 28.7×. Casey's General Stores, Inc. grew revenue faster over the last twelve months: 13.8% against 10.3%. Casey's General Stores, Inc. has the higher net margin (4.14% vs 2.87%) and the lower return on invested capital (11.4% vs 20.6%). Both pay a dividend; Casey's General Stores, Inc. yields more (0.62% vs 0.41%). Across the 23 metrics below, Casey's General Stores, Inc. leads on 12 and Murphy USA Inc. on 11.

Valuation

Metric CASY MUSA Specialty Retail median
P/E 28.68 15.44 17.14
P/S 1.18 0.44 0.48
P/B 5.40 12.05 1.71
Price to free cash flow 32.67 17.38 13.04
EV/EBITDA 15.44 9.47 8.92
EV/Sales 1.29 0.53 0.64
Earnings yield 3.49% 6.48% 3.85%
Free cash flow yield 3.06% 5.76% 3.02%

Profitability

Metric CASY MUSA Specialty Retail median
Gross margin 23.82% 12.22% 37.89%
Operating margin 5.88% 4.29% 3.66%
Net margin 4.14% 2.87% 1.42%
Free cash flow margin 3.63% 2.53% 1.44%
Return on equity 19.98% 86.39% 2.58%
Return on assets 8.84% 12.72% 0.25%
Return on invested capital 11.43% 20.62% 0.00%

Growth

Metric CASY MUSA Specialty Retail median
Revenue growth (TTM) 13.78% 10.27% 3.35%
EPS growth (last fiscal year) 30.87% (0.04%) —
Revenue growth, 5-year CAGR 6.28% 11.47% 3.70%
Net income growth, 5-year CAGR 16.03% 4.04% 0.00%

Health

Metric CASY MUSA Specialty Retail median
Debt to equity 0.59 2.79 0.27
Current ratio 1.02 0.92 1.35
Net debt to EBITDA 1.28 2.16 0.24

Dividend

Metric CASY MUSA Specialty Retail median
Dividend yield 0.62% 0.41% 1.73%
Payout ratio 0.13 0.06 0.00

Size

Metric CASY MUSA Specialty Retail median
Market cap 22.17b 9.47b 348.57m

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