Casey's General Stores, Inc. (CASY) vs Tractor Supply Company (TSCO)

Casey's General Stores, Inc. and Tractor Supply Company are both Specialty Retail companies. Casey's General Stores, Inc. is the larger, with a market value of $22.2B against $16.6B — 1.3× the size. Tractor Supply Company trades at the lower P/E: 16.8× against 28.7×. Casey's General Stores, Inc. grew revenue faster over the last twelve months: 13.8% against 3.98%. Tractor Supply Company has the higher net margin (6.42% vs 4.14%) and the higher return on invested capital (18.2% vs 11.4%). Both pay a dividend; Tractor Supply Company yields more (1.90% vs 0.62%). Across the 23 metrics below, Tractor Supply Company leads on 18 and Casey's General Stores, Inc. on 5.

Valuation

Metric CASY TSCO Specialty Retail median
P/E 28.68 16.81 17.14
P/S 1.18 1.07 0.48
P/B 5.40 6.42 1.71
Price to free cash flow 32.67 28.64 13.04
EV/EBITDA 15.44 10.40 8.92
EV/Sales 1.29 1.22 0.64
Earnings yield 3.49% 5.95% 3.85%
Free cash flow yield 3.06% 3.49% 3.02%

Profitability

Metric CASY TSCO Specialty Retail median
Gross margin 23.82% 36.46% 37.89%
Operating margin 5.88% 8.51% 3.66%
Net margin 4.14% 6.42% 1.42%
Free cash flow margin 3.63% 3.75% 1.44%
Return on equity 19.98% 39.51% 2.58%
Return on assets 8.84% 8.91% 0.25%
Return on invested capital 11.43% 18.23% 0.00%

Growth

Metric CASY TSCO Specialty Retail median
Revenue growth (TTM) 13.78% 3.98% 3.35%
EPS growth (last fiscal year) 30.87% 0.98% —
Revenue growth, 5-year CAGR 6.28% 7.89% 3.70%
Net income growth, 5-year CAGR 16.03% 7.91% 0.00%

Health

Metric CASY TSCO Specialty Retail median
Debt to equity 0.59 0.83 0.27
Current ratio 1.02 1.33 1.35
Net debt to EBITDA 1.28 0.82 0.24

Dividend

Metric CASY TSCO Specialty Retail median
Dividend yield 0.62% 1.90% 1.73%
Payout ratio 0.13 0.39 0.00

Size

Metric CASY TSCO Specialty Retail median
Market cap 22.17b 16.60b 348.57m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack