Casey’s (CASY) is a food retail company in the Consumer Staples sector. Listed on the NASDAQ, Casey’s is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $915.60.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $915.60 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 34.19% |
| Risk / Std Dev (Annualized) | 27.79% |
| Sharpe Ratio (rf=4.5%) | 1.07 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Food Retail
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 34.19% with an annualized volatility of 27.79%. The Sharpe ratio of 1.07 (assuming 4.5% risk-free rate) indicates attractive risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 33.94B |
| Enterprise Value | 30.56B |
| Trailing P/E | 47.84 |
| Forward P/E | 40.35 |
| Price to Book | 8.79 |
| Price to Sales | 2.0 |
| EV/Revenue | 1.8 |
| EV/EBITDA | 22.0 |
| Profitability | | | Profit Margin | 3.83% | | Operating Margin | 4.98% | | ROE | 17.88% | | ROA | 7.13% |
| Growth | | | Revenue Growth | 0.3% | | Earnings Growth | 49.8% |
| Dividend | | | Dividend Yield | 30.0% | | Payout Ratio | 11.9% | | 5Y Avg Yield | 55.0% |
| Financial Health | | | Total Revenue | 16.98B | | Total Debt | 2.9B | | Total Cash | 0.47B | | Free Cash Flow | 0.47B | | Operating Cash Flow | 1.31B |
| Price & Technical | | | 52W High | $917.47$ | | 52W Low | $490.0$ | | 50-Day Avg | $792.49$ | | 200-Day Avg | $637.35$ | | Beta | 0.62 | | Shares Outstanding | 0.04B | | Float Shares | 0.04B | | Insider Holdings | 0.47% | | Institutional Holdings | 89.47% | | Short Ratio | 2.91 | | Short % of Float | 4.2% |
| Analyst Targets | | | Target High | $1000.0$ | | Target Low | $605.0$ | | Target Mean | $839.13$ | | Target Median | $850.0$ | | # of Analysts | 15 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.