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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and DaVita (DVA). Click either name above to swap in a different company.
CASEYS GENERAL STORES INC is the larger business by last-quarter revenue ($4.5B vs $3.6B, roughly 1.2× DaVita). DaVita runs the higher net margin — 6.5% vs 4.6%, a 1.9% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 12.3%). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs 6.6%).
Casey's Retail Company is a chain of convenience stores in the Midwestern and Southern United States. The company is headquartered in Ankeny, Iowa, a suburb of Des Moines. As of October 1, 2023, Casey's had 2,500 stores in 16 states. Following 7-Eleven's purchase of Speedway, Casey's is the third-largest convenience store chain in the United States and the largest that is wholly American-owned. It is one of two Iowa-based Fortune 500 companies. Casey's is famous for their pizza, including a b...
DaVita Inc. is an American company that provides kidney dialysis services through a network of 2,675 outpatient centers in the United States, serving 200,800 patients, and 367 outpatient centers in 11 other countries serving 49,400 patients. The company primarily treats end-stage renal disease (ESRD), which requires patients to undergo kidney dialysis, often 3 times per week for the rest of their lives unless they receive a kidney transplant via organ donation.
CASY vs DVA — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $4.5B | $3.6B |
| Net Profit | $206.3M | $234.2M |
| Gross Margin | — | — |
| Operating Margin | 6.1% | 15.5% |
| Net Margin | 4.6% | 6.5% |
| Revenue YoY | 14.2% | 12.3% |
| Net Profit YoY | 14.0% | 43.8% |
| EPS (diluted) | $5.53 | $3.22 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $3.6B | ||
| Q4 25 | $4.5B | $3.6B | ||
| Q3 25 | $4.6B | $3.4B | ||
| Q2 25 | $4.0B | $3.4B | ||
| Q1 25 | $3.9B | $3.2B | ||
| Q4 24 | $3.9B | $3.3B | ||
| Q3 24 | $4.1B | $3.3B | ||
| Q2 24 | $3.6B | $3.2B |
| Q1 26 | — | $234.2M | ||
| Q4 25 | $206.3M | $234.2M | ||
| Q3 25 | $215.4M | $150.3M | ||
| Q2 25 | $98.3M | $199.3M | ||
| Q1 25 | $87.1M | $162.9M | ||
| Q4 24 | $180.9M | $259.3M | ||
| Q3 24 | $180.2M | $214.7M | ||
| Q2 24 | $87.0M | $222.7M |
| Q1 26 | — | 15.5% | ||
| Q4 25 | 6.1% | 15.5% | ||
| Q3 25 | 6.1% | 14.8% | ||
| Q2 25 | — | 15.9% | ||
| Q1 25 | 2.8% | 13.6% | ||
| Q4 24 | 6.1% | 17.2% | ||
| Q3 24 | 5.8% | 16.4% | ||
| Q2 24 | — | 15.9% |
| Q1 26 | — | 6.5% | ||
| Q4 25 | 4.6% | 6.5% | ||
| Q3 25 | 4.7% | 4.4% | ||
| Q2 25 | 2.5% | 5.9% | ||
| Q1 25 | 2.2% | 5.1% | ||
| Q4 24 | 4.6% | 7.9% | ||
| Q3 24 | 4.4% | 6.6% | ||
| Q2 24 | 2.4% | 7.0% |
| Q1 26 | — | $3.22 | ||
| Q4 25 | $5.53 | $3.22 | ||
| Q3 25 | $5.77 | $2.04 | ||
| Q2 25 | $2.63 | $2.58 | ||
| Q1 25 | $2.33 | $2.00 | ||
| Q4 24 | $4.85 | $3.08 | ||
| Q3 24 | $4.83 | $2.50 | ||
| Q2 24 | $2.34 | $2.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $492.0M | $700.7M |
| Total DebtLower is stronger | — | $10.2B |
| Stockholders' EquityBook value | $3.8B | $-651.1M |
| Total Assets | $8.6B | $17.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $700.7M | ||
| Q4 25 | $492.0M | $700.7M | ||
| Q3 25 | $458.1M | $736.5M | ||
| Q2 25 | $326.7M | $739.4M | ||
| Q1 25 | $394.8M | $511.9M | ||
| Q4 24 | $351.7M | $846.0M | ||
| Q3 24 | $305.0M | $1.1B | ||
| Q2 24 | $206.5M | $437.2M |
| Q1 26 | — | $10.2B | ||
| Q4 25 | — | $10.2B | ||
| Q3 25 | — | $10.2B | ||
| Q2 25 | $2.4B | $10.1B | ||
| Q1 25 | — | $9.6B | ||
| Q4 24 | — | $9.2B | ||
| Q3 24 | — | $9.3B | ||
| Q2 24 | $1.6B | $8.5B |
| Q1 26 | — | $-651.1M | ||
| Q4 25 | $3.8B | $-651.1M | ||
| Q3 25 | $3.6B | $-571.9M | ||
| Q2 25 | $3.5B | $-369.6M | ||
| Q1 25 | $3.4B | $-267.1M | ||
| Q4 24 | $3.3B | $121.1M | ||
| Q3 24 | $3.2B | $386.7M | ||
| Q2 24 | $3.0B | $632.9M |
| Q1 26 | — | $17.5B | ||
| Q4 25 | $8.6B | $17.5B | ||
| Q3 25 | $8.4B | $17.6B | ||
| Q2 25 | $8.2B | $17.5B | ||
| Q1 25 | $8.2B | $17.1B | ||
| Q4 24 | $7.7B | $17.3B | ||
| Q3 24 | $6.5B | $17.5B | ||
| Q2 24 | $6.3B | $17.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 75.76× | ||
| Q3 24 | — | 23.95× | ||
| Q2 24 | 0.52× | 13.35× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $347.1M | — |
| Free Cash FlowOCF − Capex | $176.0M | — |
| FCF MarginFCF / Revenue | 3.9% | — |
| Capex IntensityCapex / Revenue | 3.8% | — |
| Cash ConversionOCF / Net Profit | 1.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $347.1M | $540.7M | ||
| Q3 25 | $372.4M | $841.5M | ||
| Q2 25 | $333.9M | $324.2M | ||
| Q1 25 | $204.9M | $180.0M | ||
| Q4 24 | $270.7M | $547.6M | ||
| Q3 24 | $281.4M | $810.4M | ||
| Q2 24 | $288.4M | $798.8M |
| Q1 26 | — | — | ||
| Q4 25 | $176.0M | $395.3M | ||
| Q3 25 | $262.4M | $675.4M | ||
| Q2 25 | $153.1M | $203.1M | ||
| Q1 25 | $90.7M | $36.8M | ||
| Q4 24 | $160.0M | $377.0M | ||
| Q3 24 | $180.8M | $671.4M | ||
| Q2 24 | $92.1M | $674.1M |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 10.9% | ||
| Q3 25 | 5.7% | 19.7% | ||
| Q2 25 | 3.8% | 6.0% | ||
| Q1 25 | 2.3% | 1.1% | ||
| Q4 24 | 4.1% | 11.4% | ||
| Q3 24 | 4.4% | 20.6% | ||
| Q2 24 | 2.6% | 21.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 4.0% | ||
| Q3 25 | 2.4% | 4.9% | ||
| Q2 25 | 4.5% | 3.6% | ||
| Q1 25 | 2.9% | 4.4% | ||
| Q4 24 | 2.8% | 5.2% | ||
| Q3 24 | 2.5% | 4.3% | ||
| Q2 24 | 5.5% | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 2.31× | ||
| Q3 25 | 1.73× | 5.60× | ||
| Q2 25 | 3.40× | 1.63× | ||
| Q1 25 | 2.35× | 1.10× | ||
| Q4 24 | 1.50× | 2.11× | ||
| Q3 24 | 1.56× | 3.77× | ||
| Q2 24 | 3.31× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.