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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and IMPERIAL OIL LTD (IMO). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $4.5B, roughly 1.8× CASEYS GENERAL STORES INC). CASEYS GENERAL STORES INC runs the higher net margin — 4.6% vs 4.4%, a 0.2% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs -10.5%). IMPERIAL OIL LTD produced more free cash flow last quarter ($938.8M vs $176.0M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs -4.2%).
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...
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
CASY vs IMO — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $8.2B |
| Net Profit | $206.3M | $359.2M |
| Gross Margin | — | — |
| Operating Margin | 6.1% | 5.6% |
| Net Margin | 4.6% | 4.4% |
| Revenue YoY | 14.2% | -10.5% |
| Net Profit YoY | 14.0% | -59.8% |
| EPS (diluted) | $5.53 | — |
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.
| Q4 25 | $4.5B | $8.2B | ||
| Q3 25 | $4.6B | $8.8B | ||
| Q2 25 | $4.0B | $8.2B | ||
| Q1 25 | $3.9B | $9.1B | ||
| Q4 24 | $3.9B | $9.2B | ||
| Q3 24 | $4.1B | $9.7B | ||
| Q2 24 | $3.6B | $9.8B | ||
| Q1 24 | $3.3B | $9.0B |
| Q4 25 | $206.3M | $359.2M | ||
| Q3 25 | $215.4M | $393.5M | ||
| Q2 25 | $98.3M | $692.8M | ||
| Q1 25 | $87.1M | $940.2M | ||
| Q4 24 | $180.9M | $894.3M | ||
| Q3 24 | $180.2M | $903.0M | ||
| Q2 24 | $87.0M | $827.1M | ||
| Q1 24 | $86.9M | $872.4M |
| Q4 25 | 6.1% | 5.6% | ||
| Q3 25 | 6.1% | 5.8% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | 2.8% | 13.5% | ||
| Q4 24 | 6.1% | 12.5% | ||
| Q3 24 | 5.8% | 12.1% | ||
| Q2 24 | — | 11.1% | ||
| Q1 24 | 3.4% | 12.8% |
| Q4 25 | 4.6% | 4.4% | ||
| Q3 25 | 4.7% | 4.5% | ||
| Q2 25 | 2.5% | 8.4% | ||
| Q1 25 | 2.2% | 10.3% | ||
| Q4 24 | 4.6% | 9.7% | ||
| Q3 24 | 4.4% | 9.3% | ||
| Q2 24 | 2.4% | 8.5% | ||
| Q1 24 | 2.6% | 9.7% |
| Q4 25 | $5.53 | — | ||
| Q3 25 | $5.77 | — | ||
| Q2 25 | $2.63 | — | ||
| Q1 25 | $2.33 | — | ||
| Q4 24 | $4.85 | — | ||
| Q3 24 | $4.83 | — | ||
| Q2 24 | $2.34 | — | ||
| Q1 24 | $2.33 | — |
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 | $833.7M |
| Total DebtLower is stronger | — | $2.9B |
| Stockholders' EquityBook value | $3.8B | $16.2B |
| Total Assets | $8.6B | $30.9B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | $833.7M | ||
| Q3 25 | $458.1M | $1.4B | ||
| Q2 25 | $326.7M | $1.7B | ||
| Q1 25 | $394.8M | $1.3B | ||
| Q4 24 | $351.7M | $714.7M | ||
| Q3 24 | $305.0M | $1.1B | ||
| Q2 24 | $206.5M | $1.5B | ||
| Q1 24 | $177.9M | $858.5M |
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $3.8B | $16.2B | ||
| Q3 25 | $3.6B | $17.3B | ||
| Q2 25 | $3.5B | $18.2B | ||
| Q1 25 | $3.4B | $17.8B | ||
| Q4 24 | $3.3B | $17.1B | ||
| Q3 24 | $3.2B | $17.3B | ||
| Q2 24 | $3.0B | $17.5B | ||
| Q1 24 | $2.9B | $16.9B |
| Q4 25 | $8.6B | $30.9B | ||
| Q3 25 | $8.4B | $31.4B | ||
| Q2 25 | $8.2B | $32.2B | ||
| Q1 25 | $8.2B | $32.0B | ||
| Q4 24 | $7.7B | $31.3B | ||
| Q3 24 | $6.5B | $31.0B | ||
| Q2 24 | $6.3B | $32.2B | ||
| Q1 24 | $6.2B | $31.0B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | 0.69× | 0.16× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | 0.52× | 0.17× | ||
| Q1 24 | — | 0.17× |
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 | $1.4B |
| Free Cash FlowOCF − Capex | $176.0M | $938.8M |
| FCF MarginFCF / Revenue | 3.9% | 11.4% |
| Capex IntensityCapex / Revenue | 3.8% | 5.6% |
| Cash ConversionOCF / Net Profit | 1.68× | 3.90× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $3.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $1.4B | ||
| Q3 25 | $372.4M | $1.3B | ||
| Q2 25 | $333.9M | $1.1B | ||
| Q1 25 | $204.9M | $1.1B | ||
| Q4 24 | $270.7M | $1.3B | ||
| Q3 24 | $281.4M | $1.1B | ||
| Q2 24 | $288.4M | $1.2B | ||
| Q1 24 | $122.8M | $785.5M |
| Q4 25 | $176.0M | $938.8M | ||
| Q3 25 | $262.4M | $944.6M | ||
| Q2 25 | $153.1M | $725.6M | ||
| Q1 25 | $90.7M | $824.2M | ||
| Q4 24 | $160.0M | $997.2M | ||
| Q3 24 | $180.8M | $730.7M | ||
| Q2 24 | $92.1M | $852.6M | ||
| Q1 24 | $-27.0M | $422.7M |
| Q4 25 | 3.9% | 11.4% | ||
| Q3 25 | 5.7% | 10.7% | ||
| Q2 25 | 3.8% | 8.8% | ||
| Q1 25 | 2.3% | 9.0% | ||
| Q4 24 | 4.1% | 10.8% | ||
| Q3 24 | 4.4% | 7.5% | ||
| Q2 24 | 2.6% | 8.7% | ||
| Q1 24 | -0.8% | 4.7% |
| Q4 25 | 3.8% | 5.6% | ||
| Q3 25 | 2.4% | 4.2% | ||
| Q2 25 | 4.5% | 4.2% | ||
| Q1 25 | 2.9% | 3.2% | ||
| Q4 24 | 2.8% | 3.4% | ||
| Q3 24 | 2.5% | 3.7% | ||
| Q2 24 | 5.5% | 3.4% | ||
| Q1 24 | 4.5% | 4.0% |
| Q4 25 | 1.68× | 3.90× | ||
| Q3 25 | 1.73× | 3.34× | ||
| Q2 25 | 3.40× | 1.54× | ||
| Q1 25 | 2.35× | 1.19× | ||
| Q4 24 | 1.50× | 1.46× | ||
| Q3 24 | 1.56× | 1.20× | ||
| Q2 24 | 3.31× | 1.44× | ||
| Q1 24 | 1.41× | 0.90× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
