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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and KKR & Co. (KKR). Click either name above to swap in a different company.
KKR & Co. is the larger business by last-quarter revenue ($5.7B vs $4.5B, roughly 1.3× CASEYS GENERAL STORES INC). KKR & Co. runs the higher net margin — 20.0% vs 4.6%, a 15.4% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 14.2%). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs -22.9%).
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...
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
CASY vs KKR — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $5.7B |
| Net Profit | $206.3M | $1.1B |
| Gross Margin | — | — |
| Operating Margin | 6.1% | 45.3% |
| Net Margin | 4.6% | 20.0% |
| Revenue YoY | 14.2% | 76.1% |
| Net Profit YoY | 14.0% | 1.8% |
| 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 | $5.7B | ||
| Q3 25 | $4.6B | $5.5B | ||
| Q2 25 | $4.0B | $5.1B | ||
| Q1 25 | $3.9B | $3.1B | ||
| Q4 24 | $3.9B | $3.3B | ||
| Q3 24 | $4.1B | $4.8B | ||
| Q2 24 | $3.6B | $4.2B | ||
| Q1 24 | $3.3B | $9.7B |
| Q4 25 | $206.3M | $1.1B | ||
| Q3 25 | $215.4M | $900.4M | ||
| Q2 25 | $98.3M | $510.1M | ||
| Q1 25 | $87.1M | $-185.9M | ||
| Q4 24 | $180.9M | $1.1B | ||
| Q3 24 | $180.2M | $600.5M | ||
| Q2 24 | $87.0M | $667.9M | ||
| Q1 24 | $86.9M | $682.2M |
| Q4 25 | 6.1% | 45.3% | ||
| Q3 25 | 6.1% | 39.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | 2.8% | 24.8% | ||
| Q4 24 | 6.1% | 50.4% | ||
| Q3 24 | 5.8% | 34.3% | ||
| Q2 24 | — | 29.0% | ||
| Q1 24 | 3.4% | 14.1% |
| Q4 25 | 4.6% | 20.0% | ||
| Q3 25 | 4.7% | 16.3% | ||
| Q2 25 | 2.5% | 10.0% | ||
| Q1 25 | 2.2% | -6.0% | ||
| Q4 24 | 4.6% | 34.5% | ||
| Q3 24 | 4.4% | 12.5% | ||
| Q2 24 | 2.4% | 16.0% | ||
| Q1 24 | 2.6% | 7.1% |
| 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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.8B | $30.9B |
| Total Assets | $8.6B | $410.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | — | ||
| Q3 25 | $458.1M | — | ||
| Q2 25 | $326.7M | — | ||
| Q1 25 | $394.8M | — | ||
| Q4 24 | $351.7M | — | ||
| Q3 24 | $305.0M | — | ||
| Q2 24 | $206.5M | — | ||
| Q1 24 | $177.9M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.8B | $30.9B | ||
| Q3 25 | $3.6B | $29.7B | ||
| Q2 25 | $3.5B | $28.2B | ||
| Q1 25 | $3.4B | $27.5B | ||
| Q4 24 | $3.3B | $23.7B | ||
| Q3 24 | $3.2B | $24.1B | ||
| Q2 24 | $3.0B | $21.7B | ||
| Q1 24 | $2.9B | $21.4B |
| Q4 25 | $8.6B | $410.1B | ||
| Q3 25 | $8.4B | $398.5B | ||
| Q2 25 | $8.2B | $380.9B | ||
| Q1 25 | $8.2B | $372.4B | ||
| Q4 24 | $7.7B | $360.1B | ||
| Q3 24 | $6.5B | $360.7B | ||
| Q2 24 | $6.3B | $348.5B | ||
| Q1 24 | $6.2B | $339.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.52× | — | ||
| Q1 24 | — | — |
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 | $-4.9B |
| Free Cash FlowOCF − Capex | $176.0M | — |
| FCF MarginFCF / Revenue | 3.9% | — |
| Capex IntensityCapex / Revenue | 3.8% | — |
| Cash ConversionOCF / Net Profit | 1.68× | -4.28× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $-4.9B | ||
| Q3 25 | $372.4M | $2.4B | ||
| Q2 25 | $333.9M | $438.8M | ||
| Q1 25 | $204.9M | $2.5B | ||
| Q4 24 | $270.7M | $-111.7M | ||
| Q3 24 | $281.4M | $1.9B | ||
| Q2 24 | $288.4M | $3.4B | ||
| Q1 24 | $122.8M | $1.5B |
| Q4 25 | $176.0M | — | ||
| Q3 25 | $262.4M | — | ||
| Q2 25 | $153.1M | — | ||
| Q1 25 | $90.7M | — | ||
| Q4 24 | $160.0M | — | ||
| Q3 24 | $180.8M | — | ||
| Q2 24 | $92.1M | — | ||
| Q1 24 | $-27.0M | — |
| Q4 25 | 3.9% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -0.8% | — |
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 5.5% | — | ||
| Q1 24 | 4.5% | — |
| Q4 25 | 1.68× | -4.28× | ||
| Q3 25 | 1.73× | 2.65× | ||
| Q2 25 | 3.40× | 0.86× | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 1.50× | -0.10× | ||
| Q3 24 | 1.56× | 3.12× | ||
| Q2 24 | 3.31× | 5.03× | ||
| Q1 24 | 1.41× | 2.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
