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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and Kenvue (KVUE). 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 $3.8B, roughly 1.2× Kenvue). Kenvue runs the higher net margin — 8.7% vs 4.6%, a 4.2% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 3.2%). Kenvue produced more free cash flow last quarter ($744.0M vs $176.0M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs -1.5%).
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...
Kenvue Inc. is an American consumer health company. Formerly the Consumer Healthcare division of Johnson & Johnson, Kenvue owns well-known brands such as Aveeno, Band-Aid, Benadryl, Combantrin, Zyrtec, Johnson's, Listerine, Lactaid, Mylanta, Neutrogena, Trosyd, Calpol, Tylenol, and Visine. Kenvue is incorporated in Delaware and was originally headquartered in the Skillman section of Montgomery Township, New Jersey, before relocating to Summit, New Jersey.
CASY vs KVUE — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $3.8B |
| Net Profit | $206.3M | $330.0M |
| Gross Margin | — | 56.5% |
| Operating Margin | 6.1% | 14.2% |
| Net Margin | 4.6% | 8.7% |
| Revenue YoY | 14.2% | 3.2% |
| Net Profit YoY | 14.0% | 12.6% |
| EPS (diluted) | $5.53 | $0.16 |
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 | $3.8B | ||
| Q3 25 | $4.6B | $3.8B | ||
| Q2 25 | $4.0B | $3.8B | ||
| Q1 25 | $3.9B | $3.7B | ||
| Q4 24 | $3.9B | $3.7B | ||
| Q3 24 | $4.1B | $3.9B | ||
| Q2 24 | $3.6B | $4.0B | ||
| Q1 24 | $3.3B | $3.9B |
| Q4 25 | $206.3M | $330.0M | ||
| Q3 25 | $215.4M | $398.0M | ||
| Q2 25 | $98.3M | $420.0M | ||
| Q1 25 | $87.1M | $322.0M | ||
| Q4 24 | $180.9M | $293.0M | ||
| Q3 24 | $180.2M | $383.0M | ||
| Q2 24 | $87.0M | $58.0M | ||
| Q1 24 | $86.9M | $296.0M |
| Q4 25 | — | 56.5% | ||
| Q3 25 | — | 59.1% | ||
| Q2 25 | — | 58.9% | ||
| Q1 25 | — | 58.0% | ||
| Q4 24 | — | 56.5% | ||
| Q3 24 | — | 58.5% | ||
| Q2 24 | — | 59.1% | ||
| Q1 24 | — | 57.6% |
| Q4 25 | 6.1% | 14.2% | ||
| Q3 25 | 6.1% | 16.7% | ||
| Q2 25 | — | 18.0% | ||
| Q1 25 | 2.8% | 14.9% | ||
| Q4 24 | 6.1% | 13.2% | ||
| Q3 24 | 5.8% | 16.8% | ||
| Q2 24 | — | 3.9% | ||
| Q1 24 | 3.4% | 14.1% |
| Q4 25 | 4.6% | 8.7% | ||
| Q3 25 | 4.7% | 10.6% | ||
| Q2 25 | 2.5% | 10.9% | ||
| Q1 25 | 2.2% | 8.6% | ||
| Q4 24 | 4.6% | 8.0% | ||
| Q3 24 | 4.4% | 9.8% | ||
| Q2 24 | 2.4% | 1.5% | ||
| Q1 24 | 2.6% | 7.6% |
| Q4 25 | $5.53 | $0.16 | ||
| Q3 25 | $5.77 | $0.21 | ||
| Q2 25 | $2.63 | $0.22 | ||
| Q1 25 | $2.33 | $0.17 | ||
| Q4 24 | $4.85 | $0.16 | ||
| Q3 24 | $4.83 | $0.20 | ||
| Q2 24 | $2.34 | $0.03 | ||
| Q1 24 | $2.33 | $0.15 |
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 | $1.1B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.8B | $10.8B |
| Total Assets | $8.6B | $27.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | $1.1B | ||
| Q3 25 | $458.1M | $1.1B | ||
| Q2 25 | $326.7M | $1.1B | ||
| Q1 25 | $394.8M | $1.1B | ||
| Q4 24 | $351.7M | $1.1B | ||
| Q3 24 | $305.0M | $1.1B | ||
| Q2 24 | $206.5M | $1.0B | ||
| Q1 24 | $177.9M | $1.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.8B | $10.8B | ||
| Q3 25 | $3.6B | $10.6B | ||
| Q2 25 | $3.5B | $10.7B | ||
| Q1 25 | $3.4B | $10.1B | ||
| Q4 24 | $3.3B | $9.7B | ||
| Q3 24 | $3.2B | $10.6B | ||
| Q2 24 | $3.0B | $10.2B | ||
| Q1 24 | $2.9B | $10.6B |
| Q4 25 | $8.6B | $27.1B | ||
| Q3 25 | $8.4B | $27.2B | ||
| Q2 25 | $8.2B | $27.1B | ||
| Q1 25 | $8.2B | $26.3B | ||
| Q4 24 | $7.7B | $25.6B | ||
| Q3 24 | $6.5B | $26.9B | ||
| Q2 24 | $6.3B | $26.4B | ||
| Q1 24 | $6.2B | $27.3B |
| 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 | $854.0M |
| Free Cash FlowOCF − Capex | $176.0M | $744.0M |
| FCF MarginFCF / Revenue | 3.9% | 19.7% |
| Capex IntensityCapex / Revenue | 3.8% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.68× | 2.59× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $1.7B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $854.0M | ||
| Q3 25 | $372.4M | $294.0M | ||
| Q2 25 | $333.9M | $621.0M | ||
| Q1 25 | $204.9M | $428.0M | ||
| Q4 24 | $270.7M | $793.0M | ||
| Q3 24 | $281.4M | $249.0M | ||
| Q2 24 | $288.4M | $440.0M | ||
| Q1 24 | $122.8M | $287.0M |
| Q4 25 | $176.0M | $744.0M | ||
| Q3 25 | $262.4M | $196.0M | ||
| Q2 25 | $153.1M | $533.0M | ||
| Q1 25 | $90.7M | $249.0M | ||
| Q4 24 | $160.0M | $661.0M | ||
| Q3 24 | $180.8M | $190.0M | ||
| Q2 24 | $92.1M | $350.0M | ||
| Q1 24 | $-27.0M | $134.0M |
| Q4 25 | 3.9% | 19.7% | ||
| Q3 25 | 5.7% | 5.2% | ||
| Q2 25 | 3.8% | 13.9% | ||
| Q1 25 | 2.3% | 6.7% | ||
| Q4 24 | 4.1% | 18.1% | ||
| Q3 24 | 4.4% | 4.9% | ||
| Q2 24 | 2.6% | 8.8% | ||
| Q1 24 | -0.8% | 3.4% |
| Q4 25 | 3.8% | 2.9% | ||
| Q3 25 | 2.4% | 2.6% | ||
| Q2 25 | 4.5% | 2.3% | ||
| Q1 25 | 2.9% | 4.8% | ||
| Q4 24 | 2.8% | 3.6% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 5.5% | 2.3% | ||
| Q1 24 | 4.5% | 3.9% |
| Q4 25 | 1.68× | 2.59× | ||
| Q3 25 | 1.73× | 0.74× | ||
| Q2 25 | 3.40× | 1.48× | ||
| Q1 25 | 2.35× | 1.33× | ||
| Q4 24 | 1.50× | 2.71× | ||
| Q3 24 | 1.56× | 0.65× | ||
| Q2 24 | 3.31× | 7.59× | ||
| Q1 24 | 1.41× | 0.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
