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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and MERCADOLIBRE INC (MELI). Click either name above to swap in a different company.
MERCADOLIBRE INC is the larger business by last-quarter revenue ($6.1B vs $4.5B, roughly 1.4× CASEYS GENERAL STORES INC). MERCADOLIBRE INC runs the higher net margin — 9.1% vs 4.6%, a 4.5% gap on every dollar of revenue. On growth, MERCADOLIBRE INC posted the faster year-over-year revenue change (40.2% vs 14.2%). MERCADOLIBRE INC produced more free cash flow last quarter ($4.8B vs $176.0M). Over the past eight quarters, MERCADOLIBRE INC's revenue compounded faster (40.7% CAGR vs 16.3%).
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...
MercadoLibre, Inc., known as Mercado Livre in Brazil, literally meaning "free market" in both languages, is a company of Argentine origin and incorporated in Delaware in the United States that operates online marketplaces dedicated to e-commerce and online auctions. As of 2016, Mercado Libre had 174.2 million users in Latin America, making it the region's most popular e-commerce site by number of visitors.
CASY vs MELI — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $6.1B |
| Net Profit | $206.3M | $559.0M |
| Gross Margin | — | 61.7% |
| Operating Margin | 6.1% | 14.5% |
| Net Margin | 4.6% | 9.1% |
| Revenue YoY | 14.2% | 40.2% |
| Net Profit YoY | 14.0% | -12.5% |
| EPS (diluted) | $5.53 | $11.03 |
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 | $6.1B | ||
| Q3 25 | $4.6B | $5.2B | ||
| Q2 25 | $4.0B | $4.8B | ||
| Q1 25 | $3.9B | $4.2B | ||
| Q4 24 | $3.9B | $4.4B | ||
| Q3 24 | $4.1B | $3.9B | ||
| Q2 24 | $3.6B | $3.8B | ||
| Q1 24 | $3.3B | $3.1B |
| Q4 25 | $206.3M | $559.0M | ||
| Q3 25 | $215.4M | $421.0M | ||
| Q2 25 | $98.3M | $523.0M | ||
| Q1 25 | $87.1M | $494.0M | ||
| Q4 24 | $180.9M | $639.0M | ||
| Q3 24 | $180.2M | $397.0M | ||
| Q2 24 | $87.0M | $531.0M | ||
| Q1 24 | $86.9M | $344.0M |
| Q4 25 | — | 61.7% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | — | 64.4% | ||
| Q1 25 | — | 66.1% | ||
| Q4 24 | — | 62.8% | ||
| Q3 24 | — | 62.6% | ||
| Q2 24 | — | 62.8% | ||
| Q1 24 | — | 65.3% |
| Q4 25 | 6.1% | 14.5% | ||
| Q3 25 | 6.1% | 13.9% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | 2.8% | 18.2% | ||
| Q4 24 | 6.1% | 18.7% | ||
| Q3 24 | 5.8% | 14.3% | ||
| Q2 24 | — | 19.3% | ||
| Q1 24 | 3.4% | 17.0% |
| Q4 25 | 4.6% | 9.1% | ||
| Q3 25 | 4.7% | 8.1% | ||
| Q2 25 | 2.5% | 10.9% | ||
| Q1 25 | 2.2% | 11.8% | ||
| Q4 24 | 4.6% | 14.6% | ||
| Q3 24 | 4.4% | 10.2% | ||
| Q2 24 | 2.4% | 14.1% | ||
| Q1 24 | 2.6% | 11.1% |
| Q4 25 | $5.53 | $11.03 | ||
| Q3 25 | $5.77 | $8.32 | ||
| Q2 25 | $2.63 | $10.31 | ||
| Q1 25 | $2.33 | $9.74 | ||
| Q4 24 | $4.85 | $12.60 | ||
| Q3 24 | $4.83 | $7.83 | ||
| Q2 24 | $2.34 | $10.48 | ||
| Q1 24 | $2.33 | $6.78 |
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 | $6.3B |
| Total DebtLower is stronger | — | $4.6B |
| Stockholders' EquityBook value | $3.8B | $6.7B |
| Total Assets | $8.6B | $42.7B |
| Debt / EquityLower = less leverage | — | 0.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | $6.3B | ||
| Q3 25 | $458.1M | $6.3B | ||
| Q2 25 | $326.7M | $7.6B | ||
| Q1 25 | $394.8M | $8.1B | ||
| Q4 24 | $351.7M | $7.1B | ||
| Q3 24 | $305.0M | $6.7B | ||
| Q2 24 | $206.5M | $6.9B | ||
| Q1 24 | $177.9M | $6.3B |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $2.4B | $3.5B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | $1.6B | $2.4B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | $3.8B | $6.7B | ||
| Q3 25 | $3.6B | $6.2B | ||
| Q2 25 | $3.5B | $5.7B | ||
| Q1 25 | $3.4B | $5.0B | ||
| Q4 24 | $3.3B | $4.4B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.0B | $3.7B | ||
| Q1 24 | $2.9B | $3.4B |
| Q4 25 | $8.6B | $42.7B | ||
| Q3 25 | $8.4B | $36.7B | ||
| Q2 25 | $8.2B | $32.9B | ||
| Q1 25 | $8.2B | $27.7B | ||
| Q4 24 | $7.7B | $25.2B | ||
| Q3 24 | $6.5B | $22.6B | ||
| Q2 24 | $6.3B | $20.0B | ||
| Q1 24 | $6.2B | $19.1B |
| Q4 25 | — | 0.68× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | 0.69× | 0.61× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | 0.52× | 0.67× | ||
| Q1 24 | — | 0.66× |
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 | $5.2B |
| Free Cash FlowOCF − Capex | $176.0M | $4.8B |
| FCF MarginFCF / Revenue | 3.9% | 77.9% |
| Capex IntensityCapex / Revenue | 3.8% | 7.0% |
| Cash ConversionOCF / Net Profit | 1.68× | 9.32× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $10.8B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $5.2B | ||
| Q3 25 | $372.4M | $3.0B | ||
| Q2 25 | $333.9M | $2.9B | ||
| Q1 25 | $204.9M | $1.0B | ||
| Q4 24 | $270.7M | $2.9B | ||
| Q3 24 | $281.4M | $1.6B | ||
| Q2 24 | $288.4M | $1.9B | ||
| Q1 24 | $122.8M | $1.5B |
| Q4 25 | $176.0M | $4.8B | ||
| Q3 25 | $262.4M | $2.6B | ||
| Q2 25 | $153.1M | $2.6B | ||
| Q1 25 | $90.7M | $759.0M | ||
| Q4 24 | $160.0M | $2.6B | ||
| Q3 24 | $180.8M | $1.4B | ||
| Q2 24 | $92.1M | $1.7B | ||
| Q1 24 | $-27.0M | $1.4B |
| Q4 25 | 3.9% | 77.9% | ||
| Q3 25 | 5.7% | 50.0% | ||
| Q2 25 | 3.8% | 54.8% | ||
| Q1 25 | 2.3% | 18.1% | ||
| Q4 24 | 4.1% | 59.8% | ||
| Q3 24 | 4.4% | 35.4% | ||
| Q2 24 | 2.6% | 45.1% | ||
| Q1 24 | -0.8% | 44.1% |
| Q4 25 | 3.8% | 7.0% | ||
| Q3 25 | 2.4% | 6.9% | ||
| Q2 25 | 4.5% | 6.0% | ||
| Q1 25 | 2.9% | 6.5% | ||
| Q4 24 | 2.8% | 7.0% | ||
| Q3 24 | 2.5% | 5.7% | ||
| Q2 24 | 5.5% | 4.9% | ||
| Q1 24 | 4.5% | 4.7% |
| Q4 25 | 1.68× | 9.32× | ||
| Q3 25 | 1.73× | 7.03× | ||
| Q2 25 | 3.40× | 5.58× | ||
| Q1 25 | 2.35× | 2.09× | ||
| Q4 24 | 1.50× | 4.58× | ||
| Q3 24 | 1.56× | 4.03× | ||
| Q2 24 | 3.31× | 3.54× | ||
| Q1 24 | 1.41× | 4.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
MELI
| Commerce | $2.8B | 45% |
| Argentina Segment | $1.6B | 26% |
| Products | $1.2B | 20% |
| Other Countries Segment | $414.0M | 7% |
