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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and MARKEL GROUP INC. (MKL). 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 1.3× MARKEL GROUP INC.). MARKEL GROUP INC. runs the higher net margin — 16.1% vs 4.6%, a 11.5% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs -6.9%). MARKEL GROUP INC. produced more free cash flow last quarter ($599.1M vs $176.0M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs -10.5%).
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...
MARKEL GROUP INC.MKLEarnings & Financial Report
Markel Group Inc. is a group of companies headquartered in Richmond, Virginia, and originally founded in 1930 as an insurance company.
CASY vs MKL — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $3.6B |
| Net Profit | $206.3M | $576.8M |
| Gross Margin | — | — |
| Operating Margin | 6.1% | 22.2% |
| Net Margin | 4.6% | 16.1% |
| Revenue YoY | 14.2% | -6.9% |
| Net Profit YoY | 14.0% | 5.0% |
| EPS (diluted) | $5.53 | $48.22 |
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.
| Q4 25 | $4.5B | $3.6B | ||
| Q3 25 | $4.6B | $3.9B | ||
| Q2 25 | $4.0B | $4.6B | ||
| Q1 25 | $3.9B | $3.4B | ||
| Q4 24 | $3.9B | $3.8B | ||
| Q3 24 | $4.1B | $4.6B | ||
| Q2 24 | $3.6B | $3.7B | ||
| Q1 24 | $3.3B | $4.5B |
| Q4 25 | $206.3M | $576.8M | ||
| Q3 25 | $215.4M | $751.3M | ||
| Q2 25 | $98.3M | $657.1M | ||
| Q1 25 | $87.1M | $121.7M | ||
| Q4 24 | $180.9M | $549.2M | ||
| Q3 24 | $180.2M | $905.0M | ||
| Q2 24 | $87.0M | $267.7M | ||
| Q1 24 | $86.9M | $1.0B |
| Q4 25 | 6.1% | 22.2% | ||
| Q3 25 | 6.1% | 25.7% | ||
| Q2 25 | — | 24.1% | ||
| Q1 25 | 2.8% | 8.3% | ||
| Q4 24 | 6.1% | 15.5% | ||
| Q3 24 | 5.8% | 29.7% | ||
| Q2 24 | — | 11.1% | ||
| Q1 24 | 3.4% | 29.9% |
| Q4 25 | 4.6% | 16.1% | ||
| Q3 25 | 4.7% | 19.1% | ||
| Q2 25 | 2.5% | 14.3% | ||
| Q1 25 | 2.2% | 3.6% | ||
| Q4 24 | 4.6% | 14.3% | ||
| Q3 24 | 4.4% | 19.6% | ||
| Q2 24 | 2.4% | 7.2% | ||
| Q1 24 | 2.6% | 23.0% |
| Q4 25 | $5.53 | $48.22 | ||
| Q3 25 | $5.77 | $59.25 | ||
| Q2 25 | $2.63 | $49.67 | ||
| Q1 25 | $2.33 | $12.08 | ||
| Q4 24 | $4.85 | $39.02 | ||
| Q3 24 | $4.83 | $66.25 | ||
| Q2 24 | $2.34 | $18.62 | ||
| Q1 24 | $2.33 | $75.43 |
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 | $4.0B |
| Total DebtLower is stronger | — | $4.3B |
| Stockholders' EquityBook value | $3.8B | $18.6B |
| Total Assets | $8.6B | $68.9B |
| Debt / EquityLower = less leverage | — | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | $4.0B | ||
| Q3 25 | $458.1M | $4.0B | ||
| Q2 25 | $326.7M | $3.7B | ||
| Q1 25 | $394.8M | $4.2B | ||
| Q4 24 | $351.7M | $3.7B | ||
| Q3 24 | $305.0M | $3.9B | ||
| Q2 24 | $206.5M | $3.5B | ||
| Q1 24 | $177.9M | $3.6B |
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $4.3B | ||
| Q2 25 | $2.4B | $4.4B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | $1.6B | $4.4B | ||
| Q1 24 | — | $3.9B |
| Q4 25 | $3.8B | $18.6B | ||
| Q3 25 | $3.6B | $18.0B | ||
| Q2 25 | $3.5B | $17.3B | ||
| Q1 25 | $3.4B | $17.1B | ||
| Q4 24 | $3.3B | $16.9B | ||
| Q3 24 | $3.2B | $17.0B | ||
| Q2 24 | $3.0B | $15.9B | ||
| Q1 24 | $2.9B | $15.7B |
| Q4 25 | $8.6B | $68.9B | ||
| Q3 25 | $8.4B | $67.4B | ||
| Q2 25 | $8.2B | $66.8B | ||
| Q1 25 | $8.2B | $64.6B | ||
| Q4 24 | $7.7B | $61.9B | ||
| Q3 24 | $6.5B | $62.3B | ||
| Q2 24 | $6.3B | $59.7B | ||
| Q1 24 | $6.2B | $57.3B |
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | 0.69× | 0.25× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | 0.52× | 0.28× | ||
| Q1 24 | — | 0.25× |
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 | $662.2M |
| Free Cash FlowOCF − Capex | $176.0M | $599.1M |
| FCF MarginFCF / Revenue | 3.9% | 16.7% |
| Capex IntensityCapex / Revenue | 3.8% | 1.8% |
| Cash ConversionOCF / Net Profit | 1.68× | 1.15× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $662.2M | ||
| Q3 25 | $372.4M | $1.2B | ||
| Q2 25 | $333.9M | $504.4M | ||
| Q1 25 | $204.9M | $376.2M | ||
| Q4 24 | $270.7M | $493.9M | ||
| Q3 24 | $281.4M | $890.8M | ||
| Q2 24 | $288.4M | $578.6M | ||
| Q1 24 | $122.8M | $630.7M |
| Q4 25 | $176.0M | $599.1M | ||
| Q3 25 | $262.4M | $1.2B | ||
| Q2 25 | $153.1M | $453.8M | ||
| Q1 25 | $90.7M | $335.5M | ||
| Q4 24 | $160.0M | $420.0M | ||
| Q3 24 | $180.8M | $838.9M | ||
| Q2 24 | $92.1M | $521.4M | ||
| Q1 24 | $-27.0M | $558.7M |
| Q4 25 | 3.9% | 16.7% | ||
| Q3 25 | 5.7% | 29.6% | ||
| Q2 25 | 3.8% | 9.9% | ||
| Q1 25 | 2.3% | 9.9% | ||
| Q4 24 | 4.1% | 10.9% | ||
| Q3 24 | 4.4% | 18.2% | ||
| Q2 24 | 2.6% | 14.1% | ||
| Q1 24 | -0.8% | 12.5% |
| Q4 25 | 3.8% | 1.8% | ||
| Q3 25 | 2.4% | 1.3% | ||
| Q2 25 | 4.5% | 1.1% | ||
| Q1 25 | 2.9% | 1.2% | ||
| Q4 24 | 2.8% | 1.9% | ||
| Q3 24 | 2.5% | 1.1% | ||
| Q2 24 | 5.5% | 1.5% | ||
| Q1 24 | 4.5% | 1.6% |
| Q4 25 | 1.68× | 1.15× | ||
| Q3 25 | 1.73× | 1.62× | ||
| Q2 25 | 3.40× | 0.77× | ||
| Q1 25 | 2.35× | 3.09× | ||
| Q4 24 | 1.50× | 0.90× | ||
| Q3 24 | 1.56× | 0.98× | ||
| Q2 24 | 3.31× | 2.16× | ||
| Q1 24 | 1.41× | 0.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
MKL
| Industrial | $1.6B | 45% |
| Consumer And Other | $958.3M | 27% |
| Financial | $737.0M | 21% |
| Other | $198.8M | 6% |
| Corporate Operations | $52.0M | 1% |
| Revenue From Contract With Customer | $10.5M | 0% |
