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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and PBF Energy Inc. (PBF). Click either name above to swap in a different company.
PBF Energy Inc. is the larger business by last-quarter revenue ($7.9B vs $4.5B, roughly 1.8× CASEYS GENERAL STORES INC). CASEYS GENERAL STORES INC runs the higher net margin — 4.6% vs 2.5%, a 2.0% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 11.9%). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs -4.9%).
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...
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diese...
CASY vs PBF — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $7.9B |
| Net Profit | $206.3M | $200.2M |
| Gross Margin | — | 3.5% |
| Operating Margin | 6.1% | 3.8% |
| Net Margin | 4.6% | 2.5% |
| Revenue YoY | 14.2% | 11.9% |
| Net Profit YoY | 14.0% | 149.4% |
| EPS (diluted) | $5.53 | $1.65 |
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.
| Q1 26 | — | $7.9B | ||
| Q4 25 | $4.5B | $7.1B | ||
| Q3 25 | $4.6B | $7.7B | ||
| Q2 25 | $4.0B | $7.5B | ||
| Q1 25 | $3.9B | $7.1B | ||
| Q4 24 | $3.9B | $7.4B | ||
| Q3 24 | $4.1B | $8.4B | ||
| Q2 24 | $3.6B | $8.7B |
| Q1 26 | — | $200.2M | ||
| Q4 25 | $206.3M | $78.4M | ||
| Q3 25 | $215.4M | $170.1M | ||
| Q2 25 | $98.3M | $-5.2M | ||
| Q1 25 | $87.1M | $-401.8M | ||
| Q4 24 | $180.9M | $-289.3M | ||
| Q3 24 | $180.2M | $-285.9M | ||
| Q2 24 | $87.0M | $-65.2M |
| Q1 26 | — | 3.5% | ||
| Q4 25 | — | -1.8% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | -0.8% | ||
| Q1 25 | — | -5.9% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | 3.8% | ||
| Q4 25 | 6.1% | 1.8% | ||
| Q3 25 | 6.1% | 3.7% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 2.8% | -7.2% | ||
| Q4 24 | 6.1% | -5.2% | ||
| Q3 24 | 5.8% | -4.6% | ||
| Q2 24 | — | -0.9% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 4.6% | 1.1% | ||
| Q3 25 | 4.7% | 2.2% | ||
| Q2 25 | 2.5% | -0.1% | ||
| Q1 25 | 2.2% | -5.7% | ||
| Q4 24 | 4.6% | -3.9% | ||
| Q3 24 | 4.4% | -3.4% | ||
| Q2 24 | 2.4% | -0.7% |
| Q1 26 | — | $1.65 | ||
| Q4 25 | $5.53 | $0.74 | ||
| Q3 25 | $5.77 | $1.45 | ||
| Q2 25 | $2.63 | $-0.05 | ||
| Q1 25 | $2.33 | $-3.53 | ||
| Q4 24 | $4.85 | $-2.41 | ||
| Q3 24 | $4.83 | $-2.49 | ||
| Q2 24 | $2.34 | $-0.56 |
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 | $541.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.8B | $5.7B |
| Total Assets | $8.6B | $14.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $541.8M | ||
| Q4 25 | $492.0M | $527.9M | ||
| Q3 25 | $458.1M | $482.0M | ||
| Q2 25 | $326.7M | $590.7M | ||
| Q1 25 | $394.8M | $468.6M | ||
| Q4 24 | $351.7M | $536.1M | ||
| Q3 24 | $305.0M | $976.7M | ||
| Q2 24 | $206.5M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.6B | — |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $3.8B | $5.3B | ||
| Q3 25 | $3.6B | $5.2B | ||
| Q2 25 | $3.5B | $5.1B | ||
| Q1 25 | $3.4B | $5.1B | ||
| Q4 24 | $3.3B | $5.5B | ||
| Q3 24 | $3.2B | $5.9B | ||
| Q2 24 | $3.0B | $6.3B |
| Q1 26 | — | $14.7B | ||
| Q4 25 | $8.6B | $13.0B | ||
| Q3 25 | $8.4B | $13.0B | ||
| Q2 25 | $8.2B | $13.0B | ||
| Q1 25 | $8.2B | $13.0B | ||
| Q4 24 | $7.7B | $12.7B | ||
| Q3 24 | $6.5B | $13.1B | ||
| Q2 24 | $6.3B | $14.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.52× | — |
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 | — |
| Free Cash FlowOCF − Capex | $176.0M | — |
| FCF MarginFCF / Revenue | 3.9% | — |
| Capex IntensityCapex / Revenue | 3.8% | 4.0% |
| Cash ConversionOCF / Net Profit | 1.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $347.1M | $366.6M | ||
| Q3 25 | $372.4M | $25.7M | ||
| Q2 25 | $333.9M | $191.1M | ||
| Q1 25 | $204.9M | $-661.4M | ||
| Q4 24 | $270.7M | $-329.7M | ||
| Q3 24 | $281.4M | $-68.0M | ||
| Q2 24 | $288.4M | $425.3M |
| Q1 26 | — | — | ||
| Q4 25 | $176.0M | $77.0M | ||
| Q3 25 | $262.4M | $-122.8M | ||
| Q2 25 | $153.1M | $35.0M | ||
| Q1 25 | $90.7M | $-772.4M | ||
| Q4 24 | $160.0M | $-425.7M | ||
| Q3 24 | $180.8M | $-169.8M | ||
| Q2 24 | $92.1M | $371.8M |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 1.1% | ||
| Q3 25 | 5.7% | -1.6% | ||
| Q2 25 | 3.8% | 0.5% | ||
| Q1 25 | 2.3% | -10.9% | ||
| Q4 24 | 4.1% | -5.8% | ||
| Q3 24 | 4.4% | -2.0% | ||
| Q2 24 | 2.6% | 4.3% |
| Q1 26 | — | 4.0% | ||
| Q4 25 | 3.8% | 4.1% | ||
| Q3 25 | 2.4% | 1.9% | ||
| Q2 25 | 4.5% | 2.1% | ||
| Q1 25 | 2.9% | 1.6% | ||
| Q4 24 | 2.8% | 1.3% | ||
| Q3 24 | 2.5% | 1.2% | ||
| Q2 24 | 5.5% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 4.68× | ||
| Q3 25 | 1.73× | 0.15× | ||
| Q2 25 | 3.40× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 3.31× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
