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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and PayPal (PYPL). Click either name above to swap in a different company.
PayPal is the larger business by last-quarter revenue ($8.7B vs $4.5B, roughly 1.9× CASEYS GENERAL STORES INC). PayPal runs the higher net margin — 16.6% vs 4.6%, a 12.0% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 3.7%). PayPal produced more free cash flow last quarter ($2.2B vs $176.0M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs 6.2%).
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...
PayPalPYPLEarnings & Financial Report
PayPal Holdings, Inc. is an American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers; it serves as an electronic alternative to traditional paper methods such as checks and money orders. The company operates as a payment processor for online vendors, auction sites and many other commercial and company users.
CASY vs PYPL — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $8.7B |
| Net Profit | $206.3M | $1.4B |
| Gross Margin | — | — |
| Operating Margin | 6.1% | 17.4% |
| Net Margin | 4.6% | 16.6% |
| Revenue YoY | 14.2% | 3.7% |
| Net Profit YoY | 14.0% | 28.2% |
| EPS (diluted) | $5.53 | $1.53 |
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 | $8.7B | ||
| Q3 25 | $4.6B | $8.4B | ||
| Q2 25 | $4.0B | $8.3B | ||
| Q1 25 | $3.9B | $7.8B | ||
| Q4 24 | $3.9B | $8.4B | ||
| Q3 24 | $4.1B | $7.8B | ||
| Q2 24 | $3.6B | $7.9B | ||
| Q1 24 | $3.3B | $7.7B |
| Q4 25 | $206.3M | $1.4B | ||
| Q3 25 | $215.4M | $1.2B | ||
| Q2 25 | $98.3M | $1.3B | ||
| Q1 25 | $87.1M | $1.3B | ||
| Q4 24 | $180.9M | $1.1B | ||
| Q3 24 | $180.2M | $1.0B | ||
| Q2 24 | $87.0M | $1.1B | ||
| Q1 24 | $86.9M | $888.0M |
| Q4 25 | 6.1% | 17.4% | ||
| Q3 25 | 6.1% | 18.1% | ||
| Q2 25 | — | 18.1% | ||
| Q1 25 | 2.8% | 19.6% | ||
| Q4 24 | 6.1% | 17.2% | ||
| Q3 24 | 5.8% | 17.7% | ||
| Q2 24 | — | 16.8% | ||
| Q1 24 | 3.4% | 15.2% |
| Q4 25 | 4.6% | 16.6% | ||
| Q3 25 | 4.7% | 14.8% | ||
| Q2 25 | 2.5% | 15.2% | ||
| Q1 25 | 2.2% | 16.5% | ||
| Q4 24 | 4.6% | 13.4% | ||
| Q3 24 | 4.4% | 12.9% | ||
| Q2 24 | 2.4% | 14.3% | ||
| Q1 24 | 2.6% | 11.5% |
| Q4 25 | $5.53 | $1.53 | ||
| Q3 25 | $5.77 | $1.30 | ||
| Q2 25 | $2.63 | $1.29 | ||
| Q1 25 | $2.33 | $1.29 | ||
| Q4 24 | $4.85 | $1.09 | ||
| Q3 24 | $4.83 | $0.99 | ||
| Q2 24 | $2.34 | $1.08 | ||
| Q1 24 | $2.33 | $0.83 |
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 | $10.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.8B | $20.3B |
| Total Assets | $8.6B | $80.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | $10.4B | ||
| Q3 25 | $458.1M | $10.8B | ||
| Q2 25 | $326.7M | $10.0B | ||
| Q1 25 | $394.8M | $11.2B | ||
| Q4 24 | $351.7M | $10.8B | ||
| Q3 24 | $305.0M | $11.9B | ||
| Q2 24 | $206.5M | $13.6B | ||
| Q1 24 | $177.9M | $14.3B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.8B | $20.3B | ||
| Q3 25 | $3.6B | $20.2B | ||
| Q2 25 | $3.5B | $20.2B | ||
| Q1 25 | $3.4B | $20.3B | ||
| Q4 24 | $3.3B | $20.4B | ||
| Q3 24 | $3.2B | $20.2B | ||
| Q2 24 | $3.0B | $20.6B | ||
| Q1 24 | $2.9B | $20.7B |
| Q4 25 | $8.6B | $80.2B | ||
| Q3 25 | $8.4B | $79.8B | ||
| Q2 25 | $8.2B | $79.8B | ||
| Q1 25 | $8.2B | $81.3B | ||
| Q4 24 | $7.7B | $81.6B | ||
| Q3 24 | $6.5B | $83.5B | ||
| Q2 24 | $6.3B | $84.0B | ||
| Q1 24 | $6.2B | $83.3B |
| 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 | $2.4B |
| Free Cash FlowOCF − Capex | $176.0M | $2.2B |
| FCF MarginFCF / Revenue | 3.9% | 25.2% |
| Capex IntensityCapex / Revenue | 3.8% | 2.2% |
| Cash ConversionOCF / Net Profit | 1.68× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $5.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $2.4B | ||
| Q3 25 | $372.4M | $2.0B | ||
| Q2 25 | $333.9M | $898.0M | ||
| Q1 25 | $204.9M | $1.2B | ||
| Q4 24 | $270.7M | $2.4B | ||
| Q3 24 | $281.4M | $1.6B | ||
| Q2 24 | $288.4M | $1.5B | ||
| Q1 24 | $122.8M | $1.9B |
| Q4 25 | $176.0M | $2.2B | ||
| Q3 25 | $262.4M | $1.7B | ||
| Q2 25 | $153.1M | $692.0M | ||
| Q1 25 | $90.7M | $964.0M | ||
| Q4 24 | $160.0M | $2.2B | ||
| Q3 24 | $180.8M | $1.4B | ||
| Q2 24 | $92.1M | $1.4B | ||
| Q1 24 | $-27.0M | $1.8B |
| Q4 25 | 3.9% | 25.2% | ||
| Q3 25 | 5.7% | 20.4% | ||
| Q2 25 | 3.8% | 8.3% | ||
| Q1 25 | 2.3% | 12.4% | ||
| Q4 24 | 4.1% | 26.2% | ||
| Q3 24 | 4.4% | 18.4% | ||
| Q2 24 | 2.6% | 17.3% | ||
| Q1 24 | -0.8% | 22.9% |
| Q4 25 | 3.8% | 2.2% | ||
| Q3 25 | 2.4% | 3.0% | ||
| Q2 25 | 4.5% | 2.5% | ||
| Q1 25 | 2.9% | 2.5% | ||
| Q4 24 | 2.8% | 2.4% | ||
| Q3 24 | 2.5% | 2.2% | ||
| Q2 24 | 5.5% | 2.0% | ||
| Q1 24 | 4.5% | 2.0% |
| Q4 25 | 1.68× | 1.66× | ||
| Q3 25 | 1.73× | 1.58× | ||
| Q2 25 | 3.40× | 0.71× | ||
| Q1 25 | 2.35× | 0.90× | ||
| Q4 24 | 1.50× | 2.14× | ||
| Q3 24 | 1.56× | 1.60× | ||
| Q2 24 | 3.31× | 1.35× | ||
| Q1 24 | 1.41× | 2.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
PYPL
| US | $4.9B | 57% |
| Non Us | $3.7B | 43% |
