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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and J.M. Smucker Company (The) (SJM). 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 $2.3B, roughly 1.9× J.M. Smucker Company (The)). J.M. Smucker Company (The) runs the higher net margin — 10.4% vs 4.6%, a 5.8% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 2.6%). J.M. Smucker Company (The) produced more free cash flow last quarter ($280.2M vs $176.0M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs 2.2%).
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...
The J.M. Smucker Company, also known as Smucker's, is an American manufacturer of food and beverage products. Headquartered in Orrville, Ohio, the company was founded in 1897 as a maker of apple butter. J.M. Smucker currently has three major business units: consumer foods, pet foods, and coffee. Its flagship brand, Smucker's, produces fruit preserves, peanut butter, syrups, frozen crustless sandwiches, and ice cream toppings.
CASY vs SJM — Head-to-Head
Income Statement — Q2 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $2.3B |
| Net Profit | $206.3M | $241.3M |
| Gross Margin | — | 37.3% |
| Operating Margin | 6.1% | 18.0% |
| Net Margin | 4.6% | 10.4% |
| Revenue YoY | 14.2% | 2.6% |
| Net Profit YoY | 14.0% | 1084.9% |
| EPS (diluted) | $5.53 | $2.26 |
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 | $2.3B | ||
| Q3 25 | $4.6B | $2.1B | ||
| Q2 25 | $4.0B | $2.1B | ||
| Q1 25 | $3.9B | $2.2B | ||
| Q4 24 | $3.9B | $2.3B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $3.6B | $2.2B | ||
| Q1 24 | $3.3B | $2.2B |
| Q4 25 | $206.3M | $241.3M | ||
| Q3 25 | $215.4M | $-43.9M | ||
| Q2 25 | $98.3M | $-729.0M | ||
| Q1 25 | $87.1M | $-662.3M | ||
| Q4 24 | $180.9M | $-24.5M | ||
| Q3 24 | $180.2M | $185.0M | ||
| Q2 24 | $87.0M | $245.1M | ||
| Q1 24 | $86.9M | $120.4M |
| Q4 25 | — | 37.3% | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 40.2% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 36.9% |
| Q4 25 | 6.1% | 18.0% | ||
| Q3 25 | 6.1% | 2.2% | ||
| Q2 25 | — | -27.9% | ||
| Q1 25 | 2.8% | -27.2% | ||
| Q4 24 | 6.1% | 7.5% | ||
| Q3 24 | 5.8% | 16.4% | ||
| Q2 24 | — | 18.4% | ||
| Q1 24 | 3.4% | 13.3% |
| Q4 25 | 4.6% | 10.4% | ||
| Q3 25 | 4.7% | -2.1% | ||
| Q2 25 | 2.5% | -34.0% | ||
| Q1 25 | 2.2% | -30.3% | ||
| Q4 24 | 4.6% | -1.1% | ||
| Q3 24 | 4.4% | 8.7% | ||
| Q2 24 | 2.4% | 11.1% | ||
| Q1 24 | 2.6% | 5.4% |
| Q4 25 | $5.53 | $2.26 | ||
| Q3 25 | $5.77 | $-0.41 | ||
| Q2 25 | $2.63 | $-6.86 | ||
| Q1 25 | $2.33 | $-6.22 | ||
| Q4 24 | $4.85 | $-0.23 | ||
| Q3 24 | $4.83 | $1.74 | ||
| Q2 24 | $2.34 | $2.31 | ||
| Q1 24 | $2.33 | $1.13 |
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 | — |
| Total DebtLower is stronger | — | $7.0B |
| Stockholders' EquityBook value | $3.8B | $6.1B |
| Total Assets | $8.6B | $17.6B |
| Debt / EquityLower = less leverage | — | 1.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | — | ||
| Q3 25 | $458.1M | — | ||
| Q2 25 | $326.7M | — | ||
| Q1 25 | $394.8M | — | ||
| Q4 24 | $351.7M | — | ||
| Q3 24 | $305.0M | — | ||
| Q2 24 | $206.5M | — | ||
| Q1 24 | $177.9M | — |
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | $2.4B | $7.0B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.8B | ||
| Q2 24 | $1.6B | $7.8B | ||
| Q1 24 | — | $8.1B |
| Q4 25 | $3.8B | $6.1B | ||
| Q3 25 | $3.6B | $5.9B | ||
| Q2 25 | $3.5B | $6.1B | ||
| Q1 25 | $3.4B | $6.9B | ||
| Q4 24 | $3.3B | $7.6B | ||
| Q3 24 | $3.2B | $7.8B | ||
| Q2 24 | $3.0B | $7.7B | ||
| Q1 24 | $2.9B | $7.6B |
| Q4 25 | $8.6B | $17.6B | ||
| Q3 25 | $8.4B | $17.7B | ||
| Q2 25 | $8.2B | $17.6B | ||
| Q1 25 | $8.2B | $18.4B | ||
| Q4 24 | $7.7B | $20.0B | ||
| Q3 24 | $6.5B | $20.3B | ||
| Q2 24 | $6.3B | $20.3B | ||
| Q1 24 | $6.2B | $20.2B |
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | 0.69× | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | 0.52× | 1.01× | ||
| Q1 24 | — | 1.07× |
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 | $346.5M |
| Free Cash FlowOCF − Capex | $176.0M | $280.2M |
| FCF MarginFCF / Revenue | 3.9% | 12.0% |
| Capex IntensityCapex / Revenue | 3.8% | 2.8% |
| Cash ConversionOCF / Net Profit | 1.68× | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $635.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $346.5M | ||
| Q3 25 | $372.4M | $-10.6M | ||
| Q2 25 | $333.9M | $393.9M | ||
| Q1 25 | $204.9M | $239.4M | ||
| Q4 24 | $270.7M | $404.2M | ||
| Q3 24 | $281.4M | $172.9M | ||
| Q2 24 | $288.4M | $428.1M | ||
| Q1 24 | $122.8M | $406.5M |
| Q4 25 | $176.0M | $280.2M | ||
| Q3 25 | $262.4M | $-94.9M | ||
| Q2 25 | $153.1M | $298.9M | ||
| Q1 25 | $90.7M | $151.3M | ||
| Q4 24 | $160.0M | $317.2M | ||
| Q3 24 | $180.8M | $49.2M | ||
| Q2 24 | $92.1M | $297.5M | ||
| Q1 24 | $-27.0M | $249.6M |
| Q4 25 | 3.9% | 12.0% | ||
| Q3 25 | 5.7% | -4.5% | ||
| Q2 25 | 3.8% | 13.9% | ||
| Q1 25 | 2.3% | 6.9% | ||
| Q4 24 | 4.1% | 14.0% | ||
| Q3 24 | 4.4% | 2.3% | ||
| Q2 24 | 2.6% | 13.5% | ||
| Q1 24 | -0.8% | 11.2% |
| Q4 25 | 3.8% | 2.8% | ||
| Q3 25 | 2.4% | 4.0% | ||
| Q2 25 | 4.5% | 4.4% | ||
| Q1 25 | 2.9% | 4.0% | ||
| Q4 24 | 2.8% | 3.8% | ||
| Q3 24 | 2.5% | 5.8% | ||
| Q2 24 | 5.5% | 5.9% | ||
| Q1 24 | 4.5% | 7.0% |
| Q4 25 | 1.68× | 1.44× | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 3.40× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 1.56× | 0.93× | ||
| Q2 24 | 3.31× | 1.75× | ||
| Q1 24 | 1.41× | 3.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
