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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and Workday, Inc. (WDAY). 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 $2.4B, roughly 1.9× Workday, Inc.). Workday, Inc. 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 12.6%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $176.0M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs 12.5%).
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...
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
CASY vs WDAY — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $2.4B |
| Net Profit | $206.3M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 6.1% | 10.6% |
| Net Margin | 4.6% | 10.4% |
| Revenue YoY | 14.2% | 12.6% |
| Net Profit YoY | 14.0% | 30.6% |
| EPS (diluted) | $5.53 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $4.6B | $2.3B | ||
| Q2 25 | $4.0B | $2.2B | ||
| Q1 25 | $3.9B | $2.2B | ||
| Q4 24 | $3.9B | $2.2B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $3.6B | $2.0B | ||
| Q1 24 | $3.3B | $1.9B |
| Q4 25 | $206.3M | $252.0M | ||
| Q3 25 | $215.4M | $228.0M | ||
| Q2 25 | $98.3M | $68.0M | ||
| Q1 25 | $87.1M | $94.0M | ||
| Q4 24 | $180.9M | $193.0M | ||
| Q3 24 | $180.2M | $132.0M | ||
| Q2 24 | $87.0M | $107.0M | ||
| Q1 24 | $86.9M | $1.2B |
| Q4 25 | 6.1% | 10.6% | ||
| Q3 25 | 6.1% | 10.6% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | 2.8% | 3.4% | ||
| Q4 24 | 6.1% | 7.6% | ||
| Q3 24 | 5.8% | 5.3% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | 3.4% | 4.1% |
| Q4 25 | 4.6% | 10.4% | ||
| Q3 25 | 4.7% | 9.7% | ||
| Q2 25 | 2.5% | 3.0% | ||
| Q1 25 | 2.2% | 4.3% | ||
| Q4 24 | 4.6% | 8.9% | ||
| Q3 24 | 4.4% | 6.3% | ||
| Q2 24 | 2.4% | 5.4% | ||
| Q1 24 | 2.6% | 61.8% |
| Q4 25 | $5.53 | $0.94 | ||
| Q3 25 | $5.77 | $0.84 | ||
| Q2 25 | $2.63 | $0.25 | ||
| Q1 25 | $2.33 | $0.34 | ||
| Q4 24 | $4.85 | $0.72 | ||
| Q3 24 | $4.83 | $0.49 | ||
| Q2 24 | $2.34 | $0.40 | ||
| Q1 24 | $2.33 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.8B | $8.9B |
| Total Assets | $8.6B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | $6.8B | ||
| Q3 25 | $458.1M | $8.2B | ||
| Q2 25 | $326.7M | $8.0B | ||
| Q1 25 | $394.8M | $8.0B | ||
| Q4 24 | $351.7M | $7.2B | ||
| Q3 24 | $305.0M | $7.4B | ||
| Q2 24 | $206.5M | $7.2B | ||
| Q1 24 | $177.9M | $7.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.6B | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $3.8B | $8.9B | ||
| Q3 25 | $3.6B | $9.2B | ||
| Q2 25 | $3.5B | $8.9B | ||
| Q1 25 | $3.4B | $9.0B | ||
| Q4 24 | $3.3B | $8.6B | ||
| Q3 24 | $3.2B | $8.3B | ||
| Q2 24 | $3.0B | $8.2B | ||
| Q1 24 | $2.9B | $8.1B |
| Q4 25 | $8.6B | $17.8B | ||
| Q3 25 | $8.4B | $18.0B | ||
| Q2 25 | $8.2B | $17.2B | ||
| Q1 25 | $8.2B | $18.0B | ||
| Q4 24 | $7.7B | $16.4B | ||
| Q3 24 | $6.5B | $16.2B | ||
| Q2 24 | $6.3B | $15.9B | ||
| Q1 24 | $6.2B | $16.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.52× | 0.37× | ||
| Q1 24 | — | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $176.0M | $550.0M |
| FCF MarginFCF / Revenue | 3.9% | 22.6% |
| Capex IntensityCapex / Revenue | 3.8% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.68× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $588.0M | ||
| Q3 25 | $372.4M | $616.0M | ||
| Q2 25 | $333.9M | $457.0M | ||
| Q1 25 | $204.9M | $1.1B | ||
| Q4 24 | $270.7M | $406.0M | ||
| Q3 24 | $281.4M | $571.0M | ||
| Q2 24 | $288.4M | $372.0M | ||
| Q1 24 | $122.8M | $995.6M |
| Q4 25 | $176.0M | $550.0M | ||
| Q3 25 | $262.4M | $588.0M | ||
| Q2 25 | $153.1M | $421.0M | ||
| Q1 25 | $90.7M | $1.0B | ||
| Q4 24 | $160.0M | $359.0M | ||
| Q3 24 | $180.8M | $516.0M | ||
| Q2 24 | $92.1M | $291.0M | ||
| Q1 24 | $-27.0M | $947.6M |
| Q4 25 | 3.9% | 22.6% | ||
| Q3 25 | 5.7% | 25.0% | ||
| Q2 25 | 3.8% | 18.8% | ||
| Q1 25 | 2.3% | 46.4% | ||
| Q4 24 | 4.1% | 16.6% | ||
| Q3 24 | 4.4% | 24.7% | ||
| Q2 24 | 2.6% | 14.6% | ||
| Q1 24 | -0.8% | 49.3% |
| Q4 25 | 3.8% | 1.6% | ||
| Q3 25 | 2.4% | 1.2% | ||
| Q2 25 | 4.5% | 1.6% | ||
| Q1 25 | 2.9% | 3.9% | ||
| Q4 24 | 2.8% | 2.2% | ||
| Q3 24 | 2.5% | 2.6% | ||
| Q2 24 | 5.5% | 4.1% | ||
| Q1 24 | 4.5% | 2.5% |
| Q4 25 | 1.68× | 2.33× | ||
| Q3 25 | 1.73× | 2.70× | ||
| Q2 25 | 3.40× | 6.72× | ||
| Q1 25 | 2.35× | 11.83× | ||
| Q4 24 | 1.50× | 2.10× | ||
| Q3 24 | 1.56× | 4.33× | ||
| Q2 24 | 3.31× | 3.48× | ||
| Q1 24 | 1.41× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
