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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and Stitch Fix, Inc. (SFIX), based on the latest 10-Q / 10-K filings. 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 $342.1M, roughly 13.2× Stitch Fix, Inc.). CASEYS GENERAL STORES INC runs the higher net margin — 4.6% vs -1.9%, a 6.4% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 7.3%). CASEYS GENERAL STORES INC produced more free cash flow last quarter ($176.0M vs $5.6M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs 1.8%).
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...
Stitch Fix, Inc. is an online personal styling service in the United States. It uses recommendation algorithms and data science to personalize clothing items based on size, budget and style. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. Stitch Fix generated $1.6 billion in net revenue in its fiscal year 2023, a decrease of 21% year-over-year and reported 3,297,000 active clients in September 2023. It is headquartered in San Franci...
CASY vs SFIX — Head-to-Head
Income Statement — Q2 2026 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $342.1M |
| Net Profit | $206.3M | $-6.4M |
| Gross Margin | — | 43.6% |
| Operating Margin | 6.1% | -2.5% |
| Net Margin | 4.6% | -1.9% |
| Revenue YoY | 14.2% | 7.3% |
| Net Profit YoY | 14.0% | -1.7% |
| EPS (diluted) | $5.53 | $-0.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $4.5B | $342.1M | ||
| Q3 25 | $4.6B | $311.2M | ||
| Q2 25 | $4.0B | $325.0M | ||
| Q1 25 | $3.9B | $312.1M | ||
| Q4 24 | $3.9B | $318.8M | ||
| Q3 24 | $4.1B | $319.6M | ||
| Q2 24 | $3.6B | $322.7M | ||
| Q1 24 | $3.3B | $330.4M |
| Q4 25 | $206.3M | $-6.4M | ||
| Q3 25 | $215.4M | $-8.6M | ||
| Q2 25 | $98.3M | $-7.4M | ||
| Q1 25 | $87.1M | $-6.5M | ||
| Q4 24 | $180.9M | $-6.3M | ||
| Q3 24 | $180.2M | $-36.5M | ||
| Q2 24 | $87.0M | $-21.3M | ||
| Q1 24 | $86.9M | $-35.5M |
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 43.4% |
| Q4 25 | 6.1% | -2.5% | ||
| Q3 25 | 6.1% | -3.6% | ||
| Q2 25 | — | -3.0% | ||
| Q1 25 | 2.8% | -2.9% | ||
| Q4 24 | 6.1% | -2.8% | ||
| Q3 24 | 5.8% | -13.1% | ||
| Q2 24 | — | -7.7% | ||
| Q1 24 | 3.4% | -11.5% |
| Q4 25 | 4.6% | -1.9% | ||
| Q3 25 | 4.7% | -2.8% | ||
| Q2 25 | 2.5% | -2.3% | ||
| Q1 25 | 2.2% | -2.1% | ||
| Q4 24 | 4.6% | -2.0% | ||
| Q3 24 | 4.4% | -11.4% | ||
| Q2 24 | 2.4% | -6.6% | ||
| Q1 24 | 2.6% | -10.8% |
| Q4 25 | $5.53 | $-0.05 | ||
| Q3 25 | $5.77 | $-0.06 | ||
| Q2 25 | $2.63 | $-0.06 | ||
| Q1 25 | $2.33 | $-0.05 | ||
| Q4 24 | $4.85 | $-0.05 | ||
| Q3 24 | $4.83 | $-0.29 | ||
| Q2 24 | $2.34 | $-0.18 | ||
| Q1 24 | $2.33 | $-0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $492.0M | $244.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.8B | $204.1M |
| Total Assets | $8.6B | $530.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $492.0M | $244.2M | ||
| Q3 25 | $458.1M | $234.9M | ||
| Q2 25 | $326.7M | $234.2M | ||
| Q1 25 | $394.8M | $219.1M | ||
| Q4 24 | $351.7M | $253.3M | ||
| Q3 24 | $305.0M | $247.0M | ||
| Q2 24 | $206.5M | $244.5M | ||
| Q1 24 | $177.9M | $229.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.8B | $204.1M | ||
| Q3 25 | $3.6B | $203.0M | ||
| Q2 25 | $3.5B | $200.4M | ||
| Q1 25 | $3.4B | $197.8M | ||
| Q4 24 | $3.3B | $190.5M | ||
| Q3 24 | $3.2B | $187.0M | ||
| Q2 24 | $3.0B | $208.9M | ||
| Q1 24 | $2.9B | $213.3M |
| Q4 25 | $8.6B | $530.7M | ||
| Q3 25 | $8.4B | $480.6M | ||
| Q2 25 | $8.2B | $484.7M | ||
| Q1 25 | $8.2B | $472.6M | ||
| Q4 24 | $7.7B | $507.1M | ||
| Q3 24 | $6.5B | $486.9M | ||
| Q2 24 | $6.3B | $537.0M | ||
| Q1 24 | $6.2B | $538.3M |
| 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. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $347.1M | $10.9M |
| Free Cash FlowOCF − Capex | $176.0M | $5.6M |
| FCF MarginFCF / Revenue | 3.9% | 1.6% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 3.8% | 1.6% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 1.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $4.9M |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $347.1M | $10.9M | ||
| Q3 25 | $372.4M | $7.0M | ||
| Q2 25 | $333.9M | $20.5M | ||
| Q1 25 | $204.9M | $-16.2M | ||
| Q4 24 | $270.7M | $14.3M | ||
| Q3 24 | $281.4M | $8.2M | ||
| Q2 24 | $288.4M | $21.7M | ||
| Q1 24 | $122.8M | $-22.3M |
| Q4 25 | $176.0M | $5.6M | ||
| Q3 25 | $262.4M | $2.8M | ||
| Q2 25 | $153.1M | $16.0M | ||
| Q1 25 | $90.7M | $-19.4M | ||
| Q4 24 | $160.0M | $9.9M | ||
| Q3 24 | $180.8M | $4.5M | ||
| Q2 24 | $92.1M | $18.9M | ||
| Q1 24 | $-27.0M | $-26.1M |
| Q4 25 | 3.9% | 1.6% | ||
| Q3 25 | 5.7% | 0.9% | ||
| Q2 25 | 3.8% | 4.9% | ||
| Q1 25 | 2.3% | -6.2% | ||
| Q4 24 | 4.1% | 3.1% | ||
| Q3 24 | 4.4% | 1.4% | ||
| Q2 24 | 2.6% | 5.9% | ||
| Q1 24 | -0.8% | -7.9% |
| Q4 25 | 3.8% | 1.6% | ||
| Q3 25 | 2.4% | 1.4% | ||
| Q2 25 | 4.5% | 1.4% | ||
| Q1 25 | 2.9% | 1.0% | ||
| Q4 24 | 2.8% | 1.4% | ||
| Q3 24 | 2.5% | 1.2% | ||
| Q2 24 | 5.5% | 0.9% | ||
| Q1 24 | 4.5% | 1.1% |
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 3.40× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 3.31× | — | ||
| Q1 24 | 1.41× | — |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
