Casey's vs Bunge

This page compares Casey's General Stores, Inc. and Bunge Limited to explain how their business models, financial performance, and market context differ. The analysis provides neutral, accessible information about each company’s operations, revenue drivers, and competitive position. This page is designed to help readers understand contrasts and context rather than provide advice. Educational content, not financial advice.

This page compares Casey's General Stores, Inc. and Bunge Limited to explain how their business models, financial performance, and market context differ. The analysis provides neutral, accessible info...

Comparison Snapshot

Key Financial Metrics

CASY

Metric

BG

$22.87B

Market Cap

$22.02B

-2.82%

Potential Profit

-4.00%

Buy

Analyst Rating

Buy

Why It's Moving

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.

Analysts at Stephens hiked their price target to $600 with an overweight rating, signaling confidence in sustained inside sales growth of 3.7% for fiscal 2026.
Zacks Consensus earnings estimate rose $1.02 to $17.39 per share after upward revisions, underscoring Casey's appeal as a top growth pick with 18.8% year-over-year earnings expansion.
Company set to report Q2 fiscal 2026 results soon, spotlighting synergies from the Fikes acquisition and resilience in grocery and prepared food categories amid steady consumer traffic.

Sentiment:

🐃Bullish

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.

Analysts at Stephens hiked their price target to $600 with an overweight rating, signaling confidence in sustained inside sales growth of 3.7% for fiscal 2026.
Zacks Consensus earnings estimate rose $1.02 to $17.39 per share after upward revisions, underscoring Casey's appeal as a top growth pick with 18.8% year-over-year earnings expansion.
Company set to report Q2 fiscal 2026 results soon, spotlighting synergies from the Fikes acquisition and resilience in grocery and prepared food categories amid steady consumer traffic.

Sentiment:

🐃Bullish

Investment Analysis

Casey's

CASY

Pros

Casey’s has delivered consistent revenue and earnings growth, with recent annual revenue exceeding $15 billion and net income rising nearly 9% year-on-year.
The company’s focus on food and convenience retail has enabled it to gain market share from traditional fast-food chains, particularly in the breakfast segment.
Casey’s maintains a strong free cash flow position, recently reported above $635 million, supporting reinvestment and potential shareholder returns.

Considerations

The stock trades at elevated valuation multiples, with a price-to-earnings ratio above 30, reflecting significant investor optimism that may limit near-term upside.
Analyst forecasts suggest a potential slowdown in earnings growth ahead, despite recent operational strength and market share gains.
Casey’s operates in a highly competitive convenience retail sector with thin margins, exposed to fluctuations in fuel prices and consumer spending.

Bunge

BG

Pros

Bunge benefits from a globally diversified agribusiness and food ingredients portfolio, reducing reliance on any single market or commodity.
The company’s vertical integration from farm to consumer provides cost advantages and stability across volatile agricultural commodity cycles.
Bunge has demonstrated operational efficiency and margin improvement initiatives, contributing to resilient profitability in challenging market conditions.

Considerations

Bunge’s earnings are highly sensitive to fluctuations in global commodity prices, particularly soybeans, grains, and edible oils, creating periodic volatility.
The firm faces regulatory risks in multiple jurisdictions, including trade policies, sustainability standards, and agricultural subsidies, which can impact operations.
Intense competition in global agribusiness and food ingredients may pressure margins and limit pricing power over the long term.

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About The Companies

Casey's (CASY)

Casey’s General Stores, Inc. (CASY) is a US-based convenience-store operator known for selling fuel, everyday groceries and made-to-order food such as pizza. With a market capitalisation around $20.38 billion, it combines retail fuel margins with higher-margin in-store prepared foods, creating a mixed revenue profile that can help smooth earnings compared with fuel-only retailers. Investors should note growth has come from opening stores and improving foodservice sales, while margins remain sensitive to fuel price swings and local competition. The company has a history of returning capital through dividends and buybacks, but past actions are not guarantees of future policy. This summary is educational only and not personal financial advice; values can rise and fall and prospective investors should research company filings and consider suitability before taking any position.

Bunge (BG)

Bunge Limited (BG) is a global agribusiness and food-processing group involved in sourcing, storing, processing and transporting oilseeds, grains and related products. The company operates a vertically integrated supply chain — from farm origination through crushing and refining to distribution — giving it exposure to commodity markets, global food demand and agri‑logistics. With a market capitalisation around $18.95bn, Bunge’s results tend to be cyclical and sensitive to crop harvests, freight costs, currency moves and global trade flows. Investors should note the company’s scale and diversification across geographies can help dampen volatility, but earnings and margins can still swing with commodity prices and weather. This summary is for general educational purposes only, not personalised advice. Past performance is no guide to the future; any investment can fall as well as rise and may not be suitable for all investors.

Casey's (CASY) Next Earnings Date

Casey's General Stores (CASY) next earnings date is estimated for March 10, 2026, covering the third quarter of fiscal 2026 (Q3 2026). This date aligns with the company's historical reporting patterns following the prior Q2 2026 release on December 10, 2025, though it remains unconfirmed by the company. Investors should monitor official announcements for any updates to this estimate.

Casey's (CASY) Next Earnings Date

Casey's General Stores (CASY) next earnings date is estimated for March 10, 2026, covering the third quarter of fiscal 2026 (Q3 2026). This date aligns with the company's historical reporting patterns following the prior Q2 2026 release on December 10, 2025, though it remains unconfirmed by the company. Investors should monitor official announcements for any updates to this estimate.

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Which Baskets Do They Appear In?

Australia's Fuel Retail Shake-Up

Ampol's acquisition of EG Group's Australian sites marks a major consolidation in the nation's fuel retail sector. This move intensifies competition, creating potential opportunities for other retailers and suppliers who may benefit from the shifting market dynamics.

Published: August 14, 2025

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Discover a collection of companies mastering the art of on-demand satisfaction. These stocks represent market leaders in fast food, quick-service, and convenience retail, expertly selected by our analysts for their strong brands and consistent customer demand.

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Comparison Snapshot

Why It's Moving

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.

Casey's General Stores rides high on analyst upgrades and growth momentum as Q2 earnings loom.