Casey's vs Coca-Cola FEMSA

Caseys General Stores, Inc. and Coca-Cola FEMSA S.A.B de C.V. this page compares business models, financial performance, and market context in a neutral overview. It outlines how the two firms operate, compete, and position themselves within the sector, without bias or speculation. Educational content, not financial advice.

Caseys General Stores, Inc. and Coca-Cola FEMSA S.A.B de C.V. this page compares business models, financial performance, and market context in a neutral overview. It outlines how the two firms operat...

Comparison Snapshot

Key Financial Metrics

CASY

Metric

KOF

$22.87B

Market Cap

$22.26B

-2.82%

Potential Profit

-4.61%

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 General Stores delivered strong fiscal year 2025 results, with net income up 8.9% and robust revenue growth.
The company maintains a proven track record and an adequate balance sheet, supporting its expansion plans.
Casey's is expanding its footprint, planning to add 80 new locations in the next fiscal year, driving future growth.

Considerations

Casey's stock trades near all-time highs, with a value score of just 1 out of 6, suggesting limited undervaluation.
Analyst price targets show a wide range, with some forecasting a potential decline, indicating uncertainty in near-term performance.
The company's P/E multiple is high at 33.75, which may reflect stretched valuation relative to fundamentals.

Coca-Cola FEMSA

KOF

Pros

Coca-Cola FEMSA trades at a lower P/E ratio than sector peers, offering relative value in the consumer non-cyclicals sector.
The company has a diversified product portfolio, including sparkling beverages, waters, and non-carbonated drinks.
Coca-Cola FEMSA benefits from strong distribution networks across multiple Latin American markets.

Considerations

The PEG ratio is elevated at 1.30, suggesting growth expectations may already be priced into the stock.
The company faces exposure to currency fluctuations and economic volatility in its Latin American operating regions.
Coca-Cola FEMSA's upside potential is limited by sector-wide challenges, including changing consumer preferences and regulatory pressures.

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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.

Coca-Cola FEMSA (KOF)

Coca‑Cola FEMSA S.A.B. de C.V. (KOF) is the largest franchise bottler of The Coca‑Cola Company in Latin America, operating an extensive distribution network across Mexico, Brazil, Central America and parts of South America. The company bottles, distributes and sells a broad portfolio of carbonated and non‑carbonated beverages under long‑standing franchise agreements. With a market capitalisation of about $17.67 billion, key investor considerations include its strong route‑to‑market scale, close operational ties to the Coca‑Cola brand, and sensitivity to commodity costs (sugar, PET) and foreign‑exchange movements. Growth can be driven by pricing, expanding product mixes and efficiency gains, while risks include macroeconomic cycles in its markets, regulatory changes, and bottler competition. Investors should review recent financials, debt levels and cash flow, and remember this is general educational information — not personalised investment advice. Values can rise or fall and past distribution patterns are not guarantees of future payouts.

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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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.