Casey's vs IFF

Caseys General Stores, Inc. and IFF (International Flavors & Fragrances Inc.) are compared on this page to explain how their business models, financial performance, and market context differ. The content remains neutral and accessible, aimed at helping readers understand the companies without implying investment advice. Educational content, not financial advice.

Caseys General Stores, Inc. and IFF (International Flavors & Fragrances Inc.) are compared on this page to explain how their business models, financial performance, and market context differ. The con...

Comparison Snapshot

Key Financial Metrics

CASY

Metric

IFF

$22.87B

Market Cap

$18.96B

-2.82%

Potential Profit

11.61%

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 reported strong fiscal year 2025 results with net income up 8.9% and plans to add 80 new locations.
The company has a robust free cash flow of $635.2 million with analyst forecasts expecting continued growth.
Casey's has displayed impressive stock performance, rising 48.9% in the last year alongside consumer resilience and sector optimism.

Considerations

The stock trades at a relatively high P/E ratio around 33 to 34, indicating the valuation may be elevated.
It scores low on valuation metrics, with just 1 out of 6 key undervaluation checks met, suggesting limited value upside.
The growth may be limited by price targets only slightly above the current price, implying modest additional appreciation anticipated.

IFF

Pros

International Flavors & Fragrances (IFF) benefits from a diversified portfolio in high-demand consumer and industrial products.
IFF’s strong innovation pipeline and strategic acquisitions support sustainable growth in specialty ingredients and fragrances.
The company maintains solid financial health with good profitability metrics and cash flow generation.

Considerations

IFF faces exposure to volatile raw material costs, which can pressure margins in the flavor and fragrance industry.
Dependence on consumer discretionary spending can introduce cyclicality risks amid economic downturns.
Execution risks relate to integrating acquisitions and sustaining innovation momentum in a competitive market.

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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.

IFF (IFF)

International Flavours & Fragrances Inc. (IFF) is a global creator of flavours, fragrances and active ingredients for food and beverage, personal care, home care and health markets. The company combines formulation expertise, sensory science and ingredient innovation to help consumer-facing brands create taste, scent and functional benefits. IFF grew through strategic M&A, including the integration of DuPont’s Nutrition & Biosciences assets, broadening its footprint in speciality ingredients and biotechnology. Investors often watch IFF for its exposure to consumer trends such as premiumisation, natural and clean-label ingredients, and sustainable sourcing, alongside benefits from scale and R&D investment. Key risks include raw material and energy costs, currency moves, regulatory change and demand cyclicality tied to consumer spending. As always, past results do not guarantee future returns; this is general information and not personalised advice. Consider your own risk tolerance and time horizon and consult a qualified adviser before making investment decisions.

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?

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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.