Caseys General Stores Inc (CASY)vsSally Beauty Holdings Inc (SBH)
CASY
Caseys General Stores Inc
$867.16
+1.20%
CONSUMER CYCLICAL · Cap: $31.79B
SBH
Sally Beauty Holdings Inc
$15.40
-0.45%
CONSUMER CYCLICAL · Cap: $1.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Caseys General Stores Inc generates 371% more annual revenue ($17.56B vs $3.73B). SBH leads profitability with a 4.9% profit margin vs 4.1%. SBH appears more attractively valued with a PEG of 0.66. SBH earns a higher WallStSmart Score of 65/100 (C+).
CASY
Buy56
out of 100
Grade: C
SBH
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CASY.
Margin of Safety
-1.4%
Fair Value
$15.01
Current Price
$15.40
$0.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 66.0% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 8.1x book value
4.1% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.3% revenue growth
Smaller company, higher risk/reward
4.9% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CASY
The strongest argument for CASY centers on EPS Growth, Altman Z-Score. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : SBH
The strongest argument for SBH centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : CASY
The primary concerns for CASY are Price/Book, Profit Margin, PEG Ratio. A P/E of 44.8x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Bear Case : SBH
The primary concerns for SBH are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 1.81 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SBH carries more volatility with a beta of 1.02 — expect wider price swings.
CASY is growing revenue faster at 14.5% — sustainability is the question.
CASY generates stronger free cash flow (207M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBH scores higher overall (65/100 vs 56/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Caseys General Stores Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Casey's General Stores, Inc., operates convenience stores under the names Casey's and Casey's General Store. The company is headquartered in Ankeny, Iowa.
Sally Beauty Holdings Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Sally Beauty Holdings, Inc. is a specialty retailer and distributor of professional beauty products. The company is headquartered in Denton, Texas.
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