CASY’s 11% Single Week Rise Brings Valuations Into Focus – Is SFM a Better Deal?
Sprouts Farmers Market (SFM) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Casey’s General Stores (CASY), suggesting you may be better off investing in SFM
- SFM’s quarterly revenue growth was 17.3%, vs. CASY’s 11.5%.
- In addition, its Last 12 Months revenue growth came in at 16.8%, ahead of CASY’s 8.7%.
- SFM leads on profitability over both periods – LTM margin of 7.7% and 3-year average of 6.6%.
CASY operates 2,400 U.S. convenience stores, including Tobacco City outlets specializing in tobacco and nicotine products. SFM offers fresh produce, meat, seafood, deli, bakery, floral, dairy, and alternatives across 374 stores in 23 states.
Valuation & Performance Overview
| CASY | SFM | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 24.2 | 20.9 | SFM |
| Revenue Growth | |||
| Last Quarter | 11.5% | 17.3% | SFM |
| Last 12 Months | 8.7% | 16.8% | SFM |
| Last 3 Year Average | 4.9% | 10.5% | SFM |
| Operating Margins | |||
| Last 12 Months | 5.2% | 7.7% | SFM |
| Last 3 Year Average | 4.8% | 6.6% | SFM |
| Momentum | |||
| Last 3 Year Return | 154.8% | 349.6% | CASY |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: CASY Revenue Comparison | SFM Revenue Comparison
See more margin details: CASY Operating Income Comparison | SFM Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell SFM Stock to see if Sprouts Farmers Market’s edge holds up under the hood or if Casey’s General Stores still has cards to play (see Buy or Sell CASY Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| CASY Return | 13% | 11% | 14% | 23% | 45% | 40% | 230% | ||
| SFM Return | 4% | 48% | 9% | 49% | 164% | 6% | 626% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 12% | 101% | ||
| Monthly Win Rates [3] | |||||||||
| CASY Win Rate | 58% | 75% | 67% | 67% | 75% | 62% | 67% | <=== | |
| SFM Win Rate | 58% | 50% | 50% | 58% | 92% | 57% | 61% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | ||
| Max Drawdowns [4] | |||||||||
| CASY Max Drawdown | -24% | -1% | -13% | -8% | -1% | -4% | -8% | <=== | |
| SFM Max Drawdown | -31% | -3% | -23% | -7% | -1% | 0% | -11% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | ||
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/11/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read SFM Dip Buyer Analyses and CASY Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.