CASY vs. ORLY
CASY (Casey's General Stores, Inc.) and ORLY (O'Reilly Automotive, Inc.) are both stocks. CASY operates in Grocery Stores (Consumer Defensive), while ORLY operates in Specialty Retail (Consumer Cyclical). Over the past 10 years, CASY returned 23.10%/yr vs 17.94%/yr for ORLY. At a 0.29 correlation, their price movements are largely independent.
Performance
CASY vs. ORLY - Performance Comparison
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Returns By Period
In the year-to-date period, CASY achieves a 58.10% return, which is significantly higher than ORLY's -1.04% return. Over the past 10 years, CASY has outperformed ORLY with an annualized return of 23.10%, while ORLY has yielded a comparatively lower 17.94% annualized return.
CASY
- 1D
- -2.54%
- 1M
- 2.30%
- YTD
- 58.10%
- 6M
- 59.77%
- 1Y
- 73.01%
- 3Y*
- 59.16%
- 5Y*
- 34.38%
- 10Y*
- 23.10%
ORLY
- 1D
- -0.83%
- 1M
- 2.00%
- YTD
- -1.04%
- 6M
- -5.13%
- 1Y
- 0.39%
- 3Y*
- 13.79%
- 5Y*
- 20.43%
- 10Y*
- 17.94%
CASY vs. ORLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 58.10% | 40.12% | 45.01% | 23.27% | 14.49% | 11.25% | 13.24% | 25.12% | 15.59% | -4.99% |
ORLY O'Reilly Automotive, Inc. | -1.04% | 15.38% | 24.81% | 12.56% | 19.51% | 56.05% | 3.27% | 27.28% | 43.15% | -13.60% |
Correlation
The correlation between CASY and ORLY is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 1993 | 0.29 |
Fundamentals
CASY:
$32.44B
ORLY:
$76.05B
CASY:
$19.17
ORLY:
$3.06
CASY:
45.51
ORLY:
29.51
CASY:
2.17
ORLY:
3.17
CASY:
1.85
ORLY:
4.22
CASY:
$17.56B
ORLY:
$18.21B
CASY:
$4.32B
ORLY:
$9.40B
CASY:
$1.58B
ORLY:
$3.96B
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Return for Risk
CASY vs. ORLY — Risk / Return Rank
CASY
ORLY
CASY vs. ORLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) and O'Reilly Automotive, Inc. (ORLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CASY | ORLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.35 | ||
| Sortino ratioReturn per unit of downside risk | +3.77 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.02 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 4.57 | 0.02 | +4.55 |
| Martin ratioReturn relative to average drawdown | 18.05 | 0.04 | +18.02 |
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Drawdowns
CASY vs. ORLY - Drawdown Comparison
The maximum CASY drawdown since its inception was -74.32%, which is greater than ORLY's maximum drawdown of -65.42%. Use the drawdown chart below to compare losses from any high point for CASY and ORLY.
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Drawdown Indicators
| CASY | ORLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.32% | -65.42% | -8.90% |
Max Drawdown (1Y)Largest decline over 1 year | -16.07% | -20.02% | +3.95% |
Max Drawdown (3Y)Largest decline over 3 years | -16.07% | -20.02% | +3.95% |
Max Drawdown (5Y)Largest decline over 5 years | -17.13% | -23.03% | +5.90% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -42.00% | +8.59% |
Current DrawdownCurrent decline from peak | -4.79% | -16.29% | +11.50% |
Average DrawdownAverage peak-to-trough decline | -15.15% | -10.78% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 10.81% | -6.75% |
Volatility
CASY vs. ORLY - Volatility Comparison
Casey's General Stores, Inc. (CASY) has a higher volatility of 20.80% compared to O'Reilly Automotive, Inc. (ORLY) at 6.58%. This indicates that CASY's price experiences larger fluctuations and is considered to be riskier than ORLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CASY | ORLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.80% | 6.58% | +14.22% |
Volatility (6M)Calculated over the trailing 6-month period | 25.73% | 17.80% | +7.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.11% | 22.82% | +8.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.82% | 22.64% | +5.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.15% | 26.53% | +1.62% |
Dividends
CASY vs. ORLY - Dividend Comparison
CASY's dividend yield for the trailing twelve months is around 0.26%, while ORLY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 0.26% | 0.39% | 0.47% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 0.89% | 0.77% | 0.70% |
ORLY O'Reilly Automotive, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CASY vs. ORLY - Financials Comparison
This section allows you to compare key financial metrics between Casey's General Stores, Inc. and O'Reilly Automotive, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CASY vs. ORLY - Profitability Comparison
CASY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Casey's General Stores, Inc. reported a gross profit of 1.19B and revenue of 4.57B. Therefore, the gross margin over that period was 26.0%.
ORLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, O'Reilly Automotive, Inc. reported a gross profit of 2.35B and revenue of 4.56B. Therefore, the gross margin over that period was 51.5%.
CASY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Casey's General Stores, Inc. reported an operating income of 3.13B and revenue of 4.57B, resulting in an operating margin of 68.5%.
ORLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, O'Reilly Automotive, Inc. reported an operating income of 841.61M and revenue of 4.56B, resulting in an operating margin of 18.5%.
CASY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Casey's General Stores, Inc. reported a net income of 162.68M and revenue of 4.57B, resulting in a net margin of 3.6%.
ORLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, O'Reilly Automotive, Inc. reported a net income of 604.18M and revenue of 4.56B, resulting in a net margin of 13.3%.
Frequently Asked Questions
CASY and ORLY have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CASY has higher volatility (20.80%) compared to ORLY (6.58%). In terms of maximum drawdown, CASY dropped -74.32% vs ORLY's -65.42%.
CASY currently has the higher Sharpe Ratio (2.36 vs 0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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