PSMT vs. CASY
PSMT (PriceSmart, Inc.) and CASY (Casey's General Stores, Inc.) are both stocks. Both are in the Consumer Defensive sector — PSMT in Discount Stores, CASY in Grocery Stores. Over the past 10 years, PSMT returned 8.72%/yr vs 21.94%/yr for CASY. At a 0.27 correlation, their price movements are largely independent.
Performance
PSMT vs. CASY - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with PSMT having a 49.84% return and CASY slightly higher at 50.72%. Over the past 10 years, PSMT has underperformed CASY with an annualized return of 8.72%, while CASY has yielded a comparatively higher 21.94% annualized return.
PSMT
- 1D
- 0.53%
- 1M
- 11.13%
- YTD
- 49.84%
- 6M
- 46.86%
- 1Y
- 82.13%
- 3Y*
- 37.45%
- 5Y*
- 17.35%
- 10Y*
- 8.72%
CASY
- 1D
- -1.26%
- 1M
- 0.81%
- YTD
- 50.72%
- 6M
- 45.23%
- 1Y
- 66.88%
- 3Y*
- 55.46%
- 5Y*
- 33.98%
- 10Y*
- 21.94%
PSMT vs. CASY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSMT PriceSmart, Inc. | 49.84% | 34.77% | 24.97% | 26.22% | -15.86% | -19.06% | 29.67% | 21.59% | -30.76% | 3.96% |
CASY Casey's General Stores, Inc. | 50.72% | 40.12% | 45.01% | 23.27% | 14.49% | 11.25% | 13.24% | 25.12% | 15.59% | -4.99% |
Correlation
The correlation between PSMT and CASY is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Sep 2, 1997 | 0.27 |
The correlation between PSMT and CASY shifts across timeframes, from 0.19 (1 year) to 0.35 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PSMT:
$5.53B
CASY:
$30.93B
PSMT:
$5.07
CASY:
$19.17
PSMT:
36.10
CASY:
43.38
PSMT:
3.15
CASY:
2.07
PSMT:
1.00
CASY:
1.76
PSMT:
4.15
CASY:
7.83
PSMT:
$5.53B
CASY:
$17.56B
PSMT:
$705.95M
CASY:
$4.32B
PSMT:
$306.73M
CASY:
$1.58B
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Return for Risk
PSMT vs. CASY — Risk / Return Rank
PSMT
CASY
PSMT vs. CASY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PriceSmart, Inc. (PSMT) and Casey's General Stores, Inc. (CASY). 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.
| PSMT | CASY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.44 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 7.77 | 4.18 | +3.59 |
| Martin ratioReturn relative to average drawdown | 24.95 | 16.10 | +8.85 |
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Drawdowns
PSMT vs. CASY - Drawdown Comparison
The maximum PSMT drawdown since its inception was -89.28%, which is greater than CASY's maximum drawdown of -74.32%. Use the drawdown chart below to compare losses from any high point for PSMT and CASY.
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Drawdown Indicators
| PSMT | CASY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.28% | -74.32% | -14.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.62% | -16.07% | +5.45% |
Max Drawdown (3Y)Largest decline over 3 years | -24.03% | -16.07% | -7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -36.35% | -17.13% | -19.22% |
Max Drawdown (10Y)Largest decline over 10 years | -53.24% | -33.41% | -19.83% |
Current DrawdownCurrent decline from peak | 0.00% | -9.23% | +9.23% |
Average DrawdownAverage peak-to-trough decline | -35.92% | -15.14% | -20.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 4.17% | -0.87% |
Volatility
PSMT vs. CASY - Volatility Comparison
The current volatility for PriceSmart, Inc. (PSMT) is 5.46%, while Casey's General Stores, Inc. (CASY) has a volatility of 20.73%. This indicates that PSMT experiences smaller price fluctuations and is considered to be less risky than CASY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSMT | CASY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 20.73% | -15.27% |
Volatility (6M)Calculated over the trailing 6-month period | 19.33% | 25.88% | -6.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.75% | 31.21% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.98% | 27.80% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.22% | 28.15% | +2.07% |
Dividends
PSMT vs. CASY - Dividend Comparison
PSMT's dividend yield for the trailing twelve months is around 0.73%, more than CASY's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 0.27% | 0.39% | 0.47% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 0.89% | 0.77% | 0.70% |
PSMT PriceSmart, Inc. | 0.73% | 1.03% | 2.34% | 1.21% | 1.41% | 0.96% | 0.77% | 0.99% | 1.18% | 0.81% | 0.84% | 0.84% |
Financials
PSMT vs. CASY - Financials Comparison
This section allows you to compare key financial metrics between PriceSmart, Inc. and Casey's General Stores, 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
PSMT vs. CASY - Profitability Comparison
PSMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PriceSmart, Inc. reported a gross profit of 0.00 and revenue of 1.50B. Therefore, the gross margin over that period was 0.0%.
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%.
PSMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PriceSmart, Inc. reported an operating income of 75.42M and revenue of 1.50B, resulting in an operating margin of 5.0%.
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%.
PSMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PriceSmart, Inc. reported a net income of 49.09M and revenue of 1.50B, resulting in a net margin of 3.3%.
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%.
Frequently Asked Questions
PSMT and CASY have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CASY has higher volatility (20.73%) compared to PSMT (5.46%). In terms of maximum drawdown, PSMT dropped -89.28% vs CASY's -74.32%.
PSMT currently has the higher Sharpe Ratio (2.98 vs 2.16), 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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