Arko Corp. (ARKO) AI Stock Analysis

Arko Corp., based in Richmond, Virginia, is an operator of convenience stores across the United States with approximately 3,000 locations in its network. The company operates through three segments: Retail, Wholesale, and GPM Petroleum. The Retail segment provides fuel and merchandise directly to retail consumers across its nationwide store footprint. The Wholesale segment supplies fuel to third-party dealers and consignment agents through an established distribution network. The GPM Petroleum segment supplies fuel to independent dealers, bulk purchasers, and spot purchasers with dedicated logistics.

Between FY2020 and FY2025, Arko Corp. generated a 5-year revenue CAGR of 13.8%. Annual revenue grew from $7.42B in FY2021 to a high of $9.41B in FY2023, before falling 7.2% in FY2024 to $8.73B and declining 12.5% in FY2025 to $7.64B. Over the same span, net income decreased from $59.2M in FY2021 to $22.7M in FY2025, with net margin finishing at 0.3%. In the latest quarter ended June 30, 2026, quarterly revenue grew 22.2% year-over-year, while quarterly earnings declined 75.0%. Trailing twelve months revenue was $6.89B with a profit margin of 0.2% and EPS of $0.08.

As of June 30, 2026, Arko Corp. held $253.7M in cash and short-term investments against total debt of $2.33B, resulting in net debt of $2.08B. Shareholders' equity was $502.1M, yielding a debt-to-equity ratio of 4.65, while the current ratio was 1.60. For FY2025, the company produced operating cash flow of $192.6M and free cash flow of $65.2M. Capital expenditures totaled $127.4M, share buybacks were $28.0M, and dividends paid were $19.4M.

Arko Corp. trades at a trailing price-to-earnings multiple of 51.2x, compared to 18.0x for the median of its US-listed Consumer Cyclical peers. Its enterprise value of $2.67B reflects an EV to EBITDA ratio of 11.0x, nearly matching the peer median of 11.1x, while its price-to-sales ratio of 0.1x sits below the peer median of 0.7x. Over the past year, the stock returned 5.1%, lagging the S&P 500 return of 16.8%. Over five years, the stock is down 54.5%, compared to an 83.0% gain for the S&P 500.

Arko Corp. pays an annual forward dividend of $0.12 per share, which reflects a dividend yield of 2.93% based on its last close of $4.10. The company has paid quarterly dividends for 5 consecutive years, with a payout ratio of 1.6%. Its last ex-dividend date was August 20, 2026.

Arko Corp. holds 1 Strong Buy and 1 Buy rating from analysts, with no Hold, Sell, or Strong Sell ratings. The mean price target is $8.50, representing an upside of 107.3% from the last close of $4.10. For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.11 on revenue of $7.99B. In its last 4 quarters, the company delivered 2 EPS beats. The next earnings date is November 4, 2026.

This page is an AI-written research summary of Arko Corp. (ARKO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ARKO income statement, ARKO balance sheet, ARKO key metrics, ARKO analyst forecast, ARKO chart. See the ARKO stock overview for the latest quote and news.