Yesway, Inc. (YSWY) AI Stock Analysis

Yesway, Inc. owns and operates convenience stores across the United States under the Yesway and Allsup's brands. The company's store offerings include packaged bakery items, bottled water, salty snacks, bagged candy, jerky, chips, milk, bread, eggs, packaged beverages, meat snacks, chocolate, and nuts. Stores also feature food service options, including deep-fried burritos. In addition, Yesway provides various ancillary services such as cash ATMs, crypto-currency ATMs, money orders, gift cards, propane tanks, in-store gaming, Amazon Lockers, lottery tickets, and other non-consumable merchandise.

Revenue grew from $2.53B in FY2023 to $2.53B in FY2024, reflecting a slight revenue decline of 0.3%, before increasing 5.8% to $2.67B in FY2025. This yielded a 2-year revenue CAGR of 2.7%. Gross margin expanded across the period from 19.0% in FY2023 to 20.2% in FY2024 and 21.7% in FY2025. Operating margin was 3.6% in FY2023, 3.0% in FY2024, and 3.5% in FY2025. Net income decreased from $38.6M in FY2023 to $23.4M in FY2024 and $11.3M in FY2025, lowering net margin to 0.4%. For the trailing twelve months, revenue reached $2.99B with an operating margin of 5.8%, a profit margin of 2.7%, and quarterly revenue growth of 38.5% for the period ended June 30, 2026.

As of June 30, 2026, Yesway held $81.6M in cash and short-term investments against total debt of $952.3M, leaving net debt of $870.7M. Total assets stood at $2.07B and shareholders' equity was $393.8M, resulting in a debt-to-equity ratio of 2.42 and a current ratio of 1.48. Operating cash flow improved to $147.2M in FY2025 from $78.7M in FY2024, supporting positive free cash flow of $45.6M after free cash flow of -$47.5M in FY2024. In FY2025, capital expenditures were $101.6M and dividends paid totaled $9.8M.

At a last close of $23.15 on October 16, 2026, Yesway had a market capitalization of $721.9M and an enterprise value of $1.58B. The stock trades at a trailing price-to-earnings ratio of 17.1x, below the 18.6x median of its US-listed Consumer Defensive peers. Its price-to-sales multiple is 0.2x compared to the peer median of 0.7x, while its EV-to-EBITDA ratio of 38.3x trades at a premium to the peer median of 11.7x. Over the past year, the S&P 500 (SPY) returned 16.8%, while Yesway has traded between a 52-week low of $18.92 and a 52-week high of $29.08.

Wall Street coverage on Yesway includes 4 Strong Buy, 2 Buy, and 3 Hold ratings, with 0 Sell and 0 Strong Sell recommendations. The mean price target is $29.62, representing a 28.0% upside versus the last close of $23.15. For the fiscal year ending December 31, 2026, analysts estimate revenue of $3.29B and EPS of $1.79. For the next fiscal year, 9 analysts project revenue of $3.23B, representing revenue growth of -1.6%, and EPS of $1.20, down 33.1%. Yesway's next earnings date is November 12, 2026.

This page is an AI-written research summary of Yesway, Inc. (YSWY). 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.

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