Yesway Inc. Class A Common Stock (YSWY)

FairStock Score: 22/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable earning power, conservative finances, and a price that leaves a margin of safety. Yesway owns convenience stores, a competitive, low-margin business with little pricing power. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $920.8M and net income was $16.3M, a 1.77% margin. A year earlier, in fiscal Q2 2025, the quarter ended 2025-06-30, revenue was $677.7M and net income was $24.2M. So sales rose, but profit fell. Fiscal Q1 2026 reported a net loss. The trailing picture is negative: EPS is -$1.24, and at the 2026-10-13 close of $21.64, FairStock calculates a P/E of -17.45. The market cap is $635.0M. FairStock's ROE is 9.33% and ROCE is 3.98%, which are not the high returns I want; ROCE below 4% suggests the capital tied up in stores is not working hard. Debt is meaningful at D/E 1.11. Financial quality signals are poor: Piotroski F-Score 1/9 and FairStock Score 22/100. FairStock assigns no Lynch category because only 0 years of filed annual results are available versus the 3 needed. Convenience stores can have a modest local moat through locations and ancillary services, but the numbers show no durable competitive advantage yet. Growth is mixed: top-line expansion is not translating into bottom-line strength. At today's price, I see a speculative turnaround, not a Graham-style bargain. I would want consistent profits, lower leverage, and a much larger margin of safety before calling this cheap.

In plain English: Yesway runs convenience stores in the U.S., selling snacks, drinks, food and services like ATMs and lottery tickets. The business looks weak right now: sales in the latest quarter were higher than a year earlier, but profit fell, and the company has had losing periods and high debt. At $21.64, the price does not look cheap compared with those weak profits.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer