CrossAmerica Partners LP · Petroleum & Petroleum Products

CAPL

Low riskNext report: Nov 4 (confirmed)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 23% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Watch out for

Revenue down 10.6% from the year before

Money moves

No insider buying or selling in the last 30 days
Institutions added 3.4% to their holdings in the quarter ending June 2026 (27 bought, 20 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$22.18-0.4% that day

Company value: $847M; Share price times all shares
Price vs profit (P/E): 16.2x; You pay about $16 for each $1 of yearly profit
Price vs sales: 0.22x; Company value is 0.22 times a year of sales
Cash vs value: 1%; Cash as a share of company value
Debt vs value: 82%; Debt as a share of company value

From CAPL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$1.2B+23% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $3.9B, up 0.3% from the 12 months before. Over 5 years, sales grew about 14% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CAPL. Starting points are the company's recent numbers.

Sales growth0% a yearRecently: +0.3% a yearProfit margin1%Last 12 months: 1.4%P/E at the end16xToday: 16.2x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$3.9B

Profit in 5 years$39M

Price these guesses point to$16.17-27% vs $22.18 todayAbout -6.1% a year, before dividends

What today's price needs: with a 1% margin and a 16x P/E, sales would have to grow about 6.5% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/5Mixed

MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.1%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$55.8M
PassShare count not growingNot diluting owners. Falling means buybacks.+0.5% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.11.0%

Revenue: $3.7B; -10.6% vs prior year
5-year growth: +13.6%/yr; revenue, per year
Total debt: $693.5M
Current ratio: 0.74x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, debt under half of equity. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 5

Revenue: $1.2B; +22.6% YoY
EPS: $0.52; vs $0.64
Op. margin: 3.0%; -1.3 pts
Gross margin: 9.6%; -0.9 pts
Free cash flow: $25.8M
Share count: -3.1%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

62/ 100

This week: 1
Normal week: 0.6
vs normal: 1.6x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+3.4%

Institutions added 3.4% to their holdings. 27 bought, 20 sold.

Shares held by institutions9.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.2%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

$720.8M debt

Shares outstandingLatest reported

38M

Why low risk

Revenue down 10.6% from the year before

Earnings reports

Last 12

Next reportNov 4 (confirmed)Announced by the company in an SEC filing ↗

Results filedAug 5
Results filedMay 6
Results filedFeb 25
Results filedNov 5, 2025
Results filedAug 7, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Investor disclosureOct 21 · Form 8-K ↗Earnings resultsAug 5 · Form 8-K ↗Quarterly reportAug 5 · Form 10-Q ↗

Option exerciseThomas E KelsoDirector

3,154 shares

+34% of holdings
Now owns 12,298 shares
Filed 1 day after trade

Jul 23Form 4 ↗

Option exerciseMickey KimDirector

3,154 shares

+10% of holdings
Now owns 33,998 shares
Filed 1 day after trade

Jul 23Form 4 ↗

Option exerciseKenneth G ValoskyDirector

3,154 shares

+13% of holdings
Now owns 26,958 shares
Filed 1 day after trade

Jul 23Form 4 ↗

Option exerciseJustin A. GannonDirector

3,154 shares

+9% of holdings
Now owns 39,682 shares
Filed 1 day after trade

Jul 23Form 4 ↗

Option exerciseJoseph V. Jr. TopperDirector, 10% owner

3,154 shares

+3% of holdings
Now owns 96,558 shares
Filed 1 day after trade

Jul 23Form 4 ↗

Option exerciseJohn B. Iii ReillyDirector, 10% owner

3,154 shares

+9% of holdings
Now owns 36,621 shares
Filed 1 day after trade

Jul 23Form 4 ↗

Insider tradeJul 21 · Form 4 ↗Insider tradeJul 21 · Form 4 ↗Insider tradeJul 21 · Form 4 ↗Insider tradeJul 21 · Form 4 ↗Insider tradeJul 21 · Form 4 ↗Insider tradeJul 21 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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