# Yesway, Inc. (YSWY)

> Source: Nexqual · https://nexqual.com/YSWY · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Yesway, Inc. (YSWY), nexqual.com/YSWY" · informational, not investment advice.

**Price:** USD 24.51 (+5.35% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 23.26 · day 23.2–24.55 · 52w 18.92–29.08 · market cap $764M · NMS

## Key facts
- Valuation: P/E 18.9x, net debt $318M.
- Analysts: Buy (mean 2.11 on a 1–5 scale) (9 analysts), mean target USD 29.63 (range 27–32).
- Total return with dividends: 1Y +15.4% vs S&P 500 +14.9%; 5Y +12.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-16, EPS estimate USD 0.37, revenue estimate $882M.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 18.9x · P/B 1.9x · Earnings yield 5.29% · Net debt $318M · EV $1.08B

## Analysts
Consensus Buy (mean 2.11 on a 1–5 scale), 9 analysts; mean target USD 29.63 (low 27, high 32).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-05 | Guggenheim | Reiterated | Buy | $32 |
| 2026-09-22 | William Blair | Initiated | Outperform |  |
| 2026-09-17 | Guggenheim | Reiterated | Buy | $32 |
| 2026-08-17 | Guggenheim | Target raised | Buy | $30 → $32 |
| 2026-08-14 | JP Morgan | Target raised | Neutral | $25 → $27 |

## Total return (dividends reinvested)
|  | 1Y (from 2026-04-22) | 5Y (from 2026-04-20) |
|---|---|---|
| Total return | +15.4% | +12.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | — | — |
| Volatility (annualized) | 55.8% | 55.4% |
| Max drawdown | -32.7% (May 2026→Jul 2026) | -28.4% (Apr 2026→Sep 2026) |

## Peers (Grocery Stores)
NGVC (Natural Grocers by Vitamin Cott) USD 32.37 +7.65% · VLGEA (Village Super Market, Inc.) USD 45.62 +5.12% · DNUT (Krispy Kreme, Inc.) USD 2.95 +2.43% · DDL (Dingdong (Cayman) Limited) USD 1.99 -2.45% · GO (Grocery Outlet Holding Corp.) USD 13.9 +5.70% · IMKTA (Ingles Markets, Incorporated) USD 88.75 +4.24%

## More
Full page: https://nexqual.com/YSWY · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Fuel | $673.1M | 73.1% | +52.7% |
| Fuel Sale | $673.1M | 73.1% | +52.7% |
| Merchandise | $240.1M | 26.1% | +4.4% |
| Inside Merchandise Sales | $240.1M | 26.1% | +4.4% |
| Product & Service Other | $7.5M | 0.8% | +11.2% |
| Other Revenue | $7.5M | 0.8% | +11.2% |
| Total revenue | $920.8M | 100% | — |
The lines above cover 200% of total revenue.

## Company outlook (8-K filed 2026-08-13)

- "Outlook 1 Yesway has increased its outlook for full year 2026 Adjusted EBITDA to $235 million to $245 million from $210 million to $220 million previously."
- "The Company's updated Adjusted EBITDA outlook reflects strong second quarter performance and assumes that fuel margin moderates in low-40-cent-per-gallon range for the second half of the year, consistent with the Company's historical average."
- "The Company has reaffirmed its outlook for the following metrics as detailed below: Same-store Inside Merchandise Sales Growth 1.25% - 3.25% Capital Expenditures $85 million - $95 million New Store Openings 6 - 8 new stores 1 Assumes the sale of the 29 stores in the Company's Iowa and Kansas portfolio will close by the end of 2026."

Analysts expect $882.2M for the current quarter, +880.3% vs the guidance midpoint $90.0M. Source: https://www.sec.gov/Archives/edgar/data/1859836/000110465926095465/tm2622997d1_ex99-1.htm

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.37 | $0.31 | +22.5% | $882.2M | 9 |
| Next quarter (ends 2026-12-31) | $0.26 | $0.20 | +26.8% | $802.4M | 9 |
| Current fiscal year (ends 2026-12-31) | $1.79 | $1.51 | +18.8% | $3.29B | 9 |
| Next fiscal year (ends 2027-12-31) | $1.20 | $1.05 | +14.7% | $3.23B | 9 |