Yesway

Specialty Retail
Yesway, Inc., headquartered in Fort Worth, Texas, is one of the fastest-growing convenience store chains in the United States. Founded in 2015 by Brookwood Financial Partners, the company has rapidly expanded its footprint through a aggressive acquisition strategy and new store developments. A major turning point for the company was the 2019 acquisition of Allsup’s Convenience Stores, a legendary regional chain, which more than doubled the company's size and added a cult-favorite food service program. The company operates hundreds of stores across several states, primarily in the Midwest and Southwest, including Texas, New Mexico, Oklahoma, Kansas, and Iowa. Yesway’s business model integrates traditional convenience retail with a heavy emphasis on high-margin food service and private-label goods. The Allsup’s brand is particularly famous for its world-class deep-fried burritos, which serve as a significant foot-traffic driver. Yesway focuses on modernizing the convenience store experience by implementing advanced loyalty programs, such as Yesway Rewards, and upgrading store technology and aesthetics. The company targets rural and suburban markets where it can establish a dominant local presence. While Yesway filed for an initial public offering in 2021 to transition to a public entity, it continues to operate as a major player in the consumer staples and retail distribution sector, backed by institutional investment and a focus on regional market consolidation.

$640.2M

Market Cap • 10/2/2026

NASDAQ

Listing Exchange

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United States

Country

Valuation

P/B

1,6

P/S

0,4

P/EBITDA

2,9

P/OCF

6,4

P/FCF

11

P/E

7,8

BVPS

12,6

EPS

2,6

Market Cap

Market Cap

640,2M

EV

2,2B

EV/Revenue

0,7

EV/EBITDA

9,8

EV/EBIT

13,6

Payout

Dividend Per Share

0,9

Dividend Yield

4,1%

Buyback Yield

0%

Total Yield

4,1%

Dividend Yield 5Y

0,8%

Payout

32,4%

Retained Earnings

6,6M

Profitability

Gross Margin

21,5%

EBITDA Margin

7,4%

EBIT Margin

5,3%

Net Margin

3,2%

D&A/EBITDA

28,5%

R&D/Revenue

0%

Capex/Revenue

2,8%

Capex/D&A

134,3%

Capex/OCF

41,9%

SBC/OCF

2,3%

% PPE

58,7%

% Goodwill

13,5%

ROE

22,3%

ROIC

16,2%

Growth

CAGR Revenue 5Y

13,5%

CAGR Op. Income 5Y

14,3%

CAGR Net Income 5Y

47,8%

CAGR OCF 5Y

28,7%

Leverage

N.D./EBITDA

3,9

Debt/Equity

0%

Current Ratio

1,5

Quick Ratio

0,7

Interest Coverage

304%

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