Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Not financial advice. Analytical data for research only.
Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.
Yesway, Inc. is a leading convenience store operator in the United States. The company owns and operates a network of stores under the Yesway and Allsup's banners, providing customers with a wide array of everyday essentials and on-the-go items. Offerings include packaged bakery products, bottled beverages, salty snacks, candy, jerky, chips, milk, bread, eggs, meat snacks, chocolate, nuts, and fountain drinks, emphasizing value, quality, and convenience. Yesway is particularly recognized for its iconic foodservice items, such as the famous Allsup's deep-fried burritos. In addition to core grocery and snack selections, stores feature private-label products and ancillary services like ATMs, money orders, gift cards, propane, lottery tickets, in-store gaming, Amazon Lockers, and cryptocurrency ATMs. Operating across nine states in the Midwest and Southwest, including Texas, New Mexico, South Dakota, Iowa, Kansas, Missouri, Wyoming, Oklahoma, and Nebraska, Yesway serves communities with diverse needs through its strategic store footprint. Founded in 2015 and headquartered in Fort Worth, Texas, Yesway focuses on operational excellence and customer-centric retail experiences in the competitive convenience sector.
$25.17
+$0.82 (+3.37%)
EOD Aug 14, 2026
Operating margin is thin at 3.46%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 5.8%, steady but not accelerating.
At 65x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of $969M represents 21.2x FCF, leverage limits flexibility.
64.5x earnings, 16.0x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.67B
▲ +5.8% YoY
Net Income (TTM)
$28M
▲ +17.7% YoY
Op. Margin
3.46%
▲ +0.1pp YoY
ROIC
5.06%
▼ -0.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$46M
▲ +196.0% YoY
Op. Cash Flow (TTM)
$147M
▲ +87.0% YoY
Net Debt
$969M
Cash & Equiv.
$13M
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At a P/E of 64.5 and a price-to-free-cash-flow of 16.0, Yesway (YSWY) trades above a two-stage DCF intrinsic value of about $-6.12 per share, so at $25.17 the stock looks overvalued (124.3% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Yesway scores 53/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 1.3%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $-6.12 per share for YSWY, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $-4.59. At today's $25.17, that puts the stock about 124.3% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Yesway scores 53 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 3.5% operating margin and a 5.1% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Yesway pays a regular dividend of about $0.34 per share per year (typically in quarterly installments), a yield of roughly 1.3% at the current price. That is a payout ratio of about 35.2% of earnings, so the dividend is amply covered by earnings. Yesway has grown the dividend at roughly 5.5% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For YSWY's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. YSWY currently trades above its estimated intrinsic value and scores 53/100 on quality (mixed). It also yields about 1.3%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.