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/YSWY
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YSWY

YSWY

YSWY
$22.95USD↑+3.71%+0.82 today

MARKET CAP

1.5B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$22 – $23

52W RANGE

$19
$29

AI Summary

Stalk
Sell NowMedium

YSWY remains in a pronounced downtrend below key moving averages, consolidating in a tight range under the EMAs and SMAs with no oversold signal present. The Stage 4 context confines execution to the bearish side, favoring immediate participation on rallies into the EMA cluster around the 20.20–20.50 area, where rejections are likely to drive further downside.

  • ↑Adj. EBITDA surged 112.9% YoY to over $59M
  • ↑Revenue rose 16% YoY to $464.3M driven by fuel and merchandise
  • ↓Financial health rated D+ with elevated leverage risk
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Yesway (NASDAQ: YSWY) is a rapidly growing convenience store operator specializing in rural and suburban markets throughout the United States. Established in 2015, the company has built a unique market presence through strong food services and localized community engagement. Yesway operates 449 stores, positioning itself as the 15th largest convenience store operator, and focuses on integrating essential everyday products with quality food service offerings through its dual branding of Yesway and Allsup's.

Bull says

  • ↑Adj. EBITDA surged 112.9% YoY to over $59M
  • ↑Revenue rose 16% YoY to $464.3M driven by fuel and merchandise
  • ↑Net income swung to $30.2M from a $5.6M loss year-ago
  • ↑Fuel margin expanded 48.5% to $0.494 per gallon
  • ↑Same-store inside sales up 4.5% YoY, 12 of last 13 quarters positive
  • ↑Planning 6–8 new store openings in 2026 amid rural focus

Bear says

  • ↓Financial health rated D+ with elevated leverage risk
  • ↓Profitability metrics weak, suggesting inefficient margin conversion
  • ↓Growth outlook dimming as same-store sales likely to slow
  • ↓Fuel price volatility could pressure margins and consumer spend
  • ↓Fragmented convenience sector intensifies competition risk
  • ↓Unfavorable book-to-price ratio signals potential valuation downside

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 08-18-2026neutral

Transcript signals

Bull points

  • We're fortunate to not have a whole lot of deferred maintenance in our portfolio. We've done a very good job over the years of not investing in stores and shredding stores that we don't want. And so really focusing on those income-producing things.
  • we have 15 to 30 percent returns on those, very consistent ROICs.
  • So primarily it's going to be on building, but I will say that we're now much more open than we have been the past couple years.

Bear points

  • We obviously are cognizant of what's going on with the consumer, both with higher gas prices as well as higher merch prices.
  • What we found, we've had very strong baskets and very strong prices as well, holding. As you've seen, we've had positive gallons. We attribute it to the fact that we've got a very strong rural focus and that our customers are basically less susceptible to some of these.
  • We obviously are cognizant of what's going on with the consumer, both with higher gas prices as well as higher merch prices.
Read full transcript analysis ›