Reviewing Yesway (YSWY) & Its Rivals

Yesway (NASDAQ:YSWY) is one of 285 publicly-traded companies in the “Specialty Retail” industry, but how does it contrast to its rivals? We will compare Yesway to related companies based on the strength of its valuation, institutional ownership, dividends, earnings, analyst recommendations, risk and profitability.

Insider and Institutional Ownership

51.7% of shares of all “Specialty Retail” companies are owned by institutional investors. 20.5% of shares of all “Specialty Retail” companies are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares Yesway and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Yesway	N/A	N/A	N/A
Yesway Competitors	-3.37%	-32.19%	3.21%

Valuation & Earnings

This table compares Yesway and its rivals revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Yesway	N/A	N/A	109.29
Yesway Competitors	$7.03 billion	$391.32 million	22.94

Yesway’s rivals have higher revenue and earnings than Yesway. Yesway is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Analyst Recommendations

This is a summary of current ratings and price targets for Yesway and its rivals, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Yesway	1	4	2	3	2.70
Yesway Competitors	3576	15386	21356	558	2.46

Yesway presently has a consensus target price of $29.62, suggesting a potential upside of 29.08%. As a group, “Specialty Retail” companies have a potential upside of 15.67%. Given Yesway’s stronger consensus rating and higher probable upside, analysts plainly believe Yesway is more favorable than its rivals.

Summary

Yesway beats its rivals on 6 of the 11 factors compared.

About Yesway

Yesway is a U.S.-based convenience store operator that has rapidly grown since its inception in 2015. We operate our portfolio primarily under two successful brands, Yesway and Allsup’s. Our sites are differentiated through a leading foodservice offering, featuring Allsup’s famous deep-fried burrito, and a wide variety of high-quality grocery items and private-label products. Our geographic footprint consists of stores located in attractive rural and suburban markets across the Southwest and Midwest, where we often are the convenience retail destination of choice and, effectively, the local grocer. We have a successful track record of growing through new store development and 27 acquisitions and believe we are well-positioned to continue to solidify our market position and grow our store count. — Established in 2015 by Brookwood, a leading real estate-focused private equity firm, Yesway was built from the ground up by a team of seasoned industry veterans who brought decades of expertise and best practices to the convenience retailing industry. By leveraging our deep real estate knowledge and prioritizing data-driven decision-making, we have assembled a portfolio of highly accessible, customer-friendly sites through a combination of new store construction and strategic acquisition activity. This approach has enabled us to expand our portfolio in both existing and new markets, build brand density, and evolve our store formats to better serve our communities. — Our disciplined strategy extends beyond real estate. We have refined our foodservice platform and enhanced operational performance across our portfolio, creating a retail experience that resonates with our customers. This has resulted in exceptional customer loyalty, evidenced by our track record of continued same-store sales growth over the past three years and successful openings of 90 new stores from 2020 through December 31, 2025. At the same time, we have embraced innovation in an industry that has historically been slow to adopt it. By investing in technology and software-driven automation, Yesway has achieved best-in-class reporting and performance monitoring, reduced labor costs through streamlined operations, enabled real-time data-driven decision-making, and enhanced the customer experience. Our success has not gone unnoticed. Over the years, Yesway has been widely recognized as an industry leader. We have been honored with numerous prestigious awards, including being named one of the fastest-growing chains in the convenience store industry by CS News, the “Breakout Retailer of the Year” by Chain Store Age, and the “Convenience Store Chain of the Year” by CStore Decisions. Yesway, Inc., was incorporated as a Delaware corporation on April 23, 2021. Our corporate headquarters are located in Fort Worth, TX.