ARKO (ARKO)
Consumer Discretionary · Convenience store retail and wholesale fuel distribution · NASDAQ
A diversified convenience store operator and wholesale fuel distributor transforming its retail footprint into a dealer-driven fueling network across 30+ U.S. states.
What ARKO does
ARKO Corp. is one of the largest U.S. operators of convenience stores and wholesale fuel distributors. The company operates 1,118 retail convenience stores under more than 25 regional brands and supplies fuel to 2,099 dealer locations, along with a fleet fueling business that includes 295 cardlock locations and proprietary fuel cards. The company is implementing a multi-year transformation plan focused on converting retail stores to dealer locations to leverage its wholesale distribution position.
Themes: ["Convenience retail / c-store operations","Wholesale fuel distribution","Fleet fueling / cardlock networks","Dealerization transformation","Regional community brands","Tobacco products / nicotine","Foodservice and prepared foods","Loyalty and customer engagement"]
Fundamentals
- Price$7.97 as of 2026-07-09 close
- Market cap$894M as of 2026-07-10
- 1-year return+78.2% as of 2026-07-09 close
- P/E31.07 as of 2026-07-10
- Net margin+0.4% as of 2026-07-10
- Gross margin+15.6% as of 2026-07-10
- ROE+7.2% as of 2026-07-10
- Debt / equity1.83 as of 2026-07-10
- Revenue growth (YoY)-10.6% as of 2026-07-10
- Revenue CAGR (3y)+30.3% SEC XBRL
- Beta0.97 as of 2026-07-10
Dividend: yield +1.5%; pays a dividend.
Key risks (from latest filing)
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Competitors & peers
- Casey's General Stores
- RaceTrac (private)
- Sunoco
- Alimentation Couche-Tard (Circle K)
- Murphy USA
- Pilot Flying J (private)
- Love's Travel Stops (private)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.