Arko Corp. (ARKO)
Consumer Cyclical · NCM
Fundamentals
Valuation and ratings
Arko Corp. trades at USD7.75, which is 54% above the USD3.53 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 11 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 39.8 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
ARKO dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | USD0.060 | 2 |
| 2025 | USD0.120 | 4 |
| 2024 | USD0.120 | 4 |
| 2023 | USD0.120 | 4 |
| 2022 | USD0.090 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
ARKO earnings and analyst estimates
Recommendation mix, 2 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Arko Corp.
Arko Corp., through its subsidiary, operates a chain of convenience stores in the United States. It operates through four segments Retail, Wholesale, Fleet Fueling, and GPMP segments. The Retail segment engages in the operation of retail stores that sells fuel and merchandise, as well as cold and hot prepared foods, beverages, cigarettes and other tobacco products, candy, salty snacks, grocery, beer and general merchandise to retail consumers. The Wholesale segment supplies fuel to dealers, sub-wholesalers, and bulk and spot purchasers. The Fleet Fueling segment operates proprietary and third-party cardlock, and sells fuel using proprietary fuel cards. The GPMP segment is involved in the wholesale distribution of fuel to the retail and wholesale segments. The company is based in Richmond, Virginia.
Super investor ownership
10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.22M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$6.32M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$3.63M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$2.52M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$2.26M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Arko Corp. (ARKO) undervalued?
Against our discounted cash flow estimate of USD3.53, ARKO at USD7.75 is 54% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own ARKO?
10 of the institutions we track reported a position in ARKO in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is ARKO's P/E ratio?
ARKO trades at 39.8 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Arko Corp. (ARKO) pay a dividend?
Yes. Arko Corp. yields 1.51% at the current share price. It has paid USD0.120 per share over the trailing twelve months. It has paid a dividend in each of the last 4 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
When does ARKO report earnings next?
Arko Corp. is scheduled to report on 5 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for ARKO, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.