Murphy USA Inc. MUSA

511.54 (7.74) (1.49%) as of 25 Sep
Market cap
$9.5B
P/E
15.4×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 53.07
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 — 1 7 2 — 4 2 — 1 —
Insider Ownership 9.21%

Capital & Financial Ratios

Market Cap 9,470.00
Revenue 21,479.00
Net Income 617.20
Free Cash Flow 542.80
Net Debt 2,010.70
Current Ratio 0.92
Debt/Equity 2.79
P/E ratio 15.44
P/S ratio 0.44
P/B ratio 12.05
Past 5Y EPS Growth 37.76%
This Y EPS Growth 40.25%
Next Y EPS Growth (11.41%)
Next 5Y EPS Growth 10.02%
in millions of $

Dividends

Payout Ratio 0.06
Annual Dividend Rate 1.56
Annual Dividend Yield 0.41%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 2.52
0.63
0.64
0.65
2025 2.15
0.49
0.50
0.53
0.63
2024 1.79
0.42
0.44
0.45
0.48
2023 1.55
0.37
0.38
0.39
0.41
2022 1.27
0.29
0.31
0.32
0.35
2021 1.04
0.25
0.25
0.25
0.29
2020 0.25
0.25
2019 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 125 47 29 175
Receivables 337 269 276 379
Inventory 341 402 413 417
Other — — — —
827 748 748 1,008
2023 2024 2025 Q'26
Payables 835 874 865 1,015
ST’ Debt 15 16 19 19
Other — — — —
873 948 929 1,090
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.32% 11.47% (6.14%)
Cash Flow 14.19% 7.62% (6.47%)
Earnings 10.31% 4.04% (11.24%)
Book Value (2.37%) (4.48%) (0.90%)

Revenue

Mar Jun Sep Dec Year
’26 4,819 6,806 — — —
’25 4,525 5,005 5,110 4,744 19,384
’24 4,844 5,452 5,239 4,710 20,244
’23 5,077 5,585 5,798 5,069 21,529
’22 5,118 6,767 6,195 5,366 23,446
’21 3,537 4,456 4,600 4,767 17,361
’20 3,185 2,380 2,839 2,861 11,264
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 320 235 — — —
’25 129 255 185 246 814
’24 136 261 202 249 848
’23 150 171 190 273 784
’22 339 177 255 223 995
’21 230 101 256 150 737
’20 114 268 86 96 564
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 222 124 — — —
’25 41 139 68 129 377
’24 61 143 66 122 392
’23 77 101 111 162 451
’22 275 105 177 141 698
’21 177 18 182 90 466
’20 67 217 22 35 341
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 7.28 11.27 — — —
’25 2.63 7.36 6.76 7.53 24.10
’24 3.12 6.92 7.20 6.96 24.11
’23 4.80 6.02 7.69 7.00 25.49
’22 6.08 7.53 9.28 5.21 28.10
’21 2.01 4.79 3.98 4.23 14.92
’20 2.92 5.73 2.27 2.16 13.08
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
51.68 60.44 61.05 72.07 78.75 119.47 164.30 231.65 350.55 345.23

Analyst estimates 2026–2028

Powerpack
Low Price
80.44 81.30 89.69 121.24 144.09 201.14 323.00 382.04 561.08 523.09
High Price
9,100 9,600 9,500 9,900 9,900 14,615 15,100 15,600 17,200 16,900
Employees
1 1 2 1 1 1 2 1 1 1
Revenue/Emp
11,595 12,827 14,363 14,035 11,264 17,361 23,446 21,529 20,244 19,384
Revenue
8.76% 8.28% 7.58% 8.03% 12.81% 10.65% 10.24% 10.75% 11.39% 12.17%
Gross Margin
352 240 274 202 509 522 884 734 652 609
EBT
3.04% 1.87% 1.91% 1.44% 4.52% 3.01% 3.77% 3.41% 3.22% 3.14%
EBT Margin
222 245 214 155 386 397 673 557 503 471
Net Income
99 117 134 152 161 213 220 228 248 277
Depreciation
295.26 358.12 439.58 444.22 386.66 662.36 997.45 1,001.69 985.94 1,004.20
Revenue/Sh
5.64 6.85 6.54 4.90 13.25 15.14 28.63 25.91 24.47 24.38
Earnings/Sh
8.59 7.92 12.20 9.92 19.35 28.13 42.32 36.48 41.28 42.16
Cash Flow/Sh
(4.50) (7.19) (6.22) (6.40) (7.64) (10.35) (12.61) (15.50) (22.21) (22.65)
Capex/Sh
4.09 0.73 5.99 3.51 11.71 17.78 29.70 20.97 19.07 19.52
Free CF/Sh
17.75 20.62 24.71 25.42 26.92 30.80 27.26 38.57 40.91 32.30
Book Value/Sh
39 36 33 32 29 26 24 21 21 19
Shares
11.04 11.56 11.68 23.68 9.89 13.09 9.54 13.83 20.43 16.44
PE Ratio
0.21 0.23 0.17 0.26 0.34 0.30 0.27 0.36 0.51 0.40
PS Ratio
3.49 3.91 3.10 4.60 4.86 6.47 10.01 9.31 12.26 12.49
PB Ratio
0.25 0.28 0.22 0.32 0.41 0.39 0.35 0.44 0.60 0.51
EV/Sales
18.36 137.42 16.27 40.13 13.64 14.55 11.66 20.83 30.92 26.39
EV/FCF
337 284 399 313 564 737 995 784 848 814
Op' Cash Flow
(177) (257) (203) (202) (223) (271) (296) (333) (456) (437)
Capex
161 26 196 111 341 466 698 451 392 377
FCF
1 81 92 206 94 93 (127) (46) (200) (181)
Working Cap'
670 881 863 1,038 1,002 1,815 1,807 1,800 1,848 2,183
Total Debt
516 711 679 758 839 1,559 1,729 1,675 1,801 2,154
Net Debt
697 738 807 803 784 807 641 829 840 624
Sh' Equity
11.14% 11.10% 9.11% 6.13% 14.37% 11.79% 16.47% 13.16% 11.32% 10.16%
ROA
19.99% 12.22% 13.67% 10.75% 21.53% 15.96% 25.55% 20.62% 17.58% 16.17%
ROIC
29.74% 34.18% 27.64% 19.23% 48.65% 49.88% 92.95% 75.78% 60.22% 64.31%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Murphy USA Inc. peers in Specialty Retail

All 49 Specialty Retail stocks →

Murphy USA Inc. (MUSA) key facts

  • Murphy USA Inc. (MUSA) is a Specialty Retail company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • Murphy USA Inc.’s revenue for fiscal 2025 (year ended December 2025) was $19.4 billion, down 4.25% from fiscal 2024.
  • Net income was $470.6 million, or $24.38 per share (basic), a net margin of 2.43%.
  • As of September 25, 2026, MUSA traded at $511.54, a market capitalization of $9.5 billion.
  • At that price the stock trades at 15.4× trailing-twelve-month earnings and 0.4× sales.
  • Murphy USA Inc. pays an annual dividend of $1.56 per share, a yield of 0.41%, with a payout ratio of 5.61%.
  • Return on equity was 64.3% and debt-to-equity 2.79.

Source: company filings (standardised) and stockrow calculations.

Murphy USA Inc. (MUSA) Latest News

News by impact score

Fine-tune

25 Sep

3

Murphy USA (MUSA) is highlighted by Zacks Growth Style Score as a top growth pick, with a Growth Score of A and a Zacks Rank of #2 (Buy). Key positives include projected 44% EPS growth this year (versus 27.9% industry), history of 9.8% EPS growth, a high asset-utilization S/TA of 4.44 (industry 3.28), and anticipated sales growth of 18.5% this year (industry 17.7%). Current-year consensus has risen 2.5% over the past month due to earnings estimate revisions. The combination of growth metrics and revisions underpins the view that Murphy USA could outperform the market for growth investors. Projected earnings momentum and rising estimates imply notable near-term upside, though no fundamental pivot is indicated.

6 Sep

3

Murphy USA Inc. (MUSA) posted strong second-quarter earnings driven by surging fuel margins. Strong quarterly earnings from fuel margins improve near-term financial outlook and market sentiment.

20 Aug

3

Murphy USA launches automated retail technologies foodservice platform featuring White Castle. New automated foodservice platform rollout signals moderate gains in operational capabilities and market positioning for Murphy USA.

15 Aug

3

Murphy USA (MUSA) stock rose 9.4% after a dividend hike and strong Q2 results. Dividend increase and solid quarterly earnings indicate improved financial health that can moderately lift near-term valuation and sentiment.

14 Aug

3

Murphy USA beat Q2 earnings and raised its dividend, raising questions on whether current valuation is excessive. Earnings beat and dividend hike produce moderate short-term effects on stock sentiment and operations.

12 Aug

3 transcript

Murphy USA Inc. released Q2 2026 earnings call transcript covering financial results, operational updates and forward outlook. Quarterly earnings transcripts typically deliver financial metrics and guidance that move near-term stock sentiment and valuations.

3

Murphy USA Inc. Q2 earnings exceeded estimates due to strong fuel contributions. Q2 earnings beat on strong fuel contribution signals positive operational results with moderate effect on near-term market perception and financial outlook.

8 Aug

3

Murphy USA Q2 earnings call covered revenue, same-store sales, fuel margins and forward guidance. Quarterly results and guidance typically produce short-term share-price moves but rarely alter long-term trajectory.

7 Aug

3 transcript

Murphy USA Q2 earnings call focused on a higher fuel margin floor as new baseline supporting profitability. Elevated fuel margin floor points to improved earnings stability without major strategic shifts.

6 Aug

3

Murphy USA reported resilient fuel margins alongside loyalty program gains in its Q2 2026 earnings call. Positive fuel margin resilience and loyalty metrics can moderately support near-term profitability and investor views.

3

Murphy USA Inc. held its Q2 2026 earnings call, outlining quarterly financial results and operational updates. Q2 2026 earnings data can moderately shift investor sentiment and near-term stock valuation.

5 Aug

3

Murphy USA (MUSA) Q2 earnings show key metrics versus Wall Street estimates. Q2 earnings metric comparisons can moderately influence company financial performance and investor sentiment.

3

Murphy USA (MUSA) beat Q2 earnings and revenue estimates. Q2 earnings and revenue beat offers positive short-term signal for stock and sentiment but does not shift long-term trajectory.

3

Murphy USA Inc. reported its second quarter 2026 financial results. Q2 2026 earnings release supplies core financial metrics that can shift near-term investor views on Murphy USA.

31 Jul

3

Murphy USA faces revised Q2 2026 earnings expectations and sustained cost pressures that have altered its investment narrative and outlook. Earnings revisions and cost pressures are expected to moderately shift Murphy USA's financial trajectory and investor perceptions without fully redefining its position.

30 Jul

3

Murphy USA Inc. (MUSA) will report Q2 earnings, with analysis focused on resulting effects to its stock price and investor outlook. Q2 earnings release may shift short-term stock price and sentiment via financial results.

24 Jul

3

Murphy USA (MUSA) entered a favorable profit cycle on improving fuel margins. Improving fuel margins support stronger profitability for Murphy USA without indicating transformative shifts.

23 Jun

3

Murphy USA nicotine product sales show rising profit contributions that could establish the category as a material earnings driver next to fuel and merchandise. Nicotine category growth may lift margins and non-fuel revenue visibility without displacing fuel as the dominant profit source.

24 May

3

New analyst models and assumptions are shifting the narrative around Murphy USA (MUSA) and its future outlook. Changes in analyst models can moderately influence investor views and near-term stock sentiment for MUSA.

19 May

3

Murphy USA earns strong buy rating with dividend updates and capital return plans prompting valuation reassessment. Strong buy rating plus dividend and capital return updates can moderately lift investor sentiment and near-term stock performance.

12 May

4

Murphy USA Inc. announces private offering of senior notes. Private offering of senior notes represents major financing to support operations or growth, altering capital structure and investor outlook.

11 May

4

Murphy USA (MUSA) anticipates strong Q1 2026 results and a higher dividend, raising questions on whether these will reshape its investment narrative. Projected strong Q1 2026 earnings and dividend hike directly boost financial outlook and investor sentiment for MUSA.

7 May

3

Murphy USA Inc. announced an increase in its dividend, signaling strong financial performance and commitment to shareholder returns. Dividend increases indicate robust cash flows and boost investor confidence, moderately enhancing stock performance without fundamental changes.

4 May

3

Murphy USA Inc. continues aggressive growth with new store openings and acquisitions, while rival QuickChek faces development delays and stalled expansion plans. Murphy USA gains competitive edge as QuickChek stalls, positively influencing market positioning but not fundamentally transforming operations.

2 May

3

Murphy USA's Q1 earnings call highlighted strong revenue growth, improved margins, robust fuel demand, convenience store expansion plans, and optimistic full-year guidance amid favorable market conditions. Q1 earnings highlights provide moderate insight into financial health and operations, influencing short-term sentiment without transformative changes.

1 May

4

Murphy USA Inc. (MUSA) Q1 earnings beat estimates, propelled by strong fuel contribution. Q1 earnings beat on core fuel strength signals financial health, likely driving positive stock momentum and investor sentiment.

30 Apr

4

Murphy USA (MUSA) reported strong Q1 2026 earnings and announced accelerated store expansion plans, triggering a valuation review. Strong Q1 earnings and accelerated store expansion represent major strategic growth initiatives likely to boost future performance and investor sentiment.

4 transcript

Murphy USA (MUSA) Q1 2026 earnings call transcript details first-quarter financial results, operational updates, and management's forward guidance. Q1 2026 earnings transcript discloses key financials, strategic insights, and guidance that significantly affect stock price and investor outlook.

4

Murphy USA Inc. Q1 2026 earnings call summary details financial results, retail fuel margins, merchandise sales, and outlook amid volatile oil prices and competitive pressures. Quarterly earnings summaries reveal financial health, margins, and guidance that significantly sway investor sentiment and stock trajectory.

29 Apr

4

Murphy USA Inc. (MUSA) reported Q1 earnings, with key metrics revealing insights into financial performance, revenue, profitability, and operational efficiency. Q1 earnings reports drive substantial shifts in investor sentiment, stock pricing, and assessments of future growth prospects.

stockrow.com/MUSA · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com