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Murphy USA Community
NYSE:MUSA Community
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Murphy USA
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Murphy USA
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Fuel Convenience Expansion Will Support Future Suburban Growth
Key Takeaways Expansion in high-growth markets and a strong value-focused fuel model support revenue growth and resilient customer traffic, even during economic downturns. Digital loyalty, operational efficiencies, and industry consolidation are boosting margins, profitability, and supporting higher sales of non-fuel, higher-margin products.
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US$446.71
FV
15.4% undervalued
intrinsic discount
9.59%
Revenue growth p.a.
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narrative
Murphy USA
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Declining Fuel Demand And Rising Costs Will Squeeze Margins
Key Takeaways Accelerating EV adoption, regulatory pressures, and changing retail trends are creating persistent headwinds for fuel demand, in-store sales, and overall revenue mix. Operational risks from Walmart location dependence and intensifying competition threaten earnings stability and limit margin expansion amid rising costs.
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US$350.00
FV
8.0% overvalued
intrinsic discount
6.01%
Revenue growth p.a.
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1 day ago
author updated this narrative
Murphy USA
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Population Growth And Suburban Trends Will Expand Retail Footprint
Key Takeaways Accelerated store expansion, disciplined buybacks, and operational efficiency drive outsized growth and resilient earnings even if short-term volumes lag. Strong positioning in value-focused, high-traffic regions and persistent gasoline demand enable share gains and margin expansion despite evolving industry dynamics.
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US$600.00
FV
37.0% undervalued
intrinsic discount
13.63%
Revenue growth p.a.
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2 days ago
author updated this narrative
Your Valuation for
MUSA
MUSA
Murphy USA
Your Fair Value
US$
Current Price
US$377.90
18.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
24b
2015
2018
2021
2024
2025
2027
2030
Revenue US$24.0b
Earnings US$687.1m
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