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Murphy USA Inc.NYSE:MUSA Stock Report

Market Cap US$7.2b
Share Price
US$373.64
My Fair Value
US$447
16.4% undervalued intrinsic discount
1Y-27.2%
7D-0.2%
Portfolio Value
​
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Murphy USA Inc.

NYSE:MUSA Stock Report

Market Cap: US$7.2b

Murphy USA (MUSA) Stock Overview

Together with subsidiaries, engages in marketing of retail motor fuel products and convenience merchandise. More details

MUSA fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance3/6
Financial Health2/6
Dividends0/6

Rewards

Price-To-Earnings ratio (14.7x) is below the US market (19x)

Earnings are forecast to grow 4.27% per year

Risk Analysis

Has a high level of debt


MUSA Community Fair Values

Create Narrative

See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

MUSA logo
Murphy USA

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
16.4% undervalued intrinsic discount
9.59%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
1 day ago author updated this narrative
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Murphy USA

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
6.8% overvalued intrinsic discount
6.09%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
16 days ago author updated this narrative
MUSA logo
Murphy USA

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
37.7% undervalued intrinsic discount
13.82%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
about 21 hours ago author updated this narrative
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Murphy USA Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Murphy USA
Historical stock prices
Current Share PriceUS$373.64
52 Week HighUS$561.08
52 Week LowUS$345.23
Beta0.42
1 Month Change3.26%
3 Month Change-12.13%
1 Year Change-27.24%
3 Year Change29.05%
5 Year Change173.81%
Change since IPO861.75%

Recent News & Updates

Murphy USA: Fuelling Long-Term Returns Through Growth & Profits

Aug 21

Recent updates

Murphy USA: Fuelling Long-Term Returns Through Growth & Profits

Aug 21

Investors Still Waiting For A Pull Back In Murphy USA Inc. (NYSE:MUSA)

Jul 25
Investors Still Waiting For A Pull Back In Murphy USA Inc. (NYSE:MUSA)

A Look At The Intrinsic Value Of Murphy USA Inc. (NYSE:MUSA)

May 14
A Look At The Intrinsic Value Of Murphy USA Inc. (NYSE:MUSA)

Is Murphy USA (NYSE:MUSA) A Risky Investment?

Apr 26
Is Murphy USA (NYSE:MUSA) A Risky Investment?

Unpleasant Surprises Could Be In Store For Murphy USA Inc.'s (NYSE:MUSA) Shares

Apr 08
Unpleasant Surprises Could Be In Store For Murphy USA Inc.'s (NYSE:MUSA) Shares

Murphy USA Still Makes Sense If We Factor Future Growth Plans Into The Mix

Jan 29

Does Murphy USA (NYSE:MUSA) Have A Healthy Balance Sheet?

Jan 10
Does Murphy USA (NYSE:MUSA) Have A Healthy Balance Sheet?

Unpleasant Surprises Could Be In Store For Murphy USA Inc.'s (NYSE:MUSA) Shares

Dec 26
Unpleasant Surprises Could Be In Store For Murphy USA Inc.'s (NYSE:MUSA) Shares

A Look At The Fair Value Of Murphy USA Inc. (NYSE:MUSA)

Dec 08
A Look At The Fair Value Of Murphy USA Inc. (NYSE:MUSA)

Murphy USA: I Expect Murphy To Continue To Be A Share Cannibal

Oct 20

There's Reason For Concern Over Murphy USA Inc.'s (NYSE:MUSA) Price

Sep 26
There's Reason For Concern Over Murphy USA Inc.'s (NYSE:MUSA) Price

Is Murphy USA (NYSE:MUSA) A Risky Investment?

Sep 08
Is Murphy USA (NYSE:MUSA) A Risky Investment?
User avatar

Expanding Stores And Innovating Digitally Fuels Growth Amid Market Challenges

Expansion strategy and digital investments aim to amplify customer experience and operational efficiencies, fostering revenue and margin growth.

Murphy USA: Potential Share Appreciation Via Buybacks

Aug 14

Murphy USA: Putting Some Gas In My Portfolio

Jul 13

Murphy USA: Encouraging Trends Despite Q1 Timing Headwinds

May 08

Murphy USA Turns Slow And Steady Growth Into Big Share Price Gains

Feb 24

Murphy USA: Lagging Behind In The Transition To Electric Vehicles

Dec 10

Murphy USA: Stagnating Oil Prices And Long-Term Headwinds

Nov 27

Murphy USA: A Solid Q3 With Ongoing Share Count Reduction

Nov 02

Shareholder Returns

MUSAUS Specialty RetailUS Market
7D-0.2%1.2%-0.008%
1Y-27.2%18.8%19.5%

Return vs Industry: MUSA underperformed the US Specialty Retail industry which returned 16.2% over the past year.

Return vs Market: MUSA underperformed the US Market which returned 18.1% over the past year.

Price Volatility

Is MUSA's price volatile compared to industry and market?
MUSA volatility
MUSA Average Weekly Movement5.0%
Specialty Retail Industry Average Movement7.6%
Market Average Movement6.4%
10% most volatile stocks in US Market17.0%
10% least volatile stocks in US Market3.0%

Stable Share Price: MUSA has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: MUSA's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199611,550R. Clydewww.murphyusa.com

Murphy USA Inc., together with subsidiaries, engages in marketing of retail motor fuel products and convenience merchandise. The company operates retail stores under the Murphy USA, Murphy Express, and QuickChek brands, as well as operates non-fuel convenience stores. It operates retail gasoline stores principally in the Southeast, Southwest, and Midwest areas of the United States.

Murphy USA Inc. Fundamentals Summary

How do Murphy USA's earnings and revenue compare to its market cap?
MUSA fundamental statistics
Market capUS$7.16b
Earnings (TTM)US$490.50m
Revenue (TTM)US$17.15b
14.7x
P/E Ratio
0.4x
P/S Ratio

Is MUSA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MUSA income statement (TTM)
RevenueUS$17.15b
Cost of RevenueUS$15.85b
Gross ProfitUS$1.30b
Other ExpensesUS$805.00m
EarningsUS$490.50m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)25.42
Gross Margin7.55%
Net Profit Margin2.86%
Debt/Equity Ratio304.5%

How did MUSA perform over the long term?

See historical performance and comparison

Dividends

0.5%
Current Dividend Yield
8%
Payout Ratio

Does MUSA pay a reliable dividends?

See MUSA dividend history and benchmarks
When do you need to buy MUSA by to receive an upcoming dividend?
Murphy USA dividend dates
Ex Dividend DateAug 25 2025
Dividend Pay DateSep 04 2025
Days until Ex dividend12 days
Days until Dividend pay date2 days

Does MUSA pay a reliable dividends?

See MUSA dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/04 18:21
End of Day Share Price 2025/09/04 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Murphy USA Inc. is covered by 12 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Bonnie HerzogGoldman Sachs
Corey TarloweJefferies LLC