Murphy USA Inc.

Informe acción NYSE:MUSA

Capitalización de mercado: US$10.5b

Murphy USA Crecimiento futuro

Future controles de criterios 1/6

Se prevé que los beneficios de Murphy USA disminuyan en un 0.6% al año, mientras que se espera que sus ingresos anuales crezcan en un 5.9% al año. Se prevé que el BPA crezca en un 1.4% por año. Se espera que la rentabilidad financiera sea de 80.7% en 3 años.

Información clave

-0.6%

Tasa de crecimiento de los beneficios

1.36%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Specialty Retail10.1%
Tasa de crecimiento de los ingresos5.9%
Rentabilidad financiera futura80.72%
Cobertura de analistas

Good

Última actualización14 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • May 04

MUSA: Fuel And Nicotine Reliance Will Likely Cap Future Upside Potential

Analysts have lifted the Murphy USA price target from about $340 to roughly $407. The change reflects updated views on slightly higher projected profit margins, a modest adjustment to revenue growth, a higher assumed future P/E, and a small change in discount rate informed by recent Street research.
Actualización de narrativa • Apr 20

MUSA: Fuel And Nicotine Exposure Will Support Future Buybacks And Mixed Sentiment

Murphy USA's analyst price target has shifted from $436.25 to $466.00 as analysts point to recent research updates that adjust assumptions around discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research updates show both optimistic and cautious views on Murphy USA, with several firms adjusting price targets up or down as they revisit key assumptions around earnings power and valuation multiples.
Actualización de narrativa • Apr 06

MUSA: Fuel And Nicotine Dependence Will Likely Pressure Future Earnings Power

Analysts have adjusted their price targets on Murphy USA in a mixed fashion, with several firms cutting and others raising their views as they factor in a slightly lower discount rate, a modestly higher revenue growth assumption, a reduced profit margin outlook, and a higher future P/E. Their internal fair value estimate remains steady at $340.
Seeking Alpha • Apr 01

Murphy USA: Iran War Benefits Reflected In The Rally (Downgrade)

Summary Murphy USA is downgraded to 'Hold' as the recent rally brings shares to fair value, with an 8% long-term return profile. MUSA benefits from increased fuel price volatility due to the Iran war, which should boost fuel margins by at least 1.5cpg in H1 2026. Despite store growth, MUSA faces headwinds from declining fuel volumes, competitive pressures, and weaker discretionary spending impacting merchandise margins. Capital returns remain robust, with ongoing buybacks yielding sub-5% and leverage at a comfortable 2x, but no compelling upside until a pullback below $450. Read the full article on Seeking Alpha
Actualización de narrativa • Mar 23

MUSA: Low Cost Fuel Model And Buybacks Will Drive Future Returns

Analysts have trimmed their average price target on Murphy USA by a few tens of dollars in recent weeks, reflecting a mix of reduced expectations tied to softer fuel and nicotine trends, along with at least one higher target that leans on the company’s low cost fuel model and Walmart adjacency. Analyst Commentary Recent Street research on Murphy USA has been mixed, but it includes several constructive signals that bullish analysts highlight when they look past near term fuel and nicotine headwinds.
Actualización de narrativa • Mar 08

MUSA: Fuel And Nicotine Reliance Will Likely Restrain Future Upside

Analysts have recently trimmed their average price targets on Murphy USA by a wide range, roughly $20 to $55 in several cases, citing more cautious views on fuel price volatility, cigarette volumes, and near term earnings power, even as some still see room for upside reflected in prior target increases. Analyst Commentary Recent research shows a clear shift toward more cautious pricing of Murphy USA, with several bearish analysts trimming targets by wide margins after previously setting higher bars for the stock.
Actualización de narrativa • Feb 22

MUSA: Fuel And Nicotine Dependence Will Likely Cap Future Share Returns

Analysts trimmed their average price targets for Murphy USA by a wide range, with cuts of $22 to $55 and a new $405 target emerging, as they reassessed fuel demand, pricing volatility and cigarette volume headwinds, along with a modest shift to slightly lower growth and discount rate assumptions. Analyst Commentary Recent Street research on Murphy USA has tilted more cautious, with several bearish analysts cutting price targets and highlighting risks tied to the company’s fuel heavy and nicotine heavy mix.
Actualización de narrativa • Feb 08

MUSA: Fuel And Nicotine Exposure Will Support Long Term Buyback Upside

Analysts nudged their fair value estimate for Murphy USA up from about US$423 to roughly US$436. This reflects updated assumptions around slightly lower growth, a modestly higher discount rate, small changes in margin expectations and a lower future P/E, alongside mixed recent price target moves across the Street.
Actualización de narrativa • Jan 25

MUSA: Fuel And Nicotine Reliance Will Likely Restrain Future Share Returns

The analyst price target for Murphy USA has been reset to $340 from $350 as analysts balance higher assumed revenue growth and a lower future P/E with a higher discount rate and slightly softer profit margin expectations, alongside mixed recent research that includes both higher external price targets and a new Underperform rating. Analyst Commentary Street research around Murphy USA has been mixed, with several firms lifting their price targets while one major bank initiated coverage with a more cautious stance.
Actualización de narrativa • Jan 11

MUSA: Fuel And Nicotine Reliance Will Temper Benefits From Buybacks And Leadership Shift

Analysts have trimmed their price target on Murphy USA to US$405, citing concerns that low gas prices, muted fuel price swings, softer cigarette volumes, and a relatively modest foodservice offering could limit upside compared with peers, given the company’s heavy exposure to fuel and nicotine spending by financially stretched lower income consumers. Analyst Commentary Street research on Murphy USA centers on how its fuel centric, value focused model lines up with current consumer pressures and what that could mean for execution and valuation at the current US$405 price target.
Artículo de análisis • Jan 06

Murphy USA (NYSE:MUSA) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa • Dec 23

MUSA: Share Repurchases And Leadership Transition Will Drive Strong Shareholder Returns

Analysts have trimmed their price target on Murphy USA from 600 dollars to 550 dollars, citing a slightly higher discount rate and modestly lower long term margin and valuation assumptions that more than offset stronger projected revenue growth. What's in the News Authorized a new share repurchase program of up to 2 billion dollars through December 31, 2030, supporting the company’s long term capital allocation strategy (company announcement) Completed repurchase of 2.63 million shares, about 13.04% of shares outstanding, under the buyback program launched in May 2023.
Actualización de narrativa • Dec 09

MUSA: Leadership Transition And Expanded Buybacks Will Support Steady Shareholder Returns

Analysts have slightly raised their price target on Murphy USA by $0.00 to reflect marginally higher discount rate assumptions and a modestly richer future P E multiple, while keeping fair value estimates effectively unchanged. What's in the News The Board has named current Chief Operating Officer Mindy K.
Actualización de narrativa • Nov 25

MUSA: Leadership Changes and $2 Billion Buybacks Will Drive Shareholder Value

Analysts have maintained their price target for Murphy USA at $423.29. They cited minor shifts in underlying financial assumptions that did not substantially alter their overall outlook for the company.
Actualización de narrativa • Nov 07

MUSA: Leadership Transition And Expanded Buybacks Will Drive Stronger Returns

Analysts have slightly reduced their price target for Murphy USA, lowering it from $431.71 to $423.29. This revision is due to increased discount rates and minor adjustments in profit margin forecasts, even though there are expectations for stronger revenue growth.
Actualización de narrativa • Oct 24

Leadership Changes And Share Buybacks Will Drive Suburban Expansion Plans Forward

Analysts have revised their price target for Murphy USA slightly downward from $439.57 to $431.71. This adjustment reflects ongoing changes to growth and margin expectations.
Actualización de narrativa • Oct 10

Fuel Convenience Expansion Will Support Future Suburban Growth

Analysts have modestly reduced their price target for Murphy USA from $446.71 to $439.57, citing slight adjustments in growth and profitability assumptions. What's in the News The Board of Directors declared a quarterly cash dividend of $0.53 per share, or $2.12 annualized.
Artículo de análisis • Sep 14

Is Murphy USA (NYSE:MUSA) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis • Jul 25

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

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Seeking Alpha • Jan 29

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

Summary Murphy USA has shown strong performance since my initial 'buy' rating in September 2022, outperforming the S&P 500 with a 69.4% gain. Despite recent revenue and profit declines, operational stability is evident with increased fuel sales volume and merchandise sales. Management projects significant profitability growth by 2028, with potential annualized upside of 13.9% to 15.1%, outpacing the S&P 500. Maintaining a 'buy' rating due to the company's fundamental strength and future growth prospects, despite potential short-term bumps. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

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

Summary Murphy USA has shown exceptional capital allocation, resulting in strong EPS growth and stock performance. Share buybacks have significantly boosted stock value, but high current P/E ratio limits future buyback benefits. Murphy's competitive edge includes high net income per employee and strategic locations near Walmart, but margins lag behind competitors. Risks include delayed transition to EV charging stations and a relatively high debt load, though management's competence remains a strong asset. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:MUSA - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202821,6085434278953
12/31/202721,70751340785510
12/31/202621,98559154592910
3/31/202617,2995545551,005N/A
12/31/202517,018471374814N/A
9/30/202517,008471367817N/A
6/30/202517,149491365834N/A
3/31/202517,598490370840N/A
12/31/202417,909503390848N/A
9/30/202418,275510430872N/A
6/30/202418,854529475860N/A
3/31/202418,991517431770N/A
12/31/202319,238557448784N/A
9/30/202319,564525427734N/A
6/30/202319,973576494799N/A
3/31/202321,194627491805N/A
12/31/202221,266673689995N/A
9/30/202220,682664636922N/A
6/30/202219,136549640923N/A
3/31/202216,856494562847N/A
12/31/202115,319397463737N/A
9/30/202113,480349410683N/A
6/30/202111,793312251513N/A
3/31/20219,861352442680N/A
12/31/20209,504386333564N/A
9/30/202010,082373309530N/A
6/30/202010,849375346570N/A
3/31/202012,152239158379N/A
12/31/201912,101155N/A313N/A
9/30/201912,150185N/A409N/A
6/30/201912,315161N/A357N/A
3/31/201912,375180N/A339N/A
12/31/201812,524214N/A399N/A
9/30/201812,376261N/A359N/A
6/30/201811,800284N/A410N/A
3/31/201811,144288N/A437N/A
12/31/201710,854245N/A284N/A
9/30/201710,534164N/A294N/A
6/30/201710,324142N/A209N/A
3/31/201710,135133N/A215N/A
12/31/20169,633222N/A337N/A
9/30/20169,492207N/A277N/A
6/30/20169,824221N/A307N/A
3/31/201610,291200N/A258N/A
12/31/201510,731138N/A216N/A
9/30/201511,365203N/A238N/A
6/30/201512,617199N/A245N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de MUSA disminuyan en los próximos 3 años (-0.6% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de MUSA disminuyan en los próximos 3 años (-0.6% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de MUSA disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (5.9% al año) de MUSA crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.9% al año) de MUSA crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de MUSA sea muy elevada dentro de 3 años (80.7%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 15:55
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Murphy USA Inc. está cubierta por 13 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Lisa LewandowskiBofA Global Research
Bonnie HerzogGoldman Sachs
Corey TarloweJefferies LLC