Murphy USA Performance degli utili passati
Criteri Il passato verificati 5/6
Murphy USA ha registrato una crescita degli utili a un tasso medio annuo di 3.6%, mentre il settore Specialty Retail ha registrato utili in diminuzione a un tasso medio annuo di 3.2%. I ricavi sono stati in crescita a un tasso medio annuo di 4.1%. Il ritorno sul capitale proprio di Murphy USA è 84.1% e ha margini netti di 3.2%.
Informazioni chiave
3.63%
Tasso di crescita degli utili
10.33%
Tasso di crescita dell'EPS
| Specialty Retail Crescita del settore | 26.64% |
| Tasso di crescita dei ricavi | 4.11% |
| Rendimento del capitale proprio | 84.06% |
| Margine netto | 3.20% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Murphy USA guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 17,299 | 554 | 296 | 0 |
| 31 Dec 25 | 17,018 | 471 | 298 | 0 |
| 30 Sep 25 | 17,008 | 471 | 285 | 0 |
| 30 Jun 25 | 17,149 | 491 | 288 | 0 |
| 31 Mar 25 | 17,598 | 490 | 295 | 0 |
| 31 Dec 24 | 17,909 | 503 | 295 | 0 |
| 30 Sep 24 | 18,275 | 510 | 301 | 0 |
| 30 Jun 24 | 18,854 | 529 | 300 | 0 |
| 31 Mar 24 | 18,991 | 517 | 299 | 0 |
| 31 Dec 23 | 19,238 | 557 | 296 | 0 |
| 30 Sep 23 | 19,564 | 525 | 315 | 0 |
| 30 Jun 23 | 19,973 | 576 | 307 | 0 |
| 31 Mar 23 | 21,194 | 627 | 299 | 0 |
| 31 Dec 22 | 21,266 | 673 | 285 | 0 |
| 30 Sep 22 | 20,682 | 664 | 254 | 0 |
| 30 Jun 22 | 19,136 | 549 | 247 | 0 |
| 31 Mar 22 | 16,856 | 494 | 242 | 0 |
| 31 Dec 21 | 15,319 | 397 | 237 | 0 |
| 30 Sep 21 | 13,480 | 349 | 217 | 0 |
| 30 Jun 21 | 11,793 | 312 | 216 | 0 |
| 31 Mar 21 | 9,861 | 352 | 198 | 0 |
| 31 Dec 20 | 9,504 | 386 | 188 | 0 |
| 30 Sep 20 | 10,082 | 373 | 185 | 0 |
| 30 Jun 20 | 10,849 | 375 | 167 | 0 |
| 31 Mar 20 | 12,152 | 239 | 164 | 0 |
| 31 Dec 19 | 12,101 | 155 | 159 | 0 |
| 30 Sep 19 | 12,150 | 185 | 150 | 0 |
| 30 Jun 19 | 12,315 | 161 | 143 | 0 |
| 31 Mar 19 | 12,375 | 180 | 140 | 0 |
| 31 Dec 18 | 12,524 | 214 | 136 | 0 |
| 30 Sep 18 | 12,376 | 261 | 142 | 0 |
| 30 Jun 18 | 11,800 | 284 | 141 | 0 |
| 31 Mar 18 | 11,144 | 288 | 138 | 0 |
| 31 Dec 17 | 10,854 | 245 | 141 | 0 |
| 30 Sep 17 | 10,534 | 164 | 129 | 0 |
| 30 Jun 17 | 10,324 | 142 | 128 | 0 |
| 31 Mar 17 | 10,135 | 133 | 129 | 0 |
| 31 Dec 16 | 9,633 | 222 | 123 | 0 |
| 30 Sep 16 | 9,492 | 207 | 127 | 0 |
| 30 Jun 16 | 9,824 | 221 | 129 | 0 |
| 31 Mar 16 | 10,291 | 200 | 130 | 0 |
| 31 Dec 15 | 10,731 | 138 | 129 | 0 |
| 30 Sep 15 | 11,365 | 203 | 130 | 0 |
| 30 Jun 15 | 12,617 | 199 | 126 | 0 |
Guadagni di qualità: MUSA ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di MUSA (3.2%) MUSA sono più alti rispetto allo scorso anno (2.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di MUSA sono cresciuti del 3.6% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di MUSA nell'ultimo anno ( 13.1% ) supera la media quinquennale ( 3.6% all'anno).
Guadagni vs Settore: La crescita degli utili MUSA nell'ultimo anno ( 13.1% ) ha superato la percentuale del settore Specialty Retail -2.3%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 84.06% ) di MUSA sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 10:47 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Murphy USA Inc. è coperta da 13 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Lisa Lewandowski | BofA Global Research |
| Bonnie Herzog | Goldman Sachs |
| Corey Tarlowe | Jefferies LLC |