Murphy USA（MUSA）株式概要
Murphy USA Inc.は子会社とともに、自動車燃料小売製品およびコンビニエンス商品の販売に従事している。 詳細
MUSA Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Murphy USA Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$574.12 |
| 52週高値 | US$636.05 |
| 52週安値 | US$349.83 |
| ベータ | 0.28 |
| 1ヶ月の変化 | -7.19% |
| 3ヶ月変化 | 3.33% |
| 1年変化 | 44.90% |
| 3年間の変化 | 85.27% |
| 5年間の変化 | 273.02% |
| IPOからの変化 | 1,377.79% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 17
MUSA: Fuel Margin Support And New Stores Will Likely Shape Balanced Returns
The analyst price target for Murphy USA in this update increases from $517 to $550 as analysts factor in stronger fuel margins, steady demand trends, new store growth and higher forward P/E assumptions, partially offset by a slightly higher discount rate and more moderate revenue growth expectations. Analyst Commentary Recent research on Murphy USA points to a generally constructive stance from Wall Street, with several firms lifting price targets and shifting to more favorable ratings.
ナラティブ更新 • Aug 03
MUSA: Fuel Margin Strength And Governance Changes Will Shape Future Returns
Murphy USA's analyst-derived fair value estimate has shifted from $558 to $630.90. Analysts cite stronger fuel margins, solid recent results, and continued store expansion as key reasons for the higher price targets across the Street.ナラティブ更新 • Jul 20
MUSA: Fuel Margin Reliance Will Likely Restrain Future Share Price Upside
Murphy USA's analyst fair value estimate has been revised from $406.95 to $517.00 as analysts factor in higher fuel margins, improving execution, expanded store openings, and a range of higher Street price targets from firms that now see stronger earnings visibility for the company. Analyst Commentary Recent Street commentary on Murphy USA highlights a mix of optimism on fuel margins and store growth alongside some caution on valuation, earnings durability, and execution risk.
ナラティブ更新 • Jul 06
MUSA: Stronger Fuel Margins And Store Expansion Will Drive Future Upside
The analyst price target for Murphy USA in this Narrative Update moves from $680 to $710, reflecting broader Street research that points to stronger fuel margins, rising EBITDA expectations and increased confidence in the company’s multi year growth algorithm. Analyst Commentary Recent Street research around Murphy USA points to a cluster of bullish analysts lifting ratings and resetting price targets higher, with the most recent US$710 target aligning with growing confidence in fuel margins, earnings visibility and the company’s multi year growth framework.ナラティブ更新 • Jun 22
MUSA: Low Cost Fuel Margins And Buybacks Will Drive Future Upside
The analyst price target for Murphy USA has been raised from $655 to $680, reflecting analysts' updated assumptions around slightly higher revenue growth, a marginally lower discount rate, and a higher future P/E multiple, supported by recent positive research commentary and new Overweight initiations. Analyst Commentary Recent Street research on Murphy USA has tilted clearly positive, with several bullish analysts highlighting what they see as attractive upside drivers for the stock based on their updated price targets and ratings.Seeking Alpha • Jun 15
Murphy USA: Higher Fuel Prices Strengthen The Buy Case
Summary Murphy USA operates over 1,800 gas stations and convenience stores across 27 US states, serving 2 million customers daily. MUSA's business model emphasizes low-cost fuel paired with convenience items such as snacks, tobacco, and beverages. The company benefits when gas prices rise due to increased margin and profitability. The secular growth in nicotine, along with MUSA outlets being strategically next to Walmart stores, drives further store traffic. Read the full article on Seeking Alphaナラティブ更新 • Jun 07
MUSA: Low Cost Fuel Model And Buybacks Will Support Future Upside
Narrative update on Murphy USA The analyst price target for Murphy USA has shifted from $550 to $655. Analysts attribute the higher valuation framework to updated assumptions for revenue growth, profit margins, P/E expectations, and discount rates.ナラティブ更新 • May 24
MUSA: Fuel Volatility And Governance Shifts Will Shape Future Buybacks And Sentiment
Narrative Update: Murphy USA The analyst price target for Murphy USA has shifted from $466.00 to $558.00. Analysts attribute this change to updated assumptions for revenue growth, profit margins, and future P/E, along with a slightly lower discount rate and a series of recent target hikes and rating changes across the Street.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...株主還元
| MUSA | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | 5.5% | -4.5% | -0.3% |
| 1Y | 44.9% | -4.3% | 19.9% |
業界別リターン: MUSA過去 1 年間で-4.3 % の収益を上げたUS Specialty Retail業界を上回りました。
リターン対市場: MUSA過去 1 年間で19.9 % の収益を上げたUS市場を上回りました。
価格変動
| MUSA volatility | |
|---|---|
| MUSA Average Weekly Movement | 6.2% |
| Specialty Retail Industry Average Movement | 7.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: MUSA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MUSAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 11,400 | Mindy West | www.murphyusa.com |
マーフィーUSAは子会社とともに、小売燃料製品およびコンビニエンス商品の販売に従事している。同社はMurphy USA、Murphy Express、QuickChekのブランドで小売店を運営し、燃料以外のコンビニエンスストアも運営している。主に米国南東部、南西部、中西部でガソリン小売店を運営している。Murphy USA Inc.は1996年に設立され、アーカンソー州エルドラドに本社を置いている。
Murphy USA Inc. 基礎のまとめ
| MUSA 基礎統計学 | |
|---|---|
| 時価総額 | US$10.77b |
| 収益（TTM） | US$617.20m |
| 売上高(TTM) | US$19.09b |
17.1x
PER（株価収益率0.6x
P/SレシオMUSA は割高か？
公正価値と評価分析を参照収益と収入
| MUSA 損益計算書（TTM） | |
|---|---|
| 収益 | US$19.09b |
| 売上原価 | US$17.56b |
| 売上総利益 | US$1.54b |
| その他の費用 | US$922.00m |
| 収益 | US$617.20m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 33.58 |
| グロス・マージン | 8.06% |
| 純利益率 | 3.23% |
| 有利子負債／自己資本比率 | 265.0% |
MUSA の長期的なパフォーマンスは？
過去の実績と比較を見る| Murphy USA 配当日 | |
|---|---|
| 配当落ち日 | Aug 24 2026 |
| 配当支払日 | Sep 03 2026 |
| 配当落ちまでの日数 | 4 days |
| 配当支払日までの日数 | 14 days |
MUSA 配当は確実ですか？
MUSA 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/18 20:43 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Murphy USA Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Lisa Lewandowski | BofA Global Research |
| Daniel Guglielmo | Capital One Securities, Inc. |
| Bonnie Herzog | Goldman Sachs |