Murphy USA Inc.

NYSE:MUSA 주식 리포트

시가총액: US$10.6b

Murphy USA 향후 성장

Future 기준 점검 1/6

Murphy USA 의 수익은 연간 0.6% 감소할 것으로 예상되는 반면, 연간 수익은 5.9% 로 증가할 것으로 예상됩니다. EPS는 연간 1.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 80.7% 로 예상됩니다.

핵심 정보

-0.6%

이익 성장률

1.36%

EPS 성장률

Specialty Retail 이익 성장9.8%
매출 성장률5.9%
향후 자기자본이익률80.72%
애널리스트 커버리지

Good

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • May 14

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Murphy USA fair value estimate is US$403 With US$435 share...
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
User avatar
새 내러티브 • Aug 23

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.

이익 및 매출 성장 예측

NYSE:MUSA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202821,6085434278953
12/31/202721,70651340785510
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

애널리스트 향후 성장 전망

수입 대 저축률: MUSA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.6%).

수익 vs 시장: MUSA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.6%).

고성장 수익: MUSA 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: MUSA 의 수익(연간 5.9%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: MUSA 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MUSA의 자본 수익률은 3년 후 80.7%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 04:55
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Murphy USA Inc.는 13명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Lisa LewandowskiBofA Global Research
Bonnie HerzogGoldman Sachs
Corey TarloweJefferies LLC