Murphy USA Inc.

NYSE:MUSA Stok Raporu

Piyasa değeri: US$11.0b

Murphy USA Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Murphy USA yıllık ortalama 3.6% oranında kazançlarını artırırken, Specialty Retail sektöründe kazançlar declining at 2.8% annual. Gelirler growing yılda ortalama 4.1% oranında artmaktadır. Murphy USA'in özkaynak karlılığı 84.1% ve net marjı 3.2%'dir.

Anahtar bilgiler

3.63%

Kazanç büyüme oranı

10.33%

EPS büyüme oranı

Specialty Retail Sektör Büyümesi26.64%
Gelir büyüme oranı4.11%
Özkaynak getirisi84.06%
Net Marj3.20%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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.

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.

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

Apr 01

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.

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.

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.

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.

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.

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.

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

Jan 06
Murphy USA (NYSE:MUSA) Has A Somewhat Strained Balance Sheet

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.

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.

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.

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.

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.

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.

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

Sep 14
Is Murphy USA (NYSE:MUSA) Using Too Much Debt?

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)

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

Jan 29

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

Oct 20
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

Gelir ve Gider Dağılımı

Murphy USA nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:MUSA Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 2617,3125542950
31 Dec 2517,0184712980
30 Sep 2517,0084712850
30 Jun 2517,1494912880
31 Mar 2517,5984902950
31 Dec 2417,9095032950
30 Sep 2418,2755103010
30 Jun 2418,8545293000
31 Mar 2418,9915172990
31 Dec 2319,2385572960
30 Sep 2319,5645253150
30 Jun 2319,9735763070
31 Mar 2321,1946272990
31 Dec 2221,2666732850
30 Sep 2220,6826642540
30 Jun 2219,1365492470
31 Mar 2216,8564942420
31 Dec 2115,3193972370
30 Sep 2113,4803492170
30 Jun 2111,7933122160
31 Mar 219,8613521980
31 Dec 209,5043861880
30 Sep 2010,0823731850
30 Jun 2010,8493751670
31 Mar 2012,1522391640
31 Dec 1912,1011551590
30 Sep 1912,1501851500
30 Jun 1912,3151611430
31 Mar 1912,3751801400
31 Dec 1812,5242141360
30 Sep 1812,3762611420
30 Jun 1811,8002841410
31 Mar 1811,1442881380
31 Dec 1710,8542451410
30 Sep 1710,5341641290
30 Jun 1710,3241421280
31 Mar 1710,1351331290
31 Dec 169,6332221230
30 Sep 169,4922071270
30 Jun 169,8242211290
31 Mar 1610,2912001300
31 Dec 1510,7311381290
30 Sep 1511,3652031300
30 Jun 1512,6171991260

Kaliteli Kazançlar: MUSA yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: MUSA 'nin mevcut net kar marjları (3.2%) geçen yılın (2.8%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: MUSA şirketinin kazancı son 5 yılda yılda 3.6% oranında arttı.

Büyüme Hızlandırma: MUSA 'un son bir yıldaki kazanç büyümesi ( 13.1% ) 5 yıllık ortalamasını (yıllık 3.6% ) aşıyor.

Kazançlar vs. Sektör: MUSA geçen yılki kazanç büyümesi ( 13.1% ) Specialty Retail sektörünün -2.1% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: MUSA 'nin Özsermaye Getirisi ( 84.06% ) olağanüstü olsa da, bu ölçüt yüksek borç seviyeleri nedeniyle çarpıktır.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/03 23:05
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Murphy USA Inc. 13 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Lisa LewandowskiBofA Global Research
Bonnie HerzogGoldman Sachs
Corey TarloweJefferies LLC