Murphy USA Inc. (MUSA) AI Stock Analysis

Headquartered in El Dorado, Arkansas, Murphy USA Inc. markets retail motor fuel products and convenience merchandise across the United States. Founded in 1996, the company operates retail stores under brands including Murphy USA, Murphy Express, and QuickChek. As of December 31, 2021, Murphy USA managed 1,679 retail gasoline stores located primarily across the Southeast, Southwest, and Midwest regions. Its stores are positioned to provide local communities and travelers with access to motor fuel and everyday convenience products at competitive pricing.

Between FY2020 and FY2025, Murphy USA generated a 5-year revenue compound annual growth rate of 11.5%. However, annual revenue declined from $23.45B in FY2022 to $19.38B in FY2025, with revenue down 4.2% and gross margin compressing to 5.0% in FY2025. Annual net income was $470.6M in FY2025, down from $502.5M in FY2024. Results rebounded sharply in the quarter ended June 30, 2026, with quarterly revenue growing 40.8% and quarterly earnings up 53.1% year-over-year. Trailing twelve-month revenue reached $19.09B, delivering an operating margin of 4.9% and diluted earnings per share of $32.76.

As of June 30, 2026, Murphy USA held $175.4M in cash and short-term investments against total debt of $2.74B, resulting in net debt of $2.56B. The company closed the quarter with a current ratio of 0.92 and a debt-to-equity ratio of 3.49 on shareholders' equity of $782.7M. In FY2025, operating cash flow totaled $813.9M, funding capital expenditures of $439.6M, share buybacks of $649.9M, and dividend payments of $41.5M. The share count was reduced by 27.9% over five years.

At $547.67, Murphy USA carries a market capitalization of $10.07B and an enterprise value of $11.86B. The stock trades at a trailing P/E of 16.7x, compared to the median of 18.0x for its US-listed Consumer Cyclical peers. Its forward P/E stands at 17.1x versus the peer median of 14.1x, and its EV-to-EBITDA is 9.8x compared to the peer median of 11.1x. Over the past year, MUSA shares rose 45.1%, outperforming the S&P 500 (SPY) gain of 16.8%. Over five years, the stock gained 238.5% against 83.0% for the S&P 500.

Murphy USA pays a quarterly dividend of $2.60 per share on an annualized forward basis, which corresponds to a dividend yield of 0.47%. The company has paid dividends for 7 consecutive years and has an annualized 5-year dividend growth rate of 53.8%. The payout ratio stands at 7.7%, and the most recent ex-dividend date was August 24, 2026.

Wall Street analysts hold 5 Strong Buy, 1 Buy, and 5 Hold ratings on Murphy USA. The mean price target is $617.10, representing 12.7% upside relative to the last closing price of $547.67. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $34.98 on revenue of $23.41B. For the subsequent fiscal year, 8 analysts project EPS of $30.43, a decrease of 13.0%. Murphy USA beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for October 28, 2026.

This page is an AI-written research summary of Murphy USA Inc. (MUSA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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