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MUSA

NYSE
Neutral · 48/100

Murphy USA Inc

Consumer Discretionary
Retail

$563.65

0.5%

Updated Today 12:11 PM ET

Report Card

MUSA at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Neutral · 48/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▲ Up 33.6% over the last 12 months

Price 50-day average 200-day averageDCF fair value ±15%Source: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$10.36B

P/E

18.71x

Forward P/E (est.)

15.33x

ROE

89.5%

Revenue Growth

-1.3%

EPS Growth

22.1%

Profit Margin

2.8%

FCF Yield

6.0%

Debt / Equity

3.5x

ROIC

42.0%

Interest Coverage

7.29x

Current Ratio

0.83x

Dividend Yield

0.5%

Implied Growth (rev. DCF)

5.2%

Rating Score

48/100

Business Overview
Research

Murphy USA Inc (MUSA) is a large-cap company in the Retail industry, part of the Consumer Discretionary sector of the S&P 500, with a market value around $10.36B.

In its latest reported year it generated about $19.38B in revenue and $470.60M in net profit.

Our model rates MUSA Neutral (48/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what MUSA's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. MUSA trades near $563.65, above its 50-day average ($556.18) and 200-day average ($449.61). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 30 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. MUSA's is $21.06 (~3.7% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month MUSA found buyers near $516.40 (support) and sellers near $636.05 (resistance); its 52-week range is $345.23–$636.05. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.2× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

4Y CAGR

2.8%

2/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $11.59B in 2016 to $19.38B in 2025, a 5.9% compound annual growth rate. The most recent year declined 1.3% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?

Profitability
Research
3/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

12.7%

Operating Margin

3.7%

Net Margin

2.4%

ROE

89.5%

Murphy USA Inc keeps about 2.8% of each sales dollar as net profit, with a 12.7% gross margin and 3.7% operating margin. Return on equity is 89.5% and return on invested capital about 42.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research
1/4 checks passedDebt under 1× equityDebt under 2× equityInterest covered 3×+Short-term bills covered

Total Debt

$678.23M

Net Debt

$559.63M

Net Debt / EBITDA

0.78x

Debt / Equity

3.5x

Leverage: debt-to-equity is 3.5x, and operating profit covers interest about 7.3x, with a current ratio of 0.8x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $678.23M of total debt against $118.60M of cash.

Cash Flow Analysis
Research
3/3 checks passedPositive free cash flowFCF yield above 2%Market expects achievable growth (<8%)

Operating CF

$813.90M

Free Cash Flow

$374.30M

FCF Margin

1.9%

In the latest year Murphy USA Inc produced about $813.90M of operating cash flow and $374.30M of free cash flow after capital spending. That is a free-cash-flow yield of about 6.0% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research
3/4 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)Trading below DCF fair value

P/E

18.71x

P/S

0.53x

P/B

12.12x

EV / EBITDA

10.97x

MUSA trades at 18.7x trailing earnings (about 15.3x on estimated forward earnings), 0.5x sales, and 12.1x book value. Reverse-engineering today's price implies the market expects roughly 5.2% long-term free-cash-flow growth. That is a fairly typical valuation for a profitable company.

DCF Fair Value (Educational)

A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.

DCF fair value / share

$257.99

Current price

$563.65

-54% · Above fair-value estimate

Starting FCF (latest 10-K)

$374.30M

Growth, years 1–5

-1.3%

Fade to terminal, years 6–10

2.5%

Discount rate

9.0%

PV of 10-yr free cash flow$2.31B
PV of terminal value$2.46B
Estimated equity value$4.77B
Shares outstanding18M

Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.

Metrics vs. Sector Range

Where MUSA sits versus its Consumer Discretionary sector peers in the S&P 500.

TTM P/E
18.7xFair
Forward P/E
15.3xCheap
P/S ratio
0.5xCheap
Revenue growth
-1.3%Weak
EPS growth
22.1%Average
Gross margin
12.7%Weak
Net margin
2.8%Average
ROE
89.5%Strong

Bands show the middle half (25th–75th percentile) of the 50 Consumer Discretionary companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How MUSA stacks up against its Consumer Discretionary peers — valuation, profitability, and growth versus the sector median.

In the Consumer Discretionary sector (92 S&P 500 companies), MUSA ranks #30 of 92 by our overall rating. It trades at a discount versus the sector on earnings (18.7x P/E vs. 25.4x median) with a higher return on equity (89.5% vs. 24.8%) and slower revenue growth (-1.3% vs. 6.2%).

P/E vs sector

18.7x

median 25.4x

ROE vs sector

89.5%

median 24.8%

Growth vs sector

-1.3%

median 6.2%

Sector rank

#30

of 92 by rating

CompanyP/ERev Gr.Rating
MUSAThis stock18.7x-1.3%Neutral· 48
GME13.2x1.6%Neutral· 57
BJ19.9x5.9%Neutral· 55
BURL31.6x10.6%Neutral· 52
DKS23.4x41.2%Favorable· 62
JD15.6x10.3%Neutral· 42
CPNG160.2x13.1%Weak· 29
MELI46.6x42.1%Neutral· 46
Consumer Discretionary median25.4x6.2%22/100

Valuation vs. quality map

sector medianGMEBJBURLDKSJDCPNGMELIMUSAP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Consumer Discretionary companies by sub-industry and size. Sector median is across all 92 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $563.65 today · expected CAGR -7%4%

Metric20262027202820292030
Revenue$19.97B$20.56B$21.18B$21.82B$22.47B
Net income$598.97M$616.93M$635.44M$654.51M$674.14M
EPS$32.43$33.40$34.40$35.43$36.50
Share price (low)$356.71$367.41$378.43$389.78$401.48
Share price (high)$616.13$634.61$653.65$673.26$693.46
CAGR (low–high)-37% / 9%-19% / 6%-12% / 5%-9% / 5%-7% / 4%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for MUSA:

  • Strong return on equity (89.5%) shows capital is put to work well.
  • Healthy free-cash-flow yield (~6.0%) funds buybacks and dividends.
Bear Case

The case against MUSA:

  • Revenue growth is slow/negative (-1.3%), limiting the upside engine.
  • Thin net margins (2.8%) leave little room for error.
  • Elevated leverage (debt/equity 3.5x) adds financial risk.
Key Risks
Research

Balance-sheet risk — debt/equity of 3.5x magnifies the impact of higher rates or weaker earnings.

Growth risk — sluggish revenue (-1.3%) leaves little margin for execution missteps.

Margin risk — thin profitability (2.8%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Murphy USA Inc is a large-cap consumer discretionary business with shrinking revenue, with modest profitability, and a heavier debt load to watch. It trades at 18.7x earnings, which our model scores Neutral (48/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

MUSA — frequently asked questions

Is MUSA a good stock to buy?

We don't give buy or sell advice. Our model rates Murphy USA Inc Neutral (48/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is MUSA's rating on The Stocks School?

Murphy USA Inc currently scores 48/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does MUSA's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Murphy USA Inc's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for MUSA calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this MUSA analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell MUSA. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.