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MUSA

Murphy USA Inc.

MUSA

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $10.3B

$560.43

+0.29%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$345.23 - $636.05

P/E

19.16

Fwd P/E

19.16

Beta

0.30

Div Yield

0.43%

Avg Vol

339.8K

Shares Out

18.5M

Mkt Cap

$10.3B

Price action

Price chart

Up 34.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive retail network with 1,679+ convenience store locations
  • Strong brand recognition and customer loyalty across multiple regional brands
  • Strategic geographic diversification across high-demand markets
  • Efficient supply chain and inventory management in fuel retailing

Bear Case

2 risks

  • Low volatility (beta 0.3).
  • Premium valuation to sector peers

Growth

Moderate growth ahead

Expansion of convenience store merchandise offerings and margin optimization

Value

Premium valuation to sector peers

Momentum

Strong

+11.2% over 3m

Quality

Thin

Strong fundamentals

Dividend

Token

0.43% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 29, 2026

Q2 26 RECAP

APR 29, 2026

Reported EPS of $7.28 vs $5.37 consensus (+35.6% surprise). Revenue of $4.8B vs $4.7B expected (+2.6%). Beat on both top and bottom lines.

EPS beat +35.6%
Rev beat +2.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+35.6%

Next: Jul 29, 2026

Revenue trend · last 8Q

-8%

-2%

+1%

+6%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$5.5B

$5.2B

$4.7B

$4.5B

$5.0B

$5.1B

$4.7B

$4.8B

Margins · last 8Q

Gross

5.4%

Operating

4.3%

Profit

2.8%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

$517.00

-7.7% vs $560.43

Low $450.00
Median $517.00
High $600.00

Latest: KeyBanc · Jun 12, 2026

3 analysts covering

vs Industry

How MUSA stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.

Related

Peers & themes

Peers

No peer data available.

Themes

No themes assigned.