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MUSA

Murphy USA Inc.

MUSA

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $9.6B

$522.30

+0.35%

P/E

15.77

Mkt Cap

$9.6B

52-Wk Range

$349.83–$636.05

52-Week Range

$349.83 - $636.05

P/E

15.77

Fwd P/E

14.96

Beta

0.28

Div Yield

0.49%

Avg Vol

312.6K

Shares Out

18.5M

Mkt Cap

$9.6B

Price action

Price chart

Up 39.8% over the trailing year

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

1 risk

  • Low volatility (beta 0.3).

Growth

Stable outlook

Expansion of convenience store merchandise offerings and margin optimization

Value

Fairly valued vs sector peers

Momentum

Stable

-3.2% over 3m

Quality

Thin

Strong fundamentals

Dividend

Token

0.49% yield

Earnings track record

Latest print - beat on both lines

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

Next: Nov 4, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $11.27 vs $9.95 consensus (+13.3% surprise). Revenue of $6.8B vs $6.0B expected (+12.8%). Beat on both top and bottom lines.

EPS beat +13.3%
Rev beat +12.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+13.3%

Revenue trend · last 8Q

-8%

-2%

+1%

+6%

+36%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$5.2B

$4.7B

$4.5B

$5.0B

$5.1B

$4.7B

$4.8B

$6.8B

Margins · last 8Q

Gross

-3.8%

Operating

4.5%

Profit

3.1%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

Latest: RBC Capital · Jul 29, 2026

vs Industry

How MUSA stacks vs Specialty Retail

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

Industry comparison data unavailable for this stock.