Murphy USA Inc

Murphy USA Inc (MUSA) Stock Analysis

$538.700

+15.946 (+2.96%)At close

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High
539.810
Open
525.150
VWAP
533.55
Volume
267.95K
Mkt Cap
9.82B
Low
522.130
Amount
142.97M
EV/EBITDA, TTM
8.95

Murphy USA Inc. is a retailer of gasoline and convenience merchandise with more than 1,800 stores located primarily in the Southwest, Southeast, Midwest and Northeast United States. The Company has one operating segment, which is Marketing. The Marketing segment includes its retail marketing stores and product supply and wholesale assets. The majority of its existing and new-to-industry (NTI) retail gasoline stores operate under the brand names of Murphy USA and Murphy Express. The majority of Murphy USA's stores are located in proximity to Walmart Supercenters. The Company also markets gasoline and other products at standalone stores under the Murphy Express and QuickChek brands. The Company has a network of retail gasoline and convenience stores in approximately 27 states. In addition, it markets fuel to unbranded wholesale customers through a mixture of Company-owned and third-party product distribution terminals and pipeline positions.

AI analysis of Murphy USA Inc (MUSA)

Buy

Murphy USA Inc is a good buy right now due to its strong earnings performance, with a Q2 EPS of $11.27 that exceeded expectations by $1.25, and a significant revenue growth of 36.0% year-over-year to $6.80 billion. Additionally, the stock has shown a year-to-date change of +30.55%, indicating strong momentum. However, the main risk is the insider selling, which has increased by 1044.09% over the last month, suggesting potential concerns among insiders about the stock's future performance.

Analyst Ratings (8)

-23.98% Downside
Hold
3 Buy
4 Hold
1 Sell
Current: 538.70
Low
340.00
Average
409.50
High
463.00

RBC Capital

2026-07-29

Price Target

$619

Sector Perform

Jefferies

2026-07-01

Price Target

$625

Buy

KeyBanc

2026-06-12

Price Target

$680

Overweight

RBC Capital

2026-04-30

Price Target

$517

Sector Perform

KeyBanc

2026-04-24

Price Target

$600

Overweight

Valuation Metrics

The current forward P/E ratio for Murphy USA Inc (MUSA) is 17.12, compared to its 5-year average forward P/E of 15.24.

Forward P/E

Fair
5Y Average P/E
15.24
Current P/E
17.12
Overvalued
18.53
Undervalued
11.94

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
9.53
Current EV/EBITDA
8.95
Overvalued
10.96
Undervalued
8.09

Forward P/S

Fair
5Y Average P/S
0.36
Current P/S
0.44
Overvalued
0.45
Undervalued
0.27

Alphio AI Price Scenarios for MUSA

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%MUSA

$504.38

Scenario price

B

Base

Base · 50%MUSA

$461.38

Scenario price

B

Bear

Bear · 25%MUSA

$372.02

Scenario price

Whales holding MUSA

B

Barclays Investment Solutions Ltd.

+ HoldingMUSA

+6.96%

3M Return

T

The Huntington Trust Company, National Association

+ HoldingMUSA

+6.72%

3M Return

R

Recurrent Investment Advisors LLC

+ HoldingMUSA

+3.18%

3M Return

E

EULAV Asset Management

+ HoldingMUSA

-0.60%

3M Return

P

Peak6 Group LLC

+ HoldingMUSA

-9.41%

3M Return

Events Timeline

2026-08-13 (ET)

17:00:00

Dividend Payable on September 3, 2026

2026-08-05 (ET)

17:00:00

Murphy USA Q2 Revenue Reaches $6.806B, Exceeds Expectations

2026-05-12 (ET)

09:30:00

Murphy USA Plans $500 Million Senior Notes Offering

2026-05-07 (ET)

16:40:00

Murphy USA Declares Quarterly Cash Dividend of $0.64 per Share

2026-04-29 (ET)

16:40:00

Murphy USA Q1 Revenue $4.82B, Exceeds Expectations

News

MUSA FAQ — answered by Alphio AI

Murphy USA Inc. is a retailer of gasoline and convenience merchandise with more than 1,800 stores located primarily in the Southwest, Southeast, Midwest and Northeast United States. The Company has one operating segment, which is Marketing. The Marketing segment includes its retail marketing stores and product supply and wholesale assets. The majority of its existing and new-to-industry (NTI) retail gasoline stores operate under the brand names of Murphy USA and Murphy Express. The majority of Murphy USA's stores are located in proximity to Walmart Supercenters. The Company also markets gasoline and other products at standalone stores under the Murphy Express and QuickChek brands. The Company has a network of retail gasoline and convenience stores in approximately 27 states. In addition, it markets fuel to unbranded wholesale customers through a mixture of Company-owned and third-party product distribution terminals and pipeline positions. It operates in the Energy sector (RETAIL-AUTO DEALERS & GASOLINE STATIONS industry).

Murphy USA Inc is a good buy right now due to its strong earnings performance, with a Q2 EPS of $11.27 that exceeded expectations by $1.25, and a significant revenue growth of 36.0% year-over-year to $6.80 billion. Additionally, the stock has shown a year-to-date change of +30.55%, indicating strong momentum. However, the main risk is the insider selling, which has increased by 1044.09% over the last month, suggesting potential concerns among insiders about the stock's future performance.

8 analysts cover MUSA: 3 rate it Buy, 4 Hold and 1 Sell. The average price target is 409.50.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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