Price (90d)
$520.07Signal Score (90d)
30Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $19.38B | $470.60M | $24.38 |
| 2024 | $20.24B | $502.50M | $24.47 |
| 2023 | $21.53B | $556.80M | $25.91 |
| 2022 | $23.45B | $672.90M | $28.63 |
| 2021 | $17.36B | $396.90M | $15.14 |
Social Signal Score
Earnings
Wed, Nov 4(in 3 months)
Consensus estimate $8.38 per share
Typical surprise +9.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$11.27 vs $9.95beat
- Wed, Apr 29$7.28 vs $5.37beat
- Wed, Feb 4$7.53 vs $6.67beat
- Wed, Oct 29$7.25 vs $6.60beat
- Wed, Jul 30$7.36 vs $6.82beat
- Wed, May 7$2.63 vs $3.96miss
Estimates and results for MUSA via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MUSA's reported EPS growth of 12.6% a year over 4 years.
- EPS in 5 years
- $44.13
- Implied price
- $750.18
- Return from $569.12
- 5.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $372.97 — -34.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 11 | 14 | 17 | 20 | 23 |
|---|---|---|---|---|---|
| 2.6% | -11.7% | -7.4% | -3.7% | -0.5% | 2.3% |
| 7.6% | -7.4% | -2.9% | 1.0% | 4.3% | 7.3% |
| 12.6% | -3.1% | 1.7% | 5.7% | 9.2% | 12.3% |
| 17.6% | 1.2% | 6.2% | 10.4% | 14.0% | 17.3% |
| 22.6% | 5.5% | 10.7% | 15.1% | 18.9% | 22.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (4)
- Newsbusinesswire.com·1d ago·Negative
Murphy USA Inc. Announces Dividend Increase EL DORADO, Ark.--(BUSINESS WIRE)--The Board of Directors of Murphy USA Inc. (NYSE: MUSA) today declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.65 per share, or $2.60 per share on an annualized basis. This represents an increase of 23% from the Q3 2025 dividend and is 1.6% above the Q2 2026 dividend. The dividend is payable on September 3, 2026, to stockholders of record as of August 24, 2026. About Murphy USA Murphy USA …
View source ↗ - Newszacks.com·3d ago·Positive
Murphy USA Q2 Earnings Beat Estimates on Strong Fuel Contribution MUSA's Q2 earnings surge 53.1% as stronger fuel economics, higher volumes and merchandise gains boost results and raise 2026 earnings power.
View source ↗ - Newszacks.com·3d ago·Positive
Should Investors Buy MUSA as Strong Growth Meets a Premium Valuation? MUSA's earnings momentum, fuel and nicotine gains bolster growth, but premium valuation, debt and heavy capital needs add risk.
View source ↗ - Newsmarketbeat.com·6d ago·Neutral
Murphy USA Q2 Earnings Call Highlights Murphy USA NYSE: MUSA said its outlook reflects a deliberately conservative view of fuel margins and same-store fuel volumes amid elevated price volatility, while management pointed to resilient customer demand, expanding loyalty engagement and continued investment in new stores and existing assets.
View source ↗
