Murphy USA Inc. · Auto Dealers & Gasoline Stations

MUSA

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The short version

A profitable company with growing sales.

Going well

Sales up 36% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Watch out for

High debt: 3.47x equity

Money moves

No insider buying or selling in the last 30 days
Institutions cut 1.9% from their holdings in the quarter ending June 2026 (308 bought, 237 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$539.14+0.9% that day

Company value: $9.9B; Share price times all shares
Price vs profit (P/E): 16.5x; You pay about $16 for each $1 of yearly profit
Price vs sales: 0.46x; Company value is 0.46 times a year of sales
Dividend yield: 0.4%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 22%; Debt as a share of company value

From MUSA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$6.8B+36% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $21.5B, up 10% from the 12 months before. Over 5 years, sales grew about 12% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of MUSA. Starting points are the company's recent numbers.

Sales growth+10% a yearRecently: +10% a yearProfit margin3%Last 12 months: 2.9%P/E at the end16xToday: 16.5x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$34.6B

Profit in 5 years$1.0B

Price these guesses point to$1,167.47+117% vs $539.14 todayAbout +17% a year, before dividends

What today's price needs: with a 3% margin and a 16x P/E, sales could shrink about 5.7% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.64.3%
MissDebt under half of equityNot relying on borrowed money.3.47x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.4%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$813.9M
PassShare count not growingNot diluting owners. Falling means buybacks.-18.5% in 3 years

Revenue: $19.4B; -4.2% vs prior year
5-year growth: +11.5%/yr; revenue, per year
Total debt: $2.2B; 3.47x equity
Current ratio: 0.80x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.