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What this page is: Delvantic's full research page for Murphy USA Inc. (MUSA) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
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profile-header/price-overview— company profile, live quote, market capextended-analysis— the core: three AI lens reads with findings, scores, and the analyst memofuture-predictions— our forward price-band predictionsmarket-narrative/ai-findings/gpt-critique— narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)- Members-only sections (render as login gates for anonymous readers):
price-history,income-trend,key-metrics,financials(statement tables),insider-trading. The analysis above is public; the raw data tables require a free account.
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Murphy USA Inc.
MUSA NYSE
Consumer Cyclical · Specialty Retail
El Dorado, AR 71730-5836, United States
murphyusa.com
Price
$559.46
Market Cap
$10.1B
Employees
5,900
Beta
0.28
Avg Volume
286,266
Last Dividend
$2.43
CEO
Ms. Malynda K. West CPA
Murphy USA Inc. is a leading retail corporation primarily operating in the energy sector, specializing in the marketing of motor fuels and convenience merchandise through retail stores. The company owns and operates a network of high-traffic retail fuel stations located in close proximity to Walmart stores, primarily in the Southern and Midwestern United States. Murphy USA’s business model focuses on offering competitively priced gasoline paired with a selection of convenience items, catering to consumers seeking value and convenience in their fuel purchases. Established as a spin-off from Murphy Oil Corporation, Murphy USA holds a significant presence in the fuel retail market, leveraging strategic locations and a strong operational framework. The company’s role is pivotal in the retail fuel industry, emphasizing efficiency, customer service, and a deep understanding of consumer preferences. Its business performance is often seen as an indicator of consumer spending trends, particularly in the segments of fuel consumption and low-cost retail shopping. Murphy USA's robust infrastructure and strategic alignment with Walmart stores underpin its market relevance and operational success.
Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 13 No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Aug 5, 2026.
EPS surprise history — vs analyst consensus · 4 prints of vendor history
+14.2%
Feb '26
+32.4%
Apr '26
+2.3%
Jul '26
+12.2%
Aug '26
| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Aug 5, 2026 | $10.02 | $11.24 +12.2% | — | — |
| Jul 28, 2026 | $0.87 | $0.89 +2.3% | — | — |
| Apr 29, 2026 | $5.50 | $7.28 +32.4% | — | — |
| Feb 4, 2026 | $6.90 | $7.88 +14.2% | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
| Filed | Form | Document |
|---|---|---|
| Aug 6, 2026 | 10-Q | View |
| Aug 6, 2026 | SCHEDULE 13G/A | View |
| Aug 5, 2026 | 8-K | View |
| Jul 1, 2026 | 4 | View |
| Jul 1, 2026 | 4 | View |
| Jul 1, 2026 | 4 | View |
| Jul 1, 2026 | 4 | View |
| Jun 26, 2026 | 11-K | View |
| Jun 9, 2026 | 4 | View |
| Jun 5, 2026 | 144 | View |
| Jun 3, 2026 | 4 | View |
| Jun 1, 2026 | 144 | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 13, 2026 3:08pm (just now)
Current data · timestamped when a report runs
$559.46
Change · Aug 13
+12.53 (+2.29%)
Day Range
$548.30 – $559.46
52-Week Range
$349.83 – $636.05
50-Day MA
$577.23
200-Day MA
$478.71
Volume
13,938.00
Share Structure
Outstanding
18,470,685.00
Float
16,188,307.00
Free Float
87.6%
High free float
— 87.6% of shares trade freely, ~12.4% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
TD Twelve Data statement
HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEXStock Price / EPS (Diluted)
23.21
Stock Price: $559.46
EPS (Diluted): 24.10
EPS (Diluted): 24.10
P/B Ratio (Price vs net asset value)
HEXStock Price / Book Value Per Share
17.52
Stock Price: $559.46
Total Equity: $623.50M
Shares: 19,526,000
Total Equity: $623.50M
Shares: 19,526,000
EV/EBITDA (Total value vs operating profit)
HEXEnterprise Value / EBITDA
10.33
Market Cap: $10.05B
Total Debt: $0.00
Cash: $28.90M
EBITDA: $995.30M
Total Debt: $0.00
Cash: $28.90M
EBITDA: $995.30M
Enterprise Value (Takeover price (cap + debt - cash))
HEXMarket Cap + Total Debt - Cash
$10.3B
Market Cap: $10.05B
Total Debt: $0.00
Cash: $28.90M
Total Debt: $0.00
Cash: $28.90M
Gross Margin (Revenue left after direct costs)
HEXGross Profit / Revenue
—
Gross Profit: N/A
Revenue: $19.38B
Revenue: $19.38B
Missing from API: Gross Profit
Operating Margin (Revenue left after all operations)
HEXOperating Income / Revenue
3.7%
Operating Income: $718.50M
Revenue: $19.38B
Revenue: $19.38B
Net Margin (Revenue left as actual profit)
HEXNet Income / Revenue
2.4%
Net Income: $470.60M
Revenue: $19.38B
Revenue: $19.38B
ROE (Profit from shareholder equity)
HEXNet Income / Total Equity
75.5%
Net Income: $470.60M
Total Equity: $623.50M
Total Equity: $623.50M
ROIC (Profit from all invested capital)
HEXNOPAT / Invested Capital
93.3%
Operating Income: $718.50M
Tax Rate: 22.8%
Equity: $623.50M
Total Debt: $0.00
Cash: $28.90M
Tax Rate: 22.8%
Equity: $623.50M
Total Debt: $0.00
Cash: $28.90M
Zero debt — invested capital = equity minus cash (very efficient)
Current Ratio (Can it pay short-term bills)
HEXCurrent Assets / Current Liabilities
0.80
Current Assets: $747.80M
Current Liabilities: $929.10M
Current Liabilities: $929.10M
Debt/Equity (Leverage — debt vs equity)
HEXTotal Debt / Total Equity
0.00
Short-Term Debt: $0.00
Long-Term Debt: $0.00
Total Debt: $0.00
Total Equity: $623.50M
Long-Term Debt: $0.00
Total Debt: $0.00
Total Equity: $623.50M
Zero debt — this company carries no debt obligations. Strongest possible score.
Rev/Share (Top-line per share)
HEXRevenue / Shares Outstanding
$992.73
Revenue: $19.38B
Shares: 19,526,000
Shares: 19,526,000
Book Value/Share (Net assets per share)
HEX(Total Assets - Total Liabilities) / Shares
$31.93
Total Equity: $623.50M
Shares: 19,526,000
Shares: 19,526,000
FCF/Share (Real cash generated per share)
HEX(Operating Cash Flow + CapEx) / Shares
$19.17
Operating CF: $813.90M
CapEx: -$439.60M
Shares: 19,526,000
CapEx: -$439.60M
Shares: 19,526,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TDLast Annual Dividend / Stock Price
0.4%
Last Dividend: $2.43
Stock Price: $559.46
Stock Price: $559.46
Payout Ratio (Earnings paid out as dividends)
HEXDividends Paid / Net Income
8.8%
Dividends Paid: -$41.50M
Net Income: $470.60M
Net Income: $470.60M
Income Statement (Annual)
Last updated: Aug 7, 2026 3:16am (6d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $17.4B | $23.4B | $21.5B | $20.2B | $19.4B |
| Cost of Revenue | — | — | — | — | — |
| Gross Profit | — | — | — | — | — |
| Operating Expenses | — | — | — | — | — |
| Operating Income | $604.0M | $968.4M | $826.0M | $742.9M | $718.5M |
| Net Income | $396.9M | $672.9M | $556.8M | $502.5M | $470.6M |
| EBITDA | $816.6M | $1.2B | $1.1B | $990.9M | $995.3M |
| EPS | $15.14 | $28.63 | $25.91 | $24.47 | $24.38 |
| EPS (Diluted) | $14.92 | $28.10 | $25.49 | $24.11 | $24.10 |
Balance Sheet (Annual)
Last updated: Aug 7, 2026 3:16am (6d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $256.4M | $60.5M | $117.8M | $47.0M | $28.9M |
| Total Current Assets | $767.8M | $726.8M | $826.5M | $748.1M | $747.8M |
| Total Assets | $4.0B | $4.1B | $4.3B | $4.5B | $4.7B |
| Current Liabilities | $675.3M | $854.2M | $872.8M | $947.9M | $929.1M |
| Long-Term Debt | — | — | — | — | — |
| Total Liabilities | $3.2B | $3.5B | $3.5B | $3.7B | $4.1B |
| Total Equity | $807.2M | $640.7M | $828.9M | $840.1M | $623.5M |
| Retained Earnings | $2.1B | $2.8B | $3.3B | $3.7B | $4.2B |
Cash Flow (Annual)
Last updated: Aug 7, 2026 3:16am (6d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $737.4M | $994.7M | $784.0M | $847.6M | $813.9M |
| Capital Expenditure | -$274.7M | -$305.3M | -$335.6M | -$458.1M | -$439.6M |
| Free Cash Flow | $462.7M | $689.4M | $448.4M | $389.5M | $374.3M |
| Acquisitions (net) | -$641.1M | $0 | $0 | — | — |
| Net Debt Issued / (Repaid) | $668.5M | -$15.2M | -$15.4M | $40.3M | $327.9M |
| Dividends Paid | -$27.3M | -$29.9M | -$33.4M | -$36.8M | -$41.5M |
| Stock Buybacks | -$355.0M | -$806.4M | -$333.2M | -$445.7M | -$649.9M |
| Net Change in Cash | $92.8M | -$195.9M | $57.3M | -$70.8M | -$18.1M |
Growth Trends (YoY %)
Last updated: Aug 7, 2026 3:16am (6d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +35.1% | -8.2% | -6.0% | -4.2% |
| Gross Profit Growth | — | — | — | — |
| Operating Income Growth | +60.3% | -14.7% | -10.1% | -3.3% |
| Net Income Growth | +69.5% | -17.3% | -9.8% | -6.3% |
| EBITDA Growth | +45.6% | -11.3% | -6.0% | +0.4% |
Dividend History (Last 20)
Last updated: Aug 7, 2026 3:16am (6d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-05-18 | $0.64 | — | — | — |
| 2026-02-23 | $0.63 | — | — | — |
| 2025-11-10 | $0.63 | — | — | — |
| 2025-08-25 | $0.53 | — | — | — |
| 2025-05-12 | $0.50 | — | — | — |
| 2025-02-24 | $0.49 | — | — | — |
| 2024-11-04 | $0.48 | — | — | — |
| 2024-08-26 | $0.45 | — | — | — |
| 2024-05-17 | $0.44 | — | — | — |
| 2024-02-23 | $0.42 | — | — | — |
| 2023-11-03 | $0.41 | — | — | — |
| 2023-08-25 | $0.39 | — | — | — |
| 2023-05-12 | $0.38 | — | — | — |
| 2023-02-17 | $0.37 | — | — | — |
| 2022-11-07 | $0.35 | — | — | — |
| 2022-08-29 | $0.32 | — | — | — |
| 2022-05-16 | $0.31 | — | — | — |
| 2022-02-17 | $0.29 | — | — | — |
| 2021-11-05 | $0.29 | — | — | — |
| 2021-08-27 | $0.25 | — | — | — |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-30 | MILLER DAVID B | A-Award | 47.74 | $0.00 | $0 |
| 2026-06-30 | DEMING CLAIBORNE P | A-Award | 56.84 | $0.00 | $0 |
| 2026-06-30 | Phillips Jeanne Linder | A-Award | 47.74 | $0.00 | $0 |
| 2026-06-30 | Taylor Jack T | A-Award | 59.11 | $0.00 | $0 |
| 2026-06-05 | Landen Diane N | S-Sale | 3,000.00 | $547.25 | $1.6M |
| 2026-06-05 | Landen Diane N | G-Gift | 3,000.00 | $0.00 | $0 |
| 2026-06-01 | Keyes James W | S-Sale | 2,339.00 | $511.00 | $1.2M |
| 2026-05-27 | Bacon Renee M | S-Sale | 1,050.00 | $529.44 | $555,912 |
| 2026-05-26 | Bacon Renee M | M-OptionExercise | 2,600.00 | $0.00 | $0 |
| 2026-05-26 | Bacon Renee M | F-InKind | 1,550.00 | $542.74 | $841,247 |
| 2026-05-15 | Emery Keith A. | M-OptionExercise | 500.00 | $0.00 | $0 |
| 2026-05-15 | Emery Keith A. | M-OptionExercise | 700.00 | $0.00 | $0 |
| 2026-05-15 | Emery Keith A. | F-InKind | 255.00 | $576.20 | $146,931 |
| 2026-05-15 | Emery Keith A. | F-InKind | 428.00 | $576.20 | $246,614 |
| 2026-05-15 | Emery Keith A. | S-Sale | 517.00 | $574.49 | $297,011 |
| 2026-05-05 | Woodward Scott G. | M-OptionExercise | 350.00 | $0.00 | $0 |
| 2026-05-05 | Woodward Scott G. | M-OptionExercise | 250.00 | $0.00 | $0 |
| 2026-05-05 | Woodward Scott G. | F-InKind | 240.00 | $592.81 | $142,274 |
| 2026-05-05 | Woodward Scott G. | F-InKind | 202.00 | $592.81 | $119,748 |
| 2026-05-05 | Woodward Scott G. | S-Sale | 158.00 | $600.50 | $94,879 |
Industry Benchmarks
Compares MUSA against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for MUSA — it's generated by the pipeline (
market-narrative step).
Claude Reading
No AI findings yet for MUSA — they're generated by the
pipeline (
ai-findings step) when a report is run on this ticker.
GPT Reading
No GPT reading yet for MUSA — it's generated by the
pipeline (
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
No Grok reading yet for MUSA — it's generated by the
pipeline (
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.
Advanced Analysis Forensic deep-dive · four lenses
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Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.530 · 761561a2 · 2026-08-12 19:06:35