Nama Insights

Murphy USA (MUSA)

Consumer Cyclical · Specialty Retail · NYSE

Murphy USA (MUSA) is a Consumer Cyclical company in the Specialty Retail industry. It has a market capitalization of $9.45B, a trailing price-to-earnings ratio of 14.5 and a free-cash-flow yield of 3.7%. Over the most recent reported fiscal year, revenue declined 4.2% and free cash flow per share grew 2.6%. Nama's AI scorecard rates it Buy, 6.3 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 6.3/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Leading · +43.4% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-17.9%
How far the last close sits under the highest price of the past five years.
Market cap$9.45B
Trailing P/E14.5
Price / book12.3
Price / sales0.5
FCF yield3.7%
Dividend yield0.6%
Gross margin12.2%
Operating margin4.4%
Net margin2.9%
Revenue growth (YoY)-4.2%
Revenue growth (3-yr annual)-6.1%
EPS growth (YoY)-0.4%
FCF/share growth (YoY)+2.6%
Beta0.3
ExchangeNYSE
SectorConsumer Cyclical
IndustrySpecialty Retail

MUSA earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $7.18). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $9.63 $8.54 +12.8% $6.89B
Q2 2026 Aug 5, 2026 $11.24 $10.02 +12.2% $6.81B
Q1 2026 Apr 29, 2026 $7.28 $5.50 +32.4% $4.82B
Q4 2025 Feb 4, 2026 $7.88 $6.90 +14.2% $4.74B

MUSA analyst price target

Median target $623.00 from 10 analysts, ranging $562.00 – $680.00.

Specialty Retail peers

TickerCompanyMarket capP/E
WSM Williams-Sonoma $29.92B 26.0
ULTA Ulta Beauty $27.57B 23.5
CASY Casey's General Stores $25.42B 33.1
BBY Best Buy $20.90B 14.7
TSCO Tractor Supply $18.94B 19.5
FIVE Five Below $13.23B 30.0
GME GameStop $12.67B 23.7
DKS DICK'S Sporting Goods $12.52B 11.1
Explore live MUSA data on Nama Insights →

MUSA FAQ

Is MUSA a buy?
Nama's AI scorecard currently rates Murphy USA Buy (6.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is MUSA's P/E ratio?
Murphy USA trades at a trailing price-to-earnings ratio of 14.5.
When does MUSA report earnings?
Murphy USA's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $7.18.
What is the MUSA price target?
The median analyst price target from 10 analysts is $623.00, with a range of $562.00 – $680.00.
Is MUSA Shariah compliant?
Nama's AAOIFI-style screen reads Murphy USA as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does MUSA pay a dividend?
Yes — Murphy USA's dividend yield is 0.6%.