Murphy USA (MUSA)
Consumer Discretionary · Convenience fuel retail and wholesale distribution
A low-cost, high-volume fuel retailer operating 1,800 convenience stores and gas stations primarily anchored near Walmart locations across 27 states.
What Murphy USA does
Murphy USA is a retail fuel and convenience merchandise operator with a network of approximately 1,800 stores across 27 states, comprising 1,649 Murphy-branded locations and 151 QuickChek stores. The company specializes in low-cost, high-volume fuel sales complemented by convenience merchandise, with the majority of stores strategically positioned near Walmart locations. Revenue streams include petroleum product sales, convenience merchandise, and wholesale fuel distribution through company-owned and third-party terminals.
Themes: ["Convenience retail / fuel distribution","Value-conscious consumer retail","Walmart strategic proximity","Digital loyalty and rewards","Low-cost operating model"]
Fundamentals
- Price$584.74 as of 2026-07-09 close
- Market cap$11.2B as of 2026-07-10
- 1-year return+37.9% as of 2026-07-09 close
- P/E20.24 as of 2026-07-10
- Net margin+2.8% as of 2026-07-10
- Gross margin+12.7% as of 2026-07-10
- ROE+89.5% as of 2026-07-10
- Debt / equity3.27 as of 2026-07-10
- Revenue growth (YoY)-1.3% as of 2026-07-10
- Revenue CAGR (3y)+24.1% SEC XBRL
- Beta0.28 as of 2026-07-10
Dividend: yield +0.4%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Gasoline demand vulnerability to fuel efficiency improvements and flat overall demand outlook","High debt levels (long-term debt of $2.1 billion as of Q1 2026) and interest expense exposure","Dependence on strategic Walmart relationship and proximity for traffic and discount program success"]
Competitors & peers
- Casey's General Stores
- RaceTrac
- Speedway (7-Eleven)
- Sheetz
- Pilot Flying J
- Love's Travel Stops
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.