MUSA · Murphy USA Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $277.9M | Q1 2026 | — |
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| Merchandise contribution dollars | $210.2M | Q1 2026 | — |
| New-to-industry stores opened | 6 | Q1 2026 | — |
| Retail fuel volume - chain | 1,154.5M | Q1 2026 | — |
| Merchandise unit margin | 19.6% | Three Months Ended December 31, 2025 | — |
| Retail fuel margin (cpg) | 28.1 | Twelve Months Ended December 31, 2025 | — |
| Retail fuel volume - per store (APSM) | 235.8 | Twelve Months Ended December 31, 2025 | — |
| Store OPEX excluding payment fees and rent (APSM) | $36.1K | Twelve Months Ended December 31, 2025 | — |
| Stores under construction | 19 | End of Q4 2025 | — |
| Total fuel contribution (cpg) | 30.7 | Twelve Months Ended December 31, 2025 | — |
| Total merchandise contribution (K SSS) | $42.1K | Twelve Months Ended December 31, 2025 | — |
| Total retail gallons | 1,234.2M | Three Months Ended December 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MUSA
this stock
Murphy USA Inc.
|
$11.33B | +54.6% | -8.2% | 21.3 | 4.6% |
|
CASY
Caseys General Stores Inc
|
$31.88B | +58.5% | +10.2% | 45.0 | 3.6% |
|
WSM
Williams Sonoma Inc
|
$26.70B | +23.3% | +1.2% | 25.4 | 5.4% |
|
ULTA
Ulta Beauty, Inc.
|
$20.44B | -21.0% | +9.7% | 17.8 | 5.7% |
|
DKS
Dick's Sporting Goods, Inc.
|
$18.44B | +3.9% | +28.1% | 20.1 | 8.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MUSA | +4.0% | +17.3% | +48.8% | +15.6% | +54.6% |
| SPY | -1.7% | +0.7% | +6.4% | -1.2% | +8.3% |
| vs SPY | +5.6% | +16.6% | +42.5% | +16.7% | +46.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.