MUSA

Murphy USA Inc.

Consumer Cyclical · $9.3B market cap

Verdict

Share price

$515.02

close of Oct 3, 2026

Fair value

$196.01

Sticker Price

Payback Price

$78.40

buy price

Overpriced

MUSA is Overpriced: at $515.02 it trades 163% above its fair value of $196.01. Its buy price (Payback Price) is $78.40, 85% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew -6% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth10.7% a year✓
Equity per share growth7.9% a year✗
Sales growth1.0% a year✗
Free cash flow growth11.4% a year✓
Return on invested capital16.2%✓

Follow MUSA

Get notified when it reaches its buy price of $78.40. Free.

Create a free account

Superinvestors

None of the investors we track holds MUSA right now. In Q2 2026, 1 sold out. Who we track

Moves in Q2 2026

Sold out: Lee Ainslie

Insider activity

Since Jun 30, 2026: no open-market purchases, 2 sales worth $605K and 9 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Murphy USA Inc.

Murphy USA Inc. specializes in providing retail gasoline and a variety of convenience store items. It manages a network of retail outlets operating under its well-known banners: Murphy USA, Murphy Express, and QuickChek. By December 31, 2021, its extensive footprint included 1,679 retail fuel stations primarily concentrated across the Southeastern, Southwestern, and Midwestern regions of the United States…

Specialty Retail

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works