MUSAMurphy USA Inc.
Retail-Auto Dealers & Gasoline Stations
- Revenue
- $19.4B
- 4.2% YoY
- Operating margin
- 3.7%
- 1.0% YoY
- EBITDA
- $995M
- 0.4% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.0×
- $2.0B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear173% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear85% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear6% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $17.4B | $23.4B | $21.5B | $20.2B | $19.4B | 4.2% |
| Operating income | $604M | $968M | $826M | $743M | $719M | 3.3% |
| Net income | $397M | $673M | $557M | $503M | $471M | 6.3% |
| Operating cash flow | $737M | $995M | $784M | $848M | $814M | 4.0% |
| Capex | $275M | $305M | $336M | $458M | $440M | 4.0% |
| Stock-based comp | $14M | $16M | $22M | $23M | $29M | 25% |
| Buybacks | $355M | $806M | $333M | $446M | $650M | 46% |
| Dividends | $27M | $30M | $33M | $37M | $42M | 13% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $58K · 1
- Net
- −$58K
Pay vs performance
No pay-versus-performance disclosure yet.