13F Pro Quality Score

53.2/100

Rank #1,292 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

19.9/100

Profitability

45.1/100

Balance Sheet

86.2/100

Earnings Quality

37.6/100

Free Cash Flow

41.9/100

Institutional Flow

15.8/100

Revenue Scale

92.7/100

Dilution Risk

87.0/100

MUSA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Murphy USA Inc. (MUSA), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores MUSA at 53.2/100 on a 32-signal composite quality model, placing it at rank #1,292 of 2,879 stocks — the top half of the AI-ranked universe. MUSA scores in the top quartile across revenue scale (92.7), balance sheet strength (86.2). Areas of concern include institutional flow (15.8) and revenue growth (19.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Murphy USA Inc. reports quarterly revenue of $4.8B, net income of $136.3M, an operating margin of 4.3%. Top institutional holders of MUSA by reported 13-F value include BlackRock,, FMR, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MUSA trades on the NYSE exchange and files with the SEC under CIK 1573516. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MUSA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Murphy USA Inc. directly from SEC EDGAR. Murphy USA Inc.'s 13F Pro composite quality score has ranged between 8 and 69 since 2021, currently 53.2 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about Murphy USA Inc.

Quirks, history, and lore behind MUSA — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. consumer company · mid-cap · listed on the NYSE · headquartered in Arkansas.
  • 2
    The Numbers
    Operates over 1,700 retail locations across roughly 27 states, yet each individual store is tiny — think kiosk-sized, not big-box.
  • 3
    The History
    Spun off from a larger oil company in the early 2010s, it inherited a network of fuel and convenience stores and has been running lean ever since.
  • 4
    The Secret
    Its stores are almost exclusively located in Walmart parking lots — a quirky real-estate strategy that keeps overhead low and foot traffic high.
  • 5
    The Lore
    Despite selling gasoline as its primary product, the company consistently ranks among the most fuel-price-competitive retailers in the country, squeezing pennies others won't touch.
  • 6
    The Giveaway
    If you've ever filled up your tank at a small standalone pump station next to a Walmart in the South or Midwest, you've met this El Dorado, Arkansas fuel retailer.
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Revenue

Q1 2026

$4.8B

Net Income

Q1 2026

$136.3M

Free Cash Flow

Q1 2026

$221.7M

Operating Margin

Q1 2026

4.3%

D/E Ratio

Q1 2026

3.27

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-4.2% YoY
$19.38BFY 2025
FY21 $17.36BFY23 $21.53BFY24 $20.24BFY25 $19.38B

Net Income

-6.3% YoY
$470.6MFY 2025
FY21 $396.9MFY23 $556.8MFY24 $502.5MFY25 $470.6M

Operating Income

-3.3% YoY
$718.5MFY 2025
FY21 $604.0MFY23 $826.0MFY24 $742.9MFY25 $718.5M

EPS (Diluted)

-0.0% YoY
$24.10FY 2025
FY21 $14.92FY23 $25.49FY24 $24.11FY25 $24.10

Total Assets

+4.1% YoY
$4.73BFY 2025
FY21 $4.05BFY23 $4.34BFY24 $4.54BFY25 $4.73B

Total Debt

+18.1% YoY
$2.18BFY 2025
FY21 $1.82BFY23 $1.80BFY24 $1.85BFY25 $2.18B

Op. Cash Flow

-4.0% YoY
$813.9MFY 2025
FY21 $737.4MFY23 $784.0MFY24 $847.6MFY25 $813.9M

AI Insight: MUSA Financial Trends

Debt surge to $2.2B masks operational resilience; leverage and equity deterioration signal financial stress.

Operating income held steady at $205–222M across 8 quarters despite revenue volatility, indicating margin stability.

Operating cash flow recovered to $320M in Q1 2026, strongest in the dataset, after dipping to $185M in Q3 2025.

Total debt jumped 21% from $1,797M (Q2 2024) to $2,183M (Q4 2025), while equity fell 23% to $624M.

Net income collapsed 63% in Q1 2025 to $53M; recovery to $136–146M thereafter suggests one-time charge, not operational decline.

Debt-to-equity ratio deteriorated from 2.2x (Q2 2024) to 3.5x (Q4 2025)—approaching leverage constraints.

AI Insight: MUSA Ratio Trends

Murphy USA stabilized after Q1 2025 earnings collapse, but leverage has ratcheted up 48% since mid-2024.

Operating margin steady at 4.2–4.4% since Q2 2025, after plunging to 1.9% in Q1 2025; NPM recovered to 2.8–3.0%.

ROE rebounded from 29.6% (Q1 2025) to 82.8% (Q1 2026); ROIC similarly recovered from 13.0% to 29.2% over same period.

Debt-to-equity spiked from 2.21 (Q2 2024) to 3.50–4.10 in Q3–Q4 2025, now 3.27 TTM—a structural shift in capital structure.

Q1 2025 earnings crater (OpMargin 1.9%, ROA 4.7%) signals operational vulnerability; monitor if seasonal or structural.

Elevated leverage (3.27 D/E) persists despite margin recovery; constrain financial flexibility if earnings weaken.

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Available Research

13F Pro tracks comprehensive data for Murphy USA Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of MUSA

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Is MUSA a good stock to buy?

13F Pro's AI-powered analysis of Murphy USA Inc. (MUSA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MUSA are available on the MUSA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own MUSA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MUSA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Murphy USA Inc.'s investment landscape.