How Does Murphy USA Stock Compare With Peers?
Murphy USA’s (MUSA) stock has significantly underperformed over the past year, registering a negative return. How does it truly measure up against peers like CASY and DK? A closer look reveals moderate profitability with an operating margin ahead of some rivals and a competitive free cash flow margin, alongside a more attractive PE valuation. However, negative LTM revenue growth presents a challenge for immediate upside, despite its market position.
- Operating Margin: MUSA’s 3.8% margin, while better than most peers, trails CASY’s 5.3%, indicating lower merchandise/foodservice profitability.
- Revenue Growth: MUSA’s -4.2% LTM revenue decline lags CASY, yet outpaces DK and ARKO, reflecting varying fuel price exposure and volume trends.
- Stock Performance: MUSA stock is down 1.7% LTM, underperforming peers with a 17.4 PE, signaling investor caution regarding future growth.
Here’s how Murphy USA stacks up across size, valuation, and profitability versus key peers.
| MUSA | CASY | DK | ARKO | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 8.2 | 24.7 | 2.5 | 0.7 |
| Revenue ($ Bil) | 19.4 | 17.0 | 10.7 | 7.8 |
| PE Ratio | 17.4 | 40.6 | -111.3 | 36.6 |
| LTM Revenue Growth | -4.2% | 13.3% | -9.5% | -12.6% |
| LTM Operating Margin | 3.8% | 5.3% | 3.0% | 1.2% |
| LTM FCF Margin | 1.9% | 4.0% | -0.1% | 0.5% |
| 12M Market Return | -1.7% | 68.8% | 198.4% | 53.9% |
For more details on Murphy USA, read Buy or Sell MUSA Stock. Below we compare MUSA’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MUSA | -4.2% | -4.2% | -6.0% | -8.2% | |
| CASY | 13.3% | 7.3% | -1.5% | 16.5% | |
| DK | -9.5% | -9.5% | -28.0% | -16.8% | |
| ARKO | -12.6% | – | -7.2% | 3.0% | 23.3% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MUSA | 3.8% | 3.8% | 3.7% | 3.8% | |
| CASY | 5.3% | 5.0% | 4.8% | 4.2% | |
| DK | 3.0% | 3.0% | -2.3% | 1.6% | |
| ARKO | 1.2% | – | 1.1% | 1.3% | 1.8% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MUSA | 17.4 | 16.6 | 20.5 | 13.8 | |
| CASY | 40.6 | 37.5 | 29.3 | 22.9 | |
| DK | -111.3 | -79.0 | -2.1 | 85.2 | |
| ARKO | 36.6 | – | 25.3 | 22.8 | 14.0 |
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