TORVANTA
Other · S&P 500 · data as of 2026-10-05

MUSA stock analysis: MUSA

MUSA (MUSA) is an S&P 500 company in Other.

The model's view of MUSA · subscribers

Where MUSA ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with MUSA · updated 2026-10-05 · from prices and SEC filings

MUSA price performance

MUSA against the S&P 500, one year
+0%+20%+40%+60%MUSA +31%S&P 500 +18%2025-09-292026-10-05
Year to date+27.3%S&P 500 +14.5% · ahead by 12.8 pts
1 year+30.1%S&P 500 +17.0% · ahead by 13.1 pts
3 years+48.1%S&P 500 +89.3% · behind by 41.1 pts
5 years+219.6%S&P 500 +91.3% · ahead by 128.2 pts

Total returns with dividends reinvested.

MUSA factor grades

Each grade compares MUSA with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

BValueP/E 15.6x (industry 20.1x)FCF yield 5.8% (industry 6.0%)
BGrowthRevenue growth +10% (industry +8%)EPS growth +36% (industry +10%)
B-ProfitabilityOperating margin 4.3% (industry 9.6%)ROIC 115.8% (industry 10.1%)
C+Momentum12-month change +30%From 52-wk high -18%

MUSA in plain numbers

MUSA key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$9.4B
Revenue growth (y/y)+10%
Free-cash-flow yield5.8%
Dividend yield0.5%
Next earnings (expected)2026-10-28
Valuation measures
Market value$9.4B
Enterprise value$9.2B
P/E (trailing)15.6x
Forward P/E (Torvanta estimate)13.2x
PEG (Torvanta estimate)0.70
Price / sales0.4x
Price / book12.0x
EV / revenue0.4x
EV / EBITDA7.6x
Financial highlights
Revenue, last 12 months$21.5B
Net income, last 12 months$617.2M
EPS, last 12 months (GAAP)$32.77
Operating margin4.3%
Net margin2.9%
Return on equity86.4%
Return on invested capital115.8%
Cash$175.4M
Free cash flow, last 12 months$541.5M
Interest cover7.9x
Current ratio0.92x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

MUSA earnings trends

Revenue vs earnings
$0$1.7B$3.4B$5.1B$6.8BSep 2024 Revenue: $5.2BDec 2024 Revenue: $4.7BMar 2025 Revenue: $4.5BJun 2025 Revenue: $5.0BSep 2025 Revenue: $5.1BDec 2025 Revenue: $4.7BMar 2026 Revenue: $4.8BJun 2026 Revenue: $6.8BSep 2024 Net income: $149.2MDec 2024 Net income: $142.5MMar 2025 Net income: $53.2MJun 2025 Net income: $145.6MSep 2025 Net income: $129.9MDec 2025 Net income: $141.9MMar 2026 Net income: $136.3MJun 2026 Net income: $209.1MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 2.8%Net margin: 3.0%Net margin: 1.2%Net margin: 2.9%Net margin: 2.5%Net margin: 3.0%Net margin: 2.8%Net margin: 3.1%0%2%3%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$2.8$5.6$8.5$11.3Sep 2024 EPS (GAAP, diluted): $7.2Dec 2024 EPS (GAAP, diluted): $6.9Mar 2025 EPS (GAAP, diluted): $2.6Jun 2025 EPS (GAAP, diluted): $7.4Sep 2025 EPS (GAAP, diluted): $6.8Dec 2025 EPS (GAAP, diluted): $7.5Mar 2026 EPS (GAAP, diluted): $7.3Jun 2026 EPS (GAAP, diluted): $11.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -6% · Dec 2025 +7% · Mar 2026 +177% · Jun 2026 +53%

From the company's 10-Q and 10-K filings with the SEC.

MUSA financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$17.4B$23.4B$21.5B$20.2B$19.4B
Net income$396.9M$672.9M$556.8M$502.5M$470.6M
EPS (GAAP)$14.98$28.23$25.53$24.18$24.21
Free cash flow$462.7M$689.4M$448.4M$389.5M$374.3M

MUSA earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-05$11.27+53%+36%-8.7%
2026-04-29$7.28+177%+6%+12.0%
2026-02-04$7.46+7%+1%-6.9%
2025-10-29$6.76-6%-2%-7.3%
2025-07-30$7.36+6%-8%-11.2%
2025-05-07$2.63-16%-7%-12.8%

Companies similar to MUSA

CompanyMarket valueP/ERevenue growthOperating margin12-month change
MUSA MUSA$9.4B15.6x+10%4.3%+30%
TTC TTC$9.4B26.4x+5%10.3%+31%compare
FLS FLS$9.4B25.9xn/an/a+42%compare
OC OC$9.3Bn/a-12%0.5%-13%compare
OGE OGE$9.3B20.1x+4%23.9%+3%
ALSN ALSN$9.6B18.4x+38%19.6%+35%
CFR CFR$9.6B14.5x+7%n/a+25%

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Frequently asked questions

Is MUSA stock a buy?

Torvanta does not tell individuals what to buy. Its grades for MUSA are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is MUSA's P/E ratio?

MUSA trades at about 15.6 times its last 12 months of GAAP earnings reported to the SEC, and about 13.2 times Torvanta's own estimate of the next 12 months.

When does MUSA report earnings next?

Based on its filing history, Torvanta expects MUSA to report around 2026-10-28.

Does MUSA pay a dividend?

Yes. Its dividend yield is about 0.5%, and it has raised its dividend 5 years in a row.

How has MUSA performed against the S&P 500?

Over the past year MUSA returned +30.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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