Loading…
US independent oil and gas producer with offshore Gulf of Mexico and Southeast Asia exploration/production assets.
US independent oil and gas producer with offshore Gulf of Mexico and Southeast Asia exploration/production assets.
Sells oil and gas at market prices, with Gulf of Mexico fields long-lived and high-output while onshore Eagle Ford in Texas and Canada give shorter-cycle growth. It separated its US retail gasoline stations as Murphy USA in 2013, leaving it a pure producer.
Moat: narrow (scale, process know-how). Deepwater Gulf of Mexico and Southeast Asia operating experience built over decades supports project execution.
Headquarters: Houston, Texas, US · Founded: 1950 · Employees: 813
Size Murphy Oil (MUR) is a United States Energy company (Oil & Gas Production) with a market value of $5.16B, the 1162nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $35.96 on 6 Nov 2026.
Performance Over six months the shares fell 2.8%, against -6.4% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 7.7% over the last twelve months (peer median +12.4%); the operating margin is 21.6% (peer median 27.1%).
Valuation It trades at 8.6× forward earnings against a peer median of 8.6× (11th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.2 points above its cost of capital (6.8% WACC).
Credit Murphy Oil has 6 bonds outstanding ($2.56B), rated BB by the agencies and trading like BB at a weighted spread of 187 bp.
Short interest Short interest is 7.4% of the free float (15 Oct 2026).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.99B | $2.69B | $3.02B | $3.45B | $4.22B |
| Revenue growth | — | -11% | -12% | -18% | — |
| Gross profit | $864M | $578M | $816M | $1.24B | $2.20B |
| EBITDA | $1.75B | $1.43B | $1.58B | $1.95B | $2.71B |
| Net income | $294M | $104M | $407M | $662M | $965M |
| Free cash flow | $306M | $198M | $821M | $647M | $1.05B |
| Capital expenditure | $1.26B | $1.05B | $908M | $1.10B | $1.11B |
| Total debt | $2.26B | $2.20B | $2.07B | $2.09B | $2.79B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Murphy Oil MUR | $5.16B | -3% | +8% | 22% | 8.6× | -0.7% |
| Talos Energy TALO | $2.48B | -1% | +13% | 14% | 7.9× | -5.0% |
| Kosmos Energy KOS | $1.26B | -23% | +23% | 23% | 4.6× | -6.4% |
| APA APA | $15.6B | +26% | -12% | 41% | 7.5× | -20.0% |
| ConocoPhillips COP | $164B | +21% | +9% | 22% | 11.5× | -6.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | MUR | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.8% | -4.4% | 10th lowest of 21 |
| 6-month return | -2.8% | -6.4% | 9th highest of 21 |
| Distance from 52-week high | -20.1% | -26.1% | 7th highest of 21 |
| Revenue growth (TTM) | +7.7% | +12.4% | 7th lowest of 21 |
| Operating margin | 21.6% | 27.1% | 9th lowest of 21 |
| Forward P/E | 8.6× | 8.6× | 11th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -0.7% | -2.0% | 6th most demanding of 15 |
| Growth delivered (Del g) | +9.0% | +18.6% | 2nd lowest of 15 |
| Hurdle (Req g minus delivered) | -9.6 pp | -19.7 pp | 3rd most demanding of 15 |
| ROIC minus cost of capital | +0.2 pp | +2.6 pp | 7th lowest of 21 |
| EV / EBITDA | 4.0× | 5.3× | 7th cheapest of 20 |
| Net debt / EBITDA | 1.0× | 1.1× | 7th least indebted of 20 |
| Bond spread | 187 bp | 202 bp | 5th tightest of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Murphy Oil MUR | United States | $5.16B | -3% | +8% | 22% | 8.6× | -0.7% | +9.0% |
| CNX Resources CNX | United States | $4.99B | -2% | +8% | 40% | 9.3× | -5.8% | +14.6% |
| Harbour Energy HBR.L | United Kingdom | $6.17B | -8% | +17% | 40% | 5.1× | n/a | n/a |
| Magnolia Oil & Gas MGY | United States | $6.34B | -15% | +11% | 38% | 7.4× | 3.4% | +19.4% |
| Comstock Resources CRK | United States | $3.94B | -5% | +17% | 19% | 43.4× | n/a | n/a |
| Vista Energy SAB de CV Sponsored ADR VIST | United States | $6.91B | -12% | +84% | 40% | 4.6× | -13.4% | +55.3% |
| Patterson-UTI Energy PTEN | United States | $3.76B | -13% | 0% | 0% | 26.0× | 42.6% | +33.8% |
| Seplat Energy SEPL.L | United Kingdom | $7.14B | +56% | +25% | 27% | 19.7× | -7.1% | +38.0% |
| Topaz Energy TPZ.TO | Canada | $3.17B | -9% | +22% | 60% | 22.8× | 5.9% | +29.4% |
| Jiangxi Jovo Energy 605090.SS | China | $3.02B | -37% | -7% | 9% | 11.8× | -0.6% | +17.9% |
| International Petroleum Corp. (British Columbia) IPCO.TO | Canada | $2.85B | 0% | +11% | 19% | 11.2× | n/a | n/a |
| Gulfport Energy GPOR | United States | $2.65B | -16% | +27% | 42% | 6.3× | -13.4% | +10.6% |
| Talos Energy TALO | United States | $2.48B | -1% | +13% | 14% | 7.9× | -5.0% | +25.3% |
| Northern Oil and Gas NOG | United States | $2.43B | -2% | -3% | 30% | 4.9× | n/a | n/a |
| Antero Resources AR | United States | $11.1B | 0% | +22% | 23% | 7.8× | -4.1% | +15.1% |
| Range Resources RRC | United States | $11.4B | +20% | +18% | 33% | 12.1× | -1.7% | +10.9% |
| Select Water Solutions WTTR | United States | $2.09B | -4% | -2% | 4% | 28.9× | n/a | n/a |
| Origin Energy ORG.AX | Australia | $14.4B | +5% | -10% | 8% | 16.2× | 10.9% | +5.0% |
| Energean ENOG.L | United Kingdom | $1.72B | -19% | +9% | 27% | 4.2× | -2.4% | +126.8% |
| Spartan Delta SDE.TO | Canada | $1.63B | -11% | +93% | 32% | 7.6× | n/a | n/a |
| Vermilion Energy VET.TO | Canada | $1.61B | -9% | -2% | 14% | 4.3× | -0.8% | +9.1% |
Murphy Oil has 6 bonds outstanding with $2.56B face value. The agencies rate it BB; its bonds trade like BB. Weighted yield 6.58%, a spread of 187 bp over government bonds.