Murphy USA's (MUSA) heavy reliance on tobacco product sales poses a significant risk, given the global decline in tobacco consumption.
Murphy USA stock has appreciated 13x since being spun-off from Murphy Oil, with a 20%+ CAGR and 55% reduction in shares outstanding. MUSA operates convenience stores near Walmart, focuses on fuel and tobacco sales, and has strong non-tobacco margin dollars. 2028 roadmap could lead to double digit shareholder returns with a growing dividend.
Following a careful analysis of the Zacks Oil and Gas - Refining & Marketing industry, we advise focusing on companies like VLO, MUSA and PBF.
Murphy USA (MUSA) reported earnings 30 days ago. What's next for the stock?