A Business at a Glance
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MURPHY OIL CORP
MUR
$5.6B
Mkt Cap
$38.95
-1.14%
MURPHY OIL CORP (MUR) has a current P/E ratio of 54.1, compared to its historical median P/E of 8.4. The stock is currently considered Expensive based on its historical valuation range.
MURPHY OIL CORP (MUR) has a 5-year average return on invested capital (ROIC) of 9.2%. This is below average and may indicate limited pricing power.
MURPHY OIL CORP (MUR) has a market capitalization of $5.6B. It is classified as a mid-cap stock.
Yes, MURPHY OIL CORP (MUR) pays a dividend with a trailing twelve-month yield of 3.39%. The company also returns capital through share buybacks, with a buyback yield of 0.06%.
Based on historical P/E analysis, MURPHY OIL CORP (MUR) appears expensive. The current P/E of 54.1 is 541% above its historical median of 8.4. The estimated fair value CAGR (P/E method) is -2.1%.
MURPHY OIL CORP (MUR) operates in the Crude Petroleum & Natural Gas industry, within the Energy sector.
MURPHY OIL CORP (MUR) reported annual revenue of $2.7 billion in its most recent fiscal year, based on SEC EDGAR filings.
Murphy Oil Corporation is a global oil and natural gas exploration and production company with operations in the United States, Canada, and select international markets including Brunei, Vietnam, and newly Morocco. The company produces crude oil, condensate, natural gas, and natural gas liquids primarily from the U.S. Gulf of America and Eagle Ford Shale in South Texas, as well as from Canadian assets including Tupper Montney, Kaybob Duvernay, and offshore Newfoundland and Labrador fields. Murphy's business model is capital-intensive, requiring significant upfront investment in exploration, appraisal, and development projects with multi-year timelines to first production; the company earns revenue from the sale of hydrocarbons at commodity prices, with unit economics dependent on production volumes, operating costs, and realized prices. The company operates both company-operated and non-operated assets, with a focus on high-return, low-breakeven projects; competitive advantages include operational efficiency, technical expertise in deepwater and unconventional plays, and a diversified geographic portfolio that provides resilience across commodity price cycles. Key customer segments include refineries and energy traders purchasing crude oil and natural gas, with geographic exposure spanning North America and international markets, positioning Murphy to participate in global energy demand.
【Strategic project execution ahead】 Management expects continued production growth driven by near-term project completions including Lac Da Vang (Golden Camel) first oil in Q4 2026 and the Chinook #8 development well coming online in the second half of 2026, with both projects expected to contribute meaningfully to 2027 volumes. The company is advancing a phased exploration and appraisal strategy, with Hai Su Vang appraisal completion expected by mid-2026 and potential field development plan and final investment decision targeted for 2027, positioning first production around 2030–2031. Capital discipline remains a priority, with the company maintaining its $1.2–$1.3 billion annual capital guidance range while evaluating allocation across onshore Eagle Ford expansion, offshore development, and international exploration opportunities in Vietnam and the Gulf of Mexico. Management is balancing shareholder returns through opportunistic share repurchases and debt reduction, with flexibility to adjust spending based on commodity price environments and project economics.
| Metric | Target | Period |
|---|---|---|
| Capital expenditures | $1.2 billion–$1.3 billion | 2026 |
Capital expenditures (2026): “Accordingly, we are maintaining our capital guidance range of $1.2 billion-$1.3 billion.”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call, Q2 FY2025 Earnings Call
| Segment | 2021 | 2022 | 2023 | 2024 | 2025 | % of Total |
|---|---|---|---|---|---|---|
Revenue from production | $2.80B | $4.04B | $3.38B | $3.01B | $2.69B | 33% |
Operating Segments | — | $4.04B | $3.38B | $3.01B | $2.69B | 33% |
Net crude oil and condensate revenue | $2.32B | $3.36B | $2.92B | $2.64B | $2.23B | 28% |
Net natural gas revenue | $368M | $538M | $371M | $300M | $382M | 5% |
Net natural gas liquids revenue | $111M | $143M | $90M | $79M | $80M | 1% |
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 2.8B | 2.7B | 3.0B | 3.5B | 3.9B | 2.3B |
| Net Income | 84M | 104M | 407M | 662M | 965M | -74M |
| EPS | $0.59 | $0.72 | $2.70 | $4.22 | $6.13 | $-0.48 |
| Free Cash Flow | 0 | 1.2B | 1.7B | 1.7B | 2.2B | 1.4B |
| ROIC | 2.7% | 3.5% | 7.9% | 12.2% | 18.6% | 4.0% |
| Gross Margin | - | 16.1% | 23.5% | 33.5% | 43.7% | 17.5% |
| Debt/Equity | 0.30 | 0.45 | 0.40 | 0.39 | 0.56 | 0.81 |
| Dividends/Share | $1.32 | $1.30 | $1.20 | $1.10 | $0.83 | $0.50 |
| Operating Income | 296M | 301M | 603M | 1.0B | 1.6B | 281M |
| Operating Margin | 10.6% | 11.1% | 19.9% | 30.1% | 40.3% | 12.2% |
| ROE | 1.7% | 2.0% | 7.7% | 12.8% | 21.1% | -1.8% |
| Shares Outstanding | 143M | 145M | 151M | 157M | 157M | 153M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 5.5B | 2.9B | 1.8B | 2.1B | 1.8B | 2.8B | 2.0B | 2.3B | 3.9B | 3.5B | 3.0B | 2.7B | 2.8B |
| Gross Margin | 27.3% | -100.3% | 0.1% | 0.0% | 23.3% | 24.0% | -62.1% | 17.5% | 43.7% | 33.5% | 23.5% | 16.1% | N/A |
| R&D | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| SG&A | 364M | 307M | 246M | 207M | 205M | 233M | 140M | 122M | 131M | 117M | 110M | 137M | 141M |
| EBIT | 1.1B | -3.3B | -389M | -26M | 216M | 445M | -1.4B | 281M | 1.6B | 1.0B | 603M | 301M | 296M |
| Op. Margin | 20.7% | -110.7% | -21.5% | -1.3% | 11.9% | 15.7% | -69.2% | 12.2% | 40.3% | 30.1% | 19.9% | 11.1% | 10.6% |
| Net Income | 906M | -2.3B | -276M | -312M | 411M | 1.1B | -1.1B | -74M | 965M | 662M | 407M | 104M | 84M |
| Net Margin | 16.5% | -77.2% | -15.2% | -14.9% | 22.8% | 40.6% | -58.4% | -3.2% | 24.5% | 19.1% | 13.4% | 3.8% | 3.0% |
| Non-Recurring | 139M | 154M | 1.7M | 127M | 20M | 227K | 1.3B | 196M | 18M | 0 | 63M | 115M | 115M |
| Returns on Capital | |||||||||||||
| ROIC | 7.6% | -23.4% | -3.5% | -0.4% | 3.0% | 5.0% | -14.8% | 4.0% | 18.6% | 12.2% | 7.9% | 3.5% | 2.7% |
| ROE | 10.5% | -32.7% | -5.4% | -6.5% | 8.7% | 22.3% | -23.7% | -1.8% | 21.1% | 12.8% | 7.7% | 2.0% | 1.7% |
| ROA | 5.3% | -16.1% | -2.5% | -3.1% | 3.9% | 10.1% | -10.3% | -0.7% | 9.4% | 6.6% | 4.2% | 1.1% | 0.8% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 3.0B | 1.2B | 601M | 613M | 749M | 1.5B | 803M | 1.4B | 2.2B | 1.7B | 1.7B | 1.2B | 1.3B |
| Free Cash Flow | -631M | -1.4B | -326M | -297M | -262M | 145M | 803M | 1.4B | 2.2B | 1.7B | 1.7B | 1.2B | 0 |
| Owner Earnings | 1.1B | -480M | -500M | -179M | -61M | 291M | -209M | 583M | 1.3B | 828M | 838M | 220M | 220M |
| CapEx | 3.7B | 2.5B | 927M | 910M | 1.0B | 1.3B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Maint. CapEx | 1.9B | 1.6B | 1.1B | 752M | 776M | 1.1B | 987M | 795M | 777M | 862M | 866M | 978M | 1.0B |
| Growth CapEx | 1.8B | 930M | 0 | 158M | 236M | 196M | N/A | N/A | N/A | N/A | N/A | N/A | 0 |
| D&A | 1.9B | 1.6B | 1.1B | 752M | 776M | 1.1B | 987M | 795M | 777M | 862M | 866M | 978M | 1.0B |
| CapEx/OCF | 120.7% | 215.5% | 154.3% | 89.5% | 134.9% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 236M | 245M | 207M | 173M | 173M | 164M | 96M | 77M | 128M | 171M | 180M | 186M | 189M |
| Dividend Yield | 3.4% | 5.5% | 6.2% | 5.1% | 4.3% | 5.1% | 5.7% | 2.8% | 2.5% | 3.0% | 3.4% | 5.0% | 3.4% |
| Share Buybacks | 375M | 250M | 0 | 0 | 0 | 500M | 0 | 0 | 0 | 150M | 301M | 103M | 3.3M |
| Buyback Yield | 6.3% | 9.4% | N/A | N/A | N/A | 14.2% | N/A | N/A | N/A | 2.4% | 7.4% | 2.3% | 0.1% |
| Stock-Based Comp | 53M | 44M | 46M | 40M | 34M | 50M | 25M | 44M | 75M | 59M | 25M | 50M | 9.9M |
| Debt Repayment | 0 | 0 | 14M | 0 | 0 | 27M | 250M | 365M | 400M | 600M | 350M | 450M | 450M |
| Balance Sheet | |||||||||||||
| Net Debt | 3.3B | 2.6B | 2.0B | 2.0B | 3.1B | 3.1B | 3.8B | 2.8B | 2.3B | 1.8B | 1.6B | 1.9B | 1.2B |
| Cash & Equiv. | 1.2B | 283M | 873M | 965M | 360M | 307M | 311M | 521M | 492M | 317M | 424M | 377M | 379M |
| Long-Term Debt | 2.5B | 3.0B | 2.4B | 2.9B | 3.1B | 2.8B | 3.0B | 2.5B | 1.8B | 1.3B | 1.3B | 1.4B | 1.5B |
| Debt/Equity | 0.58 | 0.58 | 0.61 | 0.63 | 0.71 | 0.62 | 0.98 | 0.81 | 0.56 | 0.39 | 0.40 | 0.45 | 0.30 |
| Interest Coverage | 283228.0 | -27.7 | -2.6 | -0.1 | 1.2 | 2.0 | -8.0 | 1.3 | 10.5 | 9.3 | 5.7 | 3.1 | 52.0 |
| Equity | 8.6B | 5.3B | 4.9B | 4.6B | 4.8B | 5.5B | 4.2B | 4.2B | 5.0B | 5.4B | 5.2B | 5.1B | 5.1B |
| Total Assets | 16.7B | 11.5B | 10.3B | 9.9B | 11.1B | 11.7B | 10.6B | 10.3B | 10.3B | 9.8B | 9.7B | 9.8B | 10.0B |
| Total Liabilities | 8.2B | 6.2B | 5.4B | 5.2B | 5.9B | 5.9B | 6.2B | 6.0B | 5.2B | 4.2B | 4.3B | 4.6B | 4.8B |
| Intangibles | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Retained Earnings | 8.7B | 6.2B | 5.7B | 5.2B | 5.5B | 6.6B | 5.4B | 5.2B | 6.1B | 6.5B | 6.8B | 6.7B | 6.7B |
| Working Capital | 131M | -277M | 57M | 537M | 34M | 32M | 284M | -283M | -286M | -94M | -158M | -246M | -197M |
| Current Assets | 3.3B | 1.4B | 1.6B | 1.4B | 880M | 974M | 1.0B | 881M | 972M | 752M | 785M | 817M | 937M |
| Current Liabilities | 3.1B | 1.7B | 1.5B | 834M | 846M | 943M | 716M | 1.2B | 1.3B | 847M | 943M | 1.1B | 1.1B |
| Per Share Data | |||||||||||||
| EPS | 5.03 | -13.03 | -1.60 | -1.81 | 2.36 | 6.98 | -7.48 | -0.48 | 6.13 | 4.22 | 2.70 | 0.72 | 0.59 |
| Owner EPS | 6.05 | -2.76 | -2.90 | -1.04 | -0.35 | 1.77 | -1.36 | 3.80 | 8.44 | 5.28 | 5.56 | 1.52 | 1.54 |
| Book Value | 47.62 | 30.45 | 28.51 | 26.82 | 27.72 | 33.19 | 27.44 | 27.09 | 31.73 | 34.21 | 34.44 | 35.36 | 35.57 |
| Cash Flow/Share | 16.93 | 6.79 | 3.48 | 3.56 | 4.30 | 9.04 | 5.23 | 9.27 | 13.85 | 11.16 | 11.47 | 8.62 | 7.83 |
| Dividends/Share | 1.33 | 1.40 | 1.20 | 1.00 | 1.00 | 1.00 | 0.63 | 0.50 | 0.83 | 1.10 | 1.20 | 1.30 | 1.32 |
| Shares Out. | 180.0M | 174.3M | 172.5M | 172.3M | 174.2M | 164.7M | 153.6M | 153.5M | 157.4M | 156.8M | 150.8M | 144.8M | 143.3M |
| Valuation | |||||||||||||
| P/E Ratio | 6.6 | N/A | N/A | N/A | 7.6 | 3.1 | N/A | N/A | 6.0 | 9.3 | 10.0 | 42.8 | 66.2 |
| P/FCF | N/A | N/A | N/A | N/A | N/A | 24.3 | 1.9 | 2.5 | 2.7 | 3.5 | 2.4 | 3.6 | N/A |
| EV/EBIT | 8.2 | N/A | N/A | 14.9 | 25.5 | 12.8 | N/A | 17.6 | 4.2 | 6.6 | 7.5 | 16.9 | 22.9 |
| Price/Book | 0.7 | 0.5 | 0.8 | 0.9 | 0.6 | 0.6 | 0.4 | 0.8 | 1.2 | 1.1 | 0.8 | 0.9 | 1.1 |
| Price/Sales | 1.3 | 1.5 | 1.8 | 1.5 | 2.3 | 1.1 | 0.8 | 1.2 | 1.3 | 1.7 | 1.8 | 1.4 | 2.0 |
| FCF Yield | -10.5% | -51.1% | -8.2% | -7.3% | -8.4% | 4.1% | 51.6% | 40.3% | 37.5% | 28.4% | 42.5% | 28.0% | N/A |
| Market Cap | 6.0B | 2.7B | 4.0B | 4.1B | 3.1B | 3.5B | 1.6B | 3.5B | 5.8B | 6.2B | 4.1B | 4.5B | 5.6B |
| Avg. Price | 38.55 | 25.69 | 19.30 | 19.83 | 23.29 | 19.48 | 10.89 | 18.17 | 33.19 | 36.92 | 35.57 | 25.51 | 38.95 |
| Year-End Price | 33.24 | 15.33 | 23.10 | 23.67 | 17.89 | 21.39 | 10.14 | 22.98 | 36.94 | 39.24 | 26.95 | 30.84 | 38.95 |
MURPHY OIL CORP passes 2 of 9 quality checks, indicating weak fundamentals.
MURPHY OIL CORP trades at 54.1x trailing earnings, compared to its 15-year median P/E of 8.4x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 4.5x vs a median of 2.7x. The company's 5-year average ROIC is 9.2% with a gross margin of 26.9%. Total shareholder yield (dividends) is 3.5%. At current prices, the estimated annualized return to fair value is +14.6%.
MURPHY OIL CORP (MUR) has a net profit margin of 3.8%. This is a modest margin.
MURPHY OIL CORP (MUR) generated $1.2 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
MURPHY OIL CORP (MUR) has a debt-to-equity ratio of 0.45. This indicates a conservatively financed balance sheet.
MURPHY OIL CORP (MUR) reported earnings per share (EPS) of $0.72 in its most recent fiscal year.
MURPHY OIL CORP (MUR) has a return on equity (ROE) of 2.0%. This indicates moderate shareholder returns.
MURPHY OIL CORP (MUR) has a 5-year average gross margin of 26.9%. This lower margin is typical of capital-intensive or commodity businesses.
The Ledger Terminal provides 19 years of financial data for MURPHY OIL CORP (MUR), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
MURPHY OIL CORP (MUR) has a book value per share of $35.36, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects continued production growth driven by near-term project completions including Lac Da Vang (Golden Camel) first oil in Q4 2026 and the Chinook #8 development well coming online in the second half of 2026, with both projects expected to contribute meaningfully to 2027 volumes. The company is advancing a phased exploration and appraisal strategy, with Hai Su Vang appraisal completion expected by mid-2026 and potential field development plan and final investment decision targeted for 2027, positioning first production around 2030–2031. Capital discipline remains a priority, with the company maintaining its $1.2–$1.3 billion annual capital guidance range while evaluating allocation across onshore Eagle Ford expansion, offshore development, and international exploration opportunities in Vietnam and the Gulf of Mexico. Management is balancing shareholder returns through opportunistic share repurchases and debt reduction, with flexibility to adjust spending based on commodity price environments and project economics.
Based on recent SEC filings and earnings calls, MURPHY OIL CORP (MUR) has provided the following forward guidance: Capital expenditures: $1.2 billion–$1.3 billion (2026).
No recent press releases.