Murphy USA
MUSA · Automotive Retail
$534.63
0.5%O'Reilly Automotive
ORLY · Automotive Retail
$89.92
2.3%The short version
- Murphy USA is the larger business, with $19.4B of revenue in fiscal 2025 against $17.8B for O'Reilly Automotive.
- O'Reilly Automotive grew revenue faster (6.4%, against −4.3%).
- O'Reilly Automotive kept more of each dollar of sales as operating profit (19.5% operating margin, against 3.7% operating margin).
- O'Reilly Automotive turned more of its sales into free cash flow (9.0% FCF margin, against 1.9% FCF margin).
- O'Reilly Automotive earned a higher return on the capital invested in it (59.7%, against 20.5%).
- Investors pay more for each dollar of O'Reilly Automotive’s earnings: a P/E of 28.6x against 16.3x for Murphy USA.
| Latest fiscal year | MUSA · FY25 | ORLY · FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.9B | $74.5B |
| Revenue | $19.4B | $17.8B |
| Free cash flow | $374M | $1.6B |
| Net income | $471M | $2.5B |
| Growth | ||
| Revenue growth | −4.3% | 6.4% |
| 5-year growth | 11.5% | 8.9% |
| Share count change | −6.3% | −2.8% |
| Profitability | ||
| Gross margin | — | 51.6% |
| Operating margin | 3.7% | 19.5% |
| Net margin | 2.4% | 14.3% |
| FCF margin | 1.9% | 9.0% |
| Return on capital | 20.5% | 59.7% |
| Return on equity | 64.3% | — |
| Balance sheet | ||
| Net debt | $2.2B | $5.8B |
| Net debt / EBITDA | 2.2x | 1.5x |
| Dividends and buybacks | $691M | $2.1B |
| Valuation & quality | ||
| P/E | 16.3x | 28.6x |
| Piotroski F-score | 5 | 7 |
FY16
MUSA $11.6B
ORLY $8.6B
FY17
MUSA $12.8B
ORLY $9.0B
FY18
MUSA $14.4B
ORLY $9.5B
FY19
MUSA $14.0B
ORLY $10.2B
FY20
MUSA $11.3B
ORLY $11.6B
FY21
MUSA $17.4B
ORLY $13.3B
FY22
MUSA $23.4B
ORLY $14.4B
FY23
MUSA $21.5B
ORLY $15.8B
FY24
MUSA $20.2B
ORLY $16.7B
FY25
MUSA $19.4B
ORLY $17.8B
MUSA
ORLY
FY16
MUSA 3.4%
ORLY 19.8%
FY17
MUSA 2.2%
ORLY 19.2%
FY18
MUSA 2.3%
ORLY 19.0%
FY19
MUSA 1.9%
ORLY 18.9%
FY20
MUSA 5.0%
ORLY 20.9%
FY21
MUSA 3.5%
ORLY 21.9%
FY22
MUSA 4.1%
ORLY 20.5%
FY23
MUSA 3.8%
ORLY 20.2%
FY24
MUSA 3.7%
ORLY 19.5%
FY25
MUSA 3.7%
ORLY 19.5%
MUSA
ORLY
FY16
MUSA $75.3M
ORLY $1.0B
FY17
MUSA $25.3M
ORLY $938M
FY18
MUSA $194M
ORLY $1.2B
FY19
MUSA $109M
ORLY $1.1B
FY20
MUSA $333M
ORLY $2.4B
FY21
MUSA $463M
ORLY $2.8B
FY22
MUSA $689M
ORLY $2.6B
FY23
MUSA $448M
ORLY $2.0B
FY24
MUSA $390M
ORLY $2.0B
FY25
MUSA $374M
ORLY $1.6B
MUSA
ORLY
FY16
MUSA 19.8%
ORLY 32.5%
FY17
MUSA 21.3%
ORLY 34.3%
FY18
MUSA 17.3%
ORLY 38.8%
FY19
MUSA 13.5%
ORLY 37.4%
FY20
MUSA 26.6%
ORLY 46.5%
FY21
MUSA 23.0%
ORLY 63.1%
FY22
MUSA 31.1%
ORLY 69.5%
FY23
MUSA 25.7%
ORLY 73.7%
FY24
MUSA 22.3%
ORLY 67.3%
FY25
MUSA 20.5%
ORLY 59.7%
MUSA
ORLY
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