Murphy Oil vs SM Energy
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KIRAβs take AI analyst
I put Murphy Oil and SM Energy side by side, using each oneβs latest annual report. Here is what stands out:
- SM Energy is the larger business, with $3.2B of revenue in fiscal 2025 against $2.7B for Murphy Oil.
- SM Energy grew revenue faster (17.3%, against β10.2%).
- SM Energy kept more of each dollar of sales as operating profit (31.7% operating margin, against 11.1%).
- SM Energy earned a higher return on the capital invested in it (11.1%, against 3.7%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Murphy Oil
MUR
1/8
Share count change
SM Energy
SM
7/8
Revenue growth5-year growthOperating marginNet marginReturn on capitalReturn on equityPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | MUR FY25 | SM FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.3B | $9.4B |
| Revenue | $2.7B | $3.2B |
| Free cash flow | $227M | β |
| Net income | $104M | $648M |
| Growth | ||
| Revenue growth | β10.2% | 17.3% |
| 5-year growth | 6.7% | 22.9% |
| Share count change | β4.6% | β0.9% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | 11.1% | 31.7% |
| Net margin | 3.8% | 20.6% |
| FCF margin | 8.4% | β |
| Return on capital | 3.7% | 11.1% |
| Return on equity | 2.0% | 14.3% |
| Balance sheet | ||
| Net debt | $908M | $2.3B |
| Net debt / EBITDA | 0.7x | β |
| Dividends and buybacks | $289M | $105M |
| Valuation & quality | ||
| P/E | 21.4x | β |
| Piotroski F-score | 5 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.