Murphy USA: Attractively Valued Thanks To Smart Capital Allocation

  • Murphy USA remains attractive for long-term investors due to aggressive share buybacks, which drive strong EPS growth despite slow revenue growth. The company's capital allocation is highly shareholder-friendly, focusing on reducing share count rather than just offsetting stock-based compensation. While recent results showed weaker earnings from lower fuel prices and increased debt, the balance sheet remains secure and ROIC is still strong.