Murphy USA vs O'Reilly Automotive
Murphy USA reported revenue of $19.4 billion in fiscal 2025, about the same as O'Reilly Automotive's $17.8 billion in fiscal 2025. Murphy USA's revenue fell 4.2% in its latest year, and O'Reilly Automotive's grew 6.4%. Murphy USA had an operating margin of 3.7%, against 19.5% at O'Reilly Automotive. Free cash flow was $374 million at Murphy USA and $1.6 billion at O'Reilly Automotive.
Side by side
| Murphy USA | O'Reilly Automotive | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Dec 31, 2025 |
| Revenue | $19.4B | $17.8B |
| Revenue growth | −4.2% | 6.4% |
| Revenue growth a year, last 5 years | 11.5% | 8.9% |
| Gross margin | — | 51.6% |
| Operating margin | 3.7% | 19.5% |
| Net margin | 2.4% | 14.3% |
| Free cash flow | $374M | $1.6B |
| Free cash flow margin | 1.9% | 9.0% |
| Return on capital | 20.5% | 59.7% |
| Net debt to EBITDA | 2.2x | 1.5x |
| Dividends and buybacks | $691M | $2.1B |
| Change in diluted share count | −6.3% | −2.8% |
| Last close | $539.14 | $91.05 |
| P/E at the last close | 16.5× | 28.9× |
| Insider trades, last 12 months | sold $53.1 million | sold $11.7 million |
| Piotroski F-score | 5 of 8 | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Murphy USAO'Reilly Automotive
Operating margin
Percent of revenue
Murphy USAO'Reilly Automotive
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Murphy USAO'Reilly Automotive
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Murphy USA and O'Reilly Automotive pages.