vs
Side-by-side financial comparison of Murphy USA Inc. (MUSA) and SONIC AUTOMOTIVE INC (SAH). Click either name above to swap in a different company.
Murphy USA Inc. is the larger business by last-quarter revenue ($4.7B vs $3.9B, roughly 1.2× SONIC AUTOMOTIVE INC). Murphy USA Inc. runs the higher net margin — 3.0% vs 1.2%, a 1.8% gap on every dollar of revenue. On growth, Murphy USA Inc. posted the faster year-over-year revenue change (0.7% vs -0.6%). Murphy USA Inc. produced more free cash flow last quarter ($128.8M vs $-195.6M). Over the past eight quarters, SONIC AUTOMOTIVE INC's revenue compounded faster (7.0% CAGR vs -1.0%).
Murphy USA is an American corporation based in El Dorado, Arkansas that operates a chain of retail gas stations that are primarily located in proximity to Walmart stores. It was founded as a spin-off of Murphy Oil in 2013.
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
MUSA vs SAH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.7B | $3.9B |
| Net Profit | $141.9M | $46.9M |
| Gross Margin | — | 15.5% |
| Operating Margin | 4.4% | 3.2% |
| Net Margin | 3.0% | 1.2% |
| Revenue YoY | 0.7% | -0.6% |
| Net Profit YoY | -0.4% | -20.0% |
| EPS (diluted) | $7.35 | $1.39 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.7B | $3.9B | ||
| Q3 25 | $5.1B | $4.0B | ||
| Q2 25 | $5.0B | $3.7B | ||
| Q1 25 | $4.5B | $3.7B | ||
| Q4 24 | $4.7B | $3.9B | ||
| Q3 24 | $5.2B | $3.5B | ||
| Q2 24 | $5.5B | $3.5B | ||
| Q1 24 | $4.8B | $3.4B |
| Q4 25 | $141.9M | $46.9M | ||
| Q3 25 | $129.9M | $46.8M | ||
| Q2 25 | $145.6M | $-45.6M | ||
| Q1 25 | $53.2M | $70.6M | ||
| Q4 24 | $142.5M | $58.6M | ||
| Q3 24 | $149.2M | $74.2M | ||
| Q2 24 | $144.8M | $41.2M | ||
| Q1 24 | $66.0M | $42.0M |
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 15.5% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 15.6% | ||
| Q1 24 | — | 15.8% |
| Q4 25 | 4.4% | 3.2% | ||
| Q3 25 | 3.9% | 3.1% | ||
| Q2 25 | 4.4% | -0.6% | ||
| Q1 25 | 1.9% | 4.0% | ||
| Q4 24 | 4.2% | 3.4% | ||
| Q3 24 | 4.2% | 3.3% | ||
| Q2 24 | 4.0% | 3.1% | ||
| Q1 24 | 2.2% | 3.2% |
| Q4 25 | 3.0% | 1.2% | ||
| Q3 25 | 2.5% | 1.2% | ||
| Q2 25 | 2.9% | -1.2% | ||
| Q1 25 | 1.2% | 1.9% | ||
| Q4 24 | 3.0% | 1.5% | ||
| Q3 24 | 2.8% | 2.1% | ||
| Q2 24 | 2.7% | 1.2% | ||
| Q1 24 | 1.4% | 1.2% |
| Q4 25 | $7.35 | $1.39 | ||
| Q3 25 | $6.76 | $1.33 | ||
| Q2 25 | $7.36 | $-1.34 | ||
| Q1 25 | $2.63 | $2.04 | ||
| Q4 24 | $6.87 | $1.67 | ||
| Q3 24 | $7.20 | $2.13 | ||
| Q2 24 | $6.92 | $1.18 | ||
| Q1 24 | $3.12 | $1.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $28.9M | $6.3M |
| Total DebtLower is stronger | $2.2B | $1.6B |
| Stockholders' EquityBook value | $623.5M | $1.1B |
| Total Assets | $4.7B | $6.0B |
| Debt / EquityLower = less leverage | 3.47× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $6.3M | ||
| Q3 25 | $42.8M | $89.4M | ||
| Q2 25 | $54.1M | $110.4M | ||
| Q1 25 | $49.4M | $64.6M | ||
| Q4 24 | $47.0M | $44.0M | ||
| Q3 24 | $52.5M | $17.6M | ||
| Q2 24 | $79.8M | $67.2M | ||
| Q1 24 | $56.7M | $15.1M |
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B | ||
| Q1 24 | $1.8B | $1.7B |
| Q4 25 | $623.5M | $1.1B | ||
| Q3 25 | $546.0M | $1.1B | ||
| Q2 25 | $646.1M | $1.0B | ||
| Q1 25 | $719.6M | $1.1B | ||
| Q4 24 | $840.1M | $1.1B | ||
| Q3 24 | $830.1M | $1.0B | ||
| Q2 24 | $811.3M | $944.7M | ||
| Q1 24 | $781.6M | $904.4M |
| Q4 25 | $4.7B | $6.0B | ||
| Q3 25 | $4.7B | $6.0B | ||
| Q2 25 | $4.6B | $5.9B | ||
| Q1 25 | $4.5B | $5.9B | ||
| Q4 24 | $4.5B | $5.9B | ||
| Q3 24 | $4.4B | $5.8B | ||
| Q2 24 | $4.4B | $5.8B | ||
| Q1 24 | $4.3B | $5.4B |
| Q4 25 | 3.47× | 1.51× | ||
| Q3 25 | 4.07× | 1.39× | ||
| Q2 25 | 3.20× | 1.48× | ||
| Q1 25 | 2.74× | 1.44× | ||
| Q4 24 | 2.18× | 1.49× | ||
| Q3 24 | 2.19× | 1.67× | ||
| Q2 24 | 2.20× | 1.81× | ||
| Q1 24 | 2.28× | 1.83× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $245.5M | $66.9M |
| Free Cash FlowOCF − Capex | $128.8M | $-195.6M |
| FCF MarginFCF / Revenue | 2.7% | -5.1% |
| Capex IntensityCapex / Revenue | 2.5% | 6.8% |
| Cash ConversionOCF / Net Profit | 1.73× | 1.43× |
| TTM Free Cash FlowTrailing 4 quarters | $374.3M | $192.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $245.5M | $66.9M | ||
| Q3 25 | $184.8M | $167.9M | ||
| Q2 25 | $255.1M | $136.8M | ||
| Q1 25 | $128.5M | $195.8M | ||
| Q4 24 | $248.7M | $87.7M | ||
| Q3 24 | $202.1M | $87.8M | ||
| Q2 24 | $260.8M | $-136.4M | ||
| Q1 24 | $136.0M | $70.1M |
| Q4 25 | $128.8M | $-195.6M | ||
| Q3 25 | $67.7M | $134.4M | ||
| Q2 25 | $137.1M | $102.7M | ||
| Q1 25 | $40.7M | $150.8M | ||
| Q4 24 | $121.7M | $-245.5M | ||
| Q3 24 | $65.2M | $34.5M | ||
| Q2 24 | $142.8M | $-185.2M | ||
| Q1 24 | $59.8M | $26.3M |
| Q4 25 | 2.7% | -5.1% | ||
| Q3 25 | 1.3% | 3.4% | ||
| Q2 25 | 2.7% | 2.8% | ||
| Q1 25 | 0.9% | 4.1% | ||
| Q4 24 | 2.6% | -6.3% | ||
| Q3 24 | 1.2% | 1.0% | ||
| Q2 24 | 2.6% | -5.4% | ||
| Q1 24 | 1.2% | 0.8% |
| Q4 25 | 2.5% | 6.8% | ||
| Q3 25 | 2.3% | 0.8% | ||
| Q2 25 | 2.4% | 0.9% | ||
| Q1 25 | 1.9% | 1.2% | ||
| Q4 24 | 2.7% | 8.6% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 2.2% | 1.4% | ||
| Q1 24 | 1.6% | 1.3% |
| Q4 25 | 1.73× | 1.43× | ||
| Q3 25 | 1.42× | 3.59× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 2.42× | 2.77× | ||
| Q4 24 | 1.75× | 1.50× | ||
| Q3 24 | 1.35× | 1.18× | ||
| Q2 24 | 1.80× | -3.31× | ||
| Q1 24 | 2.06× | 1.67× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MUSA
| Product Sales Petroleum Retail | $3.3B | 69% |
| Merchandise | $1.1B | 23% |
| Product Sales Petroleum Wholesale | $327.9M | 7% |
| Other | $57.0M | 1% |
| Renewable Identification Numbers | $55.3M | 1% |
| Revenue Other | $1.3M | 0% |
SAH
| Retail New Vehicles | $1.9B | 48% |
| Other | $1.2B | 31% |
| Parts Serviceand Collision Repair | $515.2M | 13% |
| Finance Insurance And Other Net | $202.2M | 5% |
| Wholesale Vehicles | $63.9M | 2% |
| Fleet New Vehicles | $24.0M | 1% |
