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Side-by-side financial comparison of Murphy USA Inc. (MUSA) and Vertiv Holdings Co (VRT). Click either name above to swap in a different company.
Murphy USA Inc. is the larger business by last-quarter revenue ($4.7B vs $2.6B, roughly 1.8× Vertiv Holdings Co). Vertiv Holdings Co runs the higher net margin — 14.7% vs 3.0%, a 11.7% gap on every dollar of revenue. On growth, Vertiv Holdings Co posted the faster year-over-year revenue change (30.1% vs 0.7%). Vertiv Holdings Co produced more free cash flow last quarter ($652.8M vs $128.8M). Over the past eight quarters, Vertiv Holdings Co's revenue compounded faster (16.5% 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.
Vertiv is an American multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments.
MUSA vs VRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.7B | $2.6B |
| Net Profit | $141.9M | $390.1M |
| Gross Margin | — | 37.7% |
| Operating Margin | 4.4% | — |
| Net Margin | 3.0% | 14.7% |
| Revenue YoY | 0.7% | 30.1% |
| Net Profit YoY | -0.4% | 137.1% |
| EPS (diluted) | $7.35 | $0.99 |
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.
| Q1 26 | — | $2.6B | ||
| Q4 25 | $4.7B | $2.9B | ||
| Q3 25 | $5.1B | $2.7B | ||
| Q2 25 | $5.0B | $2.6B | ||
| Q1 25 | $4.5B | $2.0B | ||
| Q4 24 | $4.7B | $2.3B | ||
| Q3 24 | $5.2B | $2.1B | ||
| Q2 24 | $5.5B | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $141.9M | $445.6M | ||
| Q3 25 | $129.9M | $398.5M | ||
| Q2 25 | $145.6M | $324.2M | ||
| Q1 25 | $53.2M | $164.5M | ||
| Q4 24 | $142.5M | $147.0M | ||
| Q3 24 | $149.2M | $176.6M | ||
| Q2 24 | $144.8M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 34.0% | ||
| Q1 25 | — | 33.7% | ||
| Q4 24 | — | 37.1% | ||
| Q3 24 | — | 36.5% | ||
| Q2 24 | — | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 20.1% | ||
| Q3 25 | 3.9% | 19.3% | ||
| Q2 25 | 4.4% | 16.8% | ||
| Q1 25 | 1.9% | 14.3% | ||
| Q4 24 | 4.2% | 19.5% | ||
| Q3 24 | 4.2% | 17.9% | ||
| Q2 24 | 4.0% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 3.0% | 15.5% | ||
| Q3 25 | 2.5% | 14.9% | ||
| Q2 25 | 2.9% | 12.3% | ||
| Q1 25 | 1.2% | 8.1% | ||
| Q4 24 | 3.0% | 6.3% | ||
| Q3 24 | 2.8% | 8.5% | ||
| Q2 24 | 2.7% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | $7.35 | $1.14 | ||
| Q3 25 | $6.76 | $1.02 | ||
| Q2 25 | $7.36 | $0.83 | ||
| Q1 25 | $2.63 | $0.42 | ||
| Q4 24 | $6.87 | $0.38 | ||
| Q3 24 | $7.20 | $0.46 | ||
| Q2 24 | $6.92 | $0.46 |
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 | $2.5B |
| Total DebtLower is stronger | $2.2B | $0 |
| Stockholders' EquityBook value | $623.5M | $4.2B |
| Total Assets | $4.7B | $13.4B |
| Debt / EquityLower = less leverage | 3.47× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.5B | ||
| Q4 25 | $28.9M | $1.7B | ||
| Q3 25 | $42.8M | $1.4B | ||
| Q2 25 | $54.1M | $1.6B | ||
| Q1 25 | $49.4M | $1.5B | ||
| Q4 24 | $47.0M | $1.2B | ||
| Q3 24 | $52.5M | $908.7M | ||
| Q2 24 | $79.8M | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.2B | $2.9B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.0B | $2.9B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.8B | $2.9B | ||
| Q2 24 | $1.8B | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $623.5M | $3.9B | ||
| Q3 25 | $546.0M | $3.5B | ||
| Q2 25 | $646.1M | $3.1B | ||
| Q1 25 | $719.6M | $2.7B | ||
| Q4 24 | $840.1M | $2.4B | ||
| Q3 24 | $830.1M | $1.8B | ||
| Q2 24 | $811.3M | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $4.7B | $12.2B | ||
| Q3 25 | $4.7B | $10.8B | ||
| Q2 25 | $4.6B | $10.4B | ||
| Q1 25 | $4.5B | $9.5B | ||
| Q4 24 | $4.5B | $9.1B | ||
| Q3 24 | $4.4B | $8.9B | ||
| Q2 24 | $4.4B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 3.47× | 0.74× | ||
| Q3 25 | 4.07× | 0.83× | ||
| Q2 25 | 3.20× | 0.93× | ||
| Q1 25 | 2.74× | 1.10× | ||
| Q4 24 | 2.18× | 1.20× | ||
| Q3 24 | 2.19× | 1.62× | ||
| Q2 24 | 2.20× | 1.91× |
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 | — |
| Free Cash FlowOCF − Capex | $128.8M | $652.8M |
| FCF MarginFCF / Revenue | 2.7% | 24.6% |
| Capex IntensityCapex / Revenue | 2.5% | 4.2% |
| Cash ConversionOCF / Net Profit | 1.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | $374.3M | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $245.5M | $978.9M | ||
| Q3 25 | $184.8M | $508.7M | ||
| Q2 25 | $255.1M | $322.9M | ||
| Q1 25 | $128.5M | $303.3M | ||
| Q4 24 | $248.7M | $425.2M | ||
| Q3 24 | $202.1M | $378.2M | ||
| Q2 24 | $260.8M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $128.8M | $885.6M | ||
| Q3 25 | $67.7M | $463.5M | ||
| Q2 25 | $137.1M | $277.9M | ||
| Q1 25 | $40.7M | $266.8M | ||
| Q4 24 | $121.7M | $364.5M | ||
| Q3 24 | $65.2M | $341.8M | ||
| Q2 24 | $142.8M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | 2.7% | 30.8% | ||
| Q3 25 | 1.3% | 17.3% | ||
| Q2 25 | 2.7% | 10.5% | ||
| Q1 25 | 0.9% | 13.1% | ||
| Q4 24 | 2.6% | 15.5% | ||
| Q3 24 | 1.2% | 16.5% | ||
| Q2 24 | 2.6% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 2.5% | 3.2% | ||
| Q3 25 | 2.3% | 1.7% | ||
| Q2 25 | 2.4% | 1.7% | ||
| Q1 25 | 1.9% | 1.8% | ||
| Q4 24 | 2.7% | 2.6% | ||
| Q3 24 | 2.6% | 1.8% | ||
| Q2 24 | 2.2% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.73× | 2.20× | ||
| Q3 25 | 1.42× | 1.28× | ||
| Q2 25 | 1.75× | 1.00× | ||
| Q1 25 | 2.42× | 1.84× | ||
| Q4 24 | 1.75× | 2.89× | ||
| Q3 24 | 1.35× | 2.14× | ||
| Q2 24 | 1.80× | 2.12× |
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% |
VRT
Segment breakdown not available.
