Murphy USA Inc (MUSA)vsTractor Supply Company (TSCO)
MUSA
Murphy USA Inc
$523.58
-0.42%
CONSUMER CYCLICAL · Cap: $9.52B
TSCO
Tractor Supply Company
$33.01
-1.52%
CONSUMER CYCLICAL · Cap: $18.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Murphy USA Inc generates 21% more annual revenue ($19.09B vs $15.75B). TSCO leads profitability with a 6.4% profit margin vs 3.2%. MUSA appears more attractively valued with a PEG of 1.51. MUSA earns a higher WallStSmart Score of 67/100 (B-).
MUSA
Strong Buy67
out of 100
Grade: B-
TSCO
Buy53
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 89 in profit
Revenue surging 40.8% year-over-year
Earnings expanding 53.1% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Trading at 12.3x book value
3.2% margin — thin
Operating margin of 4.9%
Expensive relative to growth rate
2.3% revenue growth
6.4% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MUSA
The strongest argument for MUSA centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 40.8% demonstrates continued momentum.
Bull Case : TSCO
The strongest argument for TSCO centers on Return on Equity, Altman Z-Score.
Bear Case : MUSA
The primary concerns for MUSA are PEG Ratio, Price/Book, Profit Margin. Debt-to-equity of 3.49 is elevated, increasing financial risk. Thin 3.2% margins leave little buffer for downturns.
Bear Case : TSCO
The primary concerns for TSCO are PEG Ratio, Revenue Growth, Profit Margin. Debt-to-equity of 2.49 is elevated, increasing financial risk.
Key Dynamics to Monitor
MUSA profiles as a hypergrowth stock while TSCO is a value play — different risk/reward profiles.
TSCO carries more volatility with a beta of 0.45 — expect wider price swings.
MUSA is growing revenue faster at 40.8% — sustainability is the question.
TSCO generates stronger free cash flow (329M), providing more financial flexibility.
Bottom Line
MUSA scores higher overall (67/100 vs 53/100) and 40.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Murphy USA Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Murphy USA Inc. is engaged in the marketing of retail motor fuel products and convenience merchandise. The company is headquartered in El Dorado, Arkansas.
Visit Website →Tractor Supply Company
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Tractor Supply Company (TSCO) is an American retail chain of stores that offers products for home improvement, agriculture, lawn and garden maintenance, livestock, equine and pet care.
Compare with Other SPECIALTY RETAIL Stocks
Want to dig deeper into these stocks?