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Murphy Oil Corporation USD

Update

Independent E&P with deepwater Gulf of Mexico and international offshore/onshore assets.

Sector: United States — oil & gas exploration & production

Geography: United States, Canada

US_EP_MUR

Price chart

34.42 USDDay 0.38%

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
34.42 USD · 0.38%
Market cap
4.9 bn USD

Growth

Δ revenue y/y
10.2%
Δ EBITDA y/y
16.1%

Multiples

P/E (LTM)
58.6x
3y avg: 21.2x
P/B (FY)
1.0x
P/E (ann.)
23.3x
EV/EBITDA (LTM)
4.8x
3y avg: 3.9x
EV/EBITDA (ann.)
4.1x

Cash return

Dividend yield
3.8%
FCF yield (LTM)
3.6%

Liquidity

Daily turnover (US listing)
54 mln USD

Shares: sec_companyfacts/717423

🔍 Sanity check — subtotal consistency (Level-1 + Level-2) OK: 0 / Warn: 11 / Err: 0 / Autofix applied: 0
Port of PHP subtotal-total + sign-flip detection logic
PeriodIssues
2023-09-30 Q3⚠Warn 1
2023-12-31 FY⚠Warn 1
2024-03-31 Q1⚠Warn 1
2024-06-30 Q2⚠Warn 1
2024-09-30 Q3⚠Warn 1
2024-12-31 FY⚠Warn 1
2025-03-31 Q1⚠Warn 1
2025-06-30 Q2⚠Warn 1
2025-09-30 Q3⚠Warn 4
2025-12-31 FY⚠Warn 1
2026-03-31 Q1⚠Warn 1
✓ All checks pass · ⚠ Has warnings (review) · ✗ Has errors (needs fix) · ✓* Autofix applied (see evidence)

Financial dynamics

Monetary columns are in M USD, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusGWPM USDOperating profitM USDD&AM USDEBITDAM USDNet profitM USDOperating CFM USDCapex + M&AM USDAssetsM USDEquityM USDROE (annualized)Net debtM USDSource
2026-03-31Q1 2026 (3M)OK733.6
y/y 10.2%
138.3
y/y -3.9%
254.4
y/y 31.0%
392.6
y/y 16.1%
53.0
y/y -27.5%
321.2-410.510035.6
y/y 2.2%
5098.9
y/y -0.4%
4.1%1439.6Link
2025-12-31Q4 2025 (3M)OK624.6
y/y -6.9%
59.3
y/y -30.3%
240.8
y/y 11.8%
300.1
y/y -0.2%
11.9
y/y -76.4%
1247.8-177.59832.6
y/y 1.7%
5118.4
y/y -1.5%
2.0%1284.2Link
2025-09-30Q3 2025 (3M)PARTIAL733.0
y/y -3.3%
5.8
y/y -96.8%
283.5
y/y 26.8%
289.3
y/y -28.2%
-3.0
y/y -102.1%
—-172.09732.8
y/y 0.2%
5121.4
y/y -2.4%
-0.1%1210.0Link
2025-06-30Q2 2025 (3M)PARTIAL695.6
y/y -13.4%
92.2
y/y -50.0%
259.3
y/y 20.3%
351.5
y/y -12.1%
22.3
y/y -82.6%
—-309.69839.5
y/y -0.5%
5198.5
y/y -2.4%
1.7%1286.0Link
2025-03-31Q1 2025 (3M)OK665.7
y/y -16.4%
143.9
y/y -6.6%
194.2
y/y -8.0%
338.1
y/y -7.4%
73.0
y/y -18.9%
300.7-369.89820.3
y/y 1.6%
5120.3
y/y -3.5%
5.7%1325.1Link
2024-12-31Q4 2024 (3M)OK671.0
y/y —
85.2
y/y —
215.4
y/y —
300.6
y/y —
50.3
y/y —
1729.0-174.99667.5
y/y -1.0%
5194.2
y/y -3.1%
7.8%1104.1Link
2024-09-30Q3 2024 (3M)PARTIAL758.3
y/y -21.0%
179.0
y/y -52.6%
223.6
y/y -5.8%
402.7
y/y -34.5%
139.1
y/y -45.5%
—-216.49716.4
y/y -2.3%
5249.7
y/y -1.7%
3.5%1261.4Link
2024-06-30Q2 2024 (3M)PARTIAL802.8
y/y —
184.3
y/y —
215.5
y/y —
399.9
y/y —
127.7
y/y —
—-267.89893.7
y/y —
5323.7
y/y —
9.6%1200.5Link
2024-03-31Q1 2024 (3M)OK796.4
y/y —
154.1
y/y —
211.1
y/y —
365.2
y/y —
90.0
y/y —
398.8-249.19668.7
y/y —
5304.0
y/y —
6.8%1184.7Link
2023-12-31FY 2023 (12M)OK3460.1
y/y —
1042.0
y/y —
861.6
y/y —
1903.6
y/y —
661.6
y/y —
1748.8-998.79766.7
y/y —
5362.8
y/y —
12.4%1219.1Link
2023-09-30Q3 2023 (3M)PARTIAL959.6
y/y —
377.5
y/y —
237.5
y/y —
615.0
y/y —
255.3
y/y —
—-127.49942.6
y/y —
5340.0
y/y —
—1494.4Link
Data quality — review suggested

Production & Reserves

Physical operating metrics — supplementary, not part of the financial statements

Oil and Gas E and P

Proved reserves
1 345 mln boe
2025
Reserve life (R/P)
20.3 yrs
reserves ÷ annual output
Annual production
66.39 mln boe
2025

Production, mln boe

16.05201863.00201960.94202058.18202160.74202267.73202364.81202466.392025

Proved reserves

YearReserves, mln boe
20251 345
20241 364
20231 279
20221 183
20211 196
20201 214
20191 280
2018921.60
2017819.30

Production

YearProduction, mln boeper day
202566.39
+2.4%		181 894
202464.81
−4.3%		177 556
202367.73
+11.5%		185 572
202260.74
+4.4%		166 407
202158.18
−4.5%		159 389
202060.94
−3.3%		166 967
201963.00172 604
201816.05 *43 985

* partial year

EI1 ___NASDAQ_press_comm (NASDAQ / SEC filings)

Revenue & EBITDA

RevenueEBITDA

Quarterly values ($ mln)

02004006008001 0002023 q32024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Year-over-year change

-40%-20%0%20%2023 q32024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Cash flow

FCF ($ mln)

-100-500501001502023 q32024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Net debt / cash ($ mln)

05001 0001 5002023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Revenue growth & acceleration

Growth steady →
Last-year revenue growth -10% vs -12% the year before — a +2.3 pp move. 3-year CAGR —.
revenue growth by year: 2024 -12% · 2025 -10%
The growth-acceleration signal behind the GARP+acceleration strategy — it favours companies whose revenue growth is speeding up and flags those slowing down (the second derivative of growth).

EV/EBITDA — daily history

Current 4.7x · 3-year average 4.4x

EV/EBITDA3-year 75th pct

Commodity — production, reserves & revenue / cost mix

FY blocks below combine SEC XBRL tags (revenue & selected expense lines), plus production / reserves notes sourced to Form 10-K or company filings where cited.

Production and proved reserves in the FY blocks are keyed from supplemental 10-K tables after each filing is wired in. Automated SEC revenue/expense tags for the newest FY often appear before operational volumes and reserves for that same year.

Production & resources

Net production (Mboe/d)

182.3182.3182.3182.3182.320252025Net production (Mboe/d)

Proved reserves (MMboe)

Reserves life (R/P): 11.0 yr

730.0730.0730.0730.0730.020252025Proved reserves (MMboe)

Proved reserves & production rates by fiscal year

FY endCrude oil equivalent (net, Mboe/d)Proved reserves (net, MMboe)Proved developed (net, MMboe)Proved undeveloped (net, MMboe)
2025-12-31182.3730——

Spot EBITDA forecast (next 12 months)

Model: apply spot-vs-LTM commodity price moves to LTM revenue mix (oil/gas/NGL). Purchased products scale with revenue; remaining cash expenses inflate (PPI proxy). Fair value: EBITDA at trailing ~3y average commodity prices, conservative used EBITDA (average of spot and 3y-avg when spot is higher), × 3y average EV/EBITDA − net debt.

Notes: Revenue mix derived from FY2025 10-K production volumes × realized sales prices (see Production & realized prices table below).
Spot 12M revenue
3 168 USDm
+12.0% vs LTM
Spot 12M EBITDA
1 575 USDm
+14.8% vs LTM
EV / Spot EBITDA
4.0x
current EV 6 374m ÷ spot EBITDA 1 575m
Upside to fair mcap
-18.3%
fair mcap 4 160 USDm
Show calculation
Line itemValue
1 · Reported baseline
LTM or latest FY revenue/EBITDA and revenue mix.
LTM revenue (last 4 quarters)2 828 USDm
LTM EBITDA (last 4 quarters)1 371 USDm
Baseline cash costs (revenue − EBITDA)1 456 USDm
Revenue mix: oil / gas / NGL / other82.8% / 14.2% / 3.0% / 0.0%
· Crude oil2 223 USDm (82.8% of implied)
· Natural gas382 USDm (14.2% of implied)
· NGLs80 USDm (3.0% of implied)
2 · Commodity prices
Spot move = last ÷ LTM average. 3y-avg-price EBITDA uses trailing ~3y mean ÷ LTM average.
Oil — spot & 3y avg vs LTMspot 84.65 · LTM avg 73.37 · 3y avg — → spot move +15.4%
Gas — spot & 3y avg vs LTMspot 3.18 · LTM avg 3.39 · 3y avg — → spot move -6.1%
NGL — spot & 3y avg vs LTMspot 5 295.00 · LTM avg 5 003.72 · 3y avg — → spot move +5.8%
3 · Cash cost model
Purchased products scale with revenue; other costs inflate.
Purchased products / revenue0.0%
PPI inflation multiplier (12m)1.094
→ Projected purchased cost (at spot revenue)0 USDm
→ Projected other cash cost (inflated)1 593 USDm
4 · Spot forward P&L
Headline spot cards use §4.
= Projected spot revenue3 168 USDm
= Spot EBITDA1 575 USDm
= EBITDA at 3y avg commodity prices1 221 USDm
5 · Valuation vs spot
Current EV vs spot EBITDA.
Enterprise value (current)6 374 USDm
EV ÷ Spot EBITDA4.0x
6 · Fair value & upside
Conservative used EBITDA × 3y average EV/EBITDA → fair market cap.
EBITDA at 3y avg commodity prices1 221 USDm
= Conservative used EBITDA1 398 USDm
3y average EV/EBITDA (fair multiple)3.9x
= Fair enterprise value5 444 USDm
Net debt (balance sheet)1 284 USDm
= Fair market cap4 160 USDm
Current market cap (implied)5 089 USDm
= Upside to fair mcap-18.3%

Flow: baseline → commodity prices → expense model → spot P&L → fair value (used EBITDA × 3y avg EV/EBITDA − net debt). Hover for formulas.

2025-12-31 · FY

Production & proved reserves

FY2025 average net production (BOEPD) and year-end proved reserves (MMboe) per Murphy FY2025 earnings materials / 10-K exhibits.

Line itemAmount
Crude oil equivalent (net, Mboe/d)182.3
Proved reserves (net, MMboe)730

Sources

Production volumes & average realized prices (FY)

Volumes and per-unit realized sales prices come from the issuer's latest Form 10-K production-and-pricing table. Implied product revenue = volume × price; mix shares feed the spot 12-month forecast above.

FY2025 10-K Item 7 / Production Volumes & Sales Prices tables (mur-20251231.htm). Annualised from BBL/day and Mcf/day; per-product prices are volume-weighted across the company's geographic segments (US Onshore + US Offshore + Canada Onshore + Canada Offshore + Other) and exclude derivative settlements.

ProductAnnual volumeAvg realized priceImplied revenue (USDm)Share of implied revenue
Crude oil34 MMBbls65.36 USD/bbl2,223.482.8%
Natural gas185,402 MMcf2.06 USD/Mcf381.914.2%
NGLs4 MMBbls20.29 USD/bbl80.23.0%
Total (implied product revenue)2,685.5100.0%

Revenue structure (SEC tags / residual)

Line itemAmount
Oil & gas producing activities (Reg. S-X results of operations)2,707.4USD mln
Other revenue (incl. marketing, derivatives & eliminations vs. producing-activities subtotal)11.4USD mln

Selected expenses (SEC tags)

Line itemAmount
Lease & well expenses (LOE)638.1USD mln
Depreciation, depletion & amortization977.8USD mln
Exploration expense111.7USD mln
Impairment — oil & gas properties115USD mln
Income tax expense (benefit)44.6USD mln
Total costs and expenses (consolidated)2,417.6USD mln

Primary SEC filing for this FY (HTML)

2024-12-31 · FY

Production & proved reserves

No production / reserves detail wired for this fiscal year yet.

Revenue structure (SEC tags / residual)

Line itemAmount
Oil & gas producing activities (Reg. S-X results of operations)3,024.5USD mln
Other revenue (incl. marketing, derivatives & eliminations vs. producing-activities subtotal)4USD mln

Selected expenses (SEC tags)

Line itemAmount
Lease & well expenses (LOE)761.1USD mln
Depreciation, depletion & amortization865.8USD mln
Exploration expense133.5USD mln
Impairment — oil & gas properties62.9USD mln
Income tax expense (benefit)78.3USD mln
Total costs and expenses (consolidated)2,425.9USD mln

Primary SEC filing for this FY (HTML)

2023-12-31 · FY

Production & proved reserves

No production / reserves detail wired for this fiscal year yet.

Revenue structure (SEC tags / residual)

Line itemAmount
Oil & gas producing activities (Reg. S-X results of operations)3,456.8USD mln
Other revenue (incl. marketing, derivatives & eliminations vs. producing-activities subtotal)3.3USD mln

Selected expenses (SEC tags)

Line itemAmount
Lease & well expenses (LOE)668USD mln
Depreciation, depletion & amortization861.6USD mln
Exploration expense234.8USD mln
Interest expense112.4USD mln
Impairment — oil & gas properties0USD mln
Income tax expense (benefit)195.9USD mln
Total costs and expenses (consolidated)2,418.1USD mln

Primary SEC filing for this FY (HTML)

Dividends

Paid (completed)

DatePer shareDetailsStatusSource
2026-05-180.35 USDEx-dividend: 0.35 USD per sharePaidYahoo Finance (ex-div)
2026-02-170.35 USDEx-dividend: 0.35 USD per sharePaidYahoo Finance (ex-div)
2025-11-170.325 USDEx-dividend: 0.325 USD per sharePaidYahoo Finance (ex-div)
2025-08-180.325 USDEx-dividend: 0.325 USD per sharePaidYahoo Finance (ex-div)
2025-05-160.325 USDEx-dividend: 0.325 USD per sharePaidYahoo Finance (ex-div)
2025-02-180.325 USDEx-dividend: 0.325 USD per sharePaidYahoo Finance (ex-div)
2024-11-180.3 USDEx-dividend: 0.3 USD per sharePaidYahoo Finance (ex-div)
2024-08-190.3 USDEx-dividend: 0.3 USD per sharePaidYahoo Finance (ex-div)
2024-05-170.3 USDEx-dividend: 0.3 USD per sharePaidYahoo Finance (ex-div)
2024-02-160.3 USDEx-dividend: 0.3 USD per sharePaidYahoo Finance (ex-div)
2023-11-100.275 USDEx-dividend: 0.275 USD per sharePaidYahoo Finance (ex-div)
2023-08-110.275 USDEx-dividend: 0.275 USD per sharePaidYahoo Finance (ex-div)
2023-05-120.275 USDEx-dividend: 0.275 USD per sharePaidYahoo Finance (ex-div)
2023-02-100.275 USDEx-dividend: 0.275 USD per sharePaidYahoo Finance (ex-div)
2022-11-100.25 USDEx-dividend: 0.25 USD per sharePaidYahoo Finance (ex-div)
2022-08-120.25 USDEx-dividend: 0.25 USD per sharePaidYahoo Finance (ex-div)
2022-05-130.175 USDEx-dividend: 0.175 USD per sharePaidYahoo Finance (ex-div)
2022-02-110.15 USDEx-dividend: 0.15 USD per sharePaidYahoo Finance (ex-div)
2021-11-120.125 USDEx-dividend: 0.125 USD per sharePaidYahoo Finance (ex-div)
2021-08-130.125 USDEx-dividend: 0.125 USD per sharePaidYahoo Finance (ex-div)

KASE: status follows wording in the news headline (paid vs intends to pay). Yahoo: amounts are cash dividends per share on ex-dividend dates (UTC calendar date). stockscope.uz (UZ): amounts are per share in UZS by publication date (not necessarily ex-div).

Investor reporting (IR): https://investor.murphyoilcorp.com/

Reporting forms detected in loaded periods: ✓ ✓ ✓ (Balance sheet / Profit or loss (P&L) / Cash flows)