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MUR · NASDAQ · STOCK

Murphy Oil

Energy Updated August 09, 2026
$34.04
52W $21.86 – $43.34
62/100
$4.78B
16.3
0.50
AI Committee Verdict
Buy
62/100
Conviction: Moderate · 67% agreement · 6 analysts
+1.3%
-1.0%
1.34:1
Moderate

Is MUR Bullish or Bearish?

Bullish. Innellis AI committee rates Murphy Oil (MUR) Buy with a composite score of 62/100 , based on 6 analysts with 67% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.22 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -6.78 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is price-to-book of 0.9x is a discount to asset value. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.9x is a discount to asset value — Value
  • Dividend yield of 4.2% pays you to wait — Value
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.77 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 21.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
62/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 40%
of 40 Energy peers
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 0.9x is a discount to asset value
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
50 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock
− Current ratio of 0.77 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 30 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score strengthened from 55.4 to 61.8.

Analyst-level changes:
  • Growth Analyst: stance neutral->bullish; score 50->68 (+18).
  • News Analyst: +1 bullish signal(s).
  • Value Analyst: stance neutral->bullish; score 50->70 (+20).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
30.6
Neutral
MACD Histogram
-0.498
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$33.05
Resistance
$33.82
Bollinger %B
0.06
Inside Bands
Price vs Moving Averages
EMA 9
$36.16 Below
EMA 21
$36.47 Below
EMA 50
$36.53 Below
EMA 200
$34.69 Below

Fundamental Analysis

Valuation
65
Growth
95
Profitability
42
Financial Health
52
Cash Flow
70
Valuation
P/E Ratio 16.3×
P/B Ratio 0.91×
PEG Ratio 3.17
Dividend Yield 4.05%
52W High $43.34
52W Low $21.86
Quality & Growth
ROE 203.6%
ROA 106.0%
Gross Margin 8232.6%
Operating Margin 1841.7%
Revenue Growth YoY
Debt / Equity 0.43
AI Fundamental Assessment
P/E ratio of 16.3 (inexpensive relative to a 15-40x range); Price-to-book of 0.9x; PEG ratio of 3.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 2.0%; Return on assets of 1.1%; Net margin of 9.7%; Gross margin of 82.3%; Current ratio of 0.85 (tight short-term liquidity); Debt-to-equity of 0.43; Free cash flow per share is positive (1.68); Most recent quarter beat estimates by 0.1%; 5 consecutive earnings beats; EPS growth accelerating (+128.6% -> +384.4% QoQ); Average YoY EPS growth of 474.1%; Analyst estimates rising over recent quarters
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Explore MUR Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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