Antero Midstream vs Murphy USA

Antero Midstream (Antero Midstream Partners LP) and Murphy USA (Murphy USA Inc.) are compared here across business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

Metric

MUSA

$8.73B

Market Cap

$8.09B

0.59%

Potential Profit

-8.36%

Hold

Analyst Rating

Hold

Investment Analysis

Antero Midstream

Pros

Antero Midstream reported a 14% increase in net income per share and a 10% rise in adjusted EBITDA in Q3 2025, reflecting solid operational growth.
The company achieved a 94% increase in free cash flow after dividends compared to the prior year quarter, indicating strong cash generation.
Leverage declined to 2.7x as of September 2025, improving financial stability and reducing balance sheet risk.

Considerations

The stock has experienced recent short-term volatility with a roughly 8% pullback in the last 30 days, which may indicate market uncertainty or sector-related risk.
Antero Midstream’s valuation score is moderate at 3 out of 6, suggesting potential undervaluation but also some valuation concerns compared to peers.
Capital expenditures decreased by 9% in Q3 2025 which might limit near-term growth opportunities or infrastructure expansion.

Murphy USA

MUSA

Pros

Murphy USA exceeded Q3 2025 earnings estimates, reporting EPS of $7.25 versus an expected $6.81, demonstrating strong profitability.
The company maintains a healthy market capitalization near $6.9 billion with a moderate price-earnings ratio around 15.5, implying reasonable valuation.
Murphy USA has a consistent dividend yield, providing income alongside capital appreciation potential.

Considerations

The EPS estimate for the next earnings release is projected to decrease to $6.55, signaling potential earnings headwinds ahead.
Murphy USA’s average trading volume is relatively low compared to peers, possibly indicating lower liquidity and higher volatility risk.
The company remains exposed to commodity price fluctuations inherent in the retail fuels sector, which can impact margins and revenue stability.

About The Companies

Antero Midstream (AM)

Antero Midstream Partners LP is an American energy company that focuses on 'midstream' infrastructure. This means it owns and operates the assets needed to transport, process, and store natural gas and oil produced by other companies. Its operations are concentrated in the Appalachian Basin, a major energy-producing region in the United States. Antero Midstream's key assets include an extensive network of pipelines, compressor stations for moving gas, and facilities for processing and water handling. A significant portion of its business is dedicated to servicing Antero Resources Corporation, a major natural gas producer. This relationship provides a degree of predictability to its operations, but also ties its success closely to the fortunes of a single key customer. Investors might see it as a way to engage with the energy sector, focusing on the infrastructure side rather than direct exploration and production.

Murphy USA (MUSA)

Murphy USA Inc. (MUSA) operates a wide network of fuel stations and convenience stores across the United States, often colocated near major retailers. With a market capitalisation around $7.18 billion, the business combines high-volume fuel sales with convenience-store merchandise to generate revenue. Investors should note its earnings are driven by retail fuel margins, merchandise sales and site throughput, making the company sensitive to oil-price swings, wholesale fuel costs and local demand. Murphy USA has pursued growth through site optimisation and selective expansion, while operational efficiency and supply agreements are important to margins. Key risks include fuel price volatility, competition, regulatory change and cyclical consumer spending. This summary is for general educational purposes only, not personalised investment advice. Values can rise and fall and past performance is not a guide to future returns. Consider your objectives, risk tolerance and, if needed, speak to a regulated financial adviser before making investment decisions.

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Comparison Snapshot