Get the Weekly Intelligence Brief — top committee picks every Sunday.
NASDAQ · STOCK

Murphy Oil

MUR Energy Unknown Updated July 31, 2026
$39.77
52W $21.86 – $43.34
55/100
$5.70B
67.4
0.51
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+8.1%
-0.5%
15.04:1
Moderate

Is MUR Bullish or Bearish?

Mixed. Innellis AI committee rates Murphy Oil (MUR) Watch with a composite score of 55/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.43 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.57 from today. The band boundary is 45.0, 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

Some positive signals exist — price structure making higher highs and higher lows — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.9x is a discount to asset value — Value
  • Dividend yield of 3.7% pays you to wait — Value
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • P/E of 65.9 is expensive by classic value standards — Value
  • ROE of only 1.6% -- cheap may mean cheap for a reason — Value
  • Revenue declining -4.2% YoY -- this is not a growth story right now — Growth
  • EPS declining -77.6% YoY despite any revenue growth — Growth
  • Current ratio of 0.77 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 26.6% 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 July 31, 2026
Overall Committee Score
55/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 55%
of 40 Energy peers
Value Analyst neutral
50 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 0.9x is a discount to asset value
− P/E of 65.9 is expensive by classic value standards
Growth Analyst neutral
50 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− Revenue declining -4.2% YoY -- this is not a growth story right now
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
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 neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
61 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 55.2 to 54.6.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 58->61 (+3).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Value Analyst: +1 bearish signal(s); +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
67.5
Neutral
MACD Histogram
0.390
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$39.56
Resistance
$43.01
Bollinger %B
0.87
Inside Bands
Price vs Moving Averages
EMA 9
$38.08 Above
EMA 21
$37.00 Above
EMA 50
$36.70 Above
EMA 200
$34.63 Above

Fundamental Analysis

Valuation
67
Growth
94
Profitability
0
Financial Health
51
Cash Flow
35
Valuation
P/E Ratio 67.4×
P/B Ratio 1.12×
PEG Ratio -0.87
Dividend Yield 0.03%
52W High $43.34
52W Low $21.86
Quality & Growth
ROE 2.0%
ROA 1.1%
Gross Margin 69.1%
Operating Margin 10.6%
Revenue Growth YoY
Debt / Equity 0.45
AI Fundamental Assessment
P/E ratio of 67.4 (rich relative to a 15-40x range); Price-to-book of 1.1x; PEG ratio of -0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.0%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.7%; Current ratio of 0.83 (tight short-term liquidity); Debt-to-equity of 0.45; Free cash flow margin of 0.1% (thin cash generation); Free cash flow per share is positive (1.24); Most recent quarter beat estimates by 10.2%; 4 consecutive earnings beats; EPS growth accelerating (-65.9% -> +128.6% QoQ); Analyst estimates rising over recent quarters
Get the Full MUR Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore MUR Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime