LAD vs MUSA
Lithia Motors Inc. and Murphy USA Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | LAD | MUSA |
|---|---|---|
| Revenue | $37.6B | $19.4B |
| Net income | $819.6M | $470.6M |
| Gross margin | 15.2% | · |
| Net margin | 2.2% | 2.8% |
| Return on equity | 12.4% | 64.3% |
| Diluted EPS | $32.32 | $24.10 |
| Dividend / share | $2.18 | $2.15 |
| Payout ratio | 6.7% | 8.8% |
| Free cash flow | $5.8M | $374.3M |
| Equity | $6.6B | $623.5M |
| Net debt / equity | 1.41× | 3.42× |
| Current ratio | 1.17× | 0.80× |
| Revenue CAGR 5y | 23.4% | 11.5% |
| Profit CAGR 5y | 11.7% | 4.0% |
LAD bills 1.9× the revenue of MUSA, and MUSA keeps more of each dollar of revenue as profit (2.8% against 2.2%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | LAD | MUSA |
|---|---|---|
| FY2025 | $37.6B | $19.4B |
| FY2024 | $36.2B | $20.2B |
| FY2023 | $31.0B | $21.5B |
| FY2022 | $28.2B | $23.4B |
| FY2021 | $22.8B | $17.4B |
| FY2020 | $13.1B | $11.3B |
| FY2019 | $12.7B | $14.0B |
| FY2018 | $11.8B | $14.4B |
| FY2017 | $10.1B | $12.8B |
| FY2016 | $8.7B | $11.6B |
Bottom line
| Fiscal year | LAD | MUSA |
|---|---|---|
| FY2025 | $819.6M | $470.6M |
| FY2024 | $796.7M | $502.5M |
| FY2023 | $1.0B | $556.8M |
| FY2022 | $1.3B | $672.9M |
| FY2021 | $1.1B | $396.9M |
| FY2020 | $470.3M | $386.1M |
| FY2019 | $271.5M | $154.8M |
| FY2018 | $265.7M | $213.6M |
| FY2017 | $245.2M | $245.3M |
| FY2016 | $197.1M | $221.5M |
15 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$18,250,900,000 | LAD |
| FY2024 | +$15,943,900,000 | LAD |
| FY2023 | +$9,512,900,000 | LAD |
| FY2022 | +$4,741,700,000 | LAD |
| FY2021 | +$5,471,200,000 | LAD |
| FY2020 | +$1,862,200,000 | LAD |
| FY2019 | −$1,361,900,000 | MUSA |
| FY2018 | −$2,541,500,000 | MUSA |
| FY2017 | −$2,740,100,000 | MUSA |
| FY2016 | −$2,916,400,000 | MUSA |
| FY2015 | −$4,835,159,000 | MUSA |
| FY2014 | −$11,595,688,000 | MUSA |
| FY2013 | −$13,808,332,000 | MUSA |
| FY2012 | −$15,984,821,000 | MUSA |
| FY2011 | −$16,286,470,000 | MUSA |
The higher-revenue side has changed between LAD and MUSA over this period. The gap has widened since the earliest year compared.
15 of 17 comparable fiscal years — a year missing data on either side is not counted.
11 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −0.6 pp | MUSA |
| FY2024 | −0.6 pp | MUSA |
| FY2023 | +0.4 pp | LAD |
| FY2022 | +1.3 pp | LAD |
| FY2021 | +2.1 pp | LAD |
| FY2020 | −0.5 pp | MUSA |
| FY2019 | +0.9 pp | LAD |
| FY2018 | +0.5 pp | LAD |
| FY2017 | +0.2 pp | LAD |
| FY2016 | −0.0 pp | MUSA |
| FY2015 | +0.7 pp | LAD |
The higher net margin has changed hands between LAD and MUSA over this period.
11 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
LAD's net margin has been more volatile than MUSA's over the 11 comparable fiscal years — 0.9 percentage points of standard deviation against 0.7.
11 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between LAD and MUSA over these 11 fiscal years — LAD led in 7 and MUSA in 4.
11 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
MUSA's return on equity has been more volatile than LAD's over the 15 comparable fiscal years — 22.7 percentage points of standard deviation against 4.5.
15 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between LAD and MUSA over these 15 fiscal years — LAD led in 3 and MUSA in 12.
15 of 17 comparable fiscal years — a year missing data on either side is not counted.