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Murphy Oil Corporation (MUR · NYSE)

Mid-cap E&P — HQ United States. Oil & gas valuation, proved reserves, production, break-even, net-asset-value and jurisdiction-risk screen.
Category Mid-cap E&PRegion N. AmericaCEO Eric M. Hambly (2024)Jurisdiction risk Low (19)

Overview

Balanced mid-cap E&P: ~48% US (deepwater Gulf of America oil + Eagle Ford liquids) and ~42% Canada (Tupper Montney gas, Kaybob Duvernay), with a growing offshore Vietnam development (Lac Da Vang, first oil ~2026) and Cote d'Ivoire exploration.

FY2025 was pressured by softer prices and lower volumes (182 mboe/d; net income $104M). Balance sheet stays disciplined (~$1.4bn debt), with an 8% dividend increase for 2026 and 103% reserve replacement maintaining an ~11-year reserve life.

Valuation snapshot (FY2025)

Market cap
$5.7bn
Enterprise value
$7.5bn
EV / EBITDA
5.0x
P / E
54.8x
FCF yield
5.3%
Dividend yield
3.6%
ROACE
3%
Debt / equity
27%
Net debt / EBITDA
0.7x
EV / reserves
$10.46/boe
EV / flowing
$41k/boe/d
Free cash flow
$0.3bn

Its EV/EBITDA of 5.0x is below the 5.9x median across the 142-company universe, the free-cash-flow yield of 5.3% is lower than the 6.5% median, and at $10.46/boe of proved reserves it is cheaper than the $13.51/boe median.

On a balanced screen across the universe, Murphy Oil Corporation scores 51/100, strongest on safety (74/100). Sub-scores: value 42, quality 47, growth 40, risk 26 (higher = riskier).

Reserves & production

Murphy Oil Corporation holds approximately 0.71 billion boe of proved (1P) reserves with FY2025 production of about 182 thousand boe/d (77% liquids), a reserve life of roughly 10.7 years. Break-even: ~$43 (Brent FCF breakeven) — Corporate cash-flow breakeven roughly $40-45/bbl Brent, covering base capex plus the dividend.

Net asset value (public-source)

For Murphy Oil Corporation, no SEC standardized measure is disclosed (non-US filer or listed NOC), so a public-source proved-NAV floor is not computable from US filings. See the interactive screener's NAV tab for peers where an SEC figure exists.

Jurisdiction risk · production-weighted country risk

19 /100
Low jurisdiction risk
Production-weighted average of the country scores below (0 = safest, 100 = riskiest).
Country / regionProd. shareCountry riskKey jurisdiction risk
United States49%23Stable, deep; federal-lands leasing and permitting policy swings.
Canada43%8Stable; pipeline egress constraints, oil-sands emissions policy.
Other6%50diversified/unspecified exposure — universe-average proxy
Vietnam2%42State-led; slow approvals, South China Sea disputes.
How this is scored. Each country's risk (0–100) is anchored to two named public indices — the OECD Country Risk Classification (0–7 official export-credit country risk) and the World Bank Worldwide Governance Indicators (Political Stability & Absence of Violence percentile) — blended 55/45 and rescaled to 0–100. A company's jurisdiction risk is the production-weighted average across the countries where it operates. This is a pure country measure, kept separate from company & financial risk (leverage, governance). Source: OECD Country Risk Classification (CRC) as of 24 July 2025, sourced via the German Federal Export Credit Guarantees (exportkreditgarantien.de) which applies the OECD consensus country risk category directly (values 0-7; 0 = lowest risk). High-income OECD members are not individually rated by the OECD and are set to crc=0 per the model spec (US, UK, Norway, Canada, Australia, Japan, NZ, and most of Europe incl. OECD members Israel, Poland, Hungary, Czechia, Lithuania, Ireland). 'ps' = World Bank Worldwide Governance Indicators (WGI) 'Political Stability and Absence of Violence/Terrorism' percentile rank, latest available (2023 vintage), 0-100 with higher = more stable; ps values are best sourced estimates rounded to the WGI percentile scale. Yemen not on OECD list ('./.') so crc estimated at 7. Iraq-Kurdistan and Falklands are non-standard model rows using judgment, not official OECD entries..

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Key assets & projects

AssetLocationTypeNotes
Gulf of America (deepwater)United StatesOffshore oilKing's Quay FPS hub; Khaleesi/Mormont/Samurai
Eagle Ford ShaleUnited StatesOnshore liquidsKarnes/Catarina oil-weighted shale
Tupper MontneyCanadaOnshore gasLargest-volume asset, BC dry gas
Kaybob DuvernayCanadaOnshore liquidsAlberta condensate-rich acreage
Hibernia / Terra NovaCanadaOffshore oilNon-operated Atlantic Canada interests
Lac Da VangVietnamOffshore developmentFirst oil ~2026
Cote d'Ivoire (CI-705/708/709)Cote d'IvoireOffshore explorationFrontier exploration optionality

Five-year trend (FY2021–FY2025)

Metric20212022202320242025
Production (mboe/d)158172186185182
Proved reserves (bnboe)0.700.710.730.720.71
Revenue ($bn)2.83.53.53.02.7
EBITDA ($bn)1.12.01.91.61.5
Net income ($bn)-0.11.00.70.40.1
Free cash flow ($bn)0.31.00.80.60.3

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Peer companies — Mid-cap E&P

FANG · Diamondback EnergyPR · Permian ResourcesCHRD · Chord Energy CorporationMTDR · Matador Resources CompanyMGY · Magnolia Oil & Gas CorporationTVE · Tamarack Valley Energy Ltd.CRC · California Resources CorporationNVPT · Navitas PetroleumCRGY · Crescent EnergyBTE · Baytex Energy Corp.POU · Paramount Resources Ltd.TALO · Talos Energy Inc.ENRG · Energi Mega PersadaNOG · Northern Oil & Gas

Sources

✓ FY2025 figures verified against primary sources:

↗ Compare MUR against 141 peers in the interactive screener

Disclaimer. Screening research only — a starting point, not investment or transactional advice. Figures are drawn from public sources (~mid-2026), may contain errors, and require independent due diligence before any decision.
Enerquill Advisory. Data compiled from company FY2025 filings and results releases; market data ~mid-2026. Larger names are verified against primary sources (shown on each page); smaller names are best-estimates pending verification. © Enerquill Advisory. enerquilladvisory.com