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MUSA vs. ISRG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MUSA vs. ISRG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Murphy USA Inc. (MUSA) and Intuitive Surgical, Inc. (ISRG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MUSA achieves a 54.70% return, which is significantly higher than ISRG's -27.42% return. Over the past 10 years, MUSA has outperformed ISRG with an annualized return of 24.92%, while ISRG has yielded a comparatively lower 19.09% annualized return.


MUSA

1D
0.07%
1M
10.96%
YTD
54.70%
6M
53.60%
1Y
55.66%
3Y*
29.75%
5Y*
35.86%
10Y*
24.92%

ISRG

1D
-0.45%
1M
-2.39%
YTD
-27.42%
6M
-24.20%
1Y
-19.74%
3Y*
9.23%
5Y*
7.37%
10Y*
19.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MUSA vs. ISRG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MUSA
Murphy USA Inc.
54.70%-19.15%41.27%28.20%41.02%53.33%12.06%52.66%-4.63%30.73%
ISRG
Intuitive Surgical, Inc.
-27.42%8.51%54.72%27.14%-26.15%31.76%38.39%23.43%31.23%72.64%

Correlation

The correlation between MUSA and ISRG is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Aug 19, 2013

0.19

The correlation between MUSA and ISRG shifts across timeframes, from 0.02 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MUSA:

$11.65B

ISRG:

$147.90B

EPS

MUSA:

$28.85

ISRG:

$8.24

PE Ratio

MUSA:

21.58

ISRG:

49.88

PEG Ratio

MUSA:

1.17

ISRG:

3.05

PS Ratio

MUSA:

0.61

ISRG:

14.04

PB Ratio

MUSA:

17.68

ISRG:

8.40

Total Revenue (TTM)

MUSA:

$19.68B

ISRG:

$10.58B

Gross Profit (TTM)

MUSA:

$487.10M

ISRG:

$7.02B

EBITDA (TTM)

MUSA:

$1.06B

ISRG:

$3.76B

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Return for Risk

MUSA vs. ISRG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MUSA
MUSA Risk / Return Rank: 7878
Overall Rank
MUSA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
MUSA Sortino Ratio Rank: 7474
Sortino Ratio Rank
MUSA Omega Ratio Rank: 7777
Omega Ratio Rank
MUSA Calmar Ratio Rank: 8181
Calmar Ratio Rank
MUSA Martin Ratio Rank: 7878
Martin Ratio Rank

ISRG
ISRG Risk / Return Rank: 1616
Overall Rank
ISRG Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
ISRG Sortino Ratio Rank: 1414
Sortino Ratio Rank
ISRG Omega Ratio Rank: 1616
Omega Ratio Rank
ISRG Calmar Ratio Rank: 2020
Calmar Ratio Rank
ISRG Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MUSA vs. ISRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Murphy USA Inc. (MUSA) and Intuitive Surgical, Inc. (ISRG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MUSAISRGDifference
Sharpe ratioReturn per unit of total volatility

+1.96

Sortino ratioReturn per unit of downside risk

+2.71

Omega ratioGain probability vs. loss probability

1.26

0.90

+0.36

Calmar ratioReturn relative to maximum drawdown

2.59

-0.62

+3.21

Martin ratioReturn relative to average drawdown

5.33

-1.24

+6.58

MUSA vs. ISRG - Sharpe Ratio Comparison

The current MUSA Sharpe Ratio is 1.31, which is higher than the ISRG Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of MUSA and ISRG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MUSA vs. ISRG - Drawdown Comparison

The maximum MUSA drawdown since its inception was -35.54%, smaller than the maximum ISRG drawdown of -82.26%. Use the drawdown chart below to compare losses from any high point for MUSA and ISRG.


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Drawdown Indicators


MUSAISRGDifference

Max Drawdown

Largest peak-to-trough decline

-35.54%

-82.26%

+46.72%

Max Drawdown (1Y)

Largest decline over 1 year

-19.72%

-32.14%

+12.42%

Max Drawdown (3Y)

Largest decline over 3 years

-35.54%

-34.10%

-1.44%

Max Drawdown (5Y)

Largest decline over 5 years

-35.54%

-49.90%

+14.36%

Max Drawdown (10Y)

Largest decline over 10 years

-35.54%

-49.90%

+14.36%

Current Drawdown

Current decline from peak

0.00%

-32.66%

+32.66%

Average Drawdown

Average peak-to-trough decline

-9.97%

-21.28%

+11.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.58%

16.00%

-6.42%

Volatility

MUSA vs. ISRG - Volatility Comparison

Murphy USA Inc. (MUSA) has a higher volatility of 12.62% compared to Intuitive Surgical, Inc. (ISRG) at 9.70%. This indicates that MUSA's price experiences larger fluctuations and is considered to be riskier than ISRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MUSAISRGDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.62%

9.70%

+2.92%

Volatility (6M)

Calculated over the trailing 6-month period

30.21%

20.72%

+9.49%

Volatility (1Y)

Calculated over the trailing 1-year period

39.13%

30.69%

+8.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.42%

33.19%

-2.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.33%

32.40%

-1.07%

Dividends

MUSA vs. ISRG - Dividend Comparison

MUSA's dividend yield for the trailing twelve months is around 0.39%, while ISRG has not paid dividends to shareholders.


PositionTTM202520242023202220212020
ISRG
Intuitive Surgical, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MUSA
Murphy USA Inc.
0.39%0.53%0.36%0.43%0.45%0.52%0.19%

Financials

MUSA vs. ISRG - Financials Comparison

This section allows you to compare key financial metrics between Murphy USA Inc. and Intuitive Surgical, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B6.00B7.00B20222023202420252026
4.82B
2.77B
(MUSA) Total Revenue
(ISRG) Total Revenue
Values in USD except per share items

MUSA vs. ISRG - Profitability Comparison

The chart below illustrates the profitability comparison between Murphy USA Inc. and Intuitive Surgical, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
66.1%
Portfolio components
MUSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a gross profit of 0.00 and revenue of 4.82B. Therefore, the gross margin over that period was 0.0%.

ISRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported a gross profit of 1.83B and revenue of 2.77B. Therefore, the gross margin over that period was 66.1%.

MUSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported an operating income of 205.20M and revenue of 4.82B, resulting in an operating margin of 4.3%.

ISRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported an operating income of 855.30M and revenue of 2.77B, resulting in an operating margin of 30.9%.

MUSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a net income of 136.30M and revenue of 4.82B, resulting in a net margin of 2.8%.

ISRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported a net income of 821.50M and revenue of 2.77B, resulting in a net margin of 29.7%.


Frequently Asked Questions


MUSA and ISRG have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MUSA has higher volatility (12.62%) compared to ISRG (9.70%). In terms of maximum drawdown, MUSA dropped -35.54% vs ISRG's -82.26%.

MUSA currently has the higher Sharpe Ratio (1.31 vs -0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MUSA and ISRG

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