Mostly Markets
Subscribe
Stocks/Consumer Discretionary/Automotive Retail

O'Reilly AutomotiveORLY

Automotive Retail · Springfield, Missouri · In the S&P 500
Solid businessPricier than peers
$88.12+0.06%After hours: $88.12 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 6.8% over 1 year
O'Reilly Automotive over 1 yearDaily close, $, to 30 Oct 2026
$90$100Nov2026MarMayJulSep$88.12$90$100NovMarJul$88.12
Source: Nasdaq daily closes
Market value$70.90B
Price to earnings27.0x
Forward P/E25.4x
Dividend yield–
Year to date−3.4%
One year−6.8%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$82.73$101.70

Quality and valuation

How O'Reilly Automotive compares with other consumer discretionary stocks. A description, not a recommendation.

O'Reilly Automotive and 5 automotive retail peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: pricier than most

An average business among consumer discretionary companies, priced above most of them.

O'Reilly Automotive trades at 25.4 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +8.5% vs +8.1%
  • Keeps more of each sale (gross margin): 51.6% vs 40.5%
  • More profitable (operating margin): 19.6% vs 13.8%
  • Turns more of its sales into cash: 11.6% vs 10.1%
ORLY trades at 25.4x forward earnings, above the sector medianForward p/e, Automotive Retail peers
BABA12.3xTM14.3xMCD19.6xHD21.4xORLY25.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5xBABA12.3xTM14.3xMCD19.6xHD21.4xORLY25.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 28.1x earnings, ORLY is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
30x35xAverage 31.8x2025202628.1x30x35xAverage 31.8x2025202628.1x
Source: Nasdaq prices; SEC filings

Financials

From O'Reilly Automotive's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 8.1% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0bn$2bn$4bnQ3 ’24Q1 ’25Q3 ’25$4.9bnQ2 ’26$0bn$2bn$4bnQ3 ’24Q1 ’25Q3 ’25$4.9bnQ2 ’26
Source: SEC filings
Growth slowed to +8.1% last quarterRevenue growth, year on year, %
0%5%10%Q3 ’24Q1 ’25Q3 ’258.1%Q2 ’260%5%10%Q3 ’24Q1 ’25Q3 ’258.1%Q2 ’26
Source: SEC filings
Operating margin was 20.2% last quarterOperating income as a share of revenue, %
0%10%20%Q3 ’24Q1 ’25Q3 ’2520.2%Q2 ’260%10%20%Q3 ’24Q1 ’25Q3 ’2520.2%Q2 ’26
Source: SEC filings
Free cash flow was $2.2 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$200m$400m$600mQ3 ’24Q1 ’25Q3 ’25$699mQ2 ’26$0m$500mQ3 ’24Q1 ’25Q3 ’25$699mQ2 ’26
Source: SEC filings
Last 12 monthsORLYSector median
Revenue growth+8.5%+8.1%
Gross margin51.6%40.5%
Operating margin19.6%13.8%
Free cash flow margin11.6%10.1%
Price to earnings27.0x21.0x

Stories on O'Reilly Automotive

We haven't written about O'Reilly Automotive yet. Follow it, and its first story will show under My stocks on the front page.

Similar companies

Automotive Retail, by market value.

CompanyPriceTodayYTDValue
AMZNAmazon$240.35−1.41%+4.1%$2.59T
TSLATesla$399.81−0.87%−11.1%$1.58T
HDHome Depot$329.20+0.07%−4.3%$328B
TMToyota$195.71−0.47%−8.6%$286B
BABAAlibaba$98.04−1.51%−33.1%$244B
MCDMcDonald's$258.12+0.29%−15.5%$183B
TJXTJX Companies$140.31−0.76%−8.7%$154B
SONYSony Group$25.30−0.67%−1.2%$151B