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ORLY

S&P 500
Neutral · 42/100

O’Reilly Automotive

Consumer Discretionary
Automotive Retail

$85.63

1.4%

Updated Today 7:15 PM ET

Price — Past Year

▼ Down 1.7% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$71.97B

P/E

27.75x

Forward P/E (est.)

39.65x

ROE

423.4%

Revenue Growth

7.9%

EPS Growth

-86.8%

Profit Margin

14.3%

FCF Yield

Debt / Equity

29.45x

ROIC

89.0%

Interest Coverage

Current Ratio

0.76x

Dividend Yield

Implied Growth (rev. DCF)

6.6%

Rating Score

42/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what ORLY's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. ORLY trades near $85.63, below its 50-day average ($91.52) and 200-day average ($95.59). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 50 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. ORLY's is $2.24 (~2.6% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month ORLY found buyers near $85.35 (support) and sellers near $93.77 (resistance); its 52-week range is $85.35–$108.72. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 2.0× the 20-day average — heavier than usual, which adds conviction to the move. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

O’Reilly Automotive (ORLY) is a large-cap company in the Automotive Retail industry, part of the Consumer Discretionary sector of the S&P 500, with a market value around $71.97B.

In its latest reported year it generated about $17.78B in revenue and $2.54B in net profit.

Our model rates ORLY Neutral (42/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

7.5%

Revenue moved from $13.33B in 2021 to $17.78B in 2025, a 7.5% compound annual growth rate. The most recent year grew a steady 7.9% year over year. Slower, mature growth is common for established businesses.

Profitability
Research

Gross Margin

51.6%

Operating Margin

19.5%

Net Margin

14.3%

ROE

423.4%

O’Reilly Automotive keeps about 14.3% of each sales dollar as net profit, with a 51.6% gross margin and 19.5% operating margin. Return on equity is 423.4% and return on invested capital about 89.0%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research

Total Debt

$4.12B

Net Debt

$3.87B

Net Debt / EBITDA

1.12x

Debt / Equity

29.45x

Leverage: debt-to-equity is 29.4x, with a current ratio of 0.8x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $4.12B of total debt against $252.63M of cash.

Cash Flow Analysis
Research

Operating CF

$2.76B

Free Cash Flow

$1.59B

FCF Margin

9.0%

In the latest year O’Reilly Automotive produced about $2.76B of operating cash flow and $1.59B of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research

P/E

27.75x

P/S

4.24x

P/B

EV / EBITDA

19.89x

ORLY trades at 27.8x trailing earnings (about 39.6x on estimated forward earnings), 4.2x sales. Reverse-engineering today's price implies the market expects roughly 6.6% long-term free-cash-flow growth. That is a premium multiple that needs growth to justify it.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
27.8xExpensive
Forward P/E
39.6xExpensive
P/S ratio
4.2xExpensive
Revenue growth
7.9%Strong
EPS growth
-86.8%Weak
Gross margin
51.6%Strong
Net margin
14.3%Strong
ROE
423.4%Strong

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How ORLY stacks up against its Consumer Discretionary peers — valuation, profitability, and growth versus the sector median.

In the Consumer Discretionary sector (48 S&P 500 companies), ORLY ranks #35 of 48 by our overall rating. It trades at a premium versus the sector on earnings (27.8x P/E vs. 23.7x median) with a higher return on equity (423.4% vs. 39.2%) and faster revenue growth (7.9% vs. 6.2%).

P/E vs sector

27.8x

median 23.7x

ROE vs sector

423.4%

median 39.2%

Growth vs sector

7.9%

median 6.2%

Sector rank

#35

of 48 by rating

CompanyP/ERev Gr.Rating
ORLYThis stock27.8x7.9%Neutral· 42
CVNA50.7x51.7%Neutral· 54
AZO20.2x5.7%Neutral· 50
GM28.7x-2.0%Weak· 24
ROST32.4x11.9%Favorable· 59
DASH80.7x31.0%Neutral· 50
NKE30x-2.7%Weak· 39
HLT51.5x8.7%Weak· 39
Consumer Discretionary median23.7x6.2%54/100

Valuation vs. quality map

sector medianCVNAAZOGMROSTDASHNKEHLTORLYP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Consumer Discretionary companies by sub-industry and size. Sector median is across all 48 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$75.04$123.59

vs. $85.63 today · expected CAGR -3%8%

Metric20262027202820292030
Revenue$19.20B$20.74B$22.40B$24.19B$26.13B
Net income$2.69B$2.90B$3.14B$3.39B$3.66B
EPS$3.24$3.50$3.78$4.09$4.41
Share price (low)$55.15$59.57$64.33$69.48$75.04
Share price (high)$90.84$98.11$105.96$114.43$123.59
CAGR (low–high)-36% / 6%-17% / 7%-9% / 7%-5% / 8%-3% / 8%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for ORLY:

  • Strong return on equity (423.4%) shows capital is put to work well.
  • As an established S&P 500 member in Consumer Discretionary, it brings scale and a long operating history.
Bear Case

The case against ORLY:

  • Elevated leverage (debt/equity 29.4x) adds financial risk.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Balance-sheet risk — debt/equity of 29.4x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: O’Reilly Automotive is a large-cap consumer discretionary business growing at a mature pace, with solid profitability, and a heavier debt load to watch. It trades at 27.8x earnings, which our model scores Neutral (42/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.