Amid an aging US vehicle fleet and rising automotive complexity, O'Reilly operates roughly 6,600 stores across North America, supplying auto parts to do-it-yourself and commercial customers. Its nearly $18 billion in fiscal 2025 sales has been facilitated by a vast hub-and-spoke delivery network.
The aging US vehicle fleet, averaging over 12.8 years, could drive a faster-than-expected shift toward complex professional repairs, boosting DIFM revenue above our baseline forecast.
Faster adoption of electric vehicles beyond our projected 6% US fleet share by 2030 could structurally compress aftermarket demand, as these vehicles require much fewer traditional maintenance components.
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Metric
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ORLY
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AZO
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|---|---|---|
Price/Earnings (Normalized) | 28.89 | 21.19 |
Price/Book Value | — | — |
Price/Sales | 4.13 | 2.62 |
Price/Cash Flow | 23.73 | 15.14 |
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Metric
|
ORLY
|
AZO
|
|---|---|---|
Quick Ratio | 0.09 | 0.10 |
Current Ratio | 0.76 | 0.89 |
Interest Coverage | 14.85 | 7.33 |
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Metric
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ORLY
|
AZO
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|---|---|---|
Return on Assets (Normalized) | 16.27% | — |
Return on Equity (Normalized) | — | — |
Return on Invested Capital (Normalized) | 38.30% | — |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| Sumitomo Electric Industries Ltd
SMTOF
| — | Dqjhx | $66B | |||
| Sumitomo Electric Industries Ltd ADR
SMTOY
| — | Pwvck | $66B | |||
| AutoZone Inc
AZO
| Xjbcwnnvpf | Xbb | $50B | |||
| Magna International Inc
MGA
| Xbbhbphqt | Pys | $19B | |||
| BorgWarner Inc
BWA
| Rmfrkchx | Svtlb | $16B | |||
| Aurora Innovation Inc Class A
AUR
| Mhqmjmqs | Kwql | $13B | |||
| Allison Transmission Holdings Inc
ALSN
| Qrjllcx | Xtwxbt | $10B | |||
| Gentex Corp
GNTX
| Hbfwjdhn | Cjqhm | $5B | |||
| Adient PLC
ADNT
| Fkwsdctf | Grqkkr | $2B |
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United States