O’Reilly’s third-quarter results included 7.2% comparable store sales growth and diluted EPS of $0.97 (up 14%). Gross margin expanded 54 basis points to 52.4%, aided by a 76-basis-point tariff refund benefit, while SG&A leveraged 16 basis points to 30.9% of sales.
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.
|
Metric
|
ORLY
|
AZO
|
|---|---|---|
Price/Earnings (Normalized) | 28.06 | 20.75 |
Price/Book Value | — | — |
Price/Sales | 3.87 | 2.63 |
Price/Cash Flow | 22.19 | 15.67 |
|
Metric
|
ORLY
|
AZO
|
|---|---|---|
Quick Ratio | 0.09 | 0.11 |
Current Ratio | 0.75 | 0.90 |
Interest Coverage | 14.42 | 7.67 |
|
Metric
|
ORLY
|
AZO
|
|---|---|---|
Return on Assets (Normalized) | 16.13% | 13.22% |
Return on Equity (Normalized) | — | — |
Return on Invested Capital (Normalized) | 38.01% | 32.53% |
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1-Day Chart
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Name
|
Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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AZO
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MGA
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BWA
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ALSN
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AUR
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LEA
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GNTX
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United States