O'Reilly Automotive Inc (ORLY) (2024)

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$1,119.52 +3.63(0.33%)

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O'Reilly Looks Well-Positioned to Gain Market Share in Fragmented Aftermarket Auto Parts Industry

Noah Rohr

With over 6,000 stores across the United States, O’Reilly boasts a resounding presence in the highly fragmented automotive aftermarket. The retailer greatly expanded its footprint in the do-it-yourself subset of the aftermarket via its acquisition of CSK in 2008, and we estimate the firm currently holds a low-double-digit percentage share of the DIY market, second only to AutoZone. Despite facing copious competition from online channels and diversified retailers, O’Reilly’s value proposition is predicated in its knowledgeable staff and ample product availability. Contrary to most non-pure-play auto parts retailers, O’Reilly’s staff assists customers with vehicle diagnosis, the ordering of parts for a specific vehicle’s make and model, and testing the functionality of parts. Given auto repairs are often nondiscretionary and, in some instances, time sensitive, we surmise consumers value the level of expertise provided by O’Reilly’s staff. Furthermore, the firm’s hub-and-spoke supply chain model and favorable supplier relationships provide it with significant localized distribution capacity. As such, the firm is able to quickly distribute products across its local store base to meet time-sensitive consumer demand. We view the firm’s levels of customer service and convenience as difficult to replicate and valuable to customers, allowing O’Reilly to consistently deliver a gross margin in excess of 50%.

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ORLY is trading at a 521% premium.

Price

$1,119.52

Fair Value

$162.00

Uncertainty

Medium

1-Star Price
$4,252.00

5-Star Price
$792.00

Economic Moat
Nbv

Capital Allocation
Zblrmwzqk

Bulls Say, Bears Say

Bulls

O’Reilly’s distribution network and supplier relationships are difficult to replicate and give the firm a durable edge as it pertains to product availability.

Bears

Competing online channels often have less expense overhead than pure-play auto parts retailers and thus may be able to price items below O’Reilly.

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News

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  • O’Reilly Automotive, Inc. Reports Second Quarter 2024 Results
  • O’Reilly Automotive, Inc. Announces Dates for Its Second Quarter 2024 Earnings Release and Conference Call
  • Mario Gabelli reveals his market-beating secrets and offers some favorite stock picks

Trading Information

Previous Close Price
$1,115.89
Day Range

$1,113.911,125.75

52-Week Range

$860.101,169.11

Bid/Ask
$1,119.38/$1,528.88

Market Cap
$64.94 Bil

Volume/Avg
263,141/422,164

Key Statistics

Price/Earnings (Normalized)
28.18

Price/Sales
4.10

Dividend Yield (Trailing)

Dividend Yield (Forward)

Total Yield
3.55%

Company Profile

O’Reilly is an aftermarket automotive parts retailer in the United States and Mexico with about $16 billion in annual sales. The company operates over 6,000 domestic stores and serves both the do-it-yourself (about 55% of sales) and professional (45% of sales) end markets. Despite operating amid a highly fragmented industry, O’Reilly differentiates itself by providing quality service to its customers throughout the entirety of the vehicle diagnosis and purchasing process. Furthermore, the firm boasts an impressive hub-and-spoke distribution network designed to provide its localized store base with ample aftermarket product availability across a variety of vehicle makes and models.

Sector
Consumer Cyclical

Industry
Specialty Retail

Stock Style Box
Large Growth

Total Number of Employees
90,302

Competitors

  • Advance Auto Parts Inc AAP
  • AutoZone Inc AZO
  • Genuine Parts Co GPC

Valuation

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Metric

ORLY

AAP

AZO

Price/Earnings (Normalized)

28.1817.1621.60

Price/Book Value

1.45

Price/Sales

4.100.333.23

Price/Cash Flow

22.9911.7518.21

Price/Earnings

ORLY

AAP

AZO

Financial Strength

Metric

ORLY

AAP

AZO

Quick Ratio

0.090.240.09

Current Ratio

0.701.220.79

Interest Coverage

14.781.218.86

Quick Ratio

ORLY

AAP

AZO

Profitability

Metric

ORLY

AAP

AZO

Return on Assets (Normalized)

17.27%16.56%

Return on Equity (Normalized)

Return on Invested Capital (Normalized)

43.33%44.88%

Return on Assets

ORLY

AAP

AZO

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O'Reilly Automotive Inc (ORLY) (2024)

FAQs

What is Orly stock price forecast for 2025? ›

On average, Wall Street analysts predict that O Reilly Automotive's share price could reach $1,196.00 by Jul 26, 2025. The average O Reilly Automotive stock price prediction forecasts a potential upside of 6.7% from the current ORLY share price of $1,120.90.

How much is the owner of O Reilly Auto Parts worth? ›

The estimated net worth of David E Oreilly is at least $277 Million dollars as of 2024-08-07. David E Oreilly is the EV CHAIRMAN OF THE BOARD of O'Reilly Automotive Inc and owns about 245,981 shares of O'Reilly Automotive Inc (ORLY) stock worth over $277 Million.

What is the debt to equity ratio for O Reilly Auto Parts? ›

O'Reilly Automotive (O'Reilly Automotive) Debt-to-Equity : -5.45 (As of Mar. 2024)

What is the credit rating of O Reilly Auto Parts? ›

Tenant Description
S&PBBB
Moody'sBaa1
Apr 14, 2024

Is ORLY a good investment? ›

ORLY Stock Forecast FAQ

Based on analyst ratings, O'Reilly Auto's 12-month average price target is $1,162.78. O'Reilly Auto has 4.73% upside potential, based on the analysts' average price target. O'Reilly Auto has a consensus rating of Strong Buy which is based on 9 buy ratings, 2 hold ratings and 0 sell ratings.

Is ORLY going to split? ›

The board of directors of O'Reilly Automotive today declared a two-for-one stock split in the form of a 100 percent stock dividend to all shareholders of its common stock as of the close of business on May 31.

How much does the CEO of O Reilly Auto Parts make? ›

O'Reilly Automotive's CEO is Brad Beckham, appointed in Jan 2024, has a tenure of less than a year. total yearly compensation is $2.86M, comprised of 26% salary and 74% bonuses, including company stock and options. directly owns 0.003% of the company's shares, worth $2.01M.

Is O Reilly Auto Parts profitable? ›

Sales for the fourth quarter ended December 31, 2023, increased $188 million, or 5%, to $3.83 billion from $3.64 billion for the same period one year ago. Gross profit for the fourth quarter increased 6% to $1.97 billion (or 51.3% of sales) from $1.85 billion (or 50.9% of sales) for the same period one year ago.

Is O Reilly's a Fortune 500 company? ›

Springfield-based O'Reilly Automotive Inc. (Nasdaq: ORLY) rose 15 spots on the annual Fortune 500 list ranking the largest U.S. companies. The auto parts retailer placed at No. 314 – its best ranking to date – based on 2019 revenue of $10.15 billion.

How much debt does O'Reilly have? ›

Total debt on the balance sheet as of March 2024 : $7.58 B.

What is the P E ratio of O Reilly? ›

ORLY PE ratio history

The average historical PE ratio of O Reilly Automotive for the last ten years is 22.89. The current PE ratio of 28.08 is 23% above the historical average.

What is O Reilly current ratio? ›

Compare ORLY With Other Stocks
O'Reilly Automotive Current Ratio Historical Data
DateCurrent AssetsCurrent Ratio
2022-06-30$4.80B0.75
2022-03-31$4.52B0.73
2021-12-31$4.50B0.77
58 more rows

What is O Reilly Auto Parts turnover rate? ›

Inventory turnover ratio can be defined as a ratio showing how many times a company's inventory is sold and replaced over a period. O'Reilly Automotive inventory turnover ratio for the three months ending March 31, 2024 was 0.40.

Who owns Oreillys Auto Parts? ›

The ownership structure of O'Reilly Auto (ORLY) stock is a mix of institutional, retail and individual investors. Approximately 51.48% of the company's stock is owned by Institutional Investors, 2.20% is owned by Insiders and 46.32% is owned by Public Companies and Individual Investors.

What is the Ebitda for O Reilly Auto Parts? ›

O'Reilly Automotive EBITDA for the twelve months ending March 31, 2024 was $3.653B, a 8.22% increase year-over-year. O'Reilly Automotive 2023 annual EBITDA was $3.6B, a 8.54% increase from 2022. O'Reilly Automotive 2022 annual EBITDA was $3.317B, a 2.07% increase from 2021.

What is the 5-year forecast for ORLY stock? ›

quote is equal to 1116.700 USD at 2024-08-14. Based on our forecasts, a long-term increase is expected, the "ORLY" stock price prognosis for 2029-08-08 is 1996.975 USD. With a 5-year investment, the revenue is expected to be around +78.83%. Your current $100 investment may be up to $178.83 in 2029.

Is ORLY overvalued? ›

This DCF valuation model was created by Alpha Spread and was last updated on Aug 4, 2024. Estimated DCF Value of one ORLY stock is 771.26 USD. Compared to the current market price of 1 137.02 USD, the stock is Overvalued by 32%.

What is the keep price prediction 2025? ›

Keep Network (KEEP) Long-Term Price Prediction
YearLowest PriceHighest Price
2025$2.65$3.80
2026$3.95$5.68
2027$3.39$4.76
2028$2.85$4.20
2 more rows
Mar 1, 2024

How many times has ORLY stock split? ›

ORLY Splits
Split dateSplit Ratio
Sep 02, 19971/2 Stock Split
Dec 01, 19991/2 Stock Split
Jun 16, 20051/2 Stock Split

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