O'Reilly Automotive (ORLY): analysis in plain words
Is O'Reilly Automotive cheap or expensive? How it makes money, whether it grows and its risks, explained in plain words and with its official accounts.
O'Reilly Automotive (ORLY) is listed on the Nasdaq and we classify it in retail. Below are its key dated figures, how it makes money, how it compares with its sector, what works for and against O'Reilly Automotive according to those figures, and the questions people ask most about the stock. No buy or sell tips.
O'Reilly Automotive (ORLY) key figures as of November 4, 2026
| Figure | Value | What it measures |
|---|---|---|
| Share price | $92.34 | Last price on November 4, 2026 |
| P/E ratio (TTM) | 28.3x | Price over earnings per share |
| Revenue growth | +8.8% | Latest quarter vs the same quarter a year earlier |
| Net margin (TTM) | 14.3% | Profit for every 100 of sales |
| Net debt / EBITDA | 2.3x | Years of operating profit to repay debt |
| Dividend yield | 0.00% | Annual dividend over price |
| Market cap | $74.3 billion | What the stock market values it at |
The O'Reilly Automotive figures come from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026. Any ORLY figure that is not available shows as N/A: we do not estimate it.
How O'Reilly Automotive makes money
O'Reilly Automotive sells replacement parts, tools and accessories for cars through its stores in the United States, Mexico and Canada. It serves two kinds of customers: do-it-yourselfers fixing their own vehicles and professional repair shops, which it supplies with frequent same-day deliveries from its stores and distribution centers.
Over the last 12 months, O'Reilly Automotive brought in revenue of $19.0 billion. For every 100 it sells, O'Reilly Automotive keeps 51.8 after the direct cost of what it sells (gross margin) and 21.4 after all operating costs (operating margin). With 96,820 full-time employees, that is about $196,000 of revenue per employee.
O'Reilly Automotive against its sector
To know whether a O'Reilly Automotive figure is high or low you have to put it next to similar companies. This table compares O'Reilly Automotive with the median of the 18 retail companies Fintols covers, with data as of November 4, 2026.
| Figure | O'Reilly Automotive | retail median |
|---|---|---|
| P/E | 28.3x | 26.2x (18) |
| Revenue growth | +8.8% | +7.1% (18) |
| Net margin | 14.3% | 7.2% (18) |
| Dividend yield | 0.00% | 0.78% (18) |
| Net debt / EBITDA | 2.3x | 1.5x (18) |
In short, against the typical retail company, O'Reilly Automotive grows faster, earns a wider margin and pays a lower dividend yield. By size, O'Reilly Automotive ranks number 11 of 17 retail companies quoted in USD on Fintols.
The bull case for O'Reilly Automotive
What works in favour of O'Reilly Automotive, according to its figures as of November 4, 2026:
- O'Reilly Automotive keeps 14.3 of every 100 it sells as net profit, against 7.2 for the median retail company: a margin like that leaves money to invest, buy back shares or pay dividends.
- O'Reilly Automotive grew sales +8.8% in its latest quarter against the same quarter a year earlier, while the median retail company Fintols tracks grew +7.1%.
The main risk for O'Reilly Automotive
The O'Reilly Automotive figures as of November 4, 2026 show no clear red flag (no heavy debt, no losses, no falling sales). Its main risk is the one built into its business: price competition, which keeps margins thin, and a slowdown in consumer spending.
Frequently asked questions about O'Reilly Automotive
Is it a good time to buy O'Reilly Automotive stock?
Fintols does not tell you whether to buy or sell O'Reilly Automotive, and nobody knows what the price will do tomorrow. What we can show you is where it stands today. As of November 4, 2026, O'Reilly Automotive stock trades at $92.34, 10% below its 52-week high ($102.46) and 12% above its low ($82.59). Its P/E is 28.3x against a retail median of 26.2x, and 25.2x on the earnings analysts expect over the next 12 months. With O'Reilly Automotive, as with any stock, timing matters less than understanding the business, investing for the long run and not betting everything on a single company.
Does O'Reilly Automotive pay a dividend?
No. As of November 4, 2026, O'Reilly Automotive does not pay a dividend: what it earns stays in the company to grow, invest or, where it does so, buy back shares. Anyone buying O'Reilly Automotive today is counting on the share price rising, not on income.
Is O'Reilly Automotive stock expensive?
It depends on what you compare it with. On P/E, O'Reilly Automotive trades at 28.3x its last 12 months of earnings: in line with the retail median (26.2x). Including its debt, O'Reilly Automotive is valued at 19.2x its EBITDA (EV/EBITDA). A high P/E alone does not make O'Reilly Automotive expensive: it can be justified if earnings grow fast, and a low one can reflect a business in trouble.
Who are O'Reilly Automotive's competitors?
On Fintols we compare O'Reilly Automotive with Target, AutoZone and MercadoLibre, which are also in retail. As of November 4, 2026, Target is worth $74.1 billion and trades on a P/E of 16.9; AutoZone is worth $53.5 billion and trades on a P/E of 21.8; MercadoLibre is worth $88.2 billion and trades on a P/E of 47.3. Each has a side-by-side comparison with O'Reilly Automotive below.
O'Reilly Automotive competitors
- Target (TGT) analysis · O'Reilly Automotive vs Target comparison
- AutoZone (AZO) analysis · O'Reilly Automotive vs AutoZone comparison
- MercadoLibre (MELI) analysis · O'Reilly Automotive vs MercadoLibre comparison
To understand O'Reilly Automotive better
- Economic Moats Explained: From Warren Buffett to AI
- P/E Ratio and EPS Explained: How to Read Them Without Traps
More companies like O'Reilly Automotive: retail stocks and S&P 500 companies. Open the full ORLY analysis with its valuation and scenarios. Educational content about O'Reilly Automotive, not investment advice.