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ORLY 
O’Reilly Automotive Inc (ORLY)
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Upturn Advisory Summary
01/09/2026: ORLY (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
28 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $109.84
1 Year Target Price $109.84
| 14 | Strong Buy |
| 6 | Buy |
| 7 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 23.27% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 77.52B USD | Price to earnings Ratio 31.82 | 1Y Target Price 109.84 |
Price to earnings Ratio 31.82 | 1Y Target Price 109.84 | ||
Volume (30-day avg) 28 | Beta 0.63 | 52 Weeks Range 79.59 - 108.72 | Updated Date 01/9/2026 |
52 Weeks Range 79.59 - 108.72 | Updated Date 01/9/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.88 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.23% | Operating Margin (TTM) 20.74% |
Management Effectiveness
Return on Assets (TTM) 13.66% | Return on Equity (TTM) 58.64% |
Valuation
Trailing PE 31.82 | Forward PE 27.17 | Enterprise Value 84883999758 | Price to Sales(TTM) 4.44 |
Enterprise Value 84883999758 | Price to Sales(TTM) 4.44 | ||
Enterprise Value to Revenue 4.86 | Enterprise Value to EBITDA 21.86 | Shares Outstanding 844104092 | Shares Floating 836346775 |
Shares Outstanding 844104092 | Shares Floating 836346775 | ||
Percent Insiders 0.77 | Percent Institutions 88.55 |
Upturn AI SWOT
O’Reilly Automotive Inc
Company Overview
History and Background
O'Reilly Automotive, Inc. was founded in 1957 by Charles F. O'Reilly and his son, Charles B. O'Reilly, in Springfield, Missouri. The company started as a single auto parts store. Significant milestones include its initial public offering (IPO) in 1993, which provided capital for expansion, and numerous acquisitions that have fueled its growth. O'Reilly has evolved from a regional player to one of the largest automotive aftermarket retailers in the United States, focusing on a blend of professional and DIY customer segments.
Core Business Areas
- Auto Parts and Accessories: O'Reilly sells a wide range of auto parts, including new and remanufactured automotive hard parts, maintenance items, and accessories. This segment serves both professional installers (mechanics) and do-it-yourself (DIY) customers.
- Automotive Tools and Equipment: The company also offers a selection of tools, shop equipment, and diagnostic equipment for professional mechanics and automotive enthusiasts.
Leadership and Structure
O'Reilly Automotive, Inc. is led by a seasoned management team. As of recent reporting, the executive leadership includes names like Jeff Shaw (President and CEO), Tom McFall (SVP and CFO), and Brad Johnson (SVP of Operations). The company operates with a decentralized store management structure, empowering local managers while maintaining centralized oversight for purchasing, marketing, and strategic direction.
Top Products and Market Share
Key Offerings
- Description: A core category of replacement parts critical for vehicle safety and performance. O'Reilly offers a wide selection of brands and quality tiers. This is a highly competitive segment with strong competition from brands like Bosch, Raybestos, and ACDelco, as well as other retailers.
- Market Share Data: Difficult to quantify for specific product categories as O'Reilly does not disclose this granularly. However, brake components are a significant revenue driver for the aftermarket industry.
- Product Name 1: Brake Parts (Pads, Rotors, Calipers)
- Description: Essential maintenance and replacement parts for the engine and drivetrain systems. O'Reilly carries a broad range of these items for various makes and models.
- Market Share Data: Similar to brake parts, precise market share for these specific items is not publicly available. These are high-volume replacement parts.
- Product Name 2: Engine and Drivetrain Components (Filters, Spark Plugs, Belts, Hoses)
- Description: Includes motor oil, transmission fluid, coolant, and other automotive fluids. O'Reilly offers its own private label brands alongside national brands.
- Market Share Data: A consistent revenue generator. Competitors include other auto parts retailers and mass merchandisers.
- Product Name 3: Oil and Lubricants
- Description: Replacement automotive batteries for a wide array of vehicles. O'Reilly offers various brands and price points.
- Market Share Data: A critical replacement item. Competitors include DieHard, Optima, and other private label offerings from retailers.
- Product Name 4: Batteries
Market Dynamics
Industry Overview
The automotive aftermarket industry is robust and has shown resilience, driven by an aging vehicle fleet, increasing complexity of vehicles requiring specialized parts and expertise, and a growing DIY segment. The professional installer segment is driven by vehicle maintenance and repair needs. The industry is characterized by both large national retailers and numerous independent jobbers and specialists. E-commerce is a growing channel, though physical store presence remains crucial for immediate needs and complex diagnostics.
Positioning
O'Reilly Automotive is a leading player in the North American automotive aftermarket. Its competitive advantages include a vast store network, a strong balance of DIY and professional customer focus, effective inventory management, a commitment to customer service, and a robust loyalty program for professional customers. Their strategy often involves acquiring smaller regional chains to expand their footprint.
Total Addressable Market (TAM)
The total addressable market for automotive aftermarket parts and services in the U.S. is estimated to be in the hundreds of billions of dollars annually. O'Reilly is positioned as a significant player within this large and fragmented market, capturing a substantial portion through its extensive retail presence and comprehensive product offering, serving both the DIY and professional segments.
Upturn SWOT Analysis
Strengths
- Extensive store network with strong geographic coverage.
- Balanced customer base (DIY and professional).
- Strong brand recognition and customer loyalty.
- Efficient inventory management and supply chain.
- Experienced management team and proven growth strategy.
- Financial strength and ability to fund acquisitions and growth.
Weaknesses
- Reliance on brick-and-mortar retail model, though e-commerce is growing.
- Potential for increased competition from online retailers.
- Labor intensity of the retail model.
Opportunities
- Continued expansion through strategic acquisitions.
- Growth in the professional installer segment through loyalty programs and services.
- Leveraging e-commerce and digital channels to complement store sales.
- Increasing demand for advanced diagnostics and specialized parts for newer vehicles.
- Expansion into adjacent product categories or services.
Threats
- Economic downturns impacting consumer discretionary spending.
- Increasing competition from online retailers and mass merchandisers.
- Technological shifts in the automotive industry (e.g., EVs, autonomous driving) impacting demand for traditional parts.
- Rising labor costs and difficulty in finding skilled employees.
- Supply chain disruptions.
Competitors and Market Share
Key Competitors
- AutoZone, Inc. (AZO)
- Advance Auto Parts, Inc. (AAP)
- NAPA Auto Parts (part of Genuine Parts Company - GPC)
Competitive Landscape
O'Reilly competes intensely with AutoZone and Advance Auto Parts, which also have large store networks and focus on both DIY and professional customers. NAPA, through its extensive network of independently owned stores and its own corporate stores, is also a major competitor, particularly strong in the professional segment. O'Reilly's advantages lie in its balanced approach to customer segments, its efficient supply chain, and its proven track record of integrating acquisitions. Its disadvantages might be a slightly less aggressive online presence compared to some competitors, though this is rapidly evolving.
Major Acquisitions
Insta-Tune
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of a small chain of automotive service centers to potentially explore expanded service offerings and customer reach.
Goodyear Tire & Service Centers (select locations)
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expansion of company-owned service centers to offer a more comprehensive solution to customers and enhance professional business.
Growth Trajectory and Initiatives
Historical Growth: O'Reilly has a strong track record of historical growth, driven by a combination of opening new stores, increasing same-store sales, and executing successful acquisitions of smaller competitors. This has allowed them to consistently expand their geographic reach and market penetration.
Future Projections: Analysts generally project continued steady growth for O'Reilly. Projections are based on the ongoing strength of the automotive aftermarket, the company's proven ability to integrate acquisitions, and its focus on both DIY and professional segments. Same-store sales growth is expected to remain positive, supported by an aging vehicle fleet and increased complexity of vehicle repairs.
Recent Initiatives: O'Reilly continues to focus on store expansion, improving its omnichannel capabilities, and enhancing its professional customer programs. Strategic acquisitions remain a key part of their growth strategy, aimed at consolidating market share and entering new regions.
Summary
O'Reilly Automotive is a financially strong and well-positioned leader in the resilient automotive aftermarket industry. Its extensive store network, balanced customer approach, and strategic acquisition strategy have driven consistent growth. The company benefits from an aging vehicle fleet and the increasing complexity of auto repairs. Potential headwinds include economic downturns and evolving automotive technology, but O'Reilly's operational efficiency and financial discipline make it a robust performer.
Similar Stocks
Sources and Disclaimers
Data Sources:
- O'Reilly Automotive Inc. Investor Relations Filings (10-K, 10-Q)
- Financial News and Data Providers (e.g., Bloomberg, Refinitiv)
- Industry Research Reports
Disclaimers:
This JSON output is based on publicly available information and industry estimates. Financial data and market share figures are approximate and subject to change. This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About O’Reilly Automotive Inc
Exchange NASDAQ | Headquaters Springfield, MO, United States | ||
IPO Launch date 1993-04-22 | CEO - | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 93269 | Website https://www.oreillyauto.com |
Full time employees 93269 | Website https://www.oreillyauto.com | ||
O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, Mexico, and Canada. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories. It also offers auto body paint and related materials, automotive tools, and professional service provider service equipment. In addition, the company provides enhanced services and programs consisting used oil, oil filter, and battery recycling; battery, wiper, and bulb replacement; battery diagnostic testing; electrical and module testing; check engine light code extraction; loaner tool program; drum and rotor resurfacing; custom hydraulic hoses; and professional paint shop mixing and related materials. Further, it offers do-it-yourself and professional service for domestic and imported automobiles, vans, and trucks. The company offers its products under the BesTest, BrakeBest, Cartek, Import Direct, MasterPro, MicroGard, Murray, Omnispark, O'Reilly Auto Parts, Precision, PowerTorque, SuperStart, Syntec, and Ultima brands. O'Reilly Automotive, Inc. was founded in 1957 and is headquartered in Springfield, Missouri.
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