O'Reilly Automotive, Inc. (ORLY)
NASDAQ · Consumer Discretionary · market cap 72.00B
Share price
$84.89
At the last nightly close
Intrinsic value
$78.97
Range $49.98 – $57.37 before any credit for growth. The figure above credits what the franchise record earns, which is why it sits outside that range.
Margin of safety
-7.0%
($78.97 − $84.89) ÷ $84.89
EV / EBIT
44.6
On the median operating profit of 15 fiscal years through 2025.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.
The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-09-03.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 17.78B | 3.46B | 2.54B | 2.98 | 1.59B |
| 2024-FY | 16.71B | 3.25B | 2.39B | 2.73 | 2.03B |
| 2023-FY | 15.81B | 3.19B | 2.35B | 2.59 | 2.03B |
| 2022-FY | 14.41B | 2.95B | 2.17B | 2.25 | 2.58B |
| 2021-FY | 13.33B | 2.92B | 2.16B | 31.10 | 2.76B |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- O'Reilly Automotive (ORLY) Stock Stays Fully Priced On Cash Flow And Earnings - Simply Wall St Newssimplywall.st
- O'Reilly Automotive (ORLY) Earnings: Latest Report, Earnings Call & Financialspublic.com
- Perplexityperplexity.ai
- O'Reilly Automotive (ORLY) Q2 Earnings and Revenues Beat Estimatesfinance.yahoo.com
- Earnings call transcript: O’Reilly Automotive posts solid Q2 2026 sales, stock fallsinvesting.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on ORLY.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.