O'Reilly Automotive, Inc. (ORLY) Stock Analysis 2026

Consumer CyclicalAuto Parts
$89.92
as of 2026-10-23
-19.3% (52-week)50D MA $88.96  |  200D MA $92.39

BriMind AI Score

Proprietary
52
Neutral
Price CAGR
17.2%
1Y Return
-12.1%
Analyst Upside
+20.8%
Rev Growth
8.1%

Score based on historical price CAGR, revenue growth, analyst upside, and valuation factors. Updated daily.

AI scores and price targets are for informational and educational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. Full Disclaimer →

ORLY Revenue & Profitability Breakdown

This chart shows how ORLY's revenue flows through to profit. Each row deducts a layer of costs: first the direct cost of making products/services (Cost of Revenue), then operating expenses like marketing and R&D, then taxes. What remains at the bottom is net income — the actual profit shareholders own. High gross and net margins indicate a business with strong pricing power and efficiency.

Revenue
$18.57B
Cost of Revenue
-$8.98B
Gross Profit
$9.59B51.6% margin
Operating Expenses
-$5.85B
Operating Income
$3.74B20.2% margin
Tax & Other
-$1.09B
Net Income
$2.65B14.3% margin
Gross Margin
51.6%
Operating Margin
20.2%
Net Margin
14.3%
EBITDA Margin
22.0%

Key Financial Metrics

O'Reilly Automotive, Inc. trades at a trailing P/E of 28.10x, generates $1.57B in free cash flow, hasn't disclosed a debt/equity ratio, and hasn't disclosed return on equity. For context: P/E ratio measures how much you pay for $1 of earnings (lower = cheaper, but fast-growing companies command higher P/E); Free Cash Flow is the cash left after running the business; Debt/Equity shows how leveraged a company is; Return on Equity shows how efficiently it turns shareholder capital into profit.

Market Cap
$71.59B
Enterprise Value
$86.43B
P/E (Trailing)
28.10
P/E (Forward)
24.24
PEG Ratio
1.88
EV / EBITDA
23.26
Price / Sales
4.65
Revenue
$18.57B
Revenue Growth
8.1%
Earnings Growth
10.3%
EBITDA
$3.72B
Gross Margin
51.6%
Operating Margin
20.2%
Net Margin
14.3%
Return on Assets
13.7%
Free Cash Flow
$1.57B
Total Cash
$191.2M
Total Debt
$8.10B
Current Ratio
0.75
Quick Ratio
0.09
Beta
0.52
Dividend Yield
None
Payout Ratio
0.0%
Insider Ownership
0.5%
Inst. Ownership
90.3%
Short % Float
3.0%
Book Value / Share
$-2.25

Wall Street Analyst Consensus

23 analysts covering O'Reilly Automotive, Inc. currently lean toward a Buy rating, with a mean 12-month price target of $107.80 (+19.9% vs the current price). Analysts set these targets after researching a company's earnings, competitive position, and industry trends — Strong Buy / Buy means the majority expect meaningful upside, while Hold means fair value near the current price rather than a sell signal.

Consensus RatingBuy(23 analysts)
SellStrong Buy
Low Target$930.00934.3%
Mean Target$107.80+19.9% upside
High Target$1600.00+1679.4%

Intrinsic Value Estimates for ORLY

We use 1 valuation model to estimate ORLY's intrinsic value. Intrinsic value is what a stock is truly worth based on the company's fundamentals, independent of what the market prices it at today. If multiple models agree the stock is undervalued, that convergence is a stronger signal.

Technical Price Signals

ORLY is currently in a short-term uptrend, trading above its 50-day average of $88.96 and below its 200-day average of $92.39. Moving averages smooth out day-to-day volatility to reveal the underlying trend — a Golden Cross (50MA crosses above 200MA) is a classic bullish signal, a Death Cross is bearish, though both are lagging indicators that confirm trends rather than predict them.

Current Price
$89.92
50-Day MA
$88.96
▲ Price above
200-Day MA
$92.39
▼ Price below
Short-term Uptrend
Above 50-day MA but mixed longer-term
Read the full ORLY in-depth report
Seven-method valuation, AI Score, blended price target, and a 5-year Monte Carlo simulation for ORLY.

Compare ORLY with Peers

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Further Reading

Research and guides that put ORLY’s numbers in context — how to read the filings behind them, and the frameworks we use to score them.

BeginnerWhat Is an AI Stock Score? How BriMindInvest Ranks StocksMarket TheoryStock Market Seasonality: Monthly Returns, 'Sell in May,' and What History SaysMarket TheoryWe Backtested 929 Insider Cluster Buys — The Signal Everyone Trusts Loses to the S&P 500Fundamentals58% of Insider Selling Is Noise — How to Find the Part That Matters

More Consumer Cyclical Stock Analysis

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LKQLKQ CorporationAuto PartsMODModine Manufacturing CompanyAuto PartsAZOAutoZone, Inc.Auto PartsAURAurora Innovation, Inc.Auto PartsBWABorgWarner Inc.Auto PartsAAPAdvance Auto Parts, Inc.Auto PartsBIRKBirkenstock Holding plcFootwear & AccessoriesWWWWolverine World Wide, Inc.Footwear & Accessories

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Data sources: Financial metrics and market data sourced from company SEC filings, earnings releases, and investor relations disclosures. Price data, analyst consensus targets, and fundamental financials provided by financial market data providers. ETF data sourced from official fund prospectuses and index provider publications. AI scores and price targets are proprietary estimates — see our Methodology and Disclaimer for details.
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