CVNA vs ORLY
Carvana (CVNA) and O'Reilly Automotive (ORLY) compared side by side. O'Reilly Automotive (ORLY) is larger, with a market cap of $72.7B versus $64.1B for Carvana, about 1.1 times the size. On trailing earnings, ORLY is cheaper at 28.5x versus 30.6x for CVNA.
Head to head
| Metric | CVNA | ORLY |
|---|---|---|
| Market cap | $64.1B | $72.7B |
| P/E (TTM) | 30.6x | 28.5x |
| Forward P/E | 25.8x | 24.6x |
| Revenue (TTM) | $25.1B | — |
| Revenue growth | 52.4% | — |
| Gross margin | 19.4% | — |
| Operating margin | 9.2% | — |
| Free cash flow | $929.0M | $2.2B |
| Dividend yield | None | None |
| 1-year return | -15.5% | -8.5% |
| 5-year return (annual) | -0.6% | +15.2% |
| Max drawdown | -99% | -65% |
| FI Handbook grade | C- | B- |
Highlighted: the stronger figure on metrics where higher or lower is clearly better.
Growth of $10,000 (5 years, price only)
CVNA vs ORLY FAQ
Which is bigger, CVNA or ORLY?
O'Reilly Automotive (ORLY) is larger, with a market cap of $72.7B versus $64.1B for Carvana, about 1.1 times the size.
Is CVNA or ORLY cheaper?
On trailing earnings, ORLY is cheaper at 28.5x versus 30.6x for CVNA. A lower P/E can reflect slower expected growth, so compare growth and margins too.
Which stock performed better over the past year, CVNA or ORLY?
ORLY returned -8.5% over the past year including dividends, versus -15.5% for CVNA, through October 23, 2026.
Full pages: Carvana · O'Reilly Automotive