O'Reilly Automotive (ORLY) stock
Consumer Discretionary · Automotive Retail
O'Reilly Automotive (ORLY) is an Automotive Retail company in the Consumer Discretionary sector, headquartered in Springfield, Missouri. As of October 23, 2026, ORLY closed at $89.92, a market capitalization of $72.74 billion, the 176th largest company in the S&P 500. The stock trades at 28.5x trailing earnings and 24.6x forward earnings.
- 1-year total return: -8.5% (dividends reinvested)
- 5-year return: +15.2% a year
- 52-week range: $82.59 – $102.46
- FI Handbook report card: B- across 5 metrics
- 15th largest of 47 Consumer Discretionary stocks in the S&P 500
ORLY price chart
1Y price change: -8.5% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| ORLY | +4.7% | -1.4% | -8.5% | +15.4% | +15.2% | +17.2% | +20.8% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 1993.
ORLY key statistics
- Market cap
- $72.7B
- #176 in S&P 500
- P/E (TTM)
- 28.5x
- Forward P/E
- 24.6x
- EPS (TTM)
- —
- Revenue (TTM)
- —
- Free cash flow
- $2.2B
- Gross margin
- —
- Operating margin
- —
- Return on equity
- —
- Dividend yield
- None
- 52-week range
- $82.59 – $102.46
- Beta
- —
- Price / sales
- —
- EV / EBITDA
- —
- Debt / equity
- —
- Employees
- —
ORLY report card
B-Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth——
- Gross margin——
- Operating margin——
- FCF margin——
- Return on equity——
- Net debt / EBITDA0.0xA
- Forward P/E24.6xC
- PEG ratio1.6xC
- Shareholder yield2.9%C
- Share count change / yr-5.2%A
O'Reilly Automotive financials
Revenue went from $8.6B in fiscal 2016 to $17.8B in fiscal 2025, growing 8.4% a year.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.6B | $9.0B | $9.5B | $10.1B | $11.6B | $13.3B | $14.4B | $15.8B | $16.7B | $17.8B |
| Gross profit | $4.5B | $4.7B | $5.0B | $5.4B | $6.1B | $7.0B | $7.4B | $8.1B | $8.6B | $9.2B |
| Operating income | $1.7B | $1.7B | $1.8B | $1.9B | $2.4B | $2.9B | $3.0B | $3.2B | $3.3B | $3.5B |
| Net income | $1.0B | $1.1B | $1.3B | $1.4B | $1.8B | $2.2B | $2.2B | $2.3B | $2.4B | $2.5B |
| EPS (diluted) | $0.72 | $0.84 | $1.07 | $1.19 | $1.57 | $2.07 | $2.23 | $2.56 | $2.71 | $2.97 |
| Free cash flow | $1.0B | $937.7M | $1.2B | $1.1B | $2.4B | $2.8B | $2.6B | $2.0B | $2.0B | $1.6B |
| Buybacks | $1.5B | $2.2B | $1.7B | $1.4B | $2.1B | $2.5B | $3.3B | $3.2B | $2.1B | $2.1B |
| Diluted shares | 1.5B | 1.3B | 1.2B | 1.2B | 1.1B | 1.0B | 974.4M | 915.0M | 880.6M | 855.9M |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into ORLY?
A reverse DCF asks what growth the current price requires. With an enterprise value of $72.7B and $2.2B of trailing free cash flow, O'Reilly Automotive needs to grow free cash flow about 24.0% a year for ten years (fading to 3.0% terminal growth) to earn a 10% annual return. For context, free cash flow grew -7.6% a year over the last five years.
P/E ratio history
Current 30.3x vs. median 26.2x (10th–90th percentile 21.6x–32.7x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
ORLY analyst price targets
28 analysts' average 12-month target is $106.88 (+19% vs. $89.92). Targets range from $91.00 to $120.00. 79% rate it a buy.
ORLY earnings
Next report: October 28, 2026. O'Reilly Automotive has beaten EPS estimates 2 quarters in a row. Last quarter's revenue was $4.9B (+8% year over year).
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Jul 29, 2026 | $0.86 | $0.86 | +0.2% |
| Apr 29, 2026 | $0.70 | $0.72 | +3.4% |
| Feb 4, 2026 | $0.72 | $0.71 | -2.1% |
| Oct 22, 2025 | $0.83 | $0.85 | +2.4% |
| Jul 23, 2025 | $0.78 | $0.78 | -0.3% |
| Apr 23, 2025 | $0.66 | $0.62 | -5.3% |
| Feb 5, 2025 | $0.65 | $0.63 | -2.7% |
| Oct 23, 2024 | $0.77 | $0.76 | -1.2% |
Stocks like ORLY
| Name | Today | 1Y | Mkt cap | P/E | |
|---|---|---|---|---|---|
 CVNA Carvana | -1.55% | -15% | $64.1B | 30.6x | Compare |
 AZO AutoZone | -2.14% | -17% | $51.8B | 20.3x | Compare |
 AMZN Amazon.com | -0.95% | +12% | $2.7T | 20.0x | Compare |
 TSLA Tesla | -0.63% | -17% | $1.5T | 409.0x | Compare |
 HD Home Depot | -2.41% | -15% | $319.1B | 21.5x | Compare |
 MCD McDonald's | -1.65% | -17% | $175.8B | 20.2x | Compare |
 TJX TJX Companies | -1.57% | +3% | $159.6B | 26.9x | Compare |
 BKNG Booking Holdings Inc. Common St | -3.27% | -23% | $117.1B | 17.3x | Compare |
ORLY news
- O’Reilly Gears Up for Q3 on Oct. 28: Can DIFM Growth Outrun a Heavy $10B Acquisition Overhang? · Oct 24, 2026
- Unveiling O'Reilly Automotive (ORLY) Q3 Outlook: Wall Street Estimates for Key Metrics · Oct 23, 2026
- Does Earnings Preview Change The Bull Case For O'Reilly Stock (ORLY)? · Oct 22, 2026
- O'Reilly Automotive (ORLY) Stock Could Be 25% Overvalued On Cash Flow · Oct 22, 2026
- O'Reilly Automotive (ORLY) Earnings Expected to Grow: Should You Buy? · Oct 21, 2026
ORLY stock FAQ
What is ORLY's market cap?
O'Reilly Automotive's market capitalization is $72.74 billion as of October 23, 2026, ranking 176th in the S&P 500.
What is ORLY's P/E ratio?
ORLY trades at a trailing price-to-earnings ratio of 28.5x and a forward P/E of 24.6x. Its median P/E over the period we track is 26.2x.
Does ORLY pay a dividend?
No. O'Reilly Automotive does not currently pay a regular cash dividend.
How much has ORLY stock returned?
Including reinvested dividends, ORLY returned -8.5% over one year, +15.2% a year over five years, +17.2% a year over ten years through October 23, 2026.
Is ORLY stock overvalued?
At today's price, a reverse discounted cash flow model (10% discount rate, 3% terminal growth) implies O'Reilly Automotive must grow free cash flow about 24% a year for the next decade. Its free cash flow fell 8% a year over the last five years. Whether that is achievable decides if the stock is cheap or expensive. This is a model, not advice.
What is the ORLY price target?
28 analysts cover ORLY with an average 12-month price target of $106.88, +19% from the current price. 79% of them rate it a buy.
When does ORLY report earnings?
O'Reilly Automotive is expected to report earnings on October 28, 2026. It has beaten EPS estimates 2 quarters in a row.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology