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ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength

Published
18 Jul 24
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
20.5%
7D
3.5%

Author's Valuation

US$110.1310.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 1.24%

O'Reilly Automotive's fair value estimate has increased from $108.78 to $110.13 per share. Analysts point to improved profit margins, a resilient consumer, and ongoing operational strengths supporting recent upward adjustments in price targets.

Shared on 16 Oct 25

Fair value Increased 1.15%

O'Reilly Automotive's analyst price target has increased from approximately $107.55 to $108.78 per share. Analysts point to resilient consumer dynamics, ongoing supply chain improvements, and margin stability as drivers of incremental upside.

Shared on 16 Sep 25

Fair value Increased 0.55%

O’Reilly Automotive’s consensus price target saw a modest upward revision, as analysts point to strong EPS growth, consistent profitability, robust Q2 comps and margins, supply chain execution, and successful cost pass-throughs as key drivers, with the fair value estimate rising slightly from $106.95 to $107.55. Analyst Commentary Bullish analysts cite continued strong EPS growth projections (9%-10% over two years) and a consistent track record of profitability and technical outperformance.

Shared on 07 May 25

Fair value Increased 10%

Shared on 30 Apr 25

Fair value Increased 2.03%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 23 Apr 25

Fair value Increased 0.18%

Shared on 16 Apr 25

Fair value Increased 0.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.065%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 93%

AnalystConsensusTarget has increased discount rate from 7.0% to 7.7%.