O'Reilly Automotive (ORLY) Resumen de Acciones
O'Reilly Automotive, Inc. junto con sus filiales, opera como minorista y proveedor de recambios, herramientas, suministros, equipos y accesorios de automoción en Estados Unidos, Puerto Rico, México y Canadá. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 2/6 |
| Dividendos | 0/6 |
ORLY Community Fair Values
Create NarrativeSee what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de O'Reilly Automotive, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$85.63 |
| Máximo en las últimas 52 semanas | US$108.72 |
| Mínimo de 52 semanas | US$85.35 |
| Beta | 0.52 |
| Cambio en 1 mes | -6.66% |
| Variación en 3 meses | -2.68% |
| Cambio de 1 año | -6.17% |
| Variación en 3 años | 37.87% |
| Variación en 5 años | 128.72% |
| Variación desde la OPV | 53,279.96% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 18
ORLY: Expanded Buybacks And Execution Risks Will Shape Future Stock Returns
Analysts have trimmed the fair value estimate for O'Reilly Automotive stock from $97.40 to $96.00, while a series of recent price target increases across Wall Street reflects continued confidence in its ability to compete effectively and potentially gain market share versus peers. Analyst Commentary Recent research updates on O'Reilly Automotive highlight a mix of confidence in the business model and some pockets of caution, particularly when analysts compare it with competitors and assess execution risks around growth and margins.Artículo de análisis • Jun 16
O'Reilly Automotive (ORLY) Stock Could Be 17.7% Undervalued After Buyback Expansion And Sales Growth
O'Reilly Automotive (ORLY) is back in focus after management expanded its share repurchase authorization by US$2.0b to US$31.75b and extended the program, alongside 8.1% Q1 2026 same-store sales growth. See our latest analysis for O'Reilly Automotive. Despite the extended buyback and steady same store sales performance, O'Reilly Automotive's 1 year total shareholder return of 2.43% and 5 year total shareholder return of 147.51% contrast with more muted short term share price moves around the...Actualización de narrativa • Jun 03
ORLY: Expanded Buybacks And Tactical Rating Shift Will Support Bullish Thesis
The analyst fair value estimate for O'Reilly Automotive has been revised from $84.67 to $97.40, as analysts point to higher assumed profit margins, a modest adjustment to revenue growth expectations, a slightly lower discount rate, and updated future P/E assumptions supported by a wave of recent price target increases across the sector. Analyst Commentary Recent Street research around O'Reilly Automotive has been active, with multiple firms adjusting price targets across the auto parts retail group.Seeking Alpha • May 28
O'Reilly Is The Clear Winner In Auto Parts Right Now
Summary O'Reilly Automotive delivered a standout Q1, posting 8.1% comps and 16% EPS growth, outpacing major competitors. Guidance remains conservative despite strong trends, with management citing caution over consumer spending and fuel price volatility. ORLY is gaining significant market share, outperforming peers by approximately 5 percentage points in comparable sales. I maintain a Buy rating and $107 price target, seeing potential for guidance and stock upside as SG&A improves and DIY demand rises. Read the full article on Seeking Alpha
Actualización de narrativa • May 12
ORLY: Store Expansion And Buybacks Will Support Future Repricing Potential
Analysts have nudged their price targets on O'Reilly Automotive higher, reflected in a fair value estimate moving from about $105.72 to roughly $109.70. They cite a series of recent target increases across Wall Street firms despite only modest adjustments to growth, margin and P/E assumptions.Recent updates
Actualización de narrativa • Jun 18
ORLY: Expanded Buybacks And Execution Risks Will Shape Future Stock Returns
Analysts have trimmed the fair value estimate for O'Reilly Automotive stock from $97.40 to $96.00, while a series of recent price target increases across Wall Street reflects continued confidence in its ability to compete effectively and potentially gain market share versus peers. Analyst Commentary Recent research updates on O'Reilly Automotive highlight a mix of confidence in the business model and some pockets of caution, particularly when analysts compare it with competitors and assess execution risks around growth and margins.Artículo de análisis • Jun 16
O'Reilly Automotive (ORLY) Stock Could Be 17.7% Undervalued After Buyback Expansion And Sales Growth
O'Reilly Automotive (ORLY) is back in focus after management expanded its share repurchase authorization by US$2.0b to US$31.75b and extended the program, alongside 8.1% Q1 2026 same-store sales growth. See our latest analysis for O'Reilly Automotive. Despite the extended buyback and steady same store sales performance, O'Reilly Automotive's 1 year total shareholder return of 2.43% and 5 year total shareholder return of 147.51% contrast with more muted short term share price moves around the...Actualización de narrativa • Jun 03
ORLY: Expanded Buybacks And Tactical Rating Shift Will Support Bullish Thesis
The analyst fair value estimate for O'Reilly Automotive has been revised from $84.67 to $97.40, as analysts point to higher assumed profit margins, a modest adjustment to revenue growth expectations, a slightly lower discount rate, and updated future P/E assumptions supported by a wave of recent price target increases across the sector. Analyst Commentary Recent Street research around O'Reilly Automotive has been active, with multiple firms adjusting price targets across the auto parts retail group.Seeking Alpha • May 28
O'Reilly Is The Clear Winner In Auto Parts Right Now
Summary O'Reilly Automotive delivered a standout Q1, posting 8.1% comps and 16% EPS growth, outpacing major competitors. Guidance remains conservative despite strong trends, with management citing caution over consumer spending and fuel price volatility. ORLY is gaining significant market share, outperforming peers by approximately 5 percentage points in comparable sales. I maintain a Buy rating and $107 price target, seeing potential for guidance and stock upside as SG&A improves and DIY demand rises. Read the full article on Seeking AlphaActualización de narrativa • May 12
ORLY: Store Expansion And Buybacks Will Support Future Repricing Potential
Analysts have nudged their price targets on O'Reilly Automotive higher, reflected in a fair value estimate moving from about $105.72 to roughly $109.70. They cite a series of recent target increases across Wall Street firms despite only modest adjustments to growth, margin and P/E assumptions.Actualización de narrativa • Apr 28
ORLY: Tactical Rating Shift And Buybacks May Test Current Share Pricing
Analysts made a modest upward adjustment to the price target for O'Reilly Automotive, adding roughly $0.01 per share. They factored in recent research that reflects slightly updated views on growth, profitability, and valuation, following a mix of target hikes, trims, and list changes across major firms.Actualización de narrativa • Apr 13
ORLY: Cautious Store Expansion And Margins May Challenge Current Share Pricing
Analysts have adjusted the updated price target for O'Reilly Automotive to $84.66 from $67.20, reflecting revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of mixed recent research that includes both small target cuts and one modest $5 increase. Analyst Commentary Recent Street research on O'Reilly Automotive has leaned cautious, with several bearish analysts revisiting ratings and price targets.
Actualización de narrativa • Mar 30
ORLY: Margin Resilience And Buybacks Will Support Future Upside Returns
Analysts have lowered the price target for O'Reilly Automotive to $115 from $125. This change reflects a reset in expectations after the stock was removed from a high conviction list and several firms modestly reduced their targets, while still citing supportive profit margin and revenue growth assumptions.Actualización de narrativa • Mar 16
ORLY: Store Expansion And Buybacks Will Support Future Upside Potential
Analysts have trimmed their price targets on O'Reilly Automotive by a few dollars, reflecting slightly adjusted assumptions on discount rate and future P/E, while keeping fair value essentially unchanged at $105.72. Analyst Commentary Recent Street research on O'Reilly Automotive centers on modest price target cuts and one downgrade, with most reports pointing to fine tuning of assumptions rather than a wholesale reset of the story.Actualización de narrativa • Mar 02
ORLY: Store Expansion And Buybacks Will Support Attractive Future Risk Reward
Narrative Update on O'Reilly Automotive The analyst price target for O'Reilly Automotive has been trimmed by a few dollars, reflecting a modest reset in valuation multiples such as future P/E following recent research updates from several firms. However, underlying fair value inputs like growth and margins remain essentially unchanged.Actualización de narrativa • Feb 16
ORLY: Steady Execution And Buybacks Expected To Support Balanced Risk Reward
Analysts have trimmed their price targets for O'Reilly Automotive, and our fair value estimate has edged down by about $4 to $105.72. They cite recent cuts from multiple research firms, even as they factor in relatively steady assumptions on growth, margins, and future P/E.Artículo de análisis • Feb 07
O'Reilly Automotive, Inc. (NASDAQ:ORLY) Yearly Results: Here's What Analysts Are Forecasting For This Year
Last week, you might have seen that O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) released its full-year result to the...Actualización de narrativa • Feb 02
ORLY: Pricing Tailwinds And Expanded Buybacks Will Support Future Returns
Narrative Update Analysts have nudged their price target on O'Reilly Automotive slightly higher by US$1. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, supported by recent research that cites pricing tailwinds and a cleaner earnings backdrop.Actualización de narrativa • Jan 19
ORLY: Pricing Tailwinds And Expanded Buybacks Will Support Future Upside
Analysts have trimmed their price target on O'Reilly Automotive by $5, citing slightly higher discount rate and P/E assumptions, along with recent Street research that includes a modest target cut at Morgan Stanley and an upgrade with supportive pricing commentary at Raymond James. Analyst Commentary Bullish analysts are highlighting a constructive setup for O'Reilly Automotive, pointing to recent research that balances a modest price target trim against more optimistic rating changes and commentary on pricing.Actualización de narrativa • Jan 04
ORLY: Pricing Tailwinds And Buybacks Will Support Upside Opportunity
Analysts have raised their price target on O'Reilly Automotive to $125 from $113, citing a clean recent earnings report, an attractive entry point after the stock's pullback, and expectations for pricing tailwinds to support comparable sales growth into 2025 and early 2026. Analyst Commentary Bullish analysts have highlighted that the recent upgrade and higher price targets reflect growing confidence in O'Reilly Automotive's execution and long term growth prospects.Actualización de narrativa • Dec 14
ORLY: Pricing Tailwinds Are Expected To Drive Comp Momentum And Share Gains
Analysts have modestly increased their price target on O'Reilly Automotive to approximately $110.20 from $110.00, citing a clean Q3 print, attractive valuation after the recent pullback, and expectations for pricing tailwinds and same store sales strength to support sustained growth. Analyst Commentary Bullish analysts emphasize that the recent pullback has created an appealing entry point, particularly after a solid Q3 performance that reinforced confidence in the company’s operational execution and earnings durability.Actualización de narrativa • Nov 28
ORLY: Pricing Tailwinds And Supply Chain Improvements Will Support Share Gains Into 2025
Analysts have raised their price targets for O'Reilly Automotive, with new estimates ranging from $120 to $125. They attribute the upward revision to a "clean" quarterly report, attractive valuation after a recent pullback, and expectations for continued same-store-sales growth driven by pricing and improved industry trends.Actualización de narrativa • Nov 14
ORLY: Strengthening Supply Chain Will Support Share Gains Into 2025
O'Reilly Automotive's analyst price target increased from $115 to a range between $120 and $125, as analysts cite improving same-store sales, sustained pricing tailwinds, and ongoing strength in the company's supply chain and consumer base as key drivers for the upward revision. Analyst Commentary Analyst sentiment on O'Reilly Automotive has recently tilted positive, reflecting the company's operational momentum and sector position.Actualización de narrativa • Oct 31
ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength
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.Actualización de narrativa • Oct 16
Inventory Improvements And Store Expansions Will Boost Retail Presence
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.Actualización de narrativa • Sep 16
Inventory Improvements And Store Expansions Will Boost Retail Presence
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.Artículo de análisis • Jun 24
O'Reilly Automotive, Inc.'s (NASDAQ:ORLY) Share Price Not Quite Adding Up
With a price-to-earnings (or "P/E") ratio of 32.8x O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) may be sending very...Seeking Alpha • Feb 14
O'Reilly Automotive: Valuation Is Too Expensive For Me
Summary I maintain a hold rating for O'Reilly Automotive due to its expensive valuation at 29.5x forward earnings, despite strong fundamentals. ORLY's 4Q24 results showed solid performance with 4.4% comps growth and $4.1 billion in revenue, but EPS missed consensus due to a one-time charge. Industry tailwinds, such as the increasing complexity of car repairs, support demand for ORLY's DIFM services, which grew faster than DIY sales. ORLY's increased capex investment in distribution infrastructure and company-owned stores is crucial for long-term growth, but the current valuation limits upside potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
O'Reilly Automotive: Three Weaknesses In 2025 Outlook
Summary O'Reilly Automotive's Q4 financials showed good 4.4% comparable sales growth and consistent underlying profitability, being positive after prior quarters showed more severe industry pressures. O'Reilly's 2025 outlook has three weak points, adding short- to mid-term uncertainty and pressuring cash flow expectations. As the stock has continued to rise, I now estimate -16% downside to a fair value of $1118. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
O'Reilly Automotive Looks Vulnerable
Summary I’m placing a sell rating on O’Reilly Automotive (ORLY) due to high valuation amidst deteriorating fundamentals and weakening momentum. Despite strong seasonality in October and November, the stock faces resistance with higher prices but lower momentum, signaling potential consolidation or selling. Earnings estimates show consistent downward revisions, with margins deteriorating and share repurchases insufficient to meet projected EPS growth. The forward P/E ratio at ~27X is historically high, making the stock overvalued and vulnerable until earnings growth or valuation improves. Read the full article on Seeking AlphaSeeking Alpha • Jul 28
O'Reilly Automotive's Q2: Gaining Market Share In A Tough Environment (Rating Downgrade)
Summary O'Reilly Automotive Inc. slightly missed expectations in its Q2 results but outperformed its competitors and continues gaining market share. Despite margin decrease due to acquisitions and changing revenue composition, inventory turnover improved, and store growth remains on track. Share buybacks accelerated in Q2 due to a temporary decrease in valuation multiples. The company adjusted its guidance for 2024, reducing same-store revenue growth, margins and EPS. The average age of U.S. vehicles is hitting new highs, and despite lowering my fair price for the stock, I rate O'Reilly as a buy given its defensiveness and superior business model. Read the full article on Seeking AlphaSeeking Alpha • Jul 05
O'Reilly Automotive: Industry Weakness May Provide A Buying Opportunity
Summary O'Reilly Automotive, Inc. showed stable performance in Q1, but shares didn't appreciate the result due to a weaker-than-expected profitability in the quarter and 2024 guidance. The industry is expected to show weakness as companies are showing slower comparable sales. O'Reilly Automotive has also seen pressured 2024 forecasts as adverse short-term industry dynamics weigh on the stock. If further weakness pushes O'Reilly Automotive's earnings and stock down further, a great buying opportunity could emerge. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
O'Reilly Automotive: Initiate Hold Rating As Valuation Is Not Cheap
Summary Hold rating recommended for O'Reilly Automotive stock due to limited upside in share price. O'Reilly benefits from its competitive advantage of scale, allowing for better pricing and wider assortment of products. The company is positioned to benefit from the current high interest rate environment, but valuation already reflects potential upside. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
Forget EVs: Compound Your Returns With O'Reilly Automotive
Summary I am skeptical about investing in the EV market due to its risk profile and high degree of unpredictability. Aftermarket parts specialty retailers such as O'Reilly Automotive, though, offer a sustainable path for investors to compound their capital in the auto industry. The company seems well-positioned to sustain its outstanding sales growth, improving unit economics, and aggressive buyback track record. Thus, the stock forms a compelling investment case against the highly unpredictable EV stocks, prompting me to keep adding to my position. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
O'Reilly Automotive: Looking At Mexico And Canada For Future Growth
Summary O'Reilly has had an impressive financial track record with a revenue CAGR of 12.5% in the past two decades along with great margin expansion & capital-light growth. The company's expansion into Mexico and Canada could potentially provide a great runway of growth for O'Reilly in the long term. The stock's valuation leaves little short-term upside, but O'Reilly could still be a good long-term investment if the capital-light growth strategy continues well. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ORLY | US Specialty Retail | Mercado US | |
|---|---|---|---|
| 7D | -5.1% | -1.4% | -1.8% |
| 1Y | -6.2% | 5.8% | 23.3% |
Rentabilidad vs. Industria: Los resultados de ORLY fueron inferiores a los de la industria US Specialty Retail, que obtuvo un rendimiento del 5.8% el año pasado.
Rentabilidad vs. Mercado: ORLY obtuvo unos resultados inferiores a los del mercado US, que fueron del 23.3% el año pasado.
Volatilidad de los precios
| ORLY volatility | |
|---|---|
| ORLY Average Weekly Movement | 4.0% |
| Specialty Retail Industry Average Movement | 7.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: ORLY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ORLY (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1957 | 93,072 | Brad Beckham | www.oreillyauto.com |
O'Reilly Automotive, Inc. junto con sus filiales, opera como minorista y proveedor de recambios, herramientas, suministros, equipos y accesorios de automoción en Estados Unidos, Puerto Rico, México y Canadá. La empresa ofrece piezas duras de automoción nuevas y refabricadas y artículos de mantenimiento, como alternadores, baterías, componentes del sistema de frenos, correas, piezas del chasis, piezas de la línea motriz, piezas del motor, bombas de combustible, mangueras, motores de arranque, control de temperatura, bombas de agua, anticongelantes, productos de apariencia, aditivos para motores, filtros, fluidos, productos de iluminación y aceite y escobillas limpiaparabrisas; y accesorios, como alfombrillas, fundas para asientos y accesorios para camiones. También suministra pintura para carrocerías y materiales relacionados, herramientas de automoción y equipos de servicio para proveedores de servicios profesionales.
Resumen de fundamentos de O'Reilly Automotive, Inc.
| Estadísticas fundamentales de ORLY | |
|---|---|
| Capitalización bursátil | US$71.97b |
| Beneficios(TTM) | US$2.60b |
| Ingresos (TTM) | US$18.21b |
27.3x
Ratio precio-beneficio (PE)3.9x
Ratio precio-ventas (PS)¿Está ORLY sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ORLY | |
|---|---|
| Ingresos | US$18.21b |
| Coste de los ingresos | US$8.81b |
| Beneficio bruto | US$9.40b |
| Otros gastos | US$6.80b |
| Beneficios | US$2.60b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.14 |
| Margen bruto | 51.63% |
| Margen de beneficio neto | 14.30% |
| Ratio deuda/patrimonio | -580.6% |
¿Cómo se ha desempeñado ORLY a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/22 11:01 |
| Precio de las acciones al final del día | 2026/06/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
O'Reilly Automotive, Inc. está cubierta por 49 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Craig Kennison | Baird |
| Justin Kleber | Baird |
| Alan Rifkin | Barclays |