ORLY Share Price Performance
US$101.38
18.43 (22.22%)
15.5% undervalued intrinsic discount
US$120.00
Fair Value
Price US$101.38
AnalystHighTarget US$120.00
AnalystConsensusTarget US$110.00
AnalystLowTarget US$62.00
Fair ValueUS$113.00
Share Pricen/a
O'Reilly Automotive, Inc. Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 35 Fair Values set on narratives written by author
ORLY Community Narratives
AN
Fair Value US$113 10.3% undervalued intrinsic discount
Older Vehicles And Urban Sprawl Will Drive Aftermarket Demand
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value US$110 7.8% undervalued intrinsic discount
ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength
1users have liked this narrative
1users have commented on this narrative
14users have followed this narrative
AN
Fair Value US$67.2 50.9% overvalued intrinsic discount
Rising Electric Vehicle Adoption And Cost Pressures Will Shrink Demand
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength
Key Takeaways Strategic focus on inventory, distribution, and sourcing diversification stabilizes margins and promotes revenue growth amidst trade challenges. Expansion and enhanced service drive customer retention and boost long-term revenue potential.Read more
1users have liked this narrative
1users have commented on this narrative
14users have followed this narrative
AN
US$110
7.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
6.12% p.a.
Profit Margin
14.56%
Future PE
36.07x
Share price in 2028
US$140.17
Older Vehicles And Urban Sprawl Will Drive Aftermarket Demand
Key Takeaways Expanding market demand and store growth, driven by older vehicles and industry consolidation, are fueling higher sales and improved operating efficiencies. Investments in supply chain flexibility, digital tools, and share repurchases are supporting profitability and delivering strong shareholder returns.Read more
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
US$113
10.3% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
8.06% p.a.
Profit Margin
15.8%
Future PE
34.17x
Share price in 2028
US$141.73
Rising Electric Vehicle Adoption And Cost Pressures Will Shrink Demand
Key Takeaways Disruptive industry trends and competition threaten O'Reilly’s market share, revenue base, and pricing power over the long term. Rising labor, compliance, and inventory costs, combined with slower incremental growth, will likely compress margins and earnings.Read more
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
US$67.2
50.9% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
5.35% p.a.
Profit Margin
14.51%
Future PE
23.87x
Share price in 2028
US$84.28
Recently Updated Narratives
AN
ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength
Fair Value: US$110 7.8% undervalued intrinsic discount
14 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Rising Electric Vehicle Adoption And Cost Pressures Will Shrink Demand
Fair Value: US$67.2 50.9% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Older Vehicles And Urban Sprawl Will Drive Aftermarket Demand
Fair Value: US$113 10.3% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
O'Reilly Automotive, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 2.94
- 51.47%
- 14.22%
- -661.2%
About ORLY
- Founded
- 1957
- Employees
- 93176
- CEO
- WebsiteView website
O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, Mexico, and Canada. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories. It also offers auto body paint and related materials, automotive tools, and professional service provider service equipment. In addition, the company provides enhanced services and programs consisting used oil, oil filter, and battery recycling; battery, wiper, and bulb replacement; battery diagnostic testing; electrical and module testing; check engine light code extraction; loaner tool program; drum and rotor resurfacing; custom hydraulic hoses; and professional paint shop mixing and related materials. Further, it offers do-it-yourself and professional service for domestic and imported automobiles, vans, and trucks. The company offers its products under the BesTest, BrakeBest, Cartek, Import Direct, MasterPro, MicroGard, Murray, Omnispark, O’Reilly Auto Parts, Precision, PowerTorque, SuperStart, Syntec, and Ultima brands. O'Reilly Automotive, Inc. was founded in 1957 and is headquartered in Springfield, Missouri.
