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O'Reilly Automotive, Inc. Stock Price

NasdaqGS:ORLY Community·US$71.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 49 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ORLY Share Price Performance

US$87.95
-15.24 (-14.77%)
​
US$109.70
Fair Value
US$87.95
-15.24 (-14.77%)
19.8% undervalued intrinsic discount
US$109.70
Fair Value
Price US$87.95
AnalystConsensusTarget US$109.70
AnalystLowTarget US$93.96
AnalystHighTarget US$120.00
Tue, 12 May 26
Fair ValueUS$109.70
Share Pricen/a

ORLY Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$109.7 19.8% 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
19users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$93.96 6.4% undervalued 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
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$120 26.7% 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
ORLY logo
O'Reilly Automotive
6.4% undervalued intrinsic discount

Rising Electric Vehicle Adoption And Cost Pressures Will Shrink Demand

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 31 Jul
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ORLY logo
O'Reilly Automotive
26.7% undervalued intrinsic discount

Older Vehicles And Urban Sprawl Will Drive Aftermarket Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 2 Jul
Read Narrative
ORLY logo
O'Reilly Automotive
19.8% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 12 May
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
ORLY logo

ORLY: Trimmed Expectations And Buybacks Will Shape Returns As Deal Uncertainty Persists

Fair Value: US$93.96 6.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ORLY logo

ORLY: Margin Resilience And Buybacks Will Support Continued Market Share Gains

Fair Value: US$120 26.7% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ORLY logo

ORLY: Store Expansion And Buybacks Will Support Future Repricing Potential

Fair Value: US$109.7 19.8% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Proven track record with limited growth.

2 Risks
3 Rewards
View Full Analysis

O'Reilly Automotive, Inc. Key Details

US$18.6b

Revenue

US$9.0b

Cost of Revenue

US$9.6b

Gross Profit

US$6.9b

Other Expenses

US$2.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.28
51.64%
14.27%
-382.1%
View Full Analysis

About ORLY

Founded
1957
Employees
93072
CEO
Brad Beckham
WebsiteView website
www.oreillyauto.com

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 offers 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 provides auto body paint and related materials, automotive tools, and professional service provider service equipment. In addition, the company offers enhanced services and programs consisting of 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; referrals to trusted local repair shops; drum and rotor resurfacing; custom hydraulic hoses; and professional paint shop mixing and related materials. It offers its products to do-it-yourself and professional service providers for domestic and imported automobiles, vans, and trucks. It offers its products under the BesTest, BrakeBest, Cartek, Import Direct, MasterPro, MicroGard, Murray, Omnispark, O’Reilly Auto Parts, Precision, PowerTorque, SuperStart, Syntec, and Ultima brand names. O'Reilly Automotive, Inc. was founded in 1957 and is headquartered in Springfield, Missouri.

Recent ORLY News & Updates

User avatar
Narrative Update • Jul 31

ORLY: Trimmed Expectations And Buybacks Will Shape Returns As Deal Uncertainty Persists

Analysts trimmed the fair value estimate for O'Reilly Automotive by about $2 to $93.96, reflecting slightly softer modeled revenue growth, a modestly lower profit margin outlook, and a reduced future P/E assumption, even as recent research notes highlight solid same store sales trends and generally positive earnings commentary. Analyst Commentary Recent research on O'Reilly Automotive points to a mixed setup for investors, with strong reported same store sales and generally constructive commentary on fundamentals set against a series of trimmed price targets and valuation questions.

Recent updates

No updates

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