O'Reilly Automotive (ORLY) Hisse Özeti
O'Reilly Automotive, Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri, Porto Riko, Meksika ve Kanada'da otomotiv satış sonrası parça, alet, malzeme, ekipman ve aksesuar perakendecisi ve tedarikçisi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
ORLY Community Fair Values
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Analyst Price Targets
O'Reilly Automotive, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$85.63 |
| 52 Haftanın En Yüksek Seviyesi | US$108.72 |
| 52 Haftanın En Düşük Seviyesi | US$85.35 |
| Beta | 0.52 |
| 1 Aylık Değişim | -6.66% |
| 3 Aylık Değişim | -2.68% |
| 1 Yıllık Değişim | -6.17% |
| 3 Yıllık Değişim | 37.87% |
| 5 Yıllık Değişim | 128.72% |
| Halka arzdan bu yana değişim | 53,279.96% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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 AlphaHissedar Getirileri
| ORLY | US Specialty Retail | US Pazar | |
|---|---|---|---|
| 7D | -5.1% | -1.4% | -1.8% |
| 1Y | -6.2% | 5.8% | 23.3% |
Getiri vs. Endüstri: ORLY geçen yıl % 5.8 oranında getiri sağlayan US Specialty Retail sektörünün gerisinde kaldı.
Getiri vs Piyasa: ORLY geçen yıl % 23.3 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: ORLY son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ORLY 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1957 | 93,072 | Brad Beckham | www.oreillyauto.com |
O'Reilly Automotive, Inc. iştirakleriyle birlikte Amerika Birleşik Devletleri, Porto Riko, Meksika ve Kanada'da otomotiv satış sonrası parça, alet, malzeme, ekipman ve aksesuar perakendecisi ve tedarikçisi olarak faaliyet göstermektedir. Şirket, alternatörler, aküler, fren sistemi bileşenleri, kayışlar, şasi parçaları, aktarma organları parçaları, motor parçaları, yakıt pompaları, hortumlar, marş motorları, sıcaklık kontrolü, su pompaları, antifriz, görünüm ürünleri, motor katkı maddeleri, filtreler, sıvılar, aydınlatma ürünleri ve yağ ve silecek lastikleri gibi yeni ve yeniden üretilmiş otomotiv sert parçaları ve bakım ürünleri ve paspaslar, koltuk kılıfları ve kamyon aksesuarları dahil olmak üzere aksesuarlar sunmaktadır. Ayrıca oto kaporta boyası ve ilgili malzemeler, otomotiv aletleri ve profesyonel servis sağlayıcı servis ekipmanları da sağlamaktadır.
O'Reilly Automotive, Inc. Temel Bilgiler Özeti
| ORLY temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$71.97b |
| Kazançlar(TTM) | US$2.60b |
| Gelir(TTM) | US$18.21b |
27.3x
F/K Oranı3.9x
P/S OranıORLY aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ORLY gelir tablosu (TTM) | |
|---|---|
| Gelir | US$18.21b |
| Gelir Maliyeti | US$8.81b |
| Brüt Kâr | US$9.40b |
| Diğer Giderler | US$6.80b |
| Kazançlar | US$2.60b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.14 |
| Brüt Marj | 51.63% |
| Net Kâr Marjı | 14.30% |
| Borç/Özkaynak Oranı | -580.6% |
ORLY uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/22 14:15 |
| Gün Sonu Hisse Fiyatı | 2026/06/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
O'Reilly Automotive, Inc. 49 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Craig Kennison | Baird |
| Justin Kleber | Baird |
| Alan Rifkin | Barclays |