O'Reilly Auto Parts
ORLY
$84.24
-6.66%
O'Reilly Automotive, Inc. is a leading specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories, serving both DIY customers and professional service providers across nearly 6,600 stores in the US, Puerto Rico, Mexico, and Canada. As one of the largest players in the automotive aftermarket industry, O'Reilly distinguishes itself through a balanced dual-market strategy that generates roughly equal revenue from retail DIY and professional customers, providing diversification and resilience. The current investor narrative centers on the company's ability to sustain mid-single-digit revenue growth amid a moderating macroeconomic environment, with recent attention focused on margin trends and the stock's pullback from its 52-week high, which some analysts view as a buying opportunity given strong underlying sales momentum and favorable industry tailwinds from an aging vehicle fleet.…
ORLY
O'Reilly Auto Parts
$84.24
Related headlines
ORLY 12-Month Price Forecast
Wall Street consensus
Most Wall Street analysts maintain a constructive view on O'Reilly Auto Parts's 12-month outlook, with a consensus price target around $109.51 and implied upside of +30.0% versus the current price.
Average Target
$109.51
5 analysts
Implied Upside
+30.0%
vs. current price
Analyst Count
5
covering this stock
Price Range
$67 - $110
Analyst target range
O'Reilly is covered by 5 analysts, with a consensus leaning bullish. The average EPS estimate for the next fiscal year is $4.535, with a range of $4.455 to $4.594. The average revenue estimate is $23.10 billion, implying approximately 5.5% growth from the trailing twelve-month revenue of $21.9 billion. While specific price targets are not provided, the consensus EPS estimates imply a forward P/E of 19.9x based on the current price of $90.25, which is below the trailing multiple and suggests analysts see room for multiple compression or earnings growth to justify the current valuation.
ORLY Technical Analysis
The stock is in a range-bound consolidation phase after a significant decline from its 52-week high of $108.72. Over the past year, ORLY has gained only 1.04%, significantly underperforming the S&P 500's 19.1% return. As of July 2, 2026, the stock closed at $90.25, which is 83.0% of its 52-week range (distance from $84.76 low to $108.72 high). This positioning near the lower end of the range suggests the stock is testing support levels and could represent a value opportunity if fundamentals remain intact, though it also reflects persistent selling pressure.
Beta
0.51
0.51x market volatility
Max Drawdown
-21.9%
Largest decline past year
52-Week Range
$83-$109
Price range past year
Annual Return
-7.8%
Cumulative gain past year
| Period | ORLY Return | S&P 500 |
|---|---|---|
| 1m | -6.7% | +1.9% |
| 3m | -7.8% | +14.0% |
| 6m | -7.3% | +8.9% |
| 1y | -7.8% | +20.1% |
| ytd | -6.8% | +10.2% |
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ORLY Fundamental Analysis
O'Reilly's revenue trajectory remains solidly positive, with Q4 2025 revenue of $4.414 billion growing 7.78% year-over-year, accelerating from the 3.0% growth seen in Q4 2024. The trailing twelve-month revenue run rate is approximately $17.78 billion, supported by balanced contributions from DIY and professional segments. The company's growth is driven by an aging U.S. vehicle fleet (average age over 12 years) and expansion of its store network, though same-store sales growth has moderated from pandemic-era peaks.
Quarterly Revenue
$4.4B
2025-12
Revenue YoY Growth
+0.07%
YoY Comparison
Gross Margin
+0.51%
Latest Quarter
Free Cash Flow
$1.6B
Last 12 Months
Revenue & Net Income Trends (2 Years)
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Valuation Analysis: Is ORLY Overvalued?
Since O'Reilly has positive net income ($605 million in Q4 2025), the most appropriate valuation metric is the P/E ratio. The trailing P/E stands at 30.6x, while the forward P/E is 24.9x, implying the market expects earnings growth of approximately 23% over the next year. The gap between trailing and forward multiples suggests analysts anticipate a meaningful acceleration in EPS, which is consistent with the company's history of margin expansion and share buybacks.
PE
30.6x
Latest Quarter
vs. Historical
Mid-Range
5-Year PE Range 17x~38x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
21.6x
Enterprise Value Multiple