ORLY

O'Reilly Automotive, Inc.

Consumer Cyclical · $70.8B market cap

Verdict

Share price

$84.90

close of Oct 3, 2026

Fair value

$43.57

Sticker Price

Payback Price

$17.43

buy price

Overpriced

ORLY is Overpriced: at $84.90 it trades 95% above its fair value of $43.57. Its buy price (Payback Price) is $17.43, 79% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 7% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth14.1% a year✓
Equity per share growth-6.3% a year✗
Sales growth8.9% a year✗
Free cash flow growth11.0% a year✓
Return on invested capital35.7%✓

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Superinvestors

4 of the investors we track hold ORLY. In Q2 2026, 1 opened a position, 1 trimmed and 1 sold out. Who we track

Moves in Q2 2026

New position: Terry Smith

Trimmed: Chuck Akre

Sold out: First Pacific Advisors

Insider activity

Since Aug 12, 2026: no open-market purchases, 3 sales worth $551K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About O'Reilly Automotive, Inc.

O'Reilly Automotive, Inc., along with its subsidiary companies, functions as a leading retail and wholesale provider of automotive aftermarket products, specialized tools, supplies, and accessories across the United States. The company's comprehensive inventory includes both new and reconditioned vehicle hard parts and essential maintenance items. This expansive selection covers critical components such as…

Specialty Retail

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works