O'Reilly Automotive (ORLY)
Consumer · NASDAQ · US
Price as at 10 Aug 2026, 13:24 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
O'Reilly Automotive trades at $93.53, close to the $100.24 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 55 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 28.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
ORLY earnings and analyst estimates
Recommendation mix, 27 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About O'Reilly Automotive
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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
ORLY passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
21 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$782.62M · 0.3% of book
- Ken Griffin, CITADEL ADVISORS LLC$646.43M · 0.1% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$339.85M · 0.2% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$301.75M · 0.1% of book
- Chuck Akre, AKRE CAPITAL MANAGEMENT LLC$199.08M · 3.9% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is O'Reilly Automotive (ORLY) undervalued?
Against our fair value estimate of $100.24, ORLY at $93.53 is 7% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own ORLY?
21 of the institutions we track reported a position in ORLY in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is ORLY's P/E ratio?
ORLY trades at 28.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its ORLY data?
Fundamentals for ORLY come from company filings and exchange data, as listed on NASDAQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 10 Aug 2026, 13:24 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for ORLY, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.