Advance Auto Parts vs O Reilly Automotive
AAP and ORLY side by side, both in automotive dealers and gasoline service stations. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AAP and ORLY compare
O Reilly Automotive is the larger company, worth 26 times as much as Advance Auto Parts ($71.3B against $2.7B).
On earnings, O Reilly Automotive is cheaper: it trades at 28.1× trailing earnings, against 32.9× for Advance Auto Parts.
O Reilly Automotive grew revenue faster over the last twelve months (8.5% versus −1.3% for Advance Auto Parts).
O Reilly Automotive keeps more of each dollar of sales as profit, with a net margin of 14.3% compared with 0.97% at Advance Auto Parts.
Advance Auto Parts pays a dividend yielding 2.2%; O Reilly Automotive does not pay one.
O Reilly Automotive scores higher on the StockData Score (12 against 8 for Advance Auto Parts), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AAP | ORLY |
|---|---|---|
| Size and price | ||
| Market cap | $2.7B | $71.3B |
| Share price | $45.11 | $88.12 |
| Change, 1 year | −18.2% | −6.8% |
| Change, 5 years | −80.4% | 107% |
| Beta (5Y) | 0.92 | 0.47 |
| Employees | 28K | 93K |
| StockData Score | ||
| Total score | 8 | 12 (better) |
| Valuation score | 3 (better) | 1 |
| Growth score | 1 | 5 (better) |
| Performance score | 1 | 3 (better) |
| Health score | 1 | 3 (better) |
| Dividend score | 2 (better) | 0 |
| Valuation | ||
| P/E | 32.9× | 28.1× (better) |
| P/S | 0.3× (better) | 3.8× |
| P/B | 1.2× | – |
| EV/EBITDA | 6.1× (better) | 18.7× |
| P/FCF | 118× | 33.1× (better) |
| PEG | – | 2.80 |
| FCF yield | 0.84% | 3.0% (better) |
| Fair value | $50.14 | $61.78 |
| Margin of safety | 10.0% (better) | −42.6% |
| Growth | ||
| Revenue growth (TTM) | −1.3% | 8.5% (better) |
| Revenue growth, 5Y average | −3.2% | 8.9% (better) |
| Net income growth (TTM) | – | 9.4% |
| EPS growth (TTM) | – | 12.5% |
| EPS growth, 5Y average | −36.6% | 13.6% (better) |
| Profitability | ||
| Gross margin | 44.7% | 51.6% (better) |
| Operating margin | 2.7% | 19.6% (better) |
| Net margin | 0.97% | 14.3% (better) |
| FCF margin | 0.27% | 11.6% (better) |
| Return on equity | 3.8% | – |
| Return on invested capital | 8.1% | 60.8% (better) |
| Financial health | ||
| Debt / equity | 1.50 | – |
| Net debt / EBITDA | 0.54 (better) | 1.62 |
| Interest coverage | – | 14.4× |
| Current ratio | 1.75 (better) | 0.75 |
| Altman Z-score | 1.76 | 3.54 (better) |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.2% | – |
| Payout ratio | 71.4% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 0.00% | – |
| Buyback yield | – | 4.7% |
| Shareholder yield | 2.2% | 4.7% (better) |
| Ownership | ||
| Held by institutions | 125% | 88.5% |
| Held by insiders | 1.3% | 0.55% |
| Insider net buying, 12 months | −$391K (better) | −$11.7M |
| Superinvestors holding | 1 | 3 (better) |
| Short interest, % of float | 18.8% | 3.1% |
Go deeper
- AAP stock overview
- AAP income statement
- AAP valuation and score
- ORLY stock overview
- ORLY income statement
- ORLY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.