AutoZone vs O Reilly Automotive
AZO 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 AZO and ORLY compare
O Reilly Automotive is the larger company, worth 1.4 times as much as AutoZone ($71.3B against $51.7B).
On earnings, AutoZone is cheaper: it trades at 21.8× trailing earnings, against 28.1× for O Reilly Automotive.
O Reilly Automotive grew revenue faster over the last twelve months (8.5% versus 5.7% for AutoZone).
O Reilly Automotive keeps more of each dollar of sales as profit, with a net margin of 14.3% compared with 12.4% at AutoZone.
O Reilly Automotive scores higher on the StockData Score (12 against 6 for AutoZone), 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 | AZO | ORLY |
|---|---|---|
| Size and price | ||
| Market cap | $51.7B | $71.3B |
| Share price | $3169.82 | $88.12 |
| Change, 1 year | −14.5% | −6.8% |
| Change, 5 years | 74.4% | 107% |
| Beta (5Y) | 0.55 | 0.47 |
| Employees | 15K | 93K |
| StockData Score | ||
| Total score | 6 | 12 (better) |
| Valuation score | 1 | 1 |
| Growth score | 1 | 5 (better) |
| Performance score | 3 | 3 |
| Health score | 1 | 3 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 21.8× (better) | 28.1× |
| P/S | 2.6× (better) | 3.8× |
| EV/EBITDA | 14.2× (better) | 18.7× |
| P/FCF | 31.7× (better) | 33.1× |
| PEG | 2.97 | 2.80 (better) |
| FCF yield | 3.2% (better) | 3.0% |
| Fair value | $2520.40 | $61.78 |
| Margin of safety | −25.8% (better) | −42.6% |
| Growth | ||
| Revenue growth (TTM) | 5.7% | 8.5% (better) |
| Revenue growth, 5Y average | 8.4% | 8.9% (better) |
| Net income growth (TTM) | −3.3% | 9.4% (better) |
| EPS growth (TTM) | −1.7% | 12.5% (better) |
| EPS growth, 5Y average | 15.0% (better) | 13.6% |
| Profitability | ||
| Gross margin | 51.8% (better) | 51.6% |
| Operating margin | 18.0% | 19.6% (better) |
| Net margin | 12.4% | 14.3% (better) |
| FCF margin | 8.2% | 11.6% (better) |
| Return on invested capital | 53.9% | 60.8% (better) |
| Financial health | ||
| Net debt / EBITDA | 2.06 | 1.62 (better) |
| Interest coverage | – | 14.4× |
| Current ratio | 0.89 (better) | 0.75 |
| Altman Z-score | 2.52 | 3.54 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 3.4% | 4.7% (better) |
| Shareholder yield | 3.4% | 4.7% (better) |
| Ownership | ||
| Held by institutions | 95.5% | 88.5% |
| Held by insiders | 0.28% | 0.55% |
| Insider net buying, 12 months | −$37.2M | −$11.7M (better) |
| Superinvestors holding | 1 | 3 (better) |
| Short interest, % of float | 3.3% | 3.1% |
Go deeper
- AZO stock overview
- AZO income statement
- AZO 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.