OneWater Marine vs O Reilly Automotive
ONEW 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 ONEW and ORLY compare
O Reilly Automotive is the larger company, worth 444 times as much as OneWater Marine ($71.3B against $161M).
O Reilly Automotive grew revenue faster over the last twelve months (8.5% versus 1.3% for OneWater Marine).
O Reilly Automotive keeps more of each dollar of sales as profit, with a net margin of 14.3% compared with −6.7% at OneWater Marine.
O Reilly Automotive scores higher on the StockData Score (12 against 3 for OneWater Marine), 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 | ONEW | ORLY |
|---|---|---|
| Size and price | ||
| Market cap | $161M | $71.3B |
| Share price | $9.64 | $88.12 |
| Change, 1 year | −38.4% | −6.8% |
| Change, 5 years | −80.5% | 107% |
| Beta (5Y) | 1.40 | 0.47 |
| Employees | 2,231 | 93K |
| StockData Score | ||
| Total score | 3 | 12 (better) |
| Valuation score | 1 | 1 |
| Growth score | 1 | 5 (better) |
| Performance score | 0 | 3 (better) |
| Health score | 1 | 3 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 28.1× |
| P/S | 0.1× (better) | 3.8× |
| EV/EBITDA | – | 18.7× |
| P/FCF | 2.8× (better) | 33.1× |
| PEG | – | 2.80 |
| FCF yield | 35.3% (better) | 3.0% |
| Fair value | – | $61.78 |
| Margin of safety | – | −42.6% |
| Growth | ||
| Revenue growth (TTM) | 1.3% | 8.5% (better) |
| Revenue growth, 5Y average | 12.9% (better) | 8.9% |
| Net income growth (TTM) | – | 9.4% |
| EPS growth (TTM) | – | 12.5% |
| EPS growth, 5Y average | – | 13.6% |
| Profitability | ||
| Gross margin | 23.5% | 51.6% (better) |
| Operating margin | −5.1% | 19.6% (better) |
| Net margin | −6.7% | 14.3% (better) |
| FCF margin | 3.1% | 11.6% (better) |
| Return on equity | −31.0% | – |
| Return on invested capital | −9.9% | 60.8% (better) |
| Financial health | ||
| Net debt / EBITDA | – | 1.62 |
| Interest coverage | −2.9× | 14.4× (better) |
| Current ratio | 1.22 (better) | 0.75 |
| Altman Z-score | 1.40 | 3.54 (better) |
| Piotroski F-score | 4 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | – | 4.7% |
| Shareholder yield | 0.00% | 4.7% (better) |
| Ownership | ||
| Held by institutions | 73.3% | 88.5% |
| Held by insiders | 22.6% | 0.55% |
| Insider net buying, 12 months | −$3.5M (better) | −$11.7M |
| Superinvestors holding | – | 3 |
| Short interest, % of float | 8.3% | 3.1% |
Go deeper
- ONEW stock overview
- ONEW income statement
- ONEW 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.