AutoNation vs O Reilly Automotive
AN and ORLY side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AN and ORLY compare
O Reilly Automotive is the larger company, worth 13 times as much as AutoNation ($74.6B against $5.7B).
On earnings, AutoNation is cheaper: it trades at 8.5× trailing earnings, against 28.3× for O Reilly Automotive.
O Reilly Automotive grew revenue faster over the last twelve months (8.7% versus −1.8% for AutoNation).
O Reilly Automotive keeps more of each dollar of sales as profit, with a net margin of 14.3% compared with 2.6% at AutoNation.
AutoNation scores higher on the StockData Score (12 against 11 for O Reilly Automotive), 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 | AN | ORLY |
|---|---|---|
| Size and price | ||
| Market cap | $5.7B | $74.6B |
| Share price | $177.75 | $92.19 |
| Change, 1 year | −8.3% | −6.0% |
| Change, 5 years | 50.8% | 117% |
| Beta (5Y) | 0.78 | 0.47 |
| Employees | 25K | 93K |
| StockData Score | ||
| Total score | 12 (better) | 11 |
| Valuation score | 4 (better) | 0 |
| Growth score | 0 | 5 (better) |
| Performance score | 4 (better) | 3 |
| Health score | 4 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 8.5× (better) | 28.3× |
| P/S | 0.2× (better) | 3.9× |
| P/B | 2.5× | – |
| EV/EBITDA | 4.9× (better) | 19.1× |
| P/FCF | 248× | 35.5× (better) |
| PEG | – | 2.82 |
| FCF yield | 0.40% | 2.8% (better) |
| Fair value | $239.15 | $65.44 |
| Margin of safety | 25.7% (better) | −40.9% |
| Growth | ||
| Revenue growth (TTM) | −1.8% | 8.7% (better) |
| Revenue growth, 5Y average | 6.3% | 8.9% (better) |
| Net income growth (TTM) | 8.9% | 9.1% (better) |
| EPS growth (TTM) | 22.6% (better) | 13.2% |
| EPS growth, 5Y average | 31.7% (better) | 13.6% |
| Profitability | ||
| Gross margin | 17.7% | 51.8% (better) |
| Operating margin | 4.6% | 19.8% (better) |
| Net margin | 2.6% | 14.3% (better) |
| FCF margin | 0.08% | 11.1% (better) |
| Return on equity | 30.2% | – |
| Return on invested capital | 37.2% | 56.8% (better) |
| Financial health | ||
| Debt / equity | 0.24 | – |
| Net debt / EBITDA | 0.40 (better) | 1.75 |
| Interest coverage | 6.4× | 13.6× (better) |
| Current ratio | 0.77 | 0.77 (better) |
| Altman Z-score | 2.76 | 3.62 (better) |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 17.5% (better) | 5.3% |
| Shareholder yield | 17.5% (better) | 5.3% |
| Ownership | ||
| Held by institutions | 75.8% | 88.5% |
| Held by insiders | 29.1% | 0.55% |
| Insider net buying, 12 months | $1.0M (better) | −$25.0M |
| Superinvestors holding | 1 | 3 (better) |
| Short interest, % of float | 12.7% | 2.9% |
Go deeper
- AN stock overview
- AN income statement
- AN 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.