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 ($74.6B against $52.5B).
On earnings, AutoZone is cheaper: it trades at 21.4× trailing earnings, against 28.3× for O Reilly Automotive.
O Reilly Automotive grew revenue faster over the last twelve months (8.7% versus 7.4% for AutoZone).
O Reilly Automotive keeps more of each dollar of sales as profit, with a net margin of 14.3% compared with 12.6% at AutoZone.
O Reilly Automotive scores higher on the StockData Score (11 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 | $52.5B | $74.6B |
| Share price | $3259.70 | $92.19 |
| Change, 1 year | −14.0% | −6.0% |
| Change, 5 years | 75.3% | 117% |
| Beta (5Y) | 0.55 | 0.47 |
| Employees | 15K | 93K |
| StockData Score | ||
| Total score | 6 | 11 (better) |
| Valuation score | 1 (better) | 0 |
| Growth score | 1 | 5 (better) |
| Performance score | 3 | 3 |
| Health score | 1 | 3 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 21.4× (better) | 28.3× |
| P/S | 2.6× (better) | 3.9× |
| EV/EBITDA | 13.9× (better) | 19.1× |
| P/FCF | 28.9× (better) | 35.5× |
| PEG | 4.41 | 2.82 (better) |
| FCF yield | 3.5% (better) | 2.8% |
| Fair value | $2743.91 | $65.44 |
| Margin of safety | −18.8% (better) | −40.9% |
| Growth | ||
| Revenue growth (TTM) | 7.4% | 8.7% (better) |
| Revenue growth, 5Y average | 6.8% | 8.9% (better) |
| Net income growth (TTM) | 3.0% | 9.1% (better) |
| EPS growth (TTM) | 5.3% | 13.2% (better) |
| EPS growth, 5Y average | 9.9% | 13.6% (better) |
| Profitability | ||
| Gross margin | 52.3% (better) | 51.8% |
| Operating margin | 18.3% | 19.8% (better) |
| Net margin | 12.6% | 14.3% (better) |
| FCF margin | 8.9% | 11.1% (better) |
| Return on invested capital | 51.9% | 56.8% (better) |
| Financial health | ||
| Net debt / EBITDA | 1.99 | 1.75 (better) |
| Interest coverage | – | 13.6× |
| Current ratio | 0.90 (better) | 0.77 |
| Altman Z-score | 2.57 | 3.62 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 3.8% | 5.3% (better) |
| Shareholder yield | 3.8% | 5.3% (better) |
| Ownership | ||
| Held by institutions | 96.9% | 88.5% |
| Held by insiders | 0.29% | 0.55% |
| Insider net buying, 12 months | −$60.1M | −$25.0M (better) |
| Superinvestors holding | 1 | 3 (better) |
| Short interest, % of float | 3.3% | 2.9% |
Go deeper
- AZO stock overview
- AZO income statement
- AZO valuation and score
- ORLY stock overview
- ORLY income statement
- ORLY valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.