Consumer Cyclical · NYSE/NASDAQ: ORLY
O REILLY AUTOMOTIVE INC
Auto Parts
Market Cap $74.80B
Verdict: Exceptional
Quality Scores
Multi-Bagger
91/100
Compounder Quality
96/100
Management Credibility
95/100
Governance
88/100
Cash Flow Quality
98/100
AI Summary
O'Reilly Automotive represents a masterclass in operational excellence and aggressive shareholder-centric capital allocation. Over the 10-year period, the company has transitioned into a dominant force in the automotive aftermarket, consistently growing both the DIY and professional service provider segments. Despite the visual anomaly of negative shareholders' equity, this is primarily driven by massive share buybacks rather than operational losses, indicating a high-conviction bet on their own cash-generating ability. The business demonstrates immense resilience across economic cycles,…
Top Opportunities
- Consistent 10-year double-digit EPS growth
- Industry-leading Operating Margins
- Negative Cash Conversion Cycle (AP > Inventory/AR)
Top Risks
- Negative accounting Book Value of Equity
- Large jump in debt and financial leverage over the decade
- Dependency on older internal combustion engine vehicle fleet
Latest report: Read the annual report summary →
Unlock the full report
Full sections, financial charts, AI chat and PDF export are available with Premium.