CluenexO'Reilly Automotive ORLY
O'Reilly Automotive scores good on business quality (6.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What O'Reilly Automotive does
O'Reilly Automotive sells auto parts and accessories to both professional repair mechanics and do-it-yourself car owners through a massive store network. Revenues reached $18.5 billion as customers keep aging vehicles on the road longer.
- What it does best
O'Reilly dominates parts availability for professional mechanics through unmatched inventory density, delivering a gross margin of 51.6% that towers over peers like Carvana at 19.4%.
- The main risk
Trading at an intrinsic value of $78.40 against an 84.90 price, the primary risk is multiple compression if growth slows below its current 6.4% rate, leaving little room for execution errors.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins hit 19.6% and return on equity sits at 423.4%, putting profitability in the top decile of the sector and demonstrating strong scale advantages.
A top-quartile gross margin of 51.6% reflects dense distribution networks that lock in professional installers who cannot afford delivery delays.
Revenue grew 6.4% to $18.5B, continuing a steady multi-year expansion from $11.6B in 2020 while maintaining growth in the sector's top 60th percentile.
Operating cash flow reached $3.3B with free cash flow at $2.2B, supported by an interest coverage ratio of 14.4x that keeps debt costs manageable despite negative equity.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
3 sold $551K outside pre-planned sales.
Our sealed record on ORLY
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
O'Reilly Automotive scores good on the Cluenex quality check (6.8 of 10), measured against its own industry. Profitability is strong, moat strong, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: 3 sold $551K outside pre-planned sales.
Oct 28, 2026.
See ORLY today
- Today's verdict on ORLY, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “O'Reilly Automotive (ORLY)”, https://cluenex.com/stocks/orly/, data as of Oct 10, 2026.