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ORLYO'Reilly Automotive, Inc.
$85.90$71.2B
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  4. Financial Ratios

O'Reilly Automotive, Inc. (ORLY) Financial Ratios

Latest Ratios: P/E Ratio 28.9x · EV/EBITDA 20.0x · ROE N/A. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ORLY Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$71.2B$78.1B$66.3B$55.2B$52.2B$46.8B$32.1B$32.5B$27.0B$20.5B$25.6B
Enterprise Value$79.5B$86.4B$74.1B$62.8B$58.7B$52.3B$37.8B$38.3B$30.4B$23.4B$27.4B
P/E Ratio →28.9230.7129.1723.5524.0521.6018.2823.3820.3218.0224.75
P/S Ratio4.004.393.973.493.623.512.773.202.832.282.98
P/B Ratio——————228.8281.7276.3131.4015.76
P/FCF44.6849.0032.7227.2220.2016.9413.5430.0522.0621.8724.79
P/OCF25.7728.2721.7418.1916.5914.6011.3119.0115.6214.6116.98

P/E links to full P/E history page with 30-year chart

ORLY EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.864.433.974.073.933.263.773.192.613.19
EV / EBITDA20.0121.7419.9517.4417.6716.0613.8117.4614.6411.9614.28
EV / EBIT22.9724.8522.6719.5719.8417.8815.5719.8416.7213.5616.03
EV / FCF—54.2136.5630.9522.6918.9315.9435.4424.8325.0026.48

ORLY Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin51.6%51.6%51.2%51.3%51.2%52.7%52.4%53.1%52.8%52.6%52.5%
Operating Margin19.5%19.5%19.5%20.2%20.6%22.0%20.9%18.9%19.0%19.2%19.8%
Net Profit Margin14.3%14.3%14.3%14.8%15.1%16.2%15.1%13.7%13.9%12.6%12.1%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE—————5863.6%651.9%370.4%263.1%99.4%57.8%
ROA16.2%16.2%16.6%17.7%17.8%18.6%15.7%14.9%17.0%15.3%15.0%
ROIC37.2%37.2%39.8%42.7%41.1%39.0%30.1%29.0%37.2%37.2%38.6%
ROCE48.2%48.2%50.7%54.2%51.9%48.1%38.5%37.2%45.3%44.7%45.7%

ORLY Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity——————43.9514.759.664.561.16
Debt / EBITDA2.142.142.132.181.971.802.252.671.651.520.98
Net Debt / Equity——————40.6314.659.574.491.07
Net Debt / EBITDA2.092.092.102.101.941.692.082.651.631.500.91
Debt / FCF—5.213.843.732.491.992.405.392.773.131.68
Interest Coverage14.7814.7814.6815.9018.7420.2215.0713.7914.8718.9324.08

ORLY Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.770.770.710.730.710.770.860.860.910.930.96
Quick Ratio0.120.120.090.120.100.140.160.080.090.110.14
Cash Ratio0.020.020.020.040.020.060.090.010.010.010.04
Asset Turnover—1.081.121.141.141.141.000.951.191.191.19
Inventory Turnover1.501.501.601.651.611.711.511.381.411.411.47
Days Sales Outstanding—11.2810.8311.9011.9110.5610.3910.5910.3411.8911.87

ORLY Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.5%3.3%3.4%4.2%4.2%4.6%5.5%4.3%4.9%5.5%4.0%
FCF Yield2.2%2.0%3.1%3.7%5.0%5.9%7.4%3.3%4.5%4.6%4.0%
Buyback Yield2.9%2.7%3.1%5.7%6.3%5.3%6.5%4.4%6.4%10.6%5.9%
Total Shareholder Yield2.9%2.7%3.1%5.7%6.3%5.3%6.5%4.4%6.4%10.6%5.9%
Shares Outstanding—$856M$839M$871M$928M$994M$1.1B$1.1B$1.2B$1.3B$1.4B

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetStrained
Cash FlowRobust
Top Statement Risk

Wage inflation compressing margins

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margin Resilience Amid Cost Pressures

Gross margin held at 51.4% in Q2 2026, up 70 bps year-over-year, while operating margin expanded to 20.2%, reflecting pricing power and private-label mix, per financial statements.

The 70 basis point gross margin expansion to 51.4% suggests the company is successfully passing through input cost inflation and benefiting from a higher mix of private-label products. Operating margin of 20.2% in Q2 2026, up from 20.2% a year earlier, indicates that despite wage and insurance cost pressures, the company has maintained its earning power. However, the EPS miss versus consensus suggests that bottom-line conversion is being tempered by SG&A inflation, which investors should monitor for potential margin compression in coming quarters.

ROIC Stability Masks Buyback Distortion

ROIC remained stable at 9.9% in Q2 2026, consistent with the prior year's 10.2%, despite negative equity from aggressive buybacks, as reported in quarterly filings.

ROIC has hovered in the 8-11% range over the past ten quarters, indicating a stable return on invested capital. This stability is notable given the significant debt-funded share repurchases, which have driven shareholders' equity deeply negative. The stability suggests that the company's core operations are generating consistent returns, but the negative equity complicates traditional ROE analysis. Investors should focus on ROIC as a more reliable measure of operational efficiency, as it is less distorted by the capital structure.

Negative CCC Reflects Supplier Financing

Cash conversion cycle improved to -45 days in Q2 2026, driven by DPO of 280 days versus DIO of 226 days, indicating strong supplier leverage, based on reported figures.

The negative cash conversion cycle of -45 days means that O'Reilly is effectively using supplier financing to fund its inventory, as it pays suppliers well after it sells the parts. DPO of 280 days is exceptionally high, suggesting the company has significant bargaining power with its suppliers. This working capital efficiency is a key driver of the robust free cash flow, which reached $698.9M in Q2 2026. However, the thin current ratio of 0.75 indicates that the company relies heavily on this supplier financing and may face liquidity pressure if payment terms were to tighten.

Leverage Creeps Higher on Buybacks

Debt-to-EBITDA rose to 9.79x in Q2 2026 from 8.00x a year earlier, while interest coverage remained comfortable at 14.01x, per latest balance sheet data.

The increase in debt-to-EBITDA to 9.79x reflects the company's continued reliance on debt to fund its aggressive share repurchase program, with total debt climbing to $9.6B. Despite the higher leverage, interest coverage of 14.01x indicates that earnings comfortably cover interest expenses, suggesting no immediate solvency risk. However, if interest rates remain elevated or operating margins compress due to wage inflation, the cost of debt service could become more burdensome. Investors should monitor the trajectory of leverage, as the negative equity position leaves no buffer for adverse shocks.

Thin Liquidity Relies on Supplier Terms

Current ratio of 0.75 and quick ratio of 0.13 in Q2 2026 indicate a thin liquidity buffer, but negative CCC of -45 days suggests operational cash flow is strong, as reported.

The current ratio of 0.75 and quick ratio of 0.13 are well below the traditional 1.0 threshold, indicating that current liabilities exceed current assets. However, this is largely a function of the company's negative cash conversion cycle, where it collects cash from sales before paying suppliers. The quick ratio of 0.13 is particularly low, reflecting minimal cash and receivables relative to current liabilities, but this is mitigated by the company's ability to generate strong operating cash flow, which exceeded net income by 41% in Q2 2026. Under a severe demand shock, the thin liquidity position could become a constraint, but the company's historical resilience suggests it can manage through cycles.

Misapplied ROE in Negative Equity Context

ROE is commonly misapplied to O'Reilly because negative equity from buybacks makes the metric meaningless; ROIC of 9.9% is a more reliable measure, per financial statements.

The most commonly misapplied ratio for O'Reilly is Return on Equity (ROE), as the company's aggressive share repurchases have driven shareholders' equity to -$1.8B, making ROE negative or undefined. Analysts should instead use Return on Invested Capital (ROIC), which at 9.9% in Q2 2026 provides a clearer picture of operational efficiency. Additionally, the high P/E of 30.0 and EV/EBITDA of 20.68 suggest the market is pricing in continued growth, but investors should adjust for the buyback-driven EPS growth, which may overstate underlying earnings growth. A more appropriate valuation metric would be EV/EBIT or EV/EBITDA, which are less distorted by capital structure.

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Includes 30+ ratios · 30 years · Updated daily

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ORLY — Frequently Asked Questions

Quick answers to the most common questions about buying ORLY stock.

What is O'Reilly Automotive, Inc.'s P/E ratio?

O'Reilly Automotive, Inc.'s current P/E ratio is 28.9x. The historical average is 22.0x. This places it at the 90th percentile of its historical range.

What is O'Reilly Automotive, Inc.'s EV/EBITDA?

O'Reilly Automotive, Inc.'s current EV/EBITDA is 20.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.0x.

Is ORLY stock overvalued?

Based on historical data, O'Reilly Automotive, Inc. is trading at a P/E of 28.9x. This is at the 90th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are O'Reilly Automotive, Inc.'s profit margins?

O'Reilly Automotive, Inc. has 51.6% gross margin and 19.5% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does O'Reilly Automotive, Inc. have?

O'Reilly Automotive, Inc.'s Debt/EBITDA ratio is 2.1x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.