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$1,035.63 -$15.42 (-1.5%)

04:00 PM EST on 02/20/24

O'Reilly Automotive, Inc. (NASDAQ:ORLY)

CAPS Rating: 4 out of 5

The Company is a specialty retailer and supplier of automotive aftermarket parts, tools, supplies, equipment and accessories to both the 'do-it-yourself' customers and the professional installers.

Current Price $1,035.63 Mkt Cap $61.3B
Open $1,050.73 P/E Ratio 26.91
Prev. Close $1,035.63 Div. (Yield) $0.00 (0.0%)
Daily Range $1,032.76 - $1,056.14 Volume 413,704
52-Wk Range $795.75 - $1,074.04 Avg. Daily Vol. 397,289

Caps

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All Players

350 Outperform
28 Underperform
 

All-Star Players

79 Outperform
2 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top NASDAQ:ORLY Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

texaskoala (< 20)
Submitted September 30, 2008

I have owned this stock since 2000 and have watch it go from 9 a share to over 40 and split and continue to grow. People always need auto parts and ORLY is more affordable than AZO

Junkyardhawg1985 (31.74)
Submitted May 06, 2009

O'reilly should benefit from the reduction in new car sales causing more car repairs. This near term performance is already built into the stock price. At the end of the day though, O'reilly is a retailer. They are a retailer with an enterprise value… More

Fools bullish on NASDAQ:ORLY are also bullish on:

Fools bearish on NASDAQ:ORLY are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about ORLY.

Recs

0
Member Avatar valunvesthere (94.53) Submitted: 12/18/2023 3:59:00 AM : Outperform Start Price: $952.98 NASDAQ:ORLY Score: +2.86

In the pre-pandemic era, the average length of vehicle ownership was 8 years in America and Canada. Even shorter or almost equal on leasing terms of 2 years (24 months), 3 years (36 months), 4 years (48 months), 5 years (60 months), 6 years (72 months), 7 years (84 months). It was a time when there was abundance and plenty of choices, it's like anybody can go to a dealer view, test drive, negotiate lower prices, ask for free accessories at best or discounted accessories at worst, bargaining on protection packages, extended warranties, discuss terms for free to discounted vehicle servicing for the future on dealer lot, and etc.

Now in the post-pandemic era the length of vehicle ownership is stretching as long as they can at 8 years plus and beyond in America and Canada. The main reasons on the buyers end is employment and financial uncertainty. The sellers end is supply chain issues, inflation, high interest rates, there are limited vehicles and choices on dealer lots, and etc. Anybody who goes to a dealer now, is most likely buying vehicle sight unseen which eliminates haggling because the dealer doesn't have product as a result the dealer isn't desperate to sell to make room or inventory turnover. In the post-pandemic era consumers are ordering new vehicles specifying to the salesperson what they want and the dealer makes a firm quote which is nearly always the final price. This is basically building a car where the prices go up as customers keep adding on options, packages, etc. On top of all this if they do buy the vehicle they'll have to wait months to years as the dealer sends customers orders of specifications to the manufacturer to be built.

Due to covid, it is safe to say it's a covid legacy at worst or a temporary industry glitch at best. We definitely do know Americans and Canadians are keeping their vehicles as long as they can or indefinitely, this is possible due to TLC (Tender Love and Care), regular maintenance, necessary replacement of worn and torn parts, and etc. Whether it's a covid legacy or an temporary industry glitch the issue is upon us during time of writing and positively I'm sure the aftermarket parts retailers will benefit the most. The aftermarket parts will never replace OEM (Original Equipment Manufacturer) parts because competition is a good thing and original equipment parts are sometimes priced equally or less expensive than after market parts.

According to New York Times on March 10,2021 titled Electric Cars Are Coming. How Long Until They Rule the Road? the broad majority of vehicles were powered by internal combustion engines and less than 1% was electric powered, that's about for every 100 internal combustion engine vehicles there is 1 electric vehicle. New York Times also states automakers are shifting to electric vehicles which analysts anticipate by 2035 electric vehicles may compose of 25% of new cars, but believes 13% of all vehicles driven will be electric vehicle. With this projection this gives aftermarket auto parts a immense safety margin in staying in business in continuing to accommodate internal combustion engines for a lot more decades to come or indefinitely if expanding its business in accommodating hybrid and electric vehicle with generous time frame to do so.

The public is in no rush to shift to electric vehicles because the present electric vehicle revolution is about 25 years old with the launch of a 2008 Tesla Roadster. A few years later in the Obama era automakers rushed to get their electric vehicles to the public, so the public was wary about reliability and durability. The electric vehicle industry is still in its infancy and is not in the economy of scale stage so electric vehicles cost way too much more than internal combustion vehicles. Asides of installing a charging station where the electric vehicle will reside there's barely a convenient network of public charging infrastructure in the developed world, so because of these reasons and other reasons not mentioned the public is staying put with with the over 130 years and counting proven, reliable, durable, lower cost and massive network infrastructure of gas stations for refueling internal combustion engine vehicle a while longer, During the Obama era the Obama administration pushed automakers to shift to electric vehicles and set goals on how many electric vehicles should be on the roads annually, majority of times the goals were never met as he served his 8 years the ambitions of shifting to electric vehicles has been shelved.

Here are more aftermarket parts retailers and salvage yard picks

* Advance Auto Parts, Inc. (NYSE:AAP)

* AutoZone, Inc. (NYSE:AZO)

* Genuine Parts Company (NYSE:GPC)

* LKQ Corp (NASDAQ:LKQ)

* O'Reilly Automotive, Inc. (NASDAQ:ORLY)

* U.S. Auto Parts Network, Inc. (NASDAQ:PRTS)

Recs

0
Member Avatar LukeCrumb (64.86) Submitted: 5/26/2021 4:18:36 PM : Outperform Start Price: $591.15 NASDAQ:ORLY Score: +61.62

Good business with the tailwind of the chip shortage and likely some resistance to the electrification of vehicles.

Recs

0
Member Avatar rocker20 (21.63) Submitted: 12/8/2020 8:13:48 AM : Outperform Start Price: $445.71 NASDAQ:ORLY Score: +97.26

strong historical performer with good ROIC

Leaderboard

Find the members with the highest scoring picks in ORLY.

Score Leader

bigdaddyderek

bigdaddyderek (90.75) Score: +4,290.02

The Score Leader is the player with the highest score across all their picks in ORLY.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
bigdaddyderek 90.75 10/16/2008 5/4/2015 Outperform 5Y $21.32 +4,757.55% +467.53% +4,290.02 0 Comment
StillSmokin 30.38 10/28/2008 Outperform NS $21.43 +4,732.62% +482.85% +4,249.77 0 Comment
Hcurb1 96.47 10/17/2008 Outperform 1Y $22.17 +4,571.31% +438.13% +4,133.18 0 Comment
fishboy73 72.00 7/9/2008 Outperform NS $23.07 +4,389.08% +302.02% +4,087.06 0 Comment
joerancho67 61.14 10/22/2008 Outperform 1Y $22.62 +4,478.38% +459.49% +4,018.90 0 Comment
scootia < 20 10/29/2008 Outperform 1Y $23.02 +4,398.83% +446.05% +3,952.78 0 Comment
badgerzeke < 20 7/21/2008 Outperform NS $24.10 +4,197.22% +305.39% +3,891.83 0 Comment
sanelb82 < 20 10/13/2008 Outperform 3Y $23.75 +4,260.55% +439.47% +3,821.08 1 Comment
milo222 < 20 6/19/2008 8/2/2010 Outperform 3Y $25.01 +4,040.86% +284.07% +3,756.79 1 Comment
possumgold 87.57 6/19/2008 Outperform NS $25.01 +4,040.86% +284.07% +3,756.79 1 Comment

Wall Street

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