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Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

O'Reilly Automotive Inc. (ORLY-Q) is viewed positively by analysts, primarily due to the favorable dynamics in the used car market, driven by tariffs that may make new cars more expensive. Despite some mixed signals in the latest earnings report, including a significant same-store sales beat, the stock remains resilient and has outperformed the S&P over the year. One expert highlighted the attractiveness of ORLY for Canadian investors, noting a decent growth trajectory despite the valuation appearing expensive with a PEG ratio that led to some selling. The company is expanding its footprint in both the U.S. and Mexico, supported by strong moving averages. Nevertheless, caution is advised due to the broader retail landscape's challenges, suggesting a wait for a pullback before making investments in the specialty retail space.

Consensus
Positive
Valuation
Fair Value
Similar
AAP, AAP
BUY

Used cars should do well after all these tariffs, which will make new cars more expensive and used ones (and repairs on existing cars) more attractive. Has a great record outperforming the S&P, a beautiful chart. Their last quarter was mixed, though fine to him. ORLY had a big same-store sales beat and smaller total revenue beat. Earnings were a little light, and the full-year forecast disappointed, but they always lowball guidance. Despite the huge sell-off this week, this stock is still up for the year.

PAST TOP PICK
(A Top Pick Jan 11/24, Up 27%)

With the exchange rate, the return is actually higher for Canadian investors. PEG ratio got expensive for him, he sold. Trades at 27x PE, with 9-10% growth rate. Likes it long term. Opening new locations in US and Mexico. 200-day and 200-week MAs moving higher.

BUY ON WEAKNESS

Generally, retail is a tough industry. Wary of retail that's not specialty. Look at HD and ORLY, which are specialty retail, but wait for a pullback.

PARTIAL SELL

A defensive grower in the consumer space. Has taken some profits because its at all-time highs.

TOP PICK

Largest in its space. $17B USD forecast 2024 revenue. Grew revenue last 5 years by 10.5%. Long-term tailwinds, as growing need for maintenance and repairs due to aging US automotive fleet. With an eye to interest rates and the economy, people have been holding onto their cars for longer. Resilient business. Increased share buybacks. He expects 12% EPS growth rate for next few years. No dividend.

(Analysts’ price target is $1036.26)
PARTIAL SELL

It's outperformed the market the past year and has had a good run. People were driving more, but maybe that's played out. has just trimmed it. Still likes it.

WEAK BUY
A great performer this year. Offers nice cash flow and stable growth. Not a cheap stock, though. She still owns a position, but smaller than before. She's not worried that people will drive less to work, because people are still working hybrid. More important is whether people hold onto their existing cars for longer. Demand for repairs remains.
BUY ON WEAKNESS
Insulated from online competition. Good balance between the DIY and professional markets. Key is distribution, and they have a wonderful network. Exceptionally well run. Tons of cashflow. Wouldn't own in this environment. High valuation, wait for a pullback. At the right price, perfect candidate for a legacy hold for the grandkids.
BUY
Be very selective in consumer; this is how he plays this sector. These car suppliers should see continued demand from an again car fleet. Stock is not overly expensive, while business is phenomenal.
COMMENT
Has watched it before and has been a good name over time. However, you are dependant on the consumer cycle.
SELL

Had announced consumer trends were not what they had expected them to be, and the stock got punished 20% in one day with some follow through. They’ve had consistent buybacks instead of dividends. You are going to have to wait for a long time for it to recover, because there are many people in the name who are waiting to get their money back. Every time it creeps up a little more, it will hit more Selling.

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O'Reilly Automotive Inc(ORLY-Q) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for O'Reilly Automotive Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

O'Reilly Automotive Inc(ORLY-Q) Frequently Asked Questions

What is O'Reilly Automotive Inc stock symbol?

O'Reilly Automotive Inc is a American stock, trading under the symbol ORLY-Q on the NASDAQ (ORLY). It is usually referred to as NASDAQ:ORLY or ORLY-Q

Is O'Reilly Automotive Inc a buy or a sell?

In the last year, 3 stock analysts published opinions about ORLY-Q. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for O'Reilly Automotive Inc.

Is O'Reilly Automotive Inc a good investment or a top pick?

O'Reilly Automotive Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for O'Reilly Automotive Inc.

Why is O'Reilly Automotive Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is O'Reilly Automotive Inc worth watching?

3 stock analysts on Stockchase covered O'Reilly Automotive Inc In the last year. It is a trending stock that is worth watching.

What is O'Reilly Automotive Inc stock price?

On 2025-04-25, O'Reilly Automotive Inc (ORLY-Q) stock closed at a price of $1347.