O’Reilly Automotive (ORLY)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $72.3B, O’Reilly Automotive's free cash flow of $1.6B (fiscal 2025) would need to grow about 16% a year for the stock to be worth today's price. That is faster than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from O’Reilly Automotive's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from ORLY's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from O’Reilly Automotive's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $13.3B | $14.4B | $15.8B | $16.7B | $17.8B |
| Net income | $2.2B | $2.2B | $2.3B | $2.4B | $2.5B |
| Free cash flow | $2.8B | $2.6B | $2.0B | $2.0B | $1.6B |
| EPS (diluted) | $2.07 | $2.23 | $2.56 | $2.71 | $2.97 |
| Operating margin | 21.9% | 20.5% | 20.2% | 19.5% | 19.5% |
Superinvestors who own ORLY
From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Chuck Akre Akre Capital Management |
Trimmed | $199M | 3.9% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $136M | 0.05% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | $88M | 0.07% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | $45M | 0.40% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $24M | 0.06% | Q2 2026 |
| David Rolfe Wedgewood Partners |
Trimmed | $16M | 3.3% | Q2 2026 |
Insider buying
Open-market purchases by O’Reilly Automotive's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Jan 29, 2026 | Ro Khanna |
0 | $98.85 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $98.85 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $94.63 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $94.63 | — |
| Oct 30, 2025 | Lisa C. Mcclain |
0 | $95.15 | — |
| Oct 30, 2025 | Lisa C. Mcclain |
0 | $95.15 | — |
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In the full deep dive
Questions
What growth does O’Reilly Automotive's stock price imply?
At a market value of $72.3B, O’Reilly Automotive would need its free cash flow to grow about 16% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 5% a year.
Are O’Reilly Automotive insiders buying the stock?
6 open-market insider purchases of ORLY in the last 12 months, from SEC Form 4 filings.
Which superinvestors own O’Reilly Automotive?
6 of the superinvestors Investingly tracks hold ORLY in their latest 13F, including Chuck Akre, Cliff Asness, Hersh Cohen.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.