Atmus Filtration Technologies Inc. (ATMU)vsO’Reilly Automotive Inc (ORLY)
ATMU
Atmus Filtration Technologies Inc.
$45.91
-2.75%
CONSUMER CYCLICAL · Cap: $4.07B
ORLY
O’Reilly Automotive Inc
$88.40
-0.83%
CONSUMER CYCLICAL · Cap: $71.46B
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 897% more annual revenue ($18.21B vs $1.83B). ORLY leads profitability with a 14.3% profit margin vs 11.6%. ATMU trades at a lower P/E of 19.5x. ORLY earns a higher WallStSmart Score of 62/100 (C+).
ATMU
Buy55
out of 100
Grade: C-
ORLY
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATMU.
Margin of Safety
+75.2%
Fair Value
$364.82
Current Price
$88.40
$276.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 52 in profit
Safe zone — low bankruptcy risk
Every $100 of equity generates 59 in profit
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Trading at 9.3x book value
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ATMU
The strongest argument for ATMU centers on Return on Equity, Altman Z-Score. Revenue growth of 14.6% demonstrates continued momentum.
Bull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : ATMU
The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 2.62 is elevated, increasing financial risk.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ATMU carries more volatility with a beta of 1.25 — expect wider price swings.
ATMU is growing revenue faster at 14.6% — sustainability is the question.
ORLY generates stronger free cash flow (788M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORLY scores higher overall (62/100 vs 55/100) and 10.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Atmus Filtration Technologies Inc.
CONSUMER CYCLICAL · AUTO PARTS · USA
Atmus Filtration Technologies Inc. specializes in advanced filtration solutions designed for both transportation and industrial sectors, emphasizing high-performance products that improve engine efficiency and significantly lower emissions. By harnessing extensive intellectual property and engineering expertise, Atmus is strategically positioned to capitalize on the growing demand for sustainable technologies, which aligns with global trends toward clean energy. Committed to delivering quality and customer satisfaction, the company is well-prepared for sustained growth and aims to create substantial value for its shareholders in a dynamic market environment.
Visit Website →O’Reilly Automotive Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
O'Reilly Auto Parts is an American auto parts retailer that provides automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States serving both the professional service providers and do-it-yourself customers.
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