O’Reilly Automotive Inc (ORLY)vsDouglas Dynamics Inc (PLOW)
ORLY
O’Reilly Automotive Inc
$85.82
+0.36%
CONSUMER CYCLICAL · Cap: $69.43B
PLOW
Douglas Dynamics Inc
$40.24
-0.69%
CONSUMER CYCLICAL · Cap: $976.16M
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 2557% more annual revenue ($18.57B vs $699.10M). ORLY leads profitability with a 14.3% profit margin vs 7.5%. PLOW appears more attractively valued with a PEG of 0.87. ORLY earns a higher WallStSmart Score of 64/100 (C+).
ORLY
Buy64
out of 100
Grade: C+
PLOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.8%
Fair Value
$370.53
Current Price
$85.82
$284.71 discount
Margin of Safety
+1.7%
Fair Value
$42.31
Current Price
$40.24
$2.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Conservative balance sheet, low leverage
Large-cap with strong market position
Strong operational efficiency at 20.2%
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
7.5% margin — thin
Earnings declined 1.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap.
Bull Case : PLOW
The strongest argument for PLOW centers on PEG Ratio. Revenue growth of 10.5% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : PLOW
The primary concerns for PLOW are Market Cap, Profit Margin, EPS Growth.
Key Dynamics to Monitor
PLOW carries more volatility with a beta of 1.21 — expect wider price swings.
PLOW is growing revenue faster at 10.5% — sustainability is the question.
ORLY generates stronger free cash flow (699M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORLY scores higher overall (64/100 vs 59/100). 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.
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.
Douglas Dynamics Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Douglas Dynamics, Inc. is a manufacturer and conditioner of commercial work truck accessories and equipment in North America. The company is headquartered in Milwaukee, Wisconsin.
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