O’Reilly Automotive Inc (ORLY)vsDouglas Dynamics Inc (PLOW)
ORLY
O’Reilly Automotive Inc
$91.16
+3.60%
CONSUMER CYCLICAL · Cap: $74.27B
PLOW
Douglas Dynamics Inc
$42.93
+0.59%
CONSUMER CYCLICAL · Cap: $955.02M
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 2610% more annual revenue ($17.78B vs $656.05M). ORLY leads profitability with a 14.3% profit margin vs 7.1%. PLOW appears more attractively valued with a PEG of 1.15. PLOW earns a higher WallStSmart Score of 67/100 (B-).
ORLY
Buy60
out of 100
Grade: C
PLOW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.1%
Fair Value
$86.25
Current Price
$91.16
$4.91 premium
Margin of Safety
+54.7%
Fair Value
$91.73
Current Price
$42.93
$48.80 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Earnings expanding 63.9% YoY
Revenue surging 28.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Smaller company, higher risk/reward
7.1% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Market Cap.
Bull Case : PLOW
The strongest argument for PLOW centers on EPS Growth, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum. PEG of 1.15 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, Debt/Equity.
Key Dynamics to Monitor
ORLY profiles as a value stock while PLOW is a growth play — different risk/reward profiles.
PLOW carries more volatility with a beta of 1.24 — expect wider price swings.
PLOW is growing revenue faster at 28.6% — sustainability is the question.
ORLY generates stronger free cash flow (364M), providing more financial flexibility.
Bottom Line
PLOW scores higher overall (67/100 vs 60/100) and 28.6% revenue growth. Both earn "Strong 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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