WallStSmart

O’Reilly Automotive Inc (ORLY)vsRee Automotive Holding Inc (REE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

O’Reilly Automotive Inc generates 8590234% more annual revenue ($17.78B vs $207,000). ORLY leads profitability with a 14.3% profit margin vs 0.0%. ORLY earns a higher WallStSmart Score of 60/100 (C).

ORLY

Buy

60

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 8.0Quality: 4.0
Piotroski: 2/9

REE

Avoid

24

out of 100

Grade: F

Growth: 5.3Profit: 2.5Value: 5.0Quality: 5.0
Piotroski: 1/9Altman Z: -12.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ORLYOvervalued (-9.1%)

Margin of Safety

-9.1%

Fair Value

$86.25

Current Price

$91.16

$4.91 premium

UndervaluedFair: $86.25Overvalued

Intrinsic value data unavailable for REE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ORLY2 strengths · Avg: 9.5/10
Return on EquityProfitability
58.6%10/10

Every $100 of equity generates 59 in profit

Market CapQuality
$74.27B9/10

Large-cap with strong market position

REE1 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Areas to Watch

ORLY3 concerns · Avg: 3.7/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

P/E RatioValuation
29.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

REE4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$14.97M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Debt/EquityHealth
1.063/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : ORLY

The strongest argument for ORLY centers on Return on Equity, Market Cap.

Bull Case : REE

The strongest argument for REE centers on Price/Book.

Bear Case : ORLY

The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : REE

The primary concerns for REE are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

REE carries more volatility with a beta of 2.76 — expect wider price swings.

ORLY is growing revenue faster at 7.8% — sustainability is the question.

ORLY generates stronger free cash flow (364M), providing more financial flexibility.

Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ORLY scores higher overall (60/100 vs 24/100). Both earn "Buy" and "Avoid" 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.

Ree Automotive Holding Inc

CONSUMER CYCLICAL · AUTO PARTS · USA

Ree Automotive Holding Inc is a pioneering technology firm at the forefront of the electric vehicle sector, known for its innovative REEplatform that integrates critical vehicle components into a streamlined, flat architecture. This modular design significantly enhances scalability and design adaptability, making it ideal for a wide array of electric vehicles, including those for commercial and passenger use. Committed to sustainability and cutting-edge engineering, Ree is strategically positioned to meet the growing demand for eco-friendly transportation solutions. The company's strong focus on R&D and its strategic partnerships underscore its ambition to lead in next-generation mobility technologies, reinforcing its role as a key player in the electrification of transportation.

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