O’Reilly Automotive Inc (ORLY)vsStandard Motor Products Inc (SMP)
ORLY
O’Reilly Automotive Inc
$86.90
-1.05%
CONSUMER CYCLICAL · Cap: $74.80B
SMP
Standard Motor Products Inc
$39.43
+1.16%
CONSUMER CYCLICAL · Cap: $862.70M
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 895% more annual revenue ($18.21B vs $1.83B). ORLY leads profitability with a 14.3% profit margin vs 2.5%. SMP appears more attractively valued with a PEG of 0.53. SMP earns a higher WallStSmart Score of 67/100 (B-).
ORLY
Buy62
out of 100
Grade: C+
SMP
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.1%
Fair Value
$363.32
Current Price
$86.90
$276.42 discount
Margin of Safety
-13.3%
Fair Value
$39.53
Current Price
$39.43
$0.10 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 35.6% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.6% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap. Revenue growth of 10.2% demonstrates continued momentum.
Bull Case : SMP
The strongest argument for SMP centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.53 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 : SMP
The primary concerns for SMP are Market Cap, Return on Equity, Profit Margin. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
SMP carries more volatility with a beta of 0.81 — expect wider price swings.
ORLY is growing revenue faster at 10.2% — 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
SMP scores higher overall (67/100 vs 62/100). ORLY offers better value entry with a 76.1% margin of safety. 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.
Standard Motor Products Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Standard Motor Products, Inc. manufactures and distributes motor vehicle replacement parts to the automotive aftermarket industry. The company is headquartered in Long Island City, New York.
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