O’Reilly Automotive Inc (ORLY)vsXpel Inc (XPEL)
ORLY
O’Reilly Automotive Inc
$91.16
+3.60%
CONSUMER CYCLICAL · Cap: $74.27B
XPEL
Xpel Inc
$41.10
+2.04%
CONSUMER CYCLICAL · Cap: $1.13B
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 3634% more annual revenue ($17.78B vs $476.20M). ORLY leads profitability with a 14.3% profit margin vs 10.8%. XPEL trades at a lower P/E of 22.2x. ORLY earns a higher WallStSmart Score of 60/100 (C).
ORLY
Buy60
out of 100
Grade: C
XPEL
Buy59
out of 100
Grade: C
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
+36.5%
Fair Value
$86.58
Current Price
$41.10
$45.48 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
Every $100 of equity generates 20 in profit
Earnings expanding 49.1% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Market Cap.
Bull Case : XPEL
The strongest argument for XPEL centers on Return on Equity, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : XPEL
The primary concerns for XPEL are Market Cap.
Key Dynamics to Monitor
XPEL carries more volatility with a beta of 1.29 — expect wider price swings.
XPEL is growing revenue faster at 13.7% — 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 59/100). XPEL offers better value entry with a 36.5% margin of safety. 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.
Xpel Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
XPEL, Inc. manufactures, sells, distributes, and installs aftermarket automotive products in the United States, China, Canada, Continental Europe, the United Kingdom, Asia Pacific, Latin America, the Middle East / Africa, and internationally. The company is headquartered in San Antonio, Texas.
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