ORLY
O'Reilly Automotive Inc
Consumer
11/04/2016
Presented
| Date | 11/01/2016 |
| Price | $264.24 |
| Market Cap | $25.40B |
| Ent Value | $27.86B |
| P/E Ratio | 25.58x |
| Book Value | $20.07 |
| Div Yield | 0% |
| Shares O/S | 96.12M |
| Ave Daily Vol | 749,198 |
| Short Int | 6.64% |
Current
| Price | $1,190.00 |
| Market Cap | $69.03B |
| O'Reilly Automotive, Inc. owns and operates retail outlets in the United States. It engages in the distribution and retailing of automotive aftermarket parts, tools, supplies, equipment, and accessories in the U.S., serving both professional installers and do-it-yourself customers. The company provides new and remanufactured automotive hard parts, including alternators, starters, fuel pumps, water pumps, brake system components, batteries, belts, hoses, temperature controls, chassis parts, and engine parts; maintenance items comprising oil, antifreeze products, fluids, filters, wiper blades, lighting products, engine additives, and appearance products; and accessories, such as floor mats, seat covers, and truck accessories. Its stores offer auto body paint and related materials, automotive tools, and professional service provider service equipment. The company's stores also offer enhanced services and programs comprising used oil, oil filter, and battery recycling; battery, wiper, and bulb replacement; battery diagnostic testing; electrical and module testing; check engine light code extraction; loaner tool program; drum and rotor resurfacing; custom hydraulic hoses; professional paint shop mixing and related materials; and machine shops. Its stores provide do-it-yourself and professional service provider customers a selection of brand name, house brands, and private label products for domestic and imported automobiles, vans, and trucks. O'Reilly Automotive was founded by Charles F. O'Reilly and Charles H. O'Reilly, Sr. in November 1957 and is headquartered in Springfield, MO. |
Public companies mentioned herein: O’Reilly Automotive (ORLY), Advance Auto Parts (AAP), Mattress Firm (MFRM) and Restoration Hardware (RH).
Highlights
The presenter compares O’Reilly Automotive (ORLY) to past so-called “one decision” stocks such as Mattress Firm (MFRM) and Restoration Hardware (RH), which 18 months ago were generally deemed steady growers before ultimately trading down suddenly and sharply. Currently trading at more than 20 times earnings, investors by and large have given the company a long leash, but the presenter believes the stock may be on the verge of cracking as the market begins to better appreciate the positive changes underway at rival Advance Auto Parts (AAP), from which ORLY has taken material share in recent years. Although the stock has missed the last couple of quarters, it has yet to be downgraded by the sell side. For his part, the presenter believes the company faces material risks to comps, margins and, ultimately, its earnings multiple.
◆Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.
◆Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.