Adient PLC (ADNT)vsO’Reilly Automotive Inc (ORLY)
ADNT
Adient PLC
$22.78
+4.21%
CONSUMER CYCLICAL · Cap: $1.67B
ORLY
O’Reilly Automotive Inc
$92.96
-1.71%
CONSUMER CYCLICAL · Cap: $78.72B
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 24% more annual revenue ($18.21B vs $14.68B). ORLY leads profitability with a 14.3% profit margin vs -2.1%. ADNT appears more attractively valued with a PEG of 0.14. ORLY earns a higher WallStSmart Score of 60/100 (C).
ADNT
Hold49
out of 100
Grade: D+
ORLY
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.6%
Fair Value
$101.05
Current Price
$22.78
$78.27 discount
Margin of Safety
+74.7%
Fair Value
$372.36
Current Price
$92.96
$279.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
4.3% revenue growth
Distress zone — elevated risk
Smaller company, higher risk/reward
Operating margin of 2.4%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ADNT
The strongest argument for ADNT centers on PEG Ratio, Price/Book. PEG of 0.14 suggests the stock is reasonably priced for its growth.
Bull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Market Cap. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : ADNT
The primary concerns for ADNT are Revenue Growth, Altman Z-Score, Market Cap.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ADNT profiles as a turnaround stock while ORLY is a value play — different risk/reward profiles.
ADNT carries more volatility with a beta of 1.48 — 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.
Bottom Line
ORLY scores higher overall (60/100 vs 49/100) and 10.2% revenue growth. ADNT offers better value entry with a 73.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Adient PLC
CONSUMER CYCLICAL · AUTO PARTS · USA
Adient plc designs, manufactures and markets a range of seating systems and components for passenger cars, commercial vehicles and light trucks. The company is headquartered in Dublin, Ireland.
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.
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