Atmus Filtration Technologies Inc. (ATMU)vsO’Reilly Automotive Inc (ORLY)
ATMU
Atmus Filtration Technologies Inc.
$45.41
0.00%
CONSUMER CYCLICAL · Cap: $3.79B
ORLY
O’Reilly Automotive Inc
$85.82
+0.36%
CONSUMER CYCLICAL · Cap: $69.43B
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 878% more annual revenue ($18.57B vs $1.90B). ORLY leads profitability with a 14.3% profit margin vs 11.3%. ATMU trades at a lower P/E of 17.8x. ORLY earns a higher WallStSmart Score of 64/100 (C+).
ATMU
Buy57
out of 100
Grade: C
ORLY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATMU.
Margin of Safety
+76.8%
Fair Value
$370.53
Current Price
$85.82
$284.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 52 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
16.4% revenue growth
Every $100 of equity generates 59 in profit
Conservative balance sheet, low leverage
Large-cap with strong market position
Strong operational efficiency at 20.2%
Areas to Watch
Trading at 8.2x book value
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ATMU
The strongest argument for ATMU centers on Return on Equity, Altman Z-Score, P/E Ratio. Revenue growth of 16.4% demonstrates continued momentum.
Bull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap.
Bear Case : ATMU
The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 2.20 is elevated, increasing financial risk.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ATMU profiles as a growth stock while ORLY is a value play — different risk/reward profiles.
ATMU carries more volatility with a beta of 1.17 — expect wider price swings.
ATMU is growing revenue faster at 16.4% — sustainability is the question.
ORLY generates stronger free cash flow (699M), providing more financial flexibility.
Bottom Line
ORLY scores higher overall (64/100 vs 57/100). 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.
Atmus Filtration Technologies Inc.
CONSUMER CYCLICAL · AUTO PARTS · USA
Atmus Filtration Technologies Inc. is a leading provider of advanced filtration solutions, primarily serving the transportation and industrial sectors. The company leverages its robust intellectual property portfolio and engineering capabilities to deliver high-performance products that enhance engine efficiency and reduce emissions, aligning with the increasing global demand for sustainable technologies and clean energy. With a steadfast commitment to quality and customer satisfaction, Atmus is well-positioned for sustained growth, seeking to generate significant shareholder value in an evolving market landscape.
Visit Website →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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