Commercial Vehicle Group Inc (CVGI)vsO’Reilly Automotive Inc (ORLY)
CVGI
Commercial Vehicle Group Inc
$3.17
+2.59%
CONSUMER CYCLICAL · Cap: $128.81M
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 2656% more annual revenue ($18.57B vs $673.98M). ORLY leads profitability with a 14.3% profit margin vs -3.4%. CVGI appears more attractively valued with a PEG of 1.27. ORLY earns a higher WallStSmart Score of 64/100 (C+).
CVGI
Buy56
out of 100
Grade: C
ORLY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.7%
Fair Value
$5.58
Current Price
$3.17
$2.41 discount
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
Reasonable price relative to book value
Earnings expanding 28.6% YoY
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
Smaller company, higher risk/reward
Operating margin of 1.2%
Elevated debt levels
ROE of -13.4% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CVGI
The strongest argument for CVGI centers on Price/Book, EPS Growth. Revenue growth of 13.5% demonstrates continued momentum. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap.
Bear Case : CVGI
The primary concerns for CVGI are Market Cap, Operating Margin, Debt/Equity.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CVGI profiles as a turnaround stock while ORLY is a value play — different risk/reward profiles.
CVGI carries more volatility with a beta of 1.38 — expect wider price swings.
CVGI is growing revenue faster at 13.5% — sustainability is the question.
ORLY generates stronger free cash flow (699M), providing more financial flexibility.
Bottom Line
ORLY scores higher overall (64/100 vs 56/100). CVGI offers better value entry with a 69.7% 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.
Commercial Vehicle Group Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Commercial Vehicle Group, Inc. designs, manufactures, produces and sells components and assemblies to the US global vehicle and technology integrator markets in North America, Europe, and the Asia-Pacific regions. The company is headquartered in New Albany, Ohio.
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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