eBay Inc (EBAY)vsO’Reilly Automotive Inc (ORLY)
EBAY
eBay Inc
$121.64
+0.37%
CONSUMER CYCLICAL · Cap: $52.52B
ORLY
O’Reilly Automotive Inc
$88.12
+0.06%
CONSUMER CYCLICAL · Cap: $70.90B
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 58% more annual revenue ($18.99B vs $12.01B). EBAY leads profitability with a 18.6% profit margin vs 14.3%. EBAY appears more attractively valued with a PEG of 1.64. EBAY earns a higher WallStSmart Score of 70/100 (B-).
EBAY
Strong Buy70
out of 100
Grade: B-
ORLY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-26.5%
Fair Value
$95.82
Current Price
$121.64
$25.82 premium
Margin of Safety
+76.5%
Fair Value
$374.82
Current Price
$88.12
$286.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 48 in profit
Earnings expanding 55.0% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 21.6%
Every $100 of equity generates 59 in profit
Conservative balance sheet, low leverage
Large-cap with strong market position
Strong operational efficiency at 21.4%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 11.6x 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 : EBAY
The strongest argument for EBAY centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 18.6% and operating margin at 21.6%. Revenue growth of 14.8% demonstrates continued momentum.
Bull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.53 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
EBAY profiles as a mature stock while ORLY is a value play — different risk/reward profiles.
EBAY carries more volatility with a beta of 1.32 — expect wider price swings.
EBAY is growing revenue faster at 14.8% — sustainability is the question.
ORLY generates stronger free cash flow (699M), providing more financial flexibility.
Bottom Line
EBAY scores higher overall (70/100 vs 64/100), backed by strong 18.6% margins and 14.8% revenue growth. ORLY offers better value entry with a 76.5% margin of safety. Both earn "Strong 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.
eBay Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
eBay Inc. is an American multinational e-commerce corporation based in San Jose, California, that facilitates consumer-to-consumer and business-to-consumer sales through its website.
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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