Miller Industries Inc (MLR)vsO’Reilly Automotive Inc (ORLY)
MLR
Miller Industries Inc
$54.72
+0.39%
CONSUMER CYCLICAL · Cap: $636.40M
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 2308% more annual revenue ($18.57B vs $771.44M). ORLY leads profitability with a 14.3% profit margin vs 1.9%. ORLY appears more attractively valued with a PEG of 1.60. ORLY earns a higher WallStSmart Score of 64/100 (C+).
MLR
Hold48
out of 100
Grade: D+
ORLY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.2%
Fair Value
$30.87
Current Price
$54.72
$23.85 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
ROE of 3.4% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MLR
The strongest argument for MLR centers on Price/Book, Debt/Equity, Altman Z-Score. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap.
Bear Case : MLR
The primary concerns for MLR are Market Cap, Return on Equity, Profit Margin. A P/E of 45.2x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MLR carries more volatility with a beta of 1.14 — expect wider price swings.
MLR is growing revenue faster at 12.1% — sustainability is the question.
ORLY generates stronger free cash flow (699M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORLY scores higher overall (64/100 vs 48/100). 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.
Miller Industries Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Miller Industries, Inc., manufactures and sells towing and recovery equipment. The company is headquartered in Ooltewah, Tennessee.
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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