WallStSmart

Motorcar Parts of America Inc (MPAA)vsO’Reilly Automotive Inc (ORLY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

O’Reilly Automotive Inc generates 2207% more annual revenue ($17.78B vs $770.64M). ORLY leads profitability with a 14.3% profit margin vs 0.3%. MPAA appears more attractively valued with a PEG of 0.61. ORLY earns a higher WallStSmart Score of 60/100 (C).

MPAA

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 4.5Value: 4.7Quality: 5.0

ORLY

Buy

60

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 8.0Quality: 4.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MPAASignificantly Overvalued (-1544.3%)

Margin of Safety

-1544.3%

Fair Value

$0.61

Current Price

$11.19

$10.58 premium

UndervaluedFair: $0.61Overvalued
ORLYOvervalued (-9.1%)

Margin of Safety

-9.1%

Fair Value

$86.25

Current Price

$91.16

$4.91 premium

UndervaluedFair: $86.25Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MPAA2 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

PEG RatioValuation
0.618/10

Growing faster than its price suggests

ORLY2 strengths · Avg: 9.5/10
Return on EquityProfitability
58.6%10/10

Every $100 of equity generates 59 in profit

Market CapQuality
$74.27B9/10

Large-cap with strong market position

Areas to Watch

MPAA4 concerns · Avg: 3.0/10
Market CapQuality
$210.05M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.8%3/10

ROE of 0.8% — below average capital efficiency

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

ORLY3 concerns · Avg: 3.7/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

P/E RatioValuation
29.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MPAA

The strongest argument for MPAA centers on Price/Book, PEG Ratio. PEG of 0.61 suggests the stock is reasonably priced for its growth.

Bull Case : ORLY

The strongest argument for ORLY centers on Return on Equity, Market Cap.

Bear Case : MPAA

The primary concerns for MPAA are Market Cap, Return on Equity, Profit Margin. A P/E of 119.3x leaves little room for execution misses. Thin 0.3% 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

MPAA carries more volatility with a beta of 1.36 — expect wider price swings.

ORLY is growing revenue faster at 7.8% — sustainability is the question.

ORLY generates stronger free cash flow (364M), providing more financial flexibility.

Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ORLY scores higher overall (60/100 vs 49/100). 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.

Motorcar Parts of America Inc

CONSUMER CYCLICAL · AUTO PARTS · USA

Motorcar Parts of America, Inc. manufactures, remanufactures and distributes parts for heavy duty truck, industrial, marine and agricultural applications. The company is headquartered in Torrance, California.

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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