O’Reilly Automotive Inc (ORLY)vsDouglas Dynamics Inc (PLOW)
ORLY
O’Reilly Automotive Inc
$88.40
+1.02%
CONSUMER CYCLICAL · Cap: $71.46B
PLOW
Douglas Dynamics Inc
$44.75
-0.07%
CONSUMER CYCLICAL · Cap: $1.06B
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 2582% more annual revenue ($18.21B vs $678.78M). ORLY leads profitability with a 14.3% profit margin vs 7.8%. PLOW appears more attractively valued with a PEG of 0.95. PLOW earns a higher WallStSmart Score of 65/100 (B-).
ORLY
Buy62
out of 100
Grade: C+
PLOW
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.2%
Fair Value
$364.82
Current Price
$88.40
$276.42 discount
Margin of Safety
-1.2%
Fair Value
$41.07
Current Price
$44.75
$3.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Conservative balance sheet, low leverage
Large-cap with strong market position
Earnings expanding 63.9% YoY
Growing faster than its price suggests
19.8% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
7.8% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Debt/Equity, Market Cap. Revenue growth of 10.2% demonstrates continued momentum.
Bull Case : PLOW
The strongest argument for PLOW centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : PLOW
The primary concerns for PLOW are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
ORLY profiles as a value stock while PLOW is a growth play — different risk/reward profiles.
PLOW carries more volatility with a beta of 1.23 — expect wider price swings.
PLOW is growing revenue faster at 19.8% — sustainability is the question.
ORLY generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PLOW scores higher overall (65/100 vs 62/100) and 19.8% revenue growth. ORLY offers better value entry with a 75.2% 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.
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.
Douglas Dynamics Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Douglas Dynamics, Inc. is a manufacturer and conditioner of commercial work truck accessories and equipment in North America. The company is headquartered in Milwaukee, Wisconsin.
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