O’Reilly Automotive Inc (ORLY)vsStandard Motor Products Inc (SMP)
ORLY
O’Reilly Automotive Inc
$91.16
+3.60%
CONSUMER CYCLICAL · Cap: $74.27B
SMP
Standard Motor Products Inc
$36.66
+1.55%
CONSUMER CYCLICAL · Cap: $799.47M
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 893% more annual revenue ($17.78B vs $1.79B). ORLY leads profitability with a 14.3% profit margin vs 2.3%. SMP appears more attractively valued with a PEG of 0.53. SMP earns a higher WallStSmart Score of 69/100 (B-).
ORLY
Buy60
out of 100
Grade: C
SMP
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.1%
Fair Value
$86.25
Current Price
$91.16
$4.91 premium
Margin of Safety
+72.8%
Fair Value
$164.74
Current Price
$36.66
$128.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 46.1% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Smaller company, higher risk/reward
2.3% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Market Cap.
Bull Case : SMP
The strongest argument for SMP centers on P/E Ratio, Price/Book, PEG Ratio. Revenue growth of 12.2% demonstrates continued momentum. PEG of 0.53 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 : SMP
The primary concerns for SMP are Market Cap, Profit Margin, Free Cash Flow. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
SMP carries more volatility with a beta of 0.75 — expect wider price swings.
SMP is growing revenue faster at 12.2% — 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
SMP scores higher overall (69/100 vs 60/100) and 12.2% revenue growth. 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.
Standard Motor Products Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Standard Motor Products, Inc. manufactures and distributes motor vehicle replacement parts to the automotive aftermarket industry. The company is headquartered in Long Island City, New York.
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