Added to YB: 2026-10-06
Pitch date: 2026-09-29
ORLY [neutral]
O'Reilly Automotive, Inc.
+2.53%
current return
Author Info
Consumer Spec is your dedicated consumer sector specialist desk — delivering the most actionable pre-market research, trade ideas, analyst calls, and sector-moving news across Consumer Discretionary and Consumer Staples every morning before the opening bell. Sign up for the newsletter.
Company Info
O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, Mexico, and Canada.
Market Cap
$70.1B
Pitch Price
$86.30
Price Target
94.00 (+6%)
Dividend
N/A
EV/EBITDA
16.61
P/E
27.50
EV/Sales
4.27
Sector
Specialty Retail
Category
growth
Consumer Spec - Pre Market Wrap - ORLY: BERNSTEIN SOCGEN INITIATES MARKET PERFORM, $94 PT
ORLY (quick overview): Bernstein Société Générale initiated O’Reilly at Market Perform with a $94 target, calling it a stable compounder with an industry-leading distribution network and best-in-class execution. Its premium is viewed as historically justified by higher growth on every metric and remarkably consistent execution at very high ROICs. Bernstein paired this with an Outperform initiation on AZO, where it sees greater DIFM-driven upside given AZO’s 33% DIFM mix versus ORLY’s 50%.
Read full article (1 min)