O'Reilly Automotive
ORLY · Automotive Retail
$89.92
2.3%Sonic Automotive
SAH · Automotive Retail
$61.28
2.9%The short version
- O'Reilly Automotive is the larger business, with $17.8B of revenue in fiscal 2025 against $15.2B for Sonic Automotive.
- O'Reilly Automotive kept more of each dollar of sales as operating profit (19.5% operating margin, against 2.4% operating margin).
- O'Reilly Automotive turned more of its sales into free cash flow (9.0% FCF margin, against 2.8% FCF margin).
- O'Reilly Automotive earned a higher return on the capital invested in it (59.7%, against 12.2%).
- Investors pay more for each dollar of O'Reilly Automotive’s earnings: a P/E of 28.5x against 9.8x for Sonic Automotive.
| Latest fiscal year | ORLY · FY25 | SAH · FY25 |
|---|---|---|
| Size | ||
| Market cap | $74.5B | $2.0B |
| Revenue | $17.8B | $15.2B |
| Free cash flow | $1.6B | $418M |
| Net income | $2.5B | $119M |
| Growth | ||
| Revenue growth | 6.4% | 6.5% |
| 5-year growth | 8.9% | 9.2% |
| Share count change | −2.8% | −0.9% |
| Profitability | ||
| Gross margin | 51.6% | 15.7% |
| Operating margin | 19.5% | 2.4% |
| Net margin | 14.3% | 0.8% |
| FCF margin | 9.0% | 2.8% |
| Return on capital | 59.7% | 12.2% |
| Return on equity | — | 11.1% |
| Balance sheet | ||
| Net debt | $5.8B | $2.0B |
| Net debt / EBITDA | 1.5x | 3.7x |
| Dividends and buybacks | $2.1B | $131M |
| Valuation & quality | ||
| P/E | 28.5x | 9.8x |
| Piotroski F-score | 7 | 6 |
FY16
ORLY $8.6B
SAH $9.7B
FY17
ORLY $9.0B
SAH $9.9B
FY18
ORLY $9.5B
SAH $10.0B
FY19
ORLY $10.2B
SAH $10.5B
FY20
ORLY $11.6B
SAH $9.8B
FY21
ORLY $13.3B
SAH $12.4B
FY22
ORLY $14.4B
SAH $14.0B
FY23
ORLY $15.8B
SAH $14.4B
FY24
ORLY $16.7B
SAH $14.2B
FY25
ORLY $17.8B
SAH $15.2B
ORLY
SAH
FY16
ORLY 19.8%
SAH 2.4%
FY17
ORLY 19.2%
SAH 2.1%
FY18
ORLY 19.0%
SAH 1.8%
FY19
ORLY 18.9%
SAH 2.9%
FY20
ORLY 20.9%
SAH 0.4%
FY21
ORLY 21.9%
SAH 4.3%
FY22
ORLY 20.5%
SAH 2.2%
FY23
ORLY 20.2%
SAH 3.0%
FY24
ORLY 19.5%
SAH 3.2%
FY25
ORLY 19.5%
SAH 2.4%
ORLY
SAH
FY16
ORLY $1.0B
SAH $10.1M
FY17
ORLY $938M
SAH −$71.4M
FY18
ORLY $1.2B
SAH −$19.9M
FY19
ORLY $1.1B
SAH $45.2M
FY20
ORLY $2.4B
SAH $154M
FY21
ORLY $2.8B
SAH $8.1M
FY22
ORLY $2.6B
SAH $179M
FY23
ORLY $2.0B
SAH −$219M
FY24
ORLY $2.0B
SAH −$78.1M
FY25
ORLY $1.6B
SAH $418M
ORLY
SAH
FY16
ORLY 32.5%
SAH 9.0%
FY17
ORLY 34.3%
SAH 10.8%
FY18
ORLY 38.8%
SAH 6.9%
FY19
ORLY 37.4%
SAH 13.0%
FY20
ORLY 46.5%
SAH 1.7%
FY21
ORLY 63.1%
SAH 20.7%
FY22
ORLY 69.5%
SAH 6.1%
FY23
ORLY 73.7%
SAH 11.4%
FY24
ORLY 67.3%
SAH 13.5%
FY25
ORLY 59.7%
SAH 12.2%
ORLY
SAH
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.