Asbury Automotive Group vs O'Reilly Automotive
Add, change or remove companies; up to four.
The short version
- Asbury Automotive Group is the larger business, with $18.0B of revenue in fiscal 2025 against $17.8B for O'Reilly Automotive.
- O'Reilly Automotive grew revenue faster (6.4%, against 4.7%).
- O'Reilly Automotive kept more of each dollar of sales as operating profit (19.5% operating margin, against 4.8%).
- O'Reilly Automotive earned a higher return on the capital invested in it (59.7%, against 9.2%).
- Investors pay more for each dollar of O'Reilly Automotive’s earnings: a P/E of 28.5x against 6.4x for Asbury Automotive Group.
| Latest fiscal year | ABG · FY25 | ORLY · FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.2B | $74.5B |
| Revenue | $18.0B | $17.8B |
| Free cash flow | — | $1.6B |
| Net income | $492M | $2.5B |
| Growth | ||
| Revenue growth | 4.7% | 6.4% |
| 5-year growth | 20.3% | 8.9% |
| Share count change | −2.0% | −2.8% |
| Profitability | ||
| Gross margin | 17.1% | 51.6% |
| Operating margin | 4.8% | 19.5% |
| Net margin | 2.7% | 14.3% |
| FCF margin | — | 9.0% |
| Return on capital | 9.2% | 59.7% |
| Return on equity | 13.3% | — |
| Balance sheet | ||
| Net debt | $3.5B | $5.8B |
| Net debt / EBITDA | 3.7x | 1.5x |
| Dividends and buybacks | $12.8M | $2.1B |
| Valuation & quality | ||
| P/E | 6.4x | 28.5x |
| Piotroski F-score | 6 | 7 |
Revenue
FY16
ABG $6.5B
ORLY $8.6B
FY17
ABG $6.5B
ORLY $9.0B
FY18
ABG $6.9B
ORLY $9.5B
FY19
ABG $7.2B
ORLY $10.2B
FY20
ABG $7.1B
ORLY $11.6B
FY21
ABG $9.8B
ORLY $13.3B
FY22
ABG $15.4B
ORLY $14.4B
FY23
ABG $14.8B
ORLY $15.8B
FY24
ABG $17.2B
ORLY $16.7B
FY25
ABG $18.0B
ORLY $17.8B
ABG
ORLY
Operating margin
FY16
ABG 4.6%
ORLY 19.8%
FY17
ABG 4.5%
ORLY 19.2%
FY18
ABG 4.5%
ORLY 19.0%
FY19
ABG 4.5%
ORLY 18.9%
FY20
ABG 5.2%
ORLY 20.9%
FY21
ABG 8.1%
ORLY 21.9%
FY22
ABG 8.3%
ORLY 20.5%
FY23
ABG 6.4%
ORLY 20.2%
FY24
ABG 4.9%
ORLY 19.5%
FY25
ABG 4.8%
ORLY 19.5%
ABG
ORLY
Free cash flow
FY16
ABG $61.1M
ORLY $1.0B
FY17
ABG $224M
ORLY $938M
FY18
ABG −$30.2M
ORLY $1.2B
FY19
ABG $292M
ORLY $1.1B
FY20
ABG —
ORLY $2.4B
FY21
ABG $1.1B
ORLY $2.8B
FY22
ABG $601M
ORLY $2.6B
FY23
ABG $171M
ORLY $2.0B
FY24
ABG —
ORLY $2.0B
FY25
ABG —
ORLY $1.6B
ABG
ORLY
Return on capital
FY16
ABG 15.0%
ORLY 32.5%
FY17
ABG 15.4%
ORLY 34.3%
FY18
ABG 17.5%
ORLY 38.8%
FY19
ABG 16.6%
ORLY 37.4%
FY20
ABG 15.1%
ORLY 46.5%
FY21
ABG 16.2%
ORLY 63.1%
FY22
ABG 17.0%
ORLY 69.5%
FY23
ABG 11.6%
ORLY 73.7%
FY24
ABG 9.6%
ORLY 67.3%
FY25
ABG 9.2%
ORLY 59.7%
ABG
ORLY
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.