Camping World vs O'Reilly Automotive
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Camping World and O'Reilly Automotive side by side, using each one’s latest annual report. Here is what stands out:
- O'Reilly Automotive is the larger business, with $17.8B of revenue in fiscal 2025 against $6.4B for Camping World, about 2.8 times as much.
- O'Reilly Automotive grew revenue faster (6.4%, against 4.4%).
- O'Reilly Automotive kept more of each dollar of sales as operating profit (19.5% operating margin, against 2.8%).
- O'Reilly Automotive earned a higher return on the capital invested in it (59.7%, against 4.9%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Camping World
CWH
0/7
O'Reilly Automotive
ORLY
7/7
Revenue growth5-year growthGross marginOperating marginNet marginReturn on capitalNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | CWH FY25 | ORLY FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $75.5B |
| Revenue | $6.4B | $17.8B |
| Free cash flow | — | $1.6B |
| Net income | −$89.8M | $2.5B |
| Growth | ||
| Revenue growth | 4.4% | 6.4% |
| 5-year growth | 3.2% | 8.9% |
| Share count change | — | −2.8% |
| Profitability | ||
| Gross margin | 29.5% | 51.6% |
| Operating margin | 2.8% | 19.5% |
| Net margin | −1.4% | 14.3% |
| FCF margin | — | 9.0% |
| Return on capital | 4.9% | 59.7% |
| Return on equity | −32.4% | — |
| Balance sheet | ||
| Net debt | $1.4B | $5.8B |
| Net debt / EBITDA | 5.1x | 1.5x |
| Dividends and buybacks | $31.4M | $2.1B |
| Valuation & quality | ||
| P/E | — | 28.9x |
| Piotroski F-score | — | 7 |
Ten years
Revenue
FY16
CWH $3.5B
ORLY $8.6B
FY17
CWH $4.3B
ORLY $9.0B
FY18
CWH $4.8B
ORLY $9.5B
FY19
CWH $4.9B
ORLY $10.2B
FY20
CWH $5.4B
ORLY $11.6B
FY21
CWH $6.9B
ORLY $13.3B
FY22
CWH $7.0B
ORLY $14.4B
FY23
CWH $6.2B
ORLY $15.8B
FY24
CWH $6.1B
ORLY $16.7B
FY25
CWH $6.4B
ORLY $17.8B
CWH
ORLY
Operating margin
FY16
CWH 7.9%
ORLY 19.8%
FY17
CWH 8.3%
ORLY 19.2%
FY18
CWH 4.2%
ORLY 19.0%
FY19
CWH 0.2%
ORLY 18.9%
FY20
CWH 8.7%
ORLY 20.9%
FY21
CWH 11.6%
ORLY 21.9%
FY22
CWH 8.2%
ORLY 20.5%
FY23
CWH 4.3%
ORLY 20.2%
FY24
CWH 2.4%
ORLY 19.5%
FY25
CWH 2.8%
ORLY 19.5%
CWH
ORLY
Free cash flow
FY16
CWH $159M
ORLY $1.0B
FY17
CWH −$97.1M
ORLY $938M
FY18
CWH −$118M
ORLY $1.2B
FY19
CWH $164M
ORLY $1.1B
FY20
CWH $663M
ORLY $2.4B
FY21
CWH −$93.8M
ORLY $2.8B
FY22
CWH −$20.8M
ORLY $2.6B
FY23
CWH —
ORLY $2.0B
FY24
CWH —
ORLY $2.0B
FY25
CWH —
ORLY $1.6B
CWH
ORLY
Return on capital
FY16
CWH —
ORLY 32.5%
FY17
CWH 36.9%
ORLY 34.3%
FY18
CWH 14.7%
ORLY 38.8%
FY19
CWH 0.7%
ORLY 37.4%
FY20
CWH 43.7%
ORLY 46.5%
FY21
CWH 57.1%
ORLY 63.1%
FY22
CWH 26.3%
ORLY 69.5%
FY23
CWH 14.7%
ORLY 73.7%
FY24
CWH 6.2%
ORLY 67.3%
FY25
CWH 4.9%
ORLY 59.7%
CWH
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.