Asbury Automotive Group vs O'Reilly Automotive
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KIRA’s take AI analyst
I put Asbury Automotive Group and O'Reilly Automotive side by side, using each one’s latest annual report. Here is what stands out:
- 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 28.9x against 6.5x for Asbury Automotive Group.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Asbury Automotive Group
ABG
1/9
5-year growth
O'Reilly Automotive
ORLY
8/9
Revenue growthGross marginOperating marginNet marginReturn on capitalPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | ABG FY25 | ORLY FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.2B | $75.5B |
| 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 | 6.5x | 28.9x |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.