Goodyear Tire and Rubber vs O'Reilly Automotive
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The short version
- Goodyear Tire and Rubber is the larger business, with $18.3B of revenue in fiscal 2025 against $17.8B for O'Reilly Automotive.
- O'Reilly Automotive grew revenue faster (6.4%, against −3.2%).
- O'Reilly Automotive turned more of its sales into free cash flow (9.0% FCF margin, against −0.2%).
- O'Reilly Automotive earned a higher return on the capital invested in it (59.7%, against 2.4%).
| Latest fiscal year | GT · FY25 | ORLY · FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.2B | $74.5B |
| Revenue | $18.3B | $17.8B |
| Free cash flow | −$30.0M | $1.6B |
| Net income | −$1.7B | $2.5B |
| Growth | ||
| Revenue growth | −3.2% | 6.4% |
| 5-year growth | 8.2% | 8.9% |
| Share count change | 0.0% | −2.8% |
| Profitability | ||
| Gross margin | 18.4% | 51.6% |
| Operating margin | — | 19.5% |
| Net margin | −9.4% | 14.3% |
| FCF margin | −0.2% | 9.0% |
| Return on capital | 2.4% | 59.7% |
| Return on equity | −43.5% | — |
| Balance sheet | ||
| Net debt | $5.4B | $5.8B |
| Net debt / EBITDA | 4.0x | 1.5x |
| Dividends and buybacks | $0.0M | $2.1B |
| Valuation & quality | ||
| P/E | — | 28.5x |
| Piotroski F-score | 5 | 7 |
Revenue
FY16
GT $15.2B
ORLY $8.6B
FY17
GT $15.4B
ORLY $9.0B
FY18
GT $15.5B
ORLY $9.5B
FY19
GT $14.7B
ORLY $10.2B
FY20
GT $12.3B
ORLY $11.6B
FY21
GT $17.5B
ORLY $13.3B
FY22
GT $20.8B
ORLY $14.4B
FY23
GT $20.1B
ORLY $15.8B
FY24
GT $18.9B
ORLY $16.7B
FY25
GT $18.3B
ORLY $17.8B
GT
ORLY
Operating margin
FY16
GT —
ORLY 19.8%
FY17
GT —
ORLY 19.2%
FY18
GT —
ORLY 19.0%
FY19
GT —
ORLY 18.9%
FY20
GT —
ORLY 20.9%
FY21
GT —
ORLY 21.9%
FY22
GT —
ORLY 20.5%
FY23
GT —
ORLY 20.2%
FY24
GT —
ORLY 19.5%
FY25
GT —
ORLY 19.5%
GT
ORLY
Free cash flow
FY16
GT $561M
ORLY $1.0B
FY17
GT $277M
ORLY $938M
FY18
GT $105M
ORLY $1.2B
FY19
GT $437M
ORLY $1.1B
FY20
GT $468M
ORLY $2.4B
FY21
GT $81.0M
ORLY $2.8B
FY22
GT −$540M
ORLY $2.6B
FY23
GT −$18.0M
ORLY $2.0B
FY24
GT −$490M
ORLY $2.0B
FY25
GT −$30.0M
ORLY $1.6B
GT
ORLY
Return on capital
FY16
GT 18.2%
ORLY 32.5%
FY17
GT 6.6%
ORLY 34.3%
FY18
GT 9.6%
ORLY 38.8%
FY19
GT 2.7%
ORLY 37.4%
FY20
GT −7.6%
ORLY 46.5%
FY21
GT 9.4%
ORLY 63.1%
FY22
GT 3.8%
ORLY 69.5%
FY23
GT −1.3%
ORLY 73.7%
FY24
GT 2.8%
ORLY 67.3%
FY25
GT 2.4%
ORLY 59.7%
GT
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.