AutoZone (AZO) vs O'Reilly Automotive (ORLY)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
O'Reilly Automotive (ORLY) has outperformed AutoZone (AZO) over the past year, losing 16.9% versus a loss of 30.3%. Over five years, ORLY leads with a +101.8% price change compared with +64.0% for AZO. O'Reilly Automotive is the larger company by market cap ($68.45 billion vs $46.03 billion), about 1.5 times the size.
On valuation, AutoZone trades at a lower forward P/E (14.8x vs 23.2x for O'Reilly Automotive). O'Reilly Automotive converts more of its revenue into profit, with a net margin of 14.3% versus 13.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AZO | ORLY |
|---|---|---|
| Share price | $2,846.27 | $84.61 |
| Market cap | $46.03B | $68.45B |
| 1-day change | -1.80% | -0.62% |
| YTD return | -16.08% | -7.24% |
| 1-year return | -30.34% | -16.93% |
| 5-year return | +63.95% | +101.78% |
| P/E ratio (TTM) | 18.66 | 26.86 |
| Forward P/E | 14.80 | 23.18 |
| EPS (TTM) | $152.55 | $3.15 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $18.94B | $17.78B |
| Revenue growth (YoY) | +2.43% | +6.42% |
| Net income (latest FY) | $2.50B | $2.54B |
| Gross margin | 52.62% | 51.59% |
| Operating margin | 19.06% | 19.46% |
| Net margin | 13.19% | 14.27% |
| 52-week high | $4,146.42 | $104.06 |
| 52-week low | $2,730.65 | $82.59 |
| Distance from 52-week high | -31.36% | -18.69% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +30.70% | +26.88% |
| Average volume | 269.85K | 6.31M |
| Shares outstanding | 16.17M | 808.96M |
| Employees | — | 95,822 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Auto & Home Supply Stores | Auto & Home Supply Stores |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ORLY has outperformed AZO by 13.4 percentage points over the past year.
- O'Reilly Automotive trades at a higher earnings multiple (26.9x vs 18.7x trailing P/E).
About AutoZone
AZO stock →AutoZone, Inc. operates as a retailer and distributor of automotive replacement parts and accessories in the United States, Mexico, and Brazil.
Consumer Discretionary · Auto & Home Supply Stores
About O'Reilly Automotive
ORLY stock →O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, Mexico, and Canada. The company offers new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.
Consumer Discretionary · Auto & Home Supply Stores · 95,822 employees
AZO vs ORLY FAQ
Which is bigger, AutoZone or O'Reilly Automotive?
O'Reilly Automotive (ORLY) is larger, with a market capitalization of $68.45B compared with $46.03B for AutoZone (AZO).
Which stock has performed better over the past year, AZO or ORLY?
ORLY returned -16.93% over the past 12 months, compared with -30.34% for AZO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AZO or ORLY?
AZO has the lower trailing P/E at 18.7, versus 26.9 for ORLY. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are AutoZone and O'Reilly Automotive in the same industry?
Yes. Both are classified in the Auto & Home Supply Stores industry within the Consumer Discretionary sector.