Professional
Added to YB: 2025-04-08
Pitch date: 2025-04-04
ORLY [neutral]
O'Reilly Automotive, Inc.
+3.12%
current return
Author Info
Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. Sign up for the newsletter.
Company Info
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.
Market Cap
$84.8B
Pitch Price
$91.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.87
P/E
34.89
EV/Sales
5.32
Sector
Specialty Retail
Category
N/A
Andvari Associates Portfolio Holding: O'Reilly Automotive, Inc.
ORLY (holding update): Major US auto parts distributor facing tariff risks. Diversified supplier base post-COVID/Trump tariffs. Successfully passed 20-25% price hikes to customers on China-sourced parts. Resilient supply chain strategy mitigates impact. Strong pricing power evident.
Read full article (1 min)