O'Reilly Automotive Inc

O'Reilly Automotive Inc(ORLY)の株式分析

$86.690

+0.668 (+0.77%)終値時点

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高値
86.900
始値
86.030
出来高加重平均価格
86.49
出来高
4.88M
時価総額
62.28B
安値
85.885
売買代金
422.12M
EV/EBITDA(TTM)
17.06

O’Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States (U.S.), selling its products to both do-it-yourself (DIY) and professional service provider customers. Its stores carry various product lines, including 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, oil, and wiper blades and accessories, such as floor mats, seat covers, and truck accessories. Its stores offer services and programs, including battery diagnostic testing; battery, wiper, and bulb replacement; a loaner tool program; custom hydraulic hoses, drum and rotor resurfacing, electrical and module testing, used oil, oil filter, and battery recycling; and others.

AI分析 of O'Reilly Automotive Inc (ORLY)

買い

O'Reilly Automotive Inc is a good buy right now due to its current price of $86.45, which is significantly below the analyst consensus target price of $109.39, indicating a potential upside of 27.09%. Additionally, the company has shown strong financial performance with a gross margin of 51.45% in Q2 2026 and a forward P/E ratio of 23.42, which is attractive compared to its historical average. However, a risk to consider is the recent insider selling, which has increased by 1675.30% over the last month, signaling potential concerns among insiders.

アナリスト評価(26)

上値余地 +27.75%
買い
16 買い
10 中立
0 売り
現在: 86.69
安値
91.00
平均
110.75
高値
125.00

Bernstein

2026-09-29

目標株価

$94

Market Perform

Citi

2026-08-03

目標株価

$106

買い

Goldman Sachs

2026-08-03

目標株価

$113

買い

DA Davidson

2026-07-31

目標株価

$106

買い

Roth Capital

2026-07-31

目標株価

$111

買い

バリュエーション指標

O'Reilly Automotive Inc(ORLY)の現在の予想PERは23.42で、5年平均は25.34です。

予想PER

適正
5年平均 P/E
25.34
現在のP/E
23.42
割高
29.42
割安
21.26

予想EV/EBITDA

適正
5年平均 EV/EBITDA
18.14
現在のEV/EBITDA
17.06
割高
20.49
割安
15.78

予想PSR

適正
5年平均 P/S
3.68
現在のP/S
3.43
割高
4.16
割安
3.19

Alphio AI による ORLY の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%ORLY

$1,586.01

シナリオ価格

基

基本

基本 · 50%ORLY

$1,474.17

シナリオ価格

弱

弱気

弱気 · 25%ORLY

$1,458.90

シナリオ価格

ORLY を保有するクジラ

B

Banque Pictet & Cie SA

+ を保有ORLY

+11.36%

3か月リターン

S

SOCIETE GENERALE INVESTMENT SOLUTIONS (FRANCE)

+ を保有ORLY

+8.67%

3か月リターン

A

Assenagon Asset Management S.A.

+ を保有ORLY

+8.58%

3か月リターン

O

Oak Ridge Investments, LLC

+ を保有ORLY

+8.37%

3か月リターン

S

Squarepoint OPS LLC

+ を保有ORLY

+8.30%

3か月リターン

W

William Blair Investment Management, LLC

+ を保有ORLY

+7.88%

3か月リターン

イベントタイムライン

2026-07-29 (ET)

17:00:00

Sees FY26 Revenue at $18.9B-$19.2B

17:00:00

O'Reilly Reports Q2 Revenue of $4.89B

2026-07-21 (ET)

14:30:00

Genuine Parts Confirms No Talks with Competitors, O'Reilly Shares Up Nearly 4%

11:00:00

Genuine Parts Denies Rival Acquisition Rumors, O'Reilly Shares Rise

2026-07-06 (ET)

10:30:00

O'Reilly Automotive Shares Down 6.8% to $84.07

ニュース

ORLY のよくある質問 — Alphio AI が回答

O’Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States (U.S.), selling its products to both do-it-yourself (DIY) and professional service provider customers. Its stores carry various product lines, including 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, oil, and wiper blades and accessories, such as floor mats, seat covers, and truck accessories. Its stores offer services and programs, including battery diagnostic testing; battery, wiper, and bulb replacement; a loaner tool program; custom hydraulic hoses, drum and rotor resurfacing, electrical and module testing, used oil, oil filter, and battery recycling; and others. It operates in the Consumer Cyclicals sector (RETAIL-AUTO & HOME SUPPLY STORES industry).

O'Reilly Automotive Inc is a good buy right now due to its current price of $86.45, which is significantly below the analyst consensus target price of $109.39, indicating a potential upside of 27.09%. Additionally, the company has shown strong financial performance with a gross margin of 51.45% in Q2 2026 and a forward P/E ratio of 23.42, which is attractive compared to its historical average. However, a risk to consider is the recent insider selling, which has increased by 1675.30% over the last month, signaling potential concerns among insiders.

26 analysts cover ORLY: 16 rate it Buy, 10 Hold and 0 Sell. The average price target is 110.75.

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