O'Reilly Auto Parts vs Marriott
O'Reilly Auto Parts and Marriott International, Inc. are compared here to outline their business models, financial performance, and market context. This page offers a neutral, accessible overview of how each company operates, competes, and positions itself within its industry for readers seeking balanced information. Educational content, not financial advice.
O'Reilly Auto Parts and Marriott International, Inc. are compared here to outline their business models, financial performance, and market context. This page offers a neutral, accessible overview of h...
Why It's Moving
ORLY Shares Dip as Q4 Earnings Miss and 2026 Guidance Falls Short of Expectations
- Q4 revenue hit $4.41B, topping $4.39B expectations with 5.6% comparable store sales rise, underscoring steady demand for auto parts amid aging vehicle fleets.
- Earnings miss traced to SG&A expenses jumping 7% YoY from healthcare and casualty inflation, though operating income climbed 12% to $829M on better margins.
- 2026 guidance projects $18.7-$19B revenue and $3.10-$3.20 EPS below consensus, yet analysts hold 'Buy'/'Outperform' ratings with minor price target tweaks.
MAR Stock Warning: Why Analysts See -8% Downside Risk
- Analysts project Q4 EPS of $2.64, a 7.8% YoY rise, fueled by solid momentum in APEC and EMEA regions from improving cross-border travel and ADR growth.
- Recent recognition as Fortune's #1 in Hotels, Casinos & Resorts underscores Marriott's brand strength, alongside 4.3% net room growth and a 610,000-room pipeline.
- Despite consensus Moderate Buy ratings, lower price targets around $240 signal downside risk from a P/E/G ratio of 2.57, suggesting the stock may be pricey relative to growth.
ORLY Shares Dip as Q4 Earnings Miss and 2026 Guidance Falls Short of Expectations
- Q4 revenue hit $4.41B, topping $4.39B expectations with 5.6% comparable store sales rise, underscoring steady demand for auto parts amid aging vehicle fleets.
- Earnings miss traced to SG&A expenses jumping 7% YoY from healthcare and casualty inflation, though operating income climbed 12% to $829M on better margins.
- 2026 guidance projects $18.7-$19B revenue and $3.10-$3.20 EPS below consensus, yet analysts hold 'Buy'/'Outperform' ratings with minor price target tweaks.
MAR Stock Warning: Why Analysts See -8% Downside Risk
- Analysts project Q4 EPS of $2.64, a 7.8% YoY rise, fueled by solid momentum in APEC and EMEA regions from improving cross-border travel and ADR growth.
- Recent recognition as Fortune's #1 in Hotels, Casinos & Resorts underscores Marriott's brand strength, alongside 4.3% net room growth and a 610,000-room pipeline.
- Despite consensus Moderate Buy ratings, lower price targets around $240 signal downside risk from a P/E/G ratio of 2.57, suggesting the stock may be pricey relative to growth.
Investment Analysis
Pros
- O'Reilly Automotive has shown strong growth with a 232% increase in stock price over the past five years and a 27.8% gain year-to-date in 2025.
- The company reported solid Q2 2025 results, including a 4.1% comparable store sales increase and an 11% rise in diluted earnings per share, reflecting operational strength.
- Analysts forecast ongoing revenue growth with estimates projecting sales increases of around 5-6% annually through 2029, supported by market share gains in both professional and DIY automotive segments.
Considerations
- Current valuation suggests potential overvaluation with a discounted cash flow analysis indicating the stock may be 51.1% overvalued.
- Profitability ratios such as a high PEG ratio of 6.87 and elevated price-to-earnings multiples may constrain upside potential despite growth prospects.
- The company's exposure to the cyclical automotive aftermarket could pose risks amid economic downturns or shifts in consumer vehicle maintenance behaviour.
Marriott
MAR
Pros
- Marriott benefits from being the largest global hotel chain with a diverse portfolio of brands spanning luxury to economy, enhancing market penetration.
- The company is well-positioned to capture growth from the recovering global travel and hospitality sector post-pandemic with improving occupancy and pricing power.
- Marriott’s asset-light business model and strong cash flow generation help sustain investment in brand development and shareholder returns.
Considerations
- Marriott faces risks from economic cycles and global geopolitical uncertainties which can impact international travel demand and hotel occupancy.
- Competition from alternative accommodation platforms and changing consumer preferences require continual innovation and marketing investment.
- Rising costs such as labour inflation and regulatory compliance across different countries may pressure operating margins in the near term.
Related Market Insights
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Related Market Insights
The Great Automotive Shift: Why Legacy Carmakers Are Finally Getting Serious
Explore the automotive industry's shift to EVs & autonomous tech. Invest in leading carmakers like GM, Ford, Tesla via Nemo's thematic Neme. Start investing from $1.
Aimee Silverwood | Financial Analyst
July 25, 2025
O'Reilly Auto Parts (ORLY) Next Earnings Date
O'Reilly Automotive (ORLY) will release its next earnings report for the fourth quarter and full-year 2025 on Wednesday, February 4, 2026, after 3:30 p.m. Central Time. A conference call to discuss these results is scheduled for Thursday, February 5, 2026, at 10:00 a.m. Central Time. This timing aligns with the company's official announcement and consensus from multiple financial data providers.
Marriott (MAR) Next Earnings Date
Marriott International will report its fourth quarter 2025 earnings on February 10, 2026, at approximately 7:00 a.m. ET. The earnings report will cover the company's final quarter of 2025, providing results for the period ending December 31, 2025. Analysts are currently forecasting earnings per share between $2.64 and $2.73 for this period. This represents the company's next scheduled earnings announcement following its most recent report in November 2025.
O'Reilly Auto Parts (ORLY) Next Earnings Date
O'Reilly Automotive (ORLY) will release its next earnings report for the fourth quarter and full-year 2025 on Wednesday, February 4, 2026, after 3:30 p.m. Central Time. A conference call to discuss these results is scheduled for Thursday, February 5, 2026, at 10:00 a.m. Central Time. This timing aligns with the company's official announcement and consensus from multiple financial data providers.
Marriott (MAR) Next Earnings Date
Marriott International will report its fourth quarter 2025 earnings on February 10, 2026, at approximately 7:00 a.m. ET. The earnings report will cover the company's final quarter of 2025, providing results for the period ending December 31, 2025. Analysts are currently forecasting earnings per share between $2.64 and $2.73 for this period. This represents the company's next scheduled earnings announcement following its most recent report in November 2025.
Which Baskets Do They Appear In?
Automotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
Explore BasketWhich Baskets Do They Appear In?
Automotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
Explore BasketBuy ORLY or MAR in Nemo
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