O'Reilly Auto Parts vs General Motors

This page compares O'Reilly Auto Parts and General Motors, outlining how each company operates, their business models, financial performance signals, and the market context in which they compete. The aim is to present a neutral, accessible overview that explains core drivers, strategies, and industry placement without judgement or recommendation. Educational content, not financial advice.

This page compares O'Reilly Auto Parts and General Motors, outlining how each company operates, their business models, financial performance signals, and the market context in which they compete. The ...

About The Companies

O'Reilly Auto Parts (ORLY)

O'Reilly Automotive Inc. (ORLY) is a leading US speciality retailer of automotive aftermarket parts, tools, supplies and accessories. Investors should know it operates a large store network and omni‑channel platform serving DIY and professional customers, generating substantial free cash flow that management often returns via reinvestment, dividends and share buybacks. The company benefits from steady demand for vehicle maintenance and repair, which can be more resilient than discretionary retail in downturns, but it remains exposed to the automotive cycle, fuel prices and parts supply dynamics. Competitive pressures come from peers and online sellers, and margins depend on inventory management and supplier relationships. Key metrics to watch include same‑store sales, gross margin, inventory turnover and capital allocation choices. This summary is for educational purposes and not personalised advice; values can rise or fall and past performance is not a guide to the future.

General Motors (GM)

General Motors Co. (GM) is a large, diversified US automaker transitioning from traditional internal combustion vehicles to electric and software‑defined cars. Investors should know GM combines vehicle sales, financing, parts and services with growing investments in electric vehicle (EV) platforms (Ultium), software updates, and autonomous vehicle technology (Cruise). The company’s size (market cap around $62B) gives scale but it operates in a cyclical, capital‑intensive industry exposed to supply chains, commodity prices and regulatory change. GM’s outlook depends on execution of EV roll‑out, cost control, and consumer demand across regions. There are potential upside themes — EV adoption, monetised software and autonomy — but these carry timing and execution risk and require substantial capital. This summary is educational only; it is not personalised investment advice. Investors should consider their risk tolerance and investment horizon and consult a financial adviser before acting.

Comparison Snapshot

Key Financial Metrics

ORLY

Metric

GM

$79.44B

Market Cap

$75.46B

18.74%

Potential Profit

-11.93%

Buy

Analyst Rating

Buy

Why It's Moving

O'Reilly Automotive faces sector headwinds as peer pressures overshadow its recent earnings strength.

Stock fell 4.2-4.8% after AutoZone's report highlighted gross margin decline from LIFO impacts and higher operating costs, signaling potential risks across the sector.
ORLY's Q3 results topped estimates with $0.85 EPS versus $0.83 expected and $4.71B revenue against $4.69B forecast, reinforcing market share gains.
Raised 2025 comparable store sales guidance to 4-5% and Baird's new Outperform rating underscore confidence in sales productivity amid competition.

Sentiment:

🌋Volatile

GM Slashes 2025 Guidance by Billions Amid Trump Tariff Onslaught

Adjusted EBIT guidance cut to $10-12.5 billion from $13.7-15.7 billion, underscoring tariffs' drag on profitability while Q1 results showed 17% U.S. sales growth and 94% EV surge.
Plans to offset 30% of tariff exposure by ramping up 50,000 extra full-size trucks yearly at Indiana plant and boosting U.S. battery assembly, with over 80% supply chain already USMCA compliant.
Added $500 million Q2 charge for recalling 600,000 SUVs and trucks over engine woes, as Barra signals no immediate price hikes and focus on U.S. reinvestment.

Sentiment:

🐻Bearish

O'Reilly Automotive faces sector headwinds as peer pressures overshadow its recent earnings strength.

Stock fell 4.2-4.8% after AutoZone's report highlighted gross margin decline from LIFO impacts and higher operating costs, signaling potential risks across the sector.
ORLY's Q3 results topped estimates with $0.85 EPS versus $0.83 expected and $4.71B revenue against $4.69B forecast, reinforcing market share gains.
Raised 2025 comparable store sales guidance to 4-5% and Baird's new Outperform rating underscore confidence in sales productivity amid competition.

Sentiment:

🌋Volatile

GM Slashes 2025 Guidance by Billions Amid Trump Tariff Onslaught

Adjusted EBIT guidance cut to $10-12.5 billion from $13.7-15.7 billion, underscoring tariffs' drag on profitability while Q1 results showed 17% U.S. sales growth and 94% EV surge.
Plans to offset 30% of tariff exposure by ramping up 50,000 extra full-size trucks yearly at Indiana plant and boosting U.S. battery assembly, with over 80% supply chain already USMCA compliant.
Added $500 million Q2 charge for recalling 600,000 SUVs and trucks over engine woes, as Barra signals no immediate price hikes and focus on U.S. reinvestment.

Sentiment:

🐻Bearish

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

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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 Basket

Investment Analysis