O'Reilly Auto Parts vs Hilton

This page compares O'Reilly Auto Parts and Hilton; it examines business models, financial performance, and market context to help readers understand their operations. The content is presented in a neutral, accessible way, without predictive claims or recommendations. Educational content, not financial advice.

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.

Hilton (HLT)

Hilton Worldwide Holdings Inc. (HLT) is a global hospitality company operating a portfolio of hotel brands across price points, from full-service to extended-stay and luxury. Investors should know Hilton primarily grows through franchising and management contracts, which gives it scalable fee-based revenue and higher margins than owning large amounts of property. The business is sensitive to travel demand, economic cycles and corporate travel budgets; occupancy and average daily rates drive near-term earnings. Hilton’s loyalty programme, strong brand recognition and global footprint support steady demand, while capital allocation and balance-sheet management matter for long-term returns. Market cap is about $62.6bn. Risks include competition, geopolitical or health shocks that dent travel, rising interest rates and currency swings. This content is educational only and not personal financial advice; values can fall as well as rise, and past performance is not a guarantee of future returns. Consider suitability and seek professional advice for your circumstances.

Comparison Snapshot

Key Financial Metrics

ORLY

Metric

HLT

$79.44B

Market Cap

$65.14B

18.74%

Potential Profit

1.47%

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

Hilton refinances debt with $1B notes issuance, steadying its balance sheet amid flat RevPAR outlook.

Issued $1B 5.5% senior notes on Dec 10, redeeming costlier 5.75% 2028 notes on Dec 11 to lower interest expenses and extend maturities.
Q3 net unit growth hit 6.5% with 23,200 new rooms added, bolstering a record 515,400-room pipeline up 5% year-over-year.
Full-year RevPAR outlook flat to +1%, with $3.3B capital return planned including share repurchases, underscoring operational discipline.

Sentiment:

⚖️Neutral

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

Hilton refinances debt with $1B notes issuance, steadying its balance sheet amid flat RevPAR outlook.

Issued $1B 5.5% senior notes on Dec 10, redeeming costlier 5.75% 2028 notes on Dec 11 to lower interest expenses and extend maturities.
Q3 net unit growth hit 6.5% with 23,200 new rooms added, bolstering a record 515,400-room pipeline up 5% year-over-year.
Full-year RevPAR outlook flat to +1%, with $3.3B capital return planned including share repurchases, underscoring operational discipline.

Sentiment:

⚖️Neutral

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