O'Reilly Auto Parts vs Coupang
This page compares O'Reilly Auto Parts and Coupang, examining their business models, financial performance, and market context in a clear, neutral way. It explains how each company operates, where value is created, and how their strategies fit different sectors and geographies. Educational content, not financial advice.
This page compares O'Reilly Auto Parts and Coupang, examining their business models, financial performance, and market context in a clear, neutral way. It explains how each company operates, where val...
Why It's Moving
O'Reilly Automotive Boosts Share Buyback by $2 Billion, Signaling Strong Confidence in Future Growth
- The authorization, effective immediately, reflects optimism about ongoing same-store sales growth and market share gains in a resilient sector.
- Recent Q3 2025 earnings beat expectations with EPS of $0.85 versus $0.83 forecast and revenue of $4.71 billion topping $4.69 billion projections.
- Analysts remain divided, with Raymond James upgrading to Outperform on pricing tailwinds into 2026, while others note rising expenses.
Coupang Shares Dip Amid Data Breach Fallout as Institutional Buying Signals Confidence
- Investment House LLC ramped up its stake by 76.2% with 144,834 new shares, valuing its holding at $10.79 million and underscoring faith in Coupang's long-term potential.
- A Chinese worker's leak of customer data sparked a major scandal in South Korea, fueling the 2.6% weekly drop and testing the e-commerce giant's reputation.
- Rapid revenue growth in Taiwan—triple digits from a small base—bolsters Coupang's flywheel of expansion and service enhancements amid reinvestments for profitability.
O'Reilly Automotive Boosts Share Buyback by $2 Billion, Signaling Strong Confidence in Future Growth
- The authorization, effective immediately, reflects optimism about ongoing same-store sales growth and market share gains in a resilient sector.
- Recent Q3 2025 earnings beat expectations with EPS of $0.85 versus $0.83 forecast and revenue of $4.71 billion topping $4.69 billion projections.
- Analysts remain divided, with Raymond James upgrading to Outperform on pricing tailwinds into 2026, while others note rising expenses.
Coupang Shares Dip Amid Data Breach Fallout as Institutional Buying Signals Confidence
- Investment House LLC ramped up its stake by 76.2% with 144,834 new shares, valuing its holding at $10.79 million and underscoring faith in Coupang's long-term potential.
- A Chinese worker's leak of customer data sparked a major scandal in South Korea, fueling the 2.6% weekly drop and testing the e-commerce giant's reputation.
- Rapid revenue growth in Taiwan—triple digits from a small base—bolsters Coupang's flywheel of expansion and service enhancements amid reinvestments for profitability.
Investment Analysis
Pros
- Consistently strong financial performance with Q3 2025 earnings and revenue surpassing analyst expectations, demonstrating solid profitability.
- Sustained growth with a 5.6% year-over-year increase in comparable store sales and addition of 55 net new stores in Q3 2025.
- Good financial health indicated by strong profitability metrics and a low stock beta of 0.6, implying lower volatility compared to the market.
Considerations
- Shares appear overvalued with a high P/E ratio around 35.79x and discounted cash flow analysis suggesting overvaluation by over 50%.
- Stock price declined 6.05% in after-hours trading after strong earnings, reflecting investor concerns about future growth prospects.
- Lacks dividend payouts, which may be a downside for income-focused investors despite solid earnings growth.
Coupang
CPNG
Pros
- High growth potential supported by expanding e-commerce market in South Korea and strong customer base growth.
- Recent efforts to improve logistics and distribution infrastructure enhance delivery speed and operational efficiency.
- Diversification into grocery and other categories broadens revenue streams beyond core e-commerce offerings.
Considerations
- Heavy dependence on the South Korean market exposes the company to country-specific economic and regulatory risks.
- Reports of ongoing profitability challenges and high operational costs put pressure on net margins despite revenue growth.
- Strong competition from both local and international e-commerce players could limit market share gains and margin expansion.
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
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 financial calendars.
Coupang (CPNG) Next Earnings Date
Coupang (CPNG) has not confirmed its next earnings release date, but estimates point to Tuesday, February 24, 2026, based on historical patterns following Q4 2025 results. This report will cover the quarter ending December 2025. Investors should monitor official announcements for confirmation, as dates remain subject to adjustment.
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 financial calendars.
Coupang (CPNG) Next Earnings Date
Coupang (CPNG) has not confirmed its next earnings release date, but estimates point to Tuesday, February 24, 2026, based on historical patterns following Q4 2025 results. This report will cover the quarter ending December 2025. Investors should monitor official announcements for confirmation, as dates remain subject to adjustment.
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 CPNG in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
O'Reilly Auto Parts vs Royal Caribbean Group
O'Reilly Auto Parts vs Royal Caribbean Group
O'Reilly Auto Parts vs Cummins
O'Reilly Auto Parts vs Cummins
O'Reilly Auto Parts vs Marriott
O'Reilly Auto Parts vs Marriott