O'Reilly Auto Parts vs Carvana
O'Reilly Auto Parts vs Carvana Co. This page compares the two companies’ business models, financial performance, and market context in a neutral, accessible way. It explains how each organisation operates, generates revenue, and positions itself within the automotive parts and online retail sectors. Educational content, not financial advice.
O'Reilly Auto Parts vs Carvana Co. This page compares the two companies’ business models, financial performance, and market context in a neutral, accessible way. It explains how each organisation oper...
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.
Carvana surges to new 1-year high as analysts hike targets amid profitability momentum.
- BTIG boosted its price target to $535 with a buy rating, while Stephens lifted theirs to $519 and Morgan Stanley reaffirmed overweight, reflecting strong Wall Street optimism.
- Revenue jumped 54.5% year-over-year to $5.65B in the last quarter, beating estimates and underscoring robust demand recovery in used vehicles.
- Operating margins hit near 10% with LTM income at $2B, highlighting efficiency gains in reconditioning and logistics that bolster scalability.
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.
Carvana surges to new 1-year high as analysts hike targets amid profitability momentum.
- BTIG boosted its price target to $535 with a buy rating, while Stephens lifted theirs to $519 and Morgan Stanley reaffirmed overweight, reflecting strong Wall Street optimism.
- Revenue jumped 54.5% year-over-year to $5.65B in the last quarter, beating estimates and underscoring robust demand recovery in used vehicles.
- Operating margins hit near 10% with LTM income at $2B, highlighting efficiency gains in reconditioning and logistics that bolster scalability.
Investment Analysis
Pros
- O'Reilly Automotive operates a large, well-established retail network with over 5,800 stores across 47 states, providing strong market presence and accessibility.
- The company reported robust third quarter 2025 results with a 5.6% comparable store sales growth and a 12% increase in diluted earnings per share, indicating solid operational execution.
- O'Reilly maintains steady revenue growth and profitability, with trailing twelve-month revenue around $17.46 billion and net income of $2.48 billion, demonstrating financial strength.
Considerations
- The stock appears overvalued based on discounted cash flow analysis, suggesting it may be priced about 51% above fair value, implying limited margin for price appreciation.
- O'Reilly's price-to-earnings ratio is relatively high at about 33, which may limit upside potential and signals market concerns over valuation.
- Despite strong revenue, the company has faced some profit margin pressures and efficiency concerns, with mixed analyst sentiment on future growth sustainability.
Carvana
CVNA
Pros
- Carvana operates in the high-growth online used car sales sector, leveraging technology to disrupt traditional car dealerships.
- The company has rapidly expanded its delivery and logistics network, growing its geographic reach and customer convenience significantly in recent years.
- Carvana’s business model benefits from increasing consumer preference for online vehicle purchases, providing a strong secular growth tailwind.
Considerations
- Carvana has historically faced significant earnings volatility and operating losses, which pose continuing profitability and cash flow risks.
- The company operates in a highly competitive market with pressure from legacy used car dealers and other online platforms, making sustainable market share gains challenging.
- Carvana’s stock has experienced high volatility and investor sentiment swings, reflecting execution risks and uncertainties regarding long-term profitability.
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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.
Carvana (CVNA) Next Earnings Date
Carvana (CVNA) is scheduled to report its next earnings on February 18, 2026, prior to market open. This release will cover the fourth quarter and full year of 2025, ending December 2025. Investors should monitor for updates, as dates can shift based on company announcements.
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.
Carvana (CVNA) Next Earnings Date
Carvana (CVNA) is scheduled to report its next earnings on February 18, 2026, prior to market open. This release will cover the fourth quarter and full year of 2025, ending December 2025. Investors should monitor for updates, as dates can shift based on company announcements.
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 CVNA in Nemo
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