O REILLY AUTOMOTIVE INC (ORLY)

Retail-Auto & Home Supply Stores

Latest Price

$89.35

TTM P/E

Normalized P/E

3.22

Div Yield

Book Value

P/B Ratio

Valuation metrics

Norm. op. income: $3.0B (median of 7yr)

Tax rate: 22%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$20.39

77% downside

Base FCF: $2.0B (median of recent 5yr)

Growth: -3%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$15.56

83% downside

EPS: $2.97

Target P/E: 3×

Formula: EPS × P/E

P/E Fair Value

$8.91

90% downside

79.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	65.21M	$6.02B	7.83%	+1.40M	2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC	54.74M	$5.05B	6.58%	--	2026-03-31
STATE STREET CORP	36.72M	$3.39B	4.41%	-485.8K	2026-03-31
GEODE CAPITAL MANAGEMENT, LLC	24.58M	$2.27B	2.95%	+441.3K	2026-03-31
FMR LLC	18.38M	$1.70B	2.21%	-3.22M	2026-03-31
PRINCIPAL FINANCIAL GROUP INC	18.07M	$1.67B	2.17%	-3.56M	2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC	16.68M	$1.54B	2.00%	--	2026-03-31
Nuveen, LLC	15.07M	$1.39B	1.81%	+3.72M	2026-03-31
MORGAN STANLEY	14.87M	$1.37B	1.79%	-1.03M	2026-03-31
Bank of New York Mellon Corp	13.01M	$1.20B	1.56%	-1.28M	2026-03-31