O REILLY AUTOMOTIVE INC (ORLY)

Retail-Auto & Home Supply Stores

Latest Price

$87.22

TTM P/E

Normalized P/E

3.28

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

82% downside

EPS: $2.97

Target P/E: 3×

Formula: EPS × P/E

P/E Fair Value

$8.91

90% downside

85.7% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	64.61M	$5.95B	7.92%	-596.8K	2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC	54.15M	$4.99B	6.64%	-588.5K	2026-06-30
STATE STREET CORP	36.72M	$3.38B	4.50%	-4.0K	2026-06-30
Invesco Ltd.	26.61M	$2.45B	3.26%	+17.92M	2026-06-30
GEODE CAPITAL MANAGEMENT, LLC	24.18M	$2.23B	2.96%	-398.3K	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	15.82M	$1.46B	1.94%	-853.1K	2026-06-30
MORGAN STANLEY	15.46M	$1.42B	1.89%	+588.4K	2026-06-30
PRINCIPAL FINANCIAL GROUP INC	14.21M	$1.31B	1.74%	-3.86M	2026-06-30
FMR LLC	13.91M	$1.28B	1.70%	-4.47M	2026-06-30
NORGES BANK	13.73M	$1.26B	1.68%	+1.30M	2026-06-30