BABA vs. ORLY: Alibaba vs. O'Reilly Automotive Stock Comparison

November 11, 2026

How do Alibaba (BABA) and O'Reilly Automotive (ORLY) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Alibaba (BABA) and O'Reilly Automotive (ORLY) both fall under the Consumer Discretionary Distribution & Retail industry group, but BABA is classified in Broadline Retail while ORLY is classified in Specialty Retail.

O'Reilly Automotive (ORLY) trades as ordinary local shares, while Alibaba (BABA) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Profile Item	BABA	ORLY
Name	Alibaba Group Holding Ltd. ADR	O'Reilly Automotive Inc.
Country/Region	China	United States
GICS Sector	Consumer Discretionary	Consumer Discretionary
GICS Industry Group	Consumer Discretionary Distribution & Retail	Consumer Discretionary Distribution & Retail
GICS Industry	Broadline Retail	Specialty Retail
GICS Sub-Industry	Broadline Retail	Automotive Retail
Market Capitalization	272.28 billion USD	72.33 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	September 19, 2014	April 23, 1993
Security Type	ADR	Common Stock

Price Performance

Cumulative Growth

BABA

ORLY

GSPC

Alibaba (BABA) vs. O'Reilly Automotive (ORLY), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Alibaba (BABA) and O'Reilly Automotive (ORLY). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Alibaba (BABA) and O'Reilly Automotive (ORLY). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
Total Return (1Y)	-35.96%	-7.41%
Total Return (3Y, Annualized)	10.68%	11.29%
Total Return (5Y, Annualized)	-6.88%	15.95%

Risk Profile

Drawdown History

BABA

ORLY

GSPC

Alibaba (BABA) vs. O'Reilly Automotive (ORLY), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Alibaba (BABA) and O'Reilly Automotive (ORLY). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
Volatility (1Y, Annualized)	40.95%	26.15%
Beta (5Y)	0.39	0.55
Max Drawdown (5Y)	-62.51%	-23.27%
Avg. Volume (3M)	10.02M	5.82M

Risk-Adjusted Performance

Risk-Return Positioning

BABA and ORLY are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
Sharpe Ratio (1Y)	-0.98	-0.45
Sortino Ratio (1Y)	-1.48	-0.65

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Alibaba (BABA) earns 6.36% on shareholders’ equity, ranked against its industry; O'Reilly Automotive (ORLY) has no ROE this period.

BABA

Consumer Discretionary Distribution & Retail industry group

6.36%

Max: 62.17%
Q3: 29.44%
Median: 15.69%
Q1: 6.73%
BABA: 6.36%
Min: -12.16%

ORLY

Consumer Discretionary Distribution & Retail industry group

Max: 62.17%
Q3: 29.44%
Median: 15.69%
Q1: 6.73%
Min: -12.16%
ORLY: --

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): ORLY does not report ROE, so it has no value marker; BABA is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Net Margin (TTM)

O'Reilly Automotive (ORLY) at 14.27% retains a top-quartile share of revenue as profit, ahead of Alibaba (BABA) at 7.04%, which keeps about the industry-typical share.

BABA

Consumer Discretionary Distribution & Retail industry group

7.04%

Max: 16.94%
Q3: 8.69%
BABA: 7.04%
Median: 3.55%
Q1: 1.14%
Min: -9.41%

ORLY

Consumer Discretionary Distribution & Retail industry group

14.27%

Max: 16.94%
ORLY: 14.27%
Q3: 8.69%
Median: 3.55%
Q1: 1.14%
Min: -9.41%

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

O'Reilly Automotive (ORLY) at 21.45% operates in the top operating margin quartile, ahead of Alibaba (BABA) at 7.30%, which runs around its industry’s norm.

BABA

Consumer Discretionary Distribution & Retail industry group

7.30%

Max: 21.45%
Q3: 10.89%
BABA: 7.30%
Median: 5.57%
Q1: 2.28%
Min: -7.12%

ORLY

Consumer Discretionary Distribution & Retail industry group

21.45%

ORLY: 21.45%
Max: 21.45%
Q3: 10.89%
Median: 5.57%
Q1: 2.28%
Min: -7.12%

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
ROE (TTM)	6.36%	--
ROA (TTM)	1.56%	13.85%
Net Margin (TTM)	7.04%	14.27%
Operating Margin (TTM)	7.30%	21.45%
Gross Margin (TTM)	38.20%	51.79%

Growth

Revenue Growth

Both Alibaba (BABA) at 2.74% and O'Reilly Automotive (ORLY) at 6.43% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Alibaba (BABA) at -17.91% and O'Reilly Automotive (ORLY) at 9.57% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
Revenue Growth (YoY)	2.74%	6.43%
Revenue Growth (3Y CAGR)	5.62%	7.26%
EPS Growth (YoY)	-17.91%	9.57%
EPS Growth (3Y CAGR)	17.05%	10.03%

Financial Strength

Current Ratio (MRQ)

Alibaba (BABA) at 1.36 keeps current ratio within its industry’s typical mid-range, while O'Reilly Automotive (ORLY) at 0.77 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for ORLY.

BABA

Consumer Discretionary Distribution & Retail industry group

1.36

Max: 2.62
Q3: 1.75
BABA: 1.36
Median: 1.35
Q1: 1.00
Min: 0.48

ORLY

Consumer Discretionary Distribution & Retail industry group

0.77

Max: 2.62
Q3: 1.75
Median: 1.35
Q1: 1.00
ORLY: 0.77
Min: 0.48

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Alibaba (BABA) carries debt-to-equity ratio of 0.24 against its industry range, while O'Reilly Automotive (ORLY) reports no figure this period.

BABA

Consumer Discretionary Distribution & Retail industry group

0.24

Max: 3.93
Q3: 2.14
Median: 1.25
Q1: 0.73
BABA: 0.24
Min: 0.01

ORLY

Consumer Discretionary Distribution & Retail industry group

Max: 3.93
Q3: 2.14
Median: 1.25
Q1: 0.73
Min: 0.01
ORLY: --

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): ORLY does not report debt-to-equity ratio, so it has no value marker; BABA is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Financial Strength Metrics

Financial strength metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
Current Ratio (MRQ)	1.36	0.77
Debt / Equity (MRQ)	0.24	--
Net Debt / EBITDA	-1.20	2.35

Dividends

Dividend Yield (TTM)

O'Reilly Automotive (ORLY) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Alibaba (BABA) reports a yield of 6.70%, ranking against industry peers normally.

BABA

Consumer Discretionary Distribution & Retail industry group

6.70%

BABA: 6.70%
Max: 5.84%
Q3: 2.50%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

ORLY

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 5.84%
Q3: 2.50%
ORLY: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

O'Reilly Automotive (ORLY) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Alibaba (BABA) reports a payout of 25.44%, ranking against industry peers normally.

BABA

Consumer Discretionary Distribution & Retail industry group

25.44%

Max: 72.73%
Q3: 32.44%
BABA: 25.44%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

ORLY

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 72.73%
Q3: 32.44%
ORLY: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
Dividend Yield (TTM)	6.70%	0.00%
Dividend Payout Ratio (TTM)	25.44%	0.00%

Valuation

P/E Ratio (TTM)

Both Alibaba (BABA) at 26.50 and O'Reilly Automotive (ORLY) at 27.57 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

BABA

Consumer Discretionary Distribution & Retail industry group

26.50

Max: 40.50
BABA: 26.50
Q3: 24.26
Median: 19.23
Q1: 12.64
Min: 4.67

ORLY

Consumer Discretionary Distribution & Retail industry group

27.57

Max: 40.50
ORLY: 27.57
Q3: 24.26
Median: 19.23
Q1: 12.64
Min: 4.67

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

Alibaba (BABA) at 0.26 looks cheap on sales in the lower P/S ratio quartile, while O'Reilly Automotive (ORLY) at 3.81 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

BABA

Consumer Discretionary Distribution & Retail industry group

0.26

Max: 4.32
Q3: 1.99
Median: 0.70
Q1: 0.26
BABA: 0.26
Min: 0.03

ORLY

Consumer Discretionary Distribution & Retail industry group

3.81

Max: 4.32
ORLY: 3.81
Q3: 1.99
Median: 0.70
Q1: 0.26
Min: 0.03

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

O'Reilly Automotive (ORLY) reports a negative P/B ratio of -34.56, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Alibaba (BABA) reports 1.63, ranking against industry peers normally.

BABA

Consumer Discretionary Distribution & Retail industry group

1.63

Max: 10.96
Q3: 5.26
Median: 2.16
BABA: 1.63
Q1: 1.08
Min: -4.45

ORLY

Consumer Discretionary Distribution & Retail industry group

-34.56

Max: 10.96
Q3: 5.26
Median: 2.16
Q1: 1.08
Min: -4.45
ORLY: -34.56

Alibaba (BABA) vs. O'Reilly Automotive (ORLY): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for Alibaba (BABA) and O'Reilly Automotive (ORLY)
Metric	BABA	ORLY
P/E Ratio (TTM)	26.50	27.57
P/S Ratio (TTM)	0.26	3.81
P/B Ratio (MRQ)	1.63	-34.56
Free Cash Flow Yield (TTM)	-30.35%	2.23%